401k Plan data: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN plan

PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 401k Plan overview

Plan Name	PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN
Plan identification number	001

PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PROGRAM PLANNING PROFESSIONALS, INC has sponsored the creation of one or more 401k plans.

Company Name: PROGRAM PLANNING PROFESSIONALS, INC

Employer identification number (EIN): 383166928

NAIC Classification: 541600

Additional information about PROGRAM PLANNING PROFESSIONALS, INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 1884690

More information about PROGRAM PLANNING PROFESSIONALS, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LESLIE GOLA LESLIE GOLA 2018-10-11
001 2016-01-01 LESLIE J GOLA LESLIE J GOLA 2017-09-15
001 2015-01-01 LESLIE J GOLA
001 2015-01-01 LESLIE J GOLA
001 2014-01-01 LESLIE J. GOLA LESLIE J. GOLA 2015-10-09
001 2013-01-01 LESLIE J GOLA LESLIE J GOA 2014-10-06
001 2012-01-01 LESLIE J. GOLA
001 2011-01-01 LESLIE J. GOLA LESLIE J. GOLA 2012-09-24
001 2009-01-01 ADRIAN BALFOUR
001 2009-01-01 ADRIAN BALFOUR

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	LESLIE GOLA	LESLIE GOLA	2018-10-11
001	2016-01-01	LESLIE J GOLA	LESLIE J GOLA	2017-09-15
001	2015-01-01	LESLIE J GOLA
001	2015-01-01	LESLIE J GOLA
001	2014-01-01	LESLIE J. GOLA	LESLIE J. GOLA	2015-10-09
001	2013-01-01	LESLIE J GOLA	LESLIE J GOA	2014-10-06
001	2012-01-01	LESLIE J. GOLA
001	2011-01-01	LESLIE J. GOLA	LESLIE J. GOLA	2012-09-24
001	2009-01-01	ADRIAN BALFOUR
001	2009-01-01	ADRIAN BALFOUR

Plan Statistics for PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN

401k plan membership statisitcs for PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN

Measure Date Value
2022: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 293
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 192
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 97
Total of all active and inactive participants 2022-01-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 289
Number of participants with account balances 2022-01-01 260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 32
2021: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 153
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 129
Total of all active and inactive participants 2021-01-01 282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 282
Number of participants with account balances 2021-01-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 30
2020: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 277
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 152
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 122
Total of all active and inactive participants 2020-01-01 274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 274
Number of participants with account balances 2020-01-01 245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 12
2019: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 163
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 97
Total of all active and inactive participants 2019-01-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 260
Number of participants with account balances 2019-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 21
2018: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 126
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 86
Total of all active and inactive participants 2018-01-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 212
Number of participants with account balances 2018-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 21
2017: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 111
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 79
Total of all active and inactive participants 2017-01-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 190
Number of participants with account balances 2017-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9
2016: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 124
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 60
Total of all active and inactive participants 2016-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 184
Number of participants with account balances 2016-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7
2015: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 122
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 48
Total of all active and inactive participants 2015-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 170
Number of participants with account balances 2015-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 94
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 51
Total of all active and inactive participants 2014-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 145
Number of participants with account balances 2014-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 70
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 55
Total of all active and inactive participants 2013-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 125
Number of participants with account balances 2013-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 76
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 60
Total of all active and inactive participants 2012-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 136
Number of participants with account balances 2012-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 71
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 68
Total of all active and inactive participants 2011-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 139
Number of participants with account balances 2011-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 65
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 72
Total of all active and inactive participants 2009-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 137
Number of participants with account balances 2009-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7

