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PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NamePRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PRESS GANEY ASSOCIATES LLC has sponsored the creation of one or more 401k plans.

Company Name:PRESS GANEY ASSOCIATES LLC
Employer identification number (EIN):351646289
NAIC Classification:541600

Additional information about PRESS GANEY ASSOCIATES LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1990-01-01
Company Identification Number: 0011081506
Legal Registered Office Address: 1173 IGNITION DR

SOUTH BEND
United States of America (USA)
46601

More information about PRESS GANEY ASSOCIATES LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BREHT FEIGH
0012016-01-01JOE POPE
0012015-01-01JOE MARABOTTI
0012014-01-01CHRIS STERLING
0012013-01-01CHRIS STERLING
0012012-01-01STEVEN KULL
0012011-01-01STEVEN KULL
0012009-01-01STEVEN KULL

Plan Statistics for PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-012,142
Total number of active participants reported on line 7a of the Form 55002022-01-012,084
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01722
Total of all active and inactive participants2022-01-012,813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0111
Total participants2022-01-012,824
Number of participants with account balances2022-01-012,684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-011,690
Total number of active participants reported on line 7a of the Form 55002021-01-011,655
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01473
Total of all active and inactive participants2021-01-012,132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-012,142
Number of participants with account balances2021-01-011,909
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-011,730
Total number of active participants reported on line 7a of the Form 55002020-01-011,286
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01393
Total of all active and inactive participants2020-01-011,682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-011,690
Number of participants with account balances2020-01-011,662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-011,707
Total number of active participants reported on line 7a of the Form 55002019-01-011,322
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01399
Total of all active and inactive participants2019-01-011,724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-011,730
Number of participants with account balances2019-01-011,694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011,428
Total number of active participants reported on line 7a of the Form 55002018-01-011,308
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01394
Total of all active and inactive participants2018-01-011,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,707
Number of participants with account balances2018-01-011,651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-011,345
Total number of active participants reported on line 7a of the Form 55002017-01-011,120
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01305
Total of all active and inactive participants2017-01-011,427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,428
Number of participants with account balances2017-01-011,410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011,335
Total number of active participants reported on line 7a of the Form 55002016-01-011,100
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01244
Total of all active and inactive participants2016-01-011,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,345
Number of participants with account balances2016-01-011,309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-011,218
Total number of active participants reported on line 7a of the Form 55002015-01-011,025
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01308
Total of all active and inactive participants2015-01-011,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,335
Number of participants with account balances2015-01-011,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-011,169
Total number of active participants reported on line 7a of the Form 55002014-01-01922
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01295
Total of all active and inactive participants2014-01-011,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,218
Number of participants with account balances2014-01-011,198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-011,127
Total number of active participants reported on line 7a of the Form 55002013-01-01935
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01233
Total of all active and inactive participants2013-01-011,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,169
Number of participants with account balances2013-01-011,143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01965
Total number of active participants reported on line 7a of the Form 55002012-01-01957
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01169
Total of all active and inactive participants2012-01-011,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,127
Number of participants with account balances2012-01-011,022
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-011,053
Total number of active participants reported on line 7a of the Form 55002011-01-01880
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0185
Total of all active and inactive participants2011-01-01965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01965
Number of participants with account balances2011-01-01847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0126
2009: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01705
Total number of active participants reported on line 7a of the Form 55002009-01-01606
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01156
Total of all active and inactive participants2009-01-01762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01762
Number of participants with account balances2009-01-01726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$17,849,233
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,131,204
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$14,643,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,357,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$20,856,811
Value of total assets at end of year2022-12-31$152,327,737
Value of total assets at beginning of year2022-12-31$156,253,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$285,820
Total interest from all sources2022-12-31$75,965
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,228,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,228,608
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$13,329,634
Participant contributions at end of year2022-12-31$1,706,095
Participant contributions at beginning of year2022-12-31$1,447,250
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,779,189
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$11,571
Other income not declared elsewhere2022-12-31$15,380
Administrative expenses (other) incurred2022-12-31$285,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,774,517
Value of net assets at end of year (total assets less liabilities)2022-12-31$152,327,737
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$156,253,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$150,621,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$154,805,771
Interest on participant loans2022-12-31$75,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-33,307,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,747,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,345,922
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$37,427,218
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,690,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,375,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,799,706
Value of total assets at end of year2021-12-31$156,253,021
Value of total assets at beginning of year2021-12-31$128,515,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$314,196
Total interest from all sources2021-12-31$71,554
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,142,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,142,968
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$10,755,717
Participant contributions at end of year2021-12-31$1,447,250
Participant contributions at beginning of year2021-12-31$1,401,955
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,024,023
Other income not declared elsewhere2021-12-31$97
Administrative expenses (other) incurred2021-12-31$314,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$27,737,200
Value of net assets at end of year (total assets less liabilities)2021-12-31$156,253,021
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$128,515,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$154,805,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$127,113,866
Interest on participant loans2021-12-31$71,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,412,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,019,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,375,822
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$140,052
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$29,864,755
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,349,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,073,027
Value of total corrective distributions2020-12-31$574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,669,073
Value of total assets at end of year2020-12-31$128,515,821
Value of total assets at beginning of year2020-12-31$109,860,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$275,505
