?>
Logo

PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 401k Plan overview

Plan NamePRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN
Plan identification number 001

PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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).
  • The employer maintaining this ESOP is an S Corporation
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

PRESTON SPIRE, INC. has sponsored the creation of one or more 401k plans.

Company Name:PRESTON SPIRE, INC.
Employer identification number (EIN):410758021
NAIC Classification:541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01JENNIFER SPIRE2022-10-16 JENNIFER SPIRE2022-10-16
0012021-01-01JENNIFER SPIRE2023-03-01 JENNIFER SPIRE2023-03-01
0012020-01-01
0012019-01-01
0012018-01-01JENNIFER SPIRE2019-10-14 JENNIFER SPIRE2019-10-14
0012017-01-01CHRISTINE SAMMONS CHRISTINE SAMMONS2018-10-15
0012016-01-01KIM SEATON KIM SEATON2017-10-16
0012016-01-01 CHRISTINE SAMMONS2018-10-15
0012015-01-01KIM SEATON KIM SEATON2016-10-10
0012014-01-01
0012013-01-01
0012012-01-01DAWN LEUER
0012011-01-01CHARLES KELLY
0012010-01-01CHARLES KELLY
0012009-01-01RANDY SHRAKE
0012009-01-01RANDY SHRAKE

Plan Statistics for PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN

401k plan membership statisitcs for PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN

Measure Date Value
2022: PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0143
Total number of active participants reported on line 7a of the Form 55002022-01-0120
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-019
Total of all active and inactive participants2022-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0137
Number of participants with account balances2022-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0144
Total number of active participants reported on line 7a of the Form 55002021-01-0124
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0148
Number of participants with account balances2021-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0141
Total number of active participants reported on line 7a of the Form 55002020-01-0128
Number of retired or separated participants receiving benefits2020-01-0114
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0149
Number of participants with account balances2020-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0132
Total number of active participants reported on line 7a of the Form 55002019-01-0122
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0141
Number of participants with account balances2019-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0131
Total number of active participants reported on line 7a of the Form 55002018-01-0116
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0132
Number of participants with account balances2018-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0137
Total number of active participants reported on line 7a of the Form 55002017-01-0114
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0131
Number of participants with account balances2017-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0155
Total number of active participants reported on line 7a of the Form 55002016-01-0123
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0137
Number of participants with account balances2016-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0154
Total number of active participants reported on line 7a of the Form 55002015-01-0127
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0155
Number of participants with account balances2015-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0149
Total number of active participants reported on line 7a of the Form 55002014-01-0132
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0154
Number of participants with account balances2014-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0144
Total number of active participants reported on line 7a of the Form 55002013-01-0133
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0149
Number of participants with account balances2013-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0140
Total number of active participants reported on line 7a of the Form 55002012-01-0132
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0144
Number of participants with account balances2012-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0135
Total number of active participants reported on line 7a of the Form 55002011-01-0132
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0140
Number of participants with account balances2011-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0132
Total number of active participants reported on line 7a of the Form 55002010-01-0128
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-017
Total of all active and inactive participants2010-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0135
Number of participants with account balances2010-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0126
Total number of active participants reported on line 7a of the Form 55002009-01-0127
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0132
Number of participants with account balances2009-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN

Measure Date Value
2022 : PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$107,844
Expenses. Total of all expenses incurred2022-12-31$265,525
Benefits paid (including direct rollovers)2022-12-31$262,605
Total plan assets at end of year2022-12-31$1,416,097
Total plan assets at beginning of year2022-12-31$1,573,778
Value of fidelity bond covering the plan2022-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2022-12-31$2,920
Other income received2022-12-31$22,844
Net income (gross income less expenses)2022-12-31$-157,681
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,416,097
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,573,778
Assets. Value of employer securities2022-12-31$1,300,528
Total contributions received or receivable from employer(s)2022-12-31$85,000
2021 : PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$-4,092
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$-497,515
Expenses. Total of all expenses incurred2021-12-31$107,187
Benefits paid (including direct rollovers)2021-12-31$104,213
Total plan assets at end of year2021-12-31$1,538,672
Total plan assets at beginning of year2021-12-31$2,147,466
Value of fidelity bond covering the plan2021-12-31$2,000,000
Expenses. Other expenses not covered elsewhere2021-12-31$2,974
Other income received2021-12-31$-556,515
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-604,702
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,542,764
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,147,466
Assets. Value of employer securities2021-12-31$1,225,549
Total contributions received or receivable from employer(s)2021-12-31$59,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$90,301
Total income from all sources2020-12-31$936,015
Expenses. Total of all expenses incurred2020-12-31$28,296
Benefits paid (including direct rollovers)2020-12-31$25,321
Total plan assets at end of year2020-12-31$2,186,466
Total plan assets at beginning of year2020-12-31$1,369,048
Value of fidelity bond covering the plan2020-12-31$2,000,000
Expenses. Other expenses not covered elsewhere2020-12-31$2,975
Contributions received from other sources (not participants or employers)2020-12-31$298
Other income received2020-12-31$860,717
Net income (gross income less expenses)2020-12-31$907,719
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,186,466
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,278,747
Assets. Value of employer securities2020-12-31$1,813,241
Total contributions received or receivable from employer(s)2020-12-31$75,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$90,301
Total income from all sources2019-12-31$-367,725
Expenses. Total of all expenses incurred2019-12-31$647,085
Benefits paid (including direct rollovers)2019-12-31$644,654
Total plan assets at end of year2019-12-31$1,369,048
Total plan assets at beginning of year2019-12-31$2,293,557
Value of fidelity bond covering the plan2019-12-31$2,000,000
Other income received2019-12-31$-422,725
Net income (gross income less expenses)2019-12-31$-1,014,810
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,278,747
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,293,557
Assets. Value of employer securities2019-12-31$973,892
Total contributions received or receivable from employer(s)2019-12-31$55,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,431
2018 : PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2018 401k financial data
Total income from all sources2018-12-31$119,915
Expenses. Total of all expenses incurred2018-12-31$215,755
Benefits paid (including direct rollovers)2018-12-31$212,711
Total plan assets at end of year2018-12-31$2,293,557
Total plan assets at beginning of year2018-12-31$2,389,397
Value of fidelity bond covering the plan2018-12-31$2,000,000
Other income received2018-12-31$-3,745
Net income (gross income less expenses)2018-12-31$-95,840
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,293,557
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,389,397
Assets. Value of employer securities2018-12-31$1,446,875
Total contributions received or receivable from employer(s)2018-12-31$123,660
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,044
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$404,959
Expenses. Total of all expenses incurred2017-12-31$79,273
Benefits paid (including direct rollovers)2017-12-31$78,830
Total plan assets at end of year2017-12-31$2,389,397
Total plan assets at beginning of year2017-12-31$2,063,711
Value of fidelity bond covering the plan2017-12-31$2,000,000
Expenses. Other expenses not covered elsewhere2017-12-31$443
Other income received2017-12-31$233,628
Net income (gross income less expenses)2017-12-31$325,686
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,389,397
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,063,711
Assets. Value of employer securities2017-12-31$1,383,863
Total contributions received or receivable from employer(s)2017-12-31$171,331
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$1,413
Total income from all sources2016-12-31$244,714
Expenses. Total of all expenses incurred2016-12-31$1,315,919
Benefits paid (including direct rollovers)2016-12-31$1,315,106
Total plan assets at end of year2016-12-31$2,165,528
Total plan assets at beginning of year2016-12-31$3,238,146
Value of fidelity bond covering the plan2016-12-31$2,000,000
Other income received2016-12-31$-210,857
Net income (gross income less expenses)2016-12-31$-1,071,205
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,165,528
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,236,733
Assets. Value of employer securities2016-12-31$1,293,190
Total contributions received or receivable from employer(s)2016-12-31$455,571
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$813
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$1,413
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-215,027
Expenses. Total of all expenses incurred2015-12-31$109,807
Benefits paid (including direct rollovers)2015-12-31$109,607
Total plan assets at end of year2015-12-31$3,238,146
Total plan assets at beginning of year2015-12-31$3,561,567
Value of fidelity bond covering the plan2015-12-31$2,000,000
Other income received2015-12-31$-215,027
Net income (gross income less expenses)2015-12-31$-324,834
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,236,733
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,561,567
Assets. Value of employer securities2015-12-31$1,631,409
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$732
Total plan liabilities at beginning of year2014-12-31$732
Total income from all sources2014-12-31$39,775
Expenses. Total of all expenses incurred2014-12-31$546,239
Benefits paid (including direct rollovers)2014-12-31$532,473
Total plan assets at end of year2014-12-31$3,858,095
Total plan assets at beginning of year2014-12-31$4,364,559
Value of fidelity bond covering the plan2014-12-31$2,000,000
Expenses. Other expenses not covered elsewhere2014-12-31$13,248
Other income received2014-12-31$39,775
Net income (gross income less expenses)2014-12-31$-506,464
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,857,363
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,363,827
Assets. Value of employer securities2014-12-31$2,158,299
Total contributions received or receivable from employer(s)2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$518
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$4,782
Total plan liabilities at beginning of year2013-12-31$4,782
Total income from all sources2013-12-31$0
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$3,554,753
Total plan assets at beginning of year2013-12-31$3,554,753
Value of fidelity bond covering the plan2013-12-31$500,000
Expenses. Other expenses not covered elsewhere2013-12-31$446
Other income received2013-12-31$691,839
Net income (gross income less expenses)2013-12-31$0
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,549,971
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,549,971
Assets. Value of employer securities2013-12-31$1,607,004
Total contributions received or receivable from employer(s)2013-12-31$122,483
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$20
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$732
Total plan liabilities at beginning of year2012-12-31$732
Total income from all sources2012-12-31$125,000
Expenses. Total of all expenses incurred2012-12-31$42,674
Benefits paid (including direct rollovers)2012-12-31$42,674
Total plan assets at end of year2012-12-31$3,326,961
Total plan assets at beginning of year2012-12-31$3,244,635
Value of fidelity bond covering the plan2012-12-31$500,000
Expenses. Other expenses not covered elsewhere2012-12-31$23,001
Other income received2012-12-31$244,073
Net income (gross income less expenses)2012-12-31$82,326
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,326,229
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,243,903
Assets. Value of employer securities2012-12-31$1,516,712
Total contributions received or receivable from employer(s)2012-12-31$125,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$98
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$732
Total plan liabilities at beginning of year2011-12-31$1,838
Total income from all sources2011-12-31$0
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$60
Total plan assets at end of year2011-12-31$3,078,964
Total plan assets at beginning of year2011-12-31$3,080,802
Value of fidelity bond covering the plan2011-12-31$500,000
Expenses. Other expenses not covered elsewhere2011-12-31$17,630
Other income received2011-12-31$293,400
Net income (gross income less expenses)2011-12-31$0
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,078,964
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,078,964
Assets. Value of employer securities2011-12-31$1,329,064
Total contributions received or receivable from employer(s)2011-12-31$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$732
Total plan liabilities at beginning of year2010-12-31$1,838
Total income from all sources2010-12-31$190,686
Expenses. Total of all expenses incurred2010-12-31$21,258
Benefits paid (including direct rollovers)2010-12-31$21,258
Total plan assets at end of year2010-12-31$3,080,802
Total plan assets at beginning of year2010-12-31$2,913,212
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$190,686
Net income (gross income less expenses)2010-12-31$169,428
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,080,802
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,911,374
Assets. Value of employer securities2010-12-31$1,329,064
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2008 : PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2008 401k financial data
Total plan liabilities at end of year2008-12-31$117,092
Total plan liabilities at beginning of year2008-12-31$59,828
Total income from all sources2008-12-31$-43,279
Expenses. Total of all expenses incurred2008-12-31$118,406
Benefits paid (including direct rollovers)2008-12-31$118,406
Total plan assets at end of year2008-12-31$2,659,395
Total plan assets at beginning of year2008-12-31$2,763,816
Value of fidelity bond covering the plan2008-12-31$500,000
Other income received2008-12-31$-103,279
Net income (gross income less expenses)2008-12-31$-161,685
Net plan assets at end of year (total assets less liabilities)2008-12-31$2,542,303
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$2,703,988
Assets. Value of employer securities2008-12-31$1,099,206
Total contributions received or receivable from employer(s)2008-12-31$60,000

Form 5500 Responses for PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN

2022: PRESTON SPIRE, INC. PROFIT SHARING & ESOP 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: PRESTON SPIRE, INC. PROFIT SHARING & ESOP 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: PRESTON SPIRE, INC. PROFIT SHARING & ESOP 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: PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PRESTON SPIRE, INC. PROFIT SHARING & ESOP 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PRESTON SPIRE, INC. PROFIT SHARING & ESOP 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PRESTON SPIRE, INC. PROFIT SHARING & ESOP 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PRESTON SPIRE, INC. PROFIT SHARING & ESOP 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PRESTON SPIRE, INC. PROFIT SHARING & ESOP 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PRESTON SPIRE, INC. PROFIT SHARING & ESOP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PRESTON SPIRE, INC. PROFIT SHARING & ESOP 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30164
Policy instance 1
Insurance contract or identification number30164
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30164
Policy instance 1
Insurance contract or identification number30164
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30164
Policy instance 1
Insurance contract or identification number30164
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30164
Policy instance 1
Insurance contract or identification number30164
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30164
Policy instance 1
Insurance contract or identification number30164
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number30164
Policy instance 1
Insurance contract or identification number30164
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3