Measure	Date	Value
2022: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	293
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	192
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	97
Total of all active and inactive participants	2022-01-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	289
Number of participants with account balances	2022-01-01	260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	32
2021: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	153
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	129
Total of all active and inactive participants	2021-01-01	282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	282
Number of participants with account balances	2021-01-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	30
2020: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	277
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	152
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	122
Total of all active and inactive participants	2020-01-01	274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	274
Number of participants with account balances	2020-01-01	245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	12
2019: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	163
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	97
Total of all active and inactive participants	2019-01-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	260
Number of participants with account balances	2019-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	21
2018: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	126
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	86
Total of all active and inactive participants	2018-01-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	212
Number of participants with account balances	2018-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	21
2017: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	111
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	79
Total of all active and inactive participants	2017-01-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	190
Number of participants with account balances	2017-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9
2016: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	124
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	60
Total of all active and inactive participants	2016-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	184
Number of participants with account balances	2016-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7
2015: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	122
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	48
Total of all active and inactive participants	2015-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	170
Number of participants with account balances	2015-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	94
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	51
Total of all active and inactive participants	2014-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	145
Number of participants with account balances	2014-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	70
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	55
Total of all active and inactive participants	2013-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	125
Number of participants with account balances	2013-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	76
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	60
Total of all active and inactive participants	2012-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	136
Number of participants with account balances	2012-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	71
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	68
Total of all active and inactive participants	2011-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	139
Number of participants with account balances	2011-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	65
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	72
Total of all active and inactive participants	2009-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	137
Number of participants with account balances	2009-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7

