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PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 401k Plan overview

Plan NamePROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN
Plan identification number 002

PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

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. EMPLOYEES' STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LESLIE GOLA LESLIE GOLA2018-10-02
0022016-01-01LESLIE GOLA
0022015-01-01LESLIE GOLA
0022015-01-01LESLIE GOLA
0022014-01-01KEVIN PETERSON
0022013-01-01KEVIN PETERSON
0022012-01-01KEVIN PETERSON
0022011-01-01KEVIN PETERSON
0022009-01-01ADRIAN BALFOUR

Plan Statistics for PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN

401k plan membership statisitcs for PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN

Measure Date Value
2022: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0157
Total number of active participants reported on line 7a of the Form 55002022-01-0155
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0155
Number of participants with account balances2022-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0158
Total number of active participants reported on line 7a of the Form 55002021-01-0157
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0157
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0179
Total number of active participants reported on line 7a of the Form 55002020-01-0178
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0178
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0179
Total number of active participants reported on line 7a of the Form 55002019-01-0179
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0179
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0180
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-0178
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0179
Number of participants with account balances2018-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0185
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-0179
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0180
Number of participants with account balances2017-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0192
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-0184
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0185
Number of participants with account balances2016-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01122
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0190
Total of all active and inactive participants2015-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0192
Number of participants with account balances2015-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01269
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01110
Total of all active and inactive participants2014-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01122
Number of participants with account balances2014-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01256
Total number of active participants reported on line 7a of the Form 55002013-01-0172
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01196
Total of all active and inactive participants2013-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01269
Number of participants with account balances2013-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01244
Total number of active participants reported on line 7a of the Form 55002012-01-0170
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01185
Total of all active and inactive participants2012-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01256
Number of participants with account balances2012-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01246
Total number of active participants reported on line 7a of the Form 55002011-01-0160
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01183
Total of all active and inactive participants2011-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01244
Number of participants with account balances2011-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2009: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01261
Total number of active participants reported on line 7a of the Form 55002009-01-0171
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01172
Total of all active and inactive participants2009-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01244
Number of participants with account balances2009-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN

Measure Date Value
2022 : PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$3,086
Total income from all sources2022-12-31$0
Expenses. Total of all expenses incurred2022-12-31$19,669
Benefits paid (including direct rollovers)2022-12-31$22,305
Total plan assets at end of year2022-12-31$34,912
Total plan assets at beginning of year2022-12-31$57,667
Value of fidelity bond covering the plan2022-12-31$250,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$450
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$0
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-19,669
Net plan assets at end of year (total assets less liabilities)2022-12-31$34,912
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$54,581
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$-3,086
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$3,086
Total plan liabilities at beginning of year2021-12-31$3,086
Total income from all sources2021-12-31$0
Expenses. Total of all expenses incurred2021-12-31$1,016
Benefits paid (including direct rollovers)2021-12-31$661
Total plan assets at end of year2021-12-31$57,667
Total plan assets at beginning of year2021-12-31$58,683
Value of fidelity bond covering the plan2021-12-31$250,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$355
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$0
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-1,016
Net plan assets at end of year (total assets less liabilities)2021-12-31$54,581
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$55,597
Total contributions received or receivable from employer(s)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$3,086
Total plan liabilities at beginning of year2020-12-31$3,086
Total income from all sources2020-12-31$0
Expenses. Total of all expenses incurred2020-12-31$23,566
Benefits paid (including direct rollovers)2020-12-31$23,195
Total plan assets at end of year2020-12-31$58,683
Total plan assets at beginning of year2020-12-31$82,249
Value of fidelity bond covering the plan2020-12-31$250,000
Expenses. Other expenses not covered elsewhere2020-12-31$371
Net income (gross income less expenses)2020-12-31$-23,566
Net plan assets at end of year (total assets less liabilities)2020-12-31$55,597
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$79,163
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$3,086
Total plan liabilities at beginning of year2019-12-31$3,086
Total income from all sources2019-12-31$0
Expenses. Total of all expenses incurred2019-12-31$300
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$82,249
Total plan assets at beginning of year2019-12-31$82,549
Value of fidelity bond covering the plan2019-12-31$250,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$300
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$0
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-300
Net plan assets at end of year (total assets less liabilities)2019-12-31$79,163
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$79,463
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$3,086
Total plan liabilities at beginning of year2018-12-31$3,086
Total income from all sources2018-12-31$0
Expenses. Total of all expenses incurred2018-12-31$4,866
Benefits paid (including direct rollovers)2018-12-31$4,468
Total plan assets at end of year2018-12-31$82,549
Total plan assets at beginning of year2018-12-31$87,415
Value of fidelity bond covering the plan2018-12-31$250,000
Expenses. Other expenses not covered elsewhere2018-12-31$398
Net income (gross income less expenses)2018-12-31$-4,866
Net plan assets at end of year (total assets less liabilities)2018-12-31$79,463
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$84,329
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$3,086
Total plan liabilities at beginning of year2017-12-31$5,394
Total income from all sources2017-12-31$0
Expenses. Total of all expenses incurred2017-12-31$4,160
Benefits paid (including direct rollovers)2017-12-31$3,761
Total plan assets at end of year2017-12-31$87,415
Total plan assets at beginning of year2017-12-31$93,883
Value of fidelity bond covering the plan2017-12-31$250,000
Expenses. Other expenses not covered elsewhere2017-12-31$399
Net income (gross income less expenses)2017-12-31$-4,160
Net plan assets at end of year (total assets less liabilities)2017-12-31$84,329
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$88,489
Total contributions received or receivable from employer(s)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$12,754
Total plan liabilities at beginning of year2016-12-31$24,774
Total income from all sources2016-12-31$0
Expenses. Total of all expenses incurred2016-12-31$4,703
Benefits paid (including direct rollovers)2016-12-31$3,191
Total plan assets at end of year2016-12-31$93,899
Total plan assets at beginning of year2016-12-31$110,622
Value of fidelity bond covering the plan2016-12-31$250,000
Expenses. Other expenses not covered elsewhere2016-12-31$1,512
Net income (gross income less expenses)2016-12-31$-4,703
Net plan assets at end of year (total assets less liabilities)2016-12-31$81,145
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$85,848
Total contributions received or receivable from employer(s)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24,774
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$33,399
Total income from all sources (including contributions)2015-12-31$0
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$78,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$78,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$110,622
Value of total assets at beginning of year2015-12-31$197,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$241
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$241
Liabilities. Value of operating payables at end of year2015-12-31$24,774
Liabilities. Value of operating payables at beginning of year2015-12-31$33,399
Total non interest bearing cash at end of year2015-12-31$110,622
Total non interest bearing cash at beginning of year2015-12-31$197,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-78,489
Value of net assets at end of year (total assets less liabilities)2015-12-31$85,848
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$164,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$78,248
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$33,399
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$0
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$341,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$300,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$197,736
Value of total assets at beginning of year2014-12-31$506,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$41,757
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$41,757
Liabilities. Value of operating payables at end of year2014-12-31$33,399
Total non interest bearing cash at end of year2014-12-31$197,736
Total non interest bearing cash at beginning of year2014-12-31$506,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-341,898
Value of net assets at end of year (total assets less liabilities)2014-12-31$164,337
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$506,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$300,141
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$141,405
Total unrealized appreciation/depreciation of assets2013-12-31$141,405
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$860
Total income from all sources (including contributions)2013-12-31$194,538
Total loss/gain on sale of assets2013-12-31$44,351
Total of all expenses incurred2013-12-31$407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$506,235
Value of total assets at beginning of year2013-12-31$312,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$407
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$407
Liabilities. Value of operating payables at beginning of year2013-12-31$860
Total non interest bearing cash at end of year2013-12-31$506,235
Total non interest bearing cash at beginning of year2013-12-31$18,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$194,131
Value of net assets at end of year (total assets less liabilities)2013-12-31$506,235
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$312,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$294,476
Income. Dividends from common stock2013-12-31$8,782
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$480,232
Aggregate carrying amount (costs) on sale of assets2013-12-31$435,881
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$68,497
Total unrealized appreciation/depreciation of assets2012-12-31$68,497
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$860
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,683
Total income from all sources (including contributions)2012-12-31$74,351
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$12,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$312,964
Value of total assets at beginning of year2012-12-31$252,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$406
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,536
Administrative expenses (other) incurred2012-12-31$406
Liabilities. Value of operating payables at end of year2012-12-31$860
Liabilities. Value of operating payables at beginning of year2012-12-31$2,683
Total non interest bearing cash at end of year2012-12-31$18,488
Total non interest bearing cash at beginning of year2012-12-31$24,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$62,324
Value of net assets at end of year (total assets less liabilities)2012-12-31$312,104
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$249,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$294,476
Assets. Invements in employer securities at beginning of year2012-12-31$225,979
Income. Dividends from common stock2012-12-31$5,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,621
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$35,126
Total unrealized appreciation/depreciation of assets2011-12-31$35,126
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,683
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$35,381
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$11,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$252,463
Value of total assets at beginning of year2011-12-31$226,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$409
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,536
Other income not declared elsewhere2011-12-31$255
Administrative expenses (other) incurred2011-12-31$409
Liabilities. Value of operating payables at end of year2011-12-31$2,683
Total non interest bearing cash at end of year2011-12-31$24,948
Total non interest bearing cash at beginning of year2011-12-31$35,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$23,460
Value of net assets at end of year (total assets less liabilities)2011-12-31$249,780
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$226,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$225,979
Assets. Invements in employer securities at beginning of year2011-12-31$190,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,512
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$-36,297
Total unrealized appreciation/depreciation of assets2010-12-31$-36,297
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$0
Total income from all sources (including contributions)2010-12-31$-36,297
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$226,320
Value of total assets at beginning of year2010-12-31$263,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$397
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$397
Total non interest bearing cash at end of year2010-12-31$35,467
Total non interest bearing cash at beginning of year2010-12-31$35,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-36,694
Value of net assets at end of year (total assets less liabilities)2010-12-31$226,320
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$263,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$190,853
Assets. Invements in employer securities at beginning of year2010-12-31$227,150
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2010-12-31381357951
2009 : PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN

2022: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01First time form 5500 has been submittedYes
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PROGRAM PLANNING PROFESSIONALS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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