PETERS & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PETERS & ASSOCIATES 401(K) PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2022: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 0 |
| Number of participants with account balances | 2022-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 41 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 17 |
| Total of all active and inactive participants | 2021-01-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 59 |
| Number of participants with account balances | 2021-01-01 | 57 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
| 2020: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 44 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 16 |
| Total of all active and inactive participants | 2020-01-01 | 61 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 61 |
| Number of participants with account balances | 2020-01-01 | 57 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
| 2019: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 43 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 16 |
| Total of all active and inactive participants | 2019-01-01 | 60 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 60 |
| Number of participants with account balances | 2019-01-01 | 56 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 41 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 21 |
| Total of all active and inactive participants | 2018-01-01 | 62 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 62 |
| Number of participants with account balances | 2018-01-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 4 |
| 2017: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 44 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 23 |
| Total of all active and inactive participants | 2017-01-01 | 67 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 67 |
| Number of participants with account balances | 2017-01-01 | 65 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 4 |
| 2016: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 29 |
| Total of all active and inactive participants | 2016-01-01 | 77 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 77 |
| Number of participants with account balances | 2016-01-01 | 75 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 57 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 24 |
| Total of all active and inactive participants | 2015-01-01 | 81 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 81 |
| Number of participants with account balances | 2015-01-01 | 76 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 5 |
| 2014: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 72 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 58 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 24 |
| Total of all active and inactive participants | 2014-01-01 | 82 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 82 |
| Number of participants with account balances | 2014-01-01 | 78 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
| 2013: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 52 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 18 |
| Total of all active and inactive participants | 2013-01-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 70 |
| Number of participants with account balances | 2013-01-01 | 67 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
| 2012: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 52 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 14 |
| Total of all active and inactive participants | 2012-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
| Total participants | 2012-01-01 | 67 |
| Number of participants with account balances | 2012-01-01 | 63 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| 2011: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 45 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 13 |
| Total of all active and inactive participants | 2011-01-01 | 58 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 58 |
| Number of participants with account balances | 2011-01-01 | 56 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 4 |
| 2009: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 43 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 10 |
| Total of all active and inactive participants | 2009-01-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 53 |
| Number of participants with account balances | 2009-01-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 6 |
| Measure | Date | Value |
|---|
| 2022 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-07-31 | $0 |
| Total plan liabilities at end of year | 2022-07-31 | $0 |
| Total plan liabilities at beginning of year | 2022-07-31 | $6,235 |
| Total income from all sources | 2022-07-31 | $-1,627,633 |
| Expenses. Total of all expenses incurred | 2022-07-31 | $8,037,664 |
| Benefits paid (including direct rollovers) | 2022-07-31 | $8,009,983 |
| Total plan assets at end of year | 2022-07-31 | $0 |
| Total plan assets at beginning of year | 2022-07-31 | $9,671,532 |
| Value of fidelity bond covering the plan | 2022-07-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-07-31 | $141,563 |
| Expenses. Other expenses not covered elsewhere | 2022-07-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-07-31 | $0 |
| Other income received | 2022-07-31 | $-1,769,196 |
| Noncash contributions received | 2022-07-31 | $0 |
| Net income (gross income less expenses) | 2022-07-31 | $-9,665,297 |
| Net plan assets at end of year (total assets less liabilities) | 2022-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-07-31 | $9,665,297 |
| Total contributions received or receivable from employer(s) | 2022-07-31 | $0 |
| Value of certain deemed distributions of participant loans | 2022-07-31 | $0 |
| Value of corrective distributions | 2022-07-31 | $7,863 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-07-31 | $19,818 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-07-31 | $0 |
| 2021 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $6,235 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,611,989 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $150,820 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $118,109 |
| Total plan assets at end of year | 2021-12-31 | $9,671,532 |
| Total plan assets at beginning of year | 2021-12-31 | $8,204,128 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $321,784 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $1,278,877 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $1,461,169 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $9,665,297 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,204,128 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $11,328 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $6,235 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $26,476 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $2,313 |
| Total income from all sources | 2020-12-31 | $1,463,271 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $615,444 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $591,445 |
| Total plan assets at end of year | 2020-12-31 | $8,204,128 |
| Total plan assets at beginning of year | 2020-12-31 | $7,358,614 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $336,451 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $1,113,021 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $847,827 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $8,204,128 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,356,301 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $13,799 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $23,999 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $2,313 |
| Total plan liabilities at beginning of year | 2019-12-31 | $3,560 |
| Total income from all sources | 2019-12-31 | $1,680,634 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $242,161 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $236,456 |
| Total plan assets at end of year | 2019-12-31 | $7,358,614 |