Financial Data on PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN

Measure	Date	Value
2022 : PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
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	$-171,312
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$716,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$661,299
Value of total corrective distributions	2022-12-31	$25,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,573,187
Value of total assets at end of year	2022-12-31	$9,209,043
Value of total assets at beginning of year	2022-12-31	$10,097,036
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$29,765
Total interest from all sources	2022-12-31	$2,270
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$105,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$105,054
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,169,235
Participant contributions at end of year	2022-12-31	$55,404
Participant contributions at beginning of year	2022-12-31	$33,144
Participant contributions at end of year	2022-12-31	$113,333
Participant contributions at beginning of year	2022-12-31	$65,434
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$72,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-887,993
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,209,043
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,097,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,003,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,974,341
Interest on participant loans	2022-12-31	$2,270
Income. Interest from loans (other than to participants)	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,851,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$331,454
Employer contributions (assets) at end of year	2022-12-31	$36,332
Employer contributions (assets) at beginning of year	2022-12-31	$24,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$661,299
Contract administrator fees	2022-12-31	$29,765
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2022-12-31	381357951
2021 : PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$2,180,436
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,276,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,238,640
Value of total corrective distributions	2021-12-31	$13,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,137,864
Value of total assets at end of year	2021-12-31	$10,097,036
Value of total assets at beginning of year	2021-12-31	$9,193,008
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$24,551
Total interest from all sources	2021-12-31	$896
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$77,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$77,376
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$809,529
Participant contributions at end of year	2021-12-31	$33,144
Participant contributions at beginning of year	2021-12-31	$2,181
Participant contributions at end of year	2021-12-31	$65,434
Participant contributions at beginning of year	2021-12-31	$55,964
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$116,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$904,028
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,097,036
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,193,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,974,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,134,863
Interest on participant loans	2021-12-31	$896
Income. Interest from loans (other than to participants)	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$964,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$211,548
Employer contributions (assets) at end of year	2021-12-31	$24,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,238,640
Contract administrator fees	2021-12-31	$24,551
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2021-12-31	381357951
2020 : PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
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	$2,306,610
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,204,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,164,524
Value of total corrective distributions	2020-12-31	$16,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$956,242
Value of total assets at end of year	2020-12-31	$9,193,008
Value of total assets at beginning of year	2020-12-31	$8,090,618
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$23,148
Total interest from all sources	2020-12-31	$99
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$95,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$95,982
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$819,345
Participant contributions at end of year	2020-12-31	$2,181
Participant contributions at beginning of year	2020-12-31	$2,576
Participant contributions at end of year	2020-12-31	$55,964
Participant contributions at beginning of year	2020-12-31	$54,739
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$53,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,102,390
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,193,008
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,090,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,134,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,514,901
Interest on participant loans	2020-12-31	$99
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,499,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,254,128
Net investment gain or loss from common/collective trusts	2020-12-31	$159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$83,858
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$18,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,164,524
Contract administrator fees	2020-12-31	$23,148
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2020-12-31	381357951
2019 : PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$2,141,404
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$363,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$335,521
Value of total corrective distributions	2019-12-31	$15,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$897,952
Value of total assets at end of year	2019-12-31	$8,090,618
Value of total assets at beginning of year	2019-12-31	$6,312,528
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$12,759
Total interest from all sources	2019-12-31	$168
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$72,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$72,618
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$661,258
Participant contributions at end of year	2019-12-31	$2,576
Participant contributions at beginning of year	2019-12-31	$4,700
Participant contributions at end of year	2019-12-31	$54,739
Participant contributions at beginning of year	2019-12-31	$42,660
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$26,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,778,090
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,090,618
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,312,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,514,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,988,480
Interest on participant loans	2019-12-31	$168
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$1,499,621
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,266,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$3,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$3,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,125,242
Net investment gain or loss from common/collective trusts	2019-12-31	$45,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$210,234
Employer contributions (assets) at end of year	2019-12-31	$18,781
Employer contributions (assets) at beginning of year	2019-12-31	$7,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$335,521
Contract administrator fees	2019-12-31	$12,759
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2019-12-31	381357951
2018 : PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
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	$413,791
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$742,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$737,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$715,136
Value of total assets at end of year	2018-12-31	$6,312,528
Value of total assets at beginning of year	2018-12-31	$6,641,432
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$5,000
Total interest from all sources	2018-12-31	$1,286
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$50,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$50,204
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$628,887
Participant contributions at end of year	2018-12-31	$4,700
Participant contributions at beginning of year	2018-12-31	$40,353
Participant contributions at end of year	2018-12-31	$42,660
Participant contributions at beginning of year	2018-12-31	$38,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-328,904
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,312,528
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,641,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,988,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,353,555
Interest on participant loans	2018-12-31	$1,286
Income. Interest from loans (other than to participants)	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$1,266,030
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,202,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$3,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-375,899
Net investment gain or loss from common/collective trusts	2018-12-31	$23,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$86,249
Employer contributions (assets) at end of year	2018-12-31	$7,190
Employer contributions (assets) at beginning of year	2018-12-31	$7,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$737,695
Contract administrator fees	2018-12-31	$5,000
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PLANTE MORAN
Accountancy firm EIN	2018-12-31	381357951
2017 : PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
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	$1,576,401
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$445,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$441,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$773,825
Value of total assets at end of year	2017-12-31	$6,641,432
Value of total assets at beginning of year	2017-12-31	$5,510,663
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,357
Total interest from all sources	2017-12-31	$1,382
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$40,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$40,031
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$608,960
Participant contributions at end of year	2017-12-31	$40,353
Participant contributions at beginning of year	2017-12-31	$26,384
Participant contributions at end of year	2017-12-31	$38,199
Participant contributions at beginning of year	2017-12-31	$37,137
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$69,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,130,769
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,641,432
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,510,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,353,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,459,073
Interest on participant loans	2017-12-31	$1,382
Value of interest in common/collective trusts at end of year	2017-12-31	$1,202,198
Value of interest in common/collective trusts at beginning of year	2017-12-31	$981,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$745,831
Net investment gain or loss from common/collective trusts	2017-12-31	$15,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$95,384
Employer contributions (assets) at end of year	2017-12-31	$7,127
Employer contributions (assets) at beginning of year	2017-12-31	$6,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$441,275
Contract administrator fees	2017-12-31	$4,357
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PLANTE MORAN
Accountancy firm EIN	2017-12-31	381357951
2016 : PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
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	$973,095
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$227,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$223,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$605,494
Value of total assets at end of year	2016-12-31	$5,510,663
Value of total assets at beginning of year	2016-12-31	$4,765,363
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,236
Total interest from all sources	2016-12-31	$1,586
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$39,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$39,407
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$494,599
Participant contributions at end of year	2016-12-31	$26,384
Participant contributions at beginning of year	2016-12-31	$43,242
Participant contributions at end of year	2016-12-31	$37,137
Participant contributions at beginning of year	2016-12-31	$27,534
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$53,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$745,300
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,510,663
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,765,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,459,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,839,595
Interest on participant loans	2016-12-31	$1,586
Income. Interest from loans (other than to participants)	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$981,431
Value of interest in common/collective trusts at beginning of year	2016-12-31	$854,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$315,165
Net investment gain or loss from common/collective trusts	2016-12-31	$11,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$57,608
Employer contributions (assets) at end of year	2016-12-31	$6,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$223,559
Contract administrator fees	2016-12-31	$4,236
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	PLANTE MORAN
Accountancy firm EIN	2016-12-31	381357951
2015 : PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$502,212
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$384,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$372,283
Value of total corrective distributions	2015-12-31	$8,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$552,968
Value of total assets at end of year	2015-12-31	$4,765,363
Value of total assets at beginning of year	2015-12-31	$4,647,472
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,341
Total interest from all sources	2015-12-31	$1,392
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$42,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$42,268
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$471,096
Participant contributions at end of year	2015-12-31	$43,242
Participant contributions at beginning of year	2015-12-31	$35,399
Participant contributions at end of year	2015-12-31	$27,534
Participant contributions at beginning of year	2015-12-31	$25,089
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$81,872
Administrative expenses (other) incurred	2015-12-31	$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$117,891
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,765,363
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,647,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,839,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,962,356
Interest on participant loans	2015-12-31	$1,392
Income. Interest from loans (other than to participants)	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$854,992
Value of interest in common/collective trusts at beginning of year	2015-12-31	$622,706
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-92,361
Net investment gain or loss from common/collective trusts	2015-12-31	$-2,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$372,283
Contract administrator fees	2015-12-31	$3,340
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	PLANTE MORAN
Accountancy firm EIN	2015-12-31	381357951
2014 : PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$703,994
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$384,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$381,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$437,438
Value of total assets at end of year	2014-12-31	$4,647,472
Value of total assets at beginning of year	2014-12-31	$4,327,557
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,619
Total interest from all sources	2014-12-31	$1,058
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$57,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$57,333
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$435,516
Participant contributions at end of year	2014-12-31	$35,399
Participant contributions at beginning of year	2014-12-31	$24,693
Participant contributions at end of year	2014-12-31	$25,089
Participant contributions at beginning of year	2014-12-31	$23,733
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$319,915
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,647,472
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,327,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,962,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,637,766
Interest on participant loans	2014-12-31	$1,058
Value of interest in common/collective trusts at end of year	2014-12-31	$622,706
Value of interest in common/collective trusts at beginning of year	2014-12-31	$641,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$202,893
Net investment gain or loss from common/collective trusts	2014-12-31	$5,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$381,460
Contract administrator fees	2014-12-31	$2,619
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	PLANTE MORAN
Accountancy firm EIN	2014-12-31	381357951
2013 : PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
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	$1,112,856
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$543,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$541,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$403,893
Value of total assets at end of year	2013-12-31	$4,327,557
Value of total assets at beginning of year	2013-12-31	$3,758,514
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,573
Total interest from all sources	2013-12-31	$1,322
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$40,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$40,105
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$403,893
Participant contributions at end of year	2013-12-31	$24,693
Participant contributions at beginning of year	2013-12-31	$32,456
Participant contributions at end of year	2013-12-31	$23,733
Participant contributions at beginning of year	2013-12-31	$23,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$569,043
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,327,557
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,758,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,637,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,093,880
Interest on participant loans	2013-12-31	$1,322
Value of interest in common/collective trusts at end of year	2013-12-31	$641,365
Value of interest in common/collective trusts at beginning of year	2013-12-31	$609,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$667,492
Net investment gain or loss from common/collective trusts	2013-12-31	$44
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$541,240
Contract administrator fees	2013-12-31	$2,573
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	PLANTE MORAN
Accountancy firm EIN	2013-12-31	381357951
2012 : PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$814,427
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$806,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$804,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$422,808
Value of total assets at end of year	2012-12-31	$3,758,514
Value of total assets at beginning of year	2012-12-31	$3,750,631
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,269
Total interest from all sources	2012-12-31	$2,970
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$56,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$56,104
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$421,580
Participant contributions at end of year	2012-12-31	$32,456
Participant contributions at beginning of year	2012-12-31	$23,762
Participant contributions at end of year	2012-12-31	$23,115
Participant contributions at beginning of year	2012-12-31	$23,610
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$7,883
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,758,514
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,750,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,093,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,026,061
Interest on participant loans	2012-12-31	$2,970
Value of interest in common/collective trusts at end of year	2012-12-31	$609,063
Value of interest in common/collective trusts at beginning of year	2012-12-31	$677,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$347,869
Net investment gain or loss from common/collective trusts	2012-12-31	$-15,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$804,275
Contract administrator fees	2012-12-31	$2,269
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	PLANTE MORAN
Accountancy firm EIN	2012-12-31	381357951
2011 : PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
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	$273,671
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$547,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$545,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$304,129
Value of total assets at end of year	2011-12-31	$3,750,631
Value of total assets at beginning of year	2011-12-31	$4,024,182
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,437
Total interest from all sources	2011-12-31	$2,267
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$49,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$49,712
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$304,129
Participant contributions at end of year	2011-12-31	$23,762
Participant contributions at beginning of year	2011-12-31	$59,082
Participant contributions at end of year	2011-12-31	$23,610
Participant contributions at beginning of year	2011-12-31	$23,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-273,551
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,750,631
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,024,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,026,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,234,611
Interest on participant loans	2011-12-31	$2,267
Value of interest in common/collective trusts at end of year	2011-12-31	$677,198
Value of interest in common/collective trusts at beginning of year	2011-12-31	$706,758
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-102,855
Net investment gain or loss from common/collective trusts	2011-12-31	$20,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$545,785
Contract administrator fees	2011-12-31	$1,437
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	PLANTE MORAN
Accountancy firm EIN	2011-12-31	381357951
2010 : PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$0
Total income from all sources (including contributions)	2010-12-31	$689,113
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$202,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$201,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$293,095
Value of total assets at end of year	2010-12-31	$4,024,182
Value of total assets at beginning of year	2010-12-31	$3,537,742
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,371
Total interest from all sources	2010-12-31	$5,796
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$45,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$45,629
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$293,095
Participant contributions at end of year	2010-12-31	$59,082
Participant contributions at beginning of year	2010-12-31	$65,151
Participant contributions at end of year	2010-12-31	$23,730
Participant contributions at beginning of year	2010-12-31	$22,696
Total non interest bearing cash at beginning of year	2010-12-31	$59
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$486,499
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,024,182
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,537,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,234,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,756,603
Interest on participant loans	2010-12-31	$5,796
Value of interest in common/collective trusts at end of year	2010-12-31	$706,758
Value of interest in common/collective trusts at beginning of year	2010-12-31	$689,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$284,851
Net investment gain or loss from common/collective trusts	2010-12-31	$59,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Employer contributions (assets) at beginning of year	2010-12-31	$3,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$201,243
Contract administrator fees	2010-12-31	$1,371
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	PLANTE MORAN
Accountancy firm EIN	2010-12-31	381357951
2009 : PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 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

Form 5500 Responses for PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN

2022: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 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	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 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: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 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: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 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: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 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: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 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: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 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: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 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: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 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: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 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: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 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: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 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: PROGRAM PLANNING PROFESSIONALS, INC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

009010

Policy instance

Insurance contract or identification number	009010
Number of Individuals Covered	4
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $107
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	PROGRAM PLANNING PROFESSIONALS, INC
Employer identification number (EIN):	383166928
NAIC Classification:	541600

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	1884690