Total interest from all sources2020-12-31$73,094
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,603,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,603,032
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$9,168,416
Participant contributions at end of year2020-12-31$1,401,955
Participant contributions at beginning of year2020-12-31$1,285,808
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,621,141
Other income not declared elsewhere2020-12-31$681
Administrative expenses (other) incurred2020-12-31$275,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$18,515,649
Value of net assets at end of year (total assets less liabilities)2020-12-31$128,515,821
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$109,860,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$127,113,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$108,574,312
Interest on participant loans2020-12-31$73,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,518,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,879,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,073,027
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$33,876,102
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,522,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,274,234
Expenses. Certain deemed distributions of participant loans2019-12-31$-19
Value of total corrective distributions2019-12-31$278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,239,160
Value of total assets at end of year2019-12-31$109,860,120
Value of total assets at beginning of year2019-12-31$84,506,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$248,377
Total interest from all sources2019-12-31$67,443
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,643,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,643,992
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$8,546,975
Participant contributions at end of year2019-12-31$1,285,808
Participant contributions at beginning of year2019-12-31$1,054,955
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,840,200
Other income not declared elsewhere2019-12-31$361
Administrative expenses (other) incurred2019-12-31$248,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$25,353,232
Value of net assets at end of year (total assets less liabilities)2019-12-31$109,860,120
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$84,506,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$108,574,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$83,451,933
Interest on participant loans2019-12-31$67,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,925,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,851,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,274,234
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
2018 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$1,815,369
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$7,274,523
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,259,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,078,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,999,086
Value of total assets at end of year2018-12-31$84,506,888
Value of total assets at beginning of year2018-12-31$83,676,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$181,207
Total interest from all sources2018-12-31$54,087
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,567,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,567,264
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$7,941,198
Participant contributions at end of year2018-12-31$1,054,955
Participant contributions at beginning of year2018-12-31$896,472
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,424,535
Other income not declared elsewhere2018-12-31$1,144
Administrative expenses (other) incurred2018-12-31$181,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-985,366
Value of net assets at end of year (total assets less liabilities)2018-12-31$84,506,888
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$83,676,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$83,451,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$82,780,413
Interest on participant loans2018-12-31$54,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,347,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,633,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,078,682
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$2,287,364
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$24,423,293
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,396,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,351,662
Expenses. Certain deemed distributions of participant loans2017-12-31$6,802
Value of total corrective distributions2017-12-31$4,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,218,920
Value of total assets at end of year2017-12-31$83,676,885
Value of total assets at beginning of year2017-12-31$65,362,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,568
Total interest from all sources2017-12-31$33,914
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,887,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,887,296
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$7,027,326
Participant contributions at end of year2017-12-31$896,472
Participant contributions at beginning of year2017-12-31$574,743
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,943,978
Other income not declared elsewhere2017-12-31$5,444
Administrative expenses (other) incurred2017-12-31$33,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$16,026,650
Value of net assets at end of year (total assets less liabilities)2017-12-31$83,676,885
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$65,362,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$82,780,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$64,788,128
Interest on participant loans2017-12-31$33,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,277,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,247,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,351,662
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,113,400
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$14,835,715
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,241,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,221,173
Value of total corrective distributions2016-12-31$1,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,086,862
Value of total assets at end of year2016-12-31$65,362,871
Value of total assets at beginning of year2016-12-31$54,655,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,236
Total interest from all sources2016-12-31$26,419
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,642,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,642,313
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,960,739
Participant contributions at end of year2016-12-31$574,743
Participant contributions at beginning of year2016-12-31$608,742
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,273,425
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$509
Other income not declared elsewhere2016-12-31$1,752
Administrative expenses (other) incurred2016-12-31$19,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,594,109
Value of net assets at end of year (total assets less liabilities)2016-12-31$65,362,871
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$54,655,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$64,788,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$54,046,620
Interest on participant loans2016-12-31$26,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,078,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,852,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,220,664
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$7,004,240
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,962,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,943,652
Expenses. Certain deemed distributions of participant loans2015-12-31$434
Value of total corrective distributions2015-12-31$72
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,881,815
Value of total assets at end of year2015-12-31$54,655,362
Value of total assets at beginning of year2015-12-31$52,613,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,242
Total interest from all sources2015-12-31$25,209
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,149,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,149,460
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,191,463
Participant contributions at end of year2015-12-31$608,742
Participant contributions at beginning of year2015-12-31$640,596
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$246,171
Other income not declared elsewhere2015-12-31$1,303
Administrative expenses (other) incurred2015-12-31$18,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,041,840
Value of net assets at end of year (total assets less liabilities)2015-12-31$54,655,362
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$52,613,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$54,046,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$51,972,926
Interest on participant loans2015-12-31$25,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,053,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,444,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,943,652
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$11,527,108
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,291,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,274,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,280,778
Value of total assets at end of year2014-12-31$52,613,522
Value of total assets at beginning of year2014-12-31$45,378,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,236
Total interest from all sources2014-12-31$24,027
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,526,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,526,214
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,576,733
Participant contributions at end of year2014-12-31$640,596
Participant contributions at beginning of year2014-12-31$525,010
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$146,159
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,484,181
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$156
Other income not declared elsewhere2014-12-31$3,196
Administrative expenses (other) incurred2014-12-31$17,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,235,431
Value of net assets at end of year (total assets less liabilities)2014-12-31$52,613,522
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$45,378,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$51,972,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$44,632,404
Interest on participant loans2014-12-31$24,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,692,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,219,864
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$74,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,274,285
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CROWE HORWATH, LLP
Accountancy firm EIN2014-12-31350921680
2013 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$1,272,016
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$14,077,653
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,767,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,755,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,775,701
Value of total assets at end of year2013-12-31$45,378,091
Value of total assets at beginning of year2013-12-31$34,796,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,058
Total interest from all sources2013-12-31$17,783
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,080,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,080,263
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,294,700
Participant contributions at end of year2013-12-31$525,010
Participant contributions at beginning of year2013-12-31$436,328
Participant contributions at end of year2013-12-31$146,159
Participant contributions at beginning of year2013-12-31$139,843
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$271,907
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$463
Other income not declared elsewhere2013-12-31$2,361
Administrative expenses (other) incurred2013-12-31$12,058
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,309,754
Value of net assets at end of year (total assets less liabilities)2013-12-31$45,378,091
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$34,796,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$44,632,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$34,145,108
Interest on participant loans2013-12-31$17,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,201,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,209,094
Employer contributions (assets) at end of year2013-12-31$74,518
Employer contributions (assets) at beginning of year2013-12-31$75,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,755,378
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CROWE HORWATH, LLP
Accountancy firm EIN2013-12-31350921680
2012 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$10,405,764
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,786,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,743,752
Expenses. Certain deemed distributions of participant loans2012-12-31$34,429
Value of total corrective distributions2012-12-31$1,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,438,412
Value of total assets at end of year2012-12-31$34,796,321
Value of total assets at beginning of year2012-12-31$28,176,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,739
Total interest from all sources2012-12-31$16,179
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$813,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$813,317
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,777,002
Participant contributions at end of year2012-12-31$436,328
Participant contributions at beginning of year2012-12-31$334,488
Participant contributions at end of year2012-12-31$139,843
Participant contributions at beginning of year2012-12-31$111,859
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$678,806
Other income not declared elsewhere2012-12-31$1,617
Administrative expenses (other) incurred2012-12-31$6,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,619,495
Value of net assets at end of year (total assets less liabilities)2012-12-31$34,796,321
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,176,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$34,145,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$27,670,288
Interest on participant loans2012-12-31$16,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,136,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,982,604
Employer contributions (assets) at end of year2012-12-31$75,042
Employer contributions (assets) at beginning of year2012-12-31$60,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,743,752
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWATH, LLP
Accountancy firm EIN2012-12-31350921680
2011 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$204,689
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,956,305
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,454,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,448,112
Value of total corrective distributions2011-12-31$5,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,092,173
Value of total assets at end of year2011-12-31$28,176,826
Value of total assets at beginning of year2011-12-31$23,470,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,680
Total interest from all sources2011-12-31$11,923
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$693,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$693,544
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,546,889
Participant contributions at end of year2011-12-31$334,488
Participant contributions at beginning of year2011-12-31$228,034
Participant contributions at end of year2011-12-31$111,859
Participant contributions at beginning of year2011-12-31$205,239
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$679,005
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$856
Administrative expenses (other) incurred2011-12-31$1,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$4,501,410
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,176,826
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,470,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$27,670,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$21,832,481
Interest on participant loans2011-12-31$11,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,142,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-841,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,866,279
Employer contributions (assets) at end of year2011-12-31$60,191
Employer contributions (assets) at beginning of year2011-12-31$61,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,448,112
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH, LLP
Accountancy firm EIN2011-12-31350921680
2010 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$15,066
Total income from all sources (including contributions)2010-12-31$6,209,400
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,880,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,880,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,761,806
Value of total assets at end of year2010-12-31$23,470,727
Value of total assets at beginning of year2010-12-31$19,156,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$13,141
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,528,629
Participant contributions at end of year2010-12-31$228,034
Participant contributions at beginning of year2010-12-31$193,803
Participant contributions at end of year2010-12-31$205,239
Participant contributions at beginning of year2010-12-31$64,867
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$603,747
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$856
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$12,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,329,346
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,470,727
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,141,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$21,832,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,261,487
Interest on participant loans2010-12-31$13,391
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,142,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$984,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,434,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$629,430
Employer contributions (assets) at end of year2010-12-31$61,623
Employer contributions (assets) at beginning of year2010-12-31$639,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,880,054
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$15,066
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CROWE HORWATH, LLP
Accountancy firm EIN2010-12-31350921680
2009 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST

2022: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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