| Total plan assets at beginning of year | 2019-12-31 | $5,921,388 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $327,452 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $1,340,899 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $1,438,473 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,356,301 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,917,828 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $12,283 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $2,313 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $3,392 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $3,560 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $53,880 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,183,612 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,178,877 |
| Total plan assets at end of year | 2018-12-31 | $5,921,388 |
| Total plan assets at beginning of year | 2018-12-31 | $7,047,560 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $304,186 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-259,798 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-1,129,732 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,917,828 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,047,560 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $9,492 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $3,560 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,175 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $8,571 |
| Total income from all sources | 2017-12-31 | $1,562,160 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,007,590 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,006,190 |
| Total plan assets at end of year | 2017-12-31 | $7,047,560 |
| Total plan assets at beginning of year | 2017-12-31 | $6,501,561 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $331,458 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $1,221,078 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $554,570 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $7,047,560 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,492,990 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $9,624 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,400 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $8,571 |
| Total plan liabilities at beginning of year | 2016-12-31 | $9,230 |
| Total income from all sources | 2016-12-31 | $866,336 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $204,097 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $194,526 |
| Total plan assets at end of year | 2016-12-31 | $6,501,561 |
| Total plan assets at beginning of year | 2016-12-31 | $5,839,981 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $372,920 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $1,000 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $483,001 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $662,239 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $6,492,990 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,830,751 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $10,415 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $8,571 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $9,230 |
| Total plan liabilities at beginning of year | 2015-12-31 | $15,925 |
| Total income from all sources | 2015-12-31 | $577,513 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $472,581 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $462,451 |
| Total plan assets at end of year | 2015-12-31 | $5,839,981 |
| Total plan assets at beginning of year | 2015-12-31 | $5,741,744 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $410,822 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $900 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $127,788 |
| Other income received | 2015-12-31 | $24,393 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $104,932 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,830,751 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,725,819 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $14,510 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $9,230 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $15,925 |
| Total plan liabilities at beginning of year | 2014-12-31 | $3,016 |
| Total income from all sources | 2014-12-31 | $723,360 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $416,571 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $400,421 |
| Total plan assets at end of year | 2014-12-31 | $5,741,744 |
| Total plan assets at beginning of year | 2014-12-31 | $5,422,046 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $377,307 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $329,944 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $306,789 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,725,819 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,419,030 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $16,109 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $15,925 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $225 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $3,016 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $1,297,191 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $34,902 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $31,516 |
| Total plan assets at end of year | 2013-12-31 | $5,422,046 |
| Total plan assets at beginning of year | 2013-12-31 | $4,156,741 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $293,204 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $370 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $991,342 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $1,262,289 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,419,030 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,156,741 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $12,645 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $3,016 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $806,597 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $169,362 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $169,082 |
| Total plan assets at end of year | 2012-12-31 | $4,156,741 |
| Total plan assets at beginning of year | 2012-12-31 | $3,519,506 |
| Value of fidelity bond covering the plan | 2012-12-31 | $420,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $252,612 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $530,995 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $637,235 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,156,741 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,519,506 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $22,990 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $280 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $9,870 |
| Total income from all sources | 2011-12-31 | $145,776 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $29,460 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $29,460 |
| Total plan assets at end of year | 2011-12-31 | $3,519,506 |
| Total plan assets at beginning of year | 2011-12-31 | $3,413,060 |
| Value of fidelity bond covering the plan | 2011-12-31 | $352,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $248,948 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-113,989 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $116,316 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,519,506 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,403,190 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $10,817 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $9,870 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $628,242 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $220,996 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $211,126 |
| Total plan assets at end of year | 2010-12-31 | $3,413,060 |
| Total plan assets at beginning of year | 2010-12-31 | $2,995,944 |
| Value of fidelity bond covering the plan | 2010-12-31 | $340,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $251,532 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $374,215 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $407,246 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,403,190 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,995,944 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $2,495 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $9,870 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2022: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | Yes |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PETERS & ASSOCIATES 401(K) PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |