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PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NamePETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN
Plan identification number 001

PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Life insurance

401k Sponsoring company profile

PETERSON'S NORTH BRANCH MILL, INC. has sponsored the creation of one or more 401k plans.

Company Name:PETERSON'S NORTH BRANCH MILL, INC.
Employer identification number (EIN):410832364
NAIC Classification:311200
NAIC Description: Grain and Oilseed Milling

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01JEROME PETERSON JEROME PETERSON2019-03-20
0012016-10-01JEROME B. PETERSON JEROME B. PETERSON2018-03-23
0012015-10-01JEROME B. PETERSON JEROME B. PETERSON2017-06-05
0012014-10-01JEROME B. PETERSON JEROME B. PETERSON2016-02-10
0012013-10-01JEROME B. PETERSON JEROME B. PETERSON2015-04-07
0012012-10-01JEROME B. PETERSON JEROME B. PETERSON2014-04-28
0012011-10-01JEROME PETERSON JEROME PETERSON2013-05-01
0012010-10-01JEROME PETERSON JEROME PETERSON2012-05-16
0012009-10-01JEROME PETERSON JEROME PETERSON2011-04-21

Plan Statistics for PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN

Measure Date Value
2022: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-0153
Total number of active participants reported on line 7a of the Form 55002022-10-0136
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-0114
Total of all active and inactive participants2022-10-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-010
Total participants2022-10-0150
Number of participants with account balances2022-10-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-011
2021: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-0155
Total number of active participants reported on line 7a of the Form 55002021-10-0135
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-0114
Total of all active and inactive participants2021-10-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-0149
Number of participants with account balances2021-10-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-0153
Total number of active participants reported on line 7a of the Form 55002020-10-0135
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0116
Total of all active and inactive participants2020-10-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-0151
Number of participants with account balances2020-10-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-012
2019: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-0153
Total number of active participants reported on line 7a of the Form 55002019-10-0134
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0114
Total of all active and inactive participants2019-10-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-0148
Number of participants with account balances2019-10-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-0148
Total number of active participants reported on line 7a of the Form 55002018-10-0135
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0115
Total of all active and inactive participants2018-10-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-0150
Number of participants with account balances2018-10-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-0150
Total number of active participants reported on line 7a of the Form 55002017-10-0131
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0113
Total of all active and inactive participants2017-10-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-0144
Number of participants with account balances2017-10-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-011
2016: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-0151
Total number of active participants reported on line 7a of the Form 55002016-10-0131
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0118
Total of all active and inactive participants2016-10-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-011
Total participants2016-10-0150
Number of participants with account balances2016-10-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-013
2015: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0155
Total number of active participants reported on line 7a of the Form 55002015-10-0134
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0115
Total of all active and inactive participants2015-10-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0149
Number of participants with account balances2015-10-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0152
Total number of active participants reported on line 7a of the Form 55002014-10-0134
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0116
Total of all active and inactive participants2014-10-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0150
Number of participants with account balances2014-10-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-011
2013: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0152
Total number of active participants reported on line 7a of the Form 55002013-10-0134
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0113
Total of all active and inactive participants2013-10-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0147
Number of participants with account balances2013-10-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-011
2012: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0151
Total number of active participants reported on line 7a of the Form 55002012-10-0133
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0115
Total of all active and inactive participants2012-10-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0148
Number of participants with account balances2012-10-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-012
2011: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0152
Total number of active participants reported on line 7a of the Form 55002011-10-0139
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0110
Total of all active and inactive participants2011-10-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0149
Number of participants with account balances2011-10-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-012
2010: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-0149
Total number of active participants reported on line 7a of the Form 55002010-10-0140
Number of other retired or separated participants entitled to future benefits2010-10-019
Total of all active and inactive participants2010-10-0149
Total participants2010-10-0149
Number of participants with account balances2010-10-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-011
2009: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0148
Total number of active participants reported on line 7a of the Form 55002009-10-0139
Number of retired or separated participants receiving benefits2009-10-013
Number of other retired or separated participants entitled to future benefits2009-10-013
Total of all active and inactive participants2009-10-0145
Total participants2009-10-0145
Number of participants with account balances2009-10-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-011

Financial Data on PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN

Measure Date Value
2023 : PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-09-30$632,258
Expenses. Total of all expenses incurred2023-09-30$180,851
Benefits paid (including direct rollovers)2023-09-30$168,071
Total plan assets at end of year2023-09-30$5,191,533
Total plan assets at beginning of year2023-09-30$4,740,126
Value of fidelity bond covering the plan2023-09-30$2,000,000
Total contributions received or receivable from participants2023-09-30$4,888
Expenses. Other expenses not covered elsewhere2023-09-30$7,182
Contributions received from other sources (not participants or employers)2023-09-30$0
Other income received2023-09-30$535,660
Net income (gross income less expenses)2023-09-30$451,407
Net plan assets at end of year (total assets less liabilities)2023-09-30$5,191,533
Net plan assets at beginning of year (total assets less liabilities)2023-09-30$4,740,126
Assets. Value of participant loans2023-09-30$8,205
Total contributions received or receivable from employer(s)2023-09-30$91,710
Value of corrective distributions2023-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-09-30$5,598
2022 : PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at beginning of year2022-09-30$0
Total income from all sources2022-09-30$-672,651
Expenses. Total of all expenses incurred2022-09-30$124,132
Benefits paid (including direct rollovers)2022-09-30$96,679
Total plan assets at end of year2022-09-30$4,740,126
Total plan assets at beginning of year2022-09-30$5,536,909
Value of fidelity bond covering the plan2022-09-30$2,000,000
Total contributions received or receivable from participants2022-09-30$5,125
Expenses. Other expenses not covered elsewhere2022-09-30$7,182
Contributions received from other sources (not participants or employers)2022-09-30$0
Other income received2022-09-30$-876,889
Net income (gross income less expenses)2022-09-30$-796,783
Net plan assets at end of year (total assets less liabilities)2022-09-30$4,740,126
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$5,536,909
Total contributions received or receivable from employer(s)2022-09-30$199,113
Expenses. Administrative service providers (salaries,fees and commissions)2022-09-30$20,271
2021 : PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-09-30$0
Total plan liabilities at beginning of year2021-09-30$0
Total income from all sources2021-09-30$1,045,697
Expenses. Total of all expenses incurred2021-09-30$261,447
Benefits paid (including direct rollovers)2021-09-30$238,240
Total plan assets at end of year2021-09-30$5,536,909
Total plan assets at beginning of year2021-09-30$4,752,659
Value of fidelity bond covering the plan2021-09-30$2,000,000
Total contributions received or receivable from participants2021-09-30$5,125
Expenses. Other expenses not covered elsewhere2021-09-30$7,182
Contributions received from other sources (not participants or employers)2021-09-30$0
Other income received2021-09-30$889,060
Net income (gross income less expenses)2021-09-30$784,250
Net plan assets at end of year (total assets less liabilities)2021-09-30$5,536,909
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$4,752,659
Assets. Value of participant loans2021-09-30$0
Total contributions received or receivable from employer(s)2021-09-30$151,512
Expenses. Administrative service providers (salaries,fees and commissions)2021-09-30$16,025
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
2020 : PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-09-30$0
Total plan liabilities at beginning of year2020-09-30$0
Total income from all sources2020-09-30$438,483
Expenses. Total of all expenses incurred2020-09-30$79,030
Benefits paid (including direct rollovers)2020-09-30$55,848
Total plan assets at end of year2020-09-30$4,752,659
Total plan assets at beginning of year2020-09-30$4,393,206
Value of fidelity bond covering the plan2020-09-30$2,000,000
Total contributions received or receivable from participants2020-09-30$5,125
Expenses. Other expenses not covered elsewhere2020-09-30$7,182
Contributions received from other sources (not participants or employers)2020-09-30$0
Other income received2020-09-30$377,316
Net income (gross income less expenses)2020-09-30$359,453
Net plan assets at end of year (total assets less liabilities)2020-09-30$4,752,659
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$4,393,206
Assets. Value of participant loans2020-09-30$25,995
Total contributions received or receivable from employer(s)2020-09-30$56,042
Expenses. Administrative service providers (salaries,fees and commissions)2020-09-30$16,000
2019 : PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-09-30$0
Total plan liabilities at beginning of year2019-09-30$0
Total income from all sources2019-09-30$235,388
Expenses. Total of all expenses incurred2019-09-30$1,044,670
Benefits paid (including direct rollovers)2019-09-30$1,020,562
Total plan assets at end of year2019-09-30$4,393,206
Total plan assets at beginning of year2019-09-30$5,202,488
Value of fidelity bond covering the plan2019-09-30$2,000,000
Total contributions received or receivable from participants2019-09-30$5,325
Expenses. Other expenses not covered elsewhere2019-09-30$7,182
Contributions received from other sources (not participants or employers)2019-09-30$0
Other income received2019-09-30$179,551
Net income (gross income less expenses)2019-09-30$-809,282
Net plan assets at end of year (total assets less liabilities)2019-09-30$4,393,206
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$5,202,488
Assets. Value of participant loans2019-09-30$63,914
Total contributions received or receivable from employer(s)2019-09-30$50,512
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$16,926
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
2018 : PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-09-30$0
Total plan liabilities at beginning of year2018-09-30$0
Total income from all sources2018-09-30$346,456
Expenses. Total of all expenses incurred2018-09-30$111,677
Benefits paid (including direct rollovers)2018-09-30$84,297
Total plan assets at end of year2018-09-30$5,202,488
Total plan assets at beginning of year2018-09-30$4,967,709
Value of fidelity bond covering the plan2018-09-30$2,000,000
Total contributions received or receivable from participants2018-09-30$5,425
Expenses. Other expenses not covered elsewhere2018-09-30$7,182
Contributions received from other sources (not participants or employers)2018-09-30$0
Other income received2018-09-30$289,663
Net income (gross income less expenses)2018-09-30$234,779
Net plan assets at end of year (total assets less liabilities)2018-09-30$5,202,488
Net plan assets at beginning of year (total assets less liabilities)2018-09-30$4,967,709
Assets. Value of participant loans2018-09-30$65,711
Total contributions received or receivable from employer(s)2018-09-30$51,368
Expenses. Administrative service providers (salaries,fees and commissions)2018-09-30$20,198
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
2017 : PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-09-30$575,695
Expenses. Total of all expenses incurred2017-09-30$401,714
Benefits paid (including direct rollovers)2017-09-30$362,752
Total plan assets at end of year2017-09-30$4,967,709
Total plan assets at beginning of year2017-09-30$4,793,728
Value of fidelity bond covering the plan2017-09-30$2,000,000
Total contributions received or receivable from participants2017-09-30$5,575
Assets. Value of loans (other than to participants)2017-09-30$360,774
Expenses. Other expenses not covered elsewhere2017-09-30$7,182
Contributions received from other sources (not participants or employers)2017-09-30$0
Other income received2017-09-30$519,626
Net income (gross income less expenses)2017-09-30$173,981
Net plan assets at end of year (total assets less liabilities)2017-09-30$4,967,709
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$4,793,728
Assets. Value of participant loans2017-09-30$46,654
Total contributions received or receivable from employer(s)2017-09-30$50,494
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$31,780
2016 : PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-09-30$410,912
Expenses. Total of all expenses incurred2016-09-30$138,133
Benefits paid (including direct rollovers)2016-09-30$110,644
Total plan assets at end of year2016-09-30$4,793,728
Total plan assets at beginning of year2016-09-30$4,520,949
Value of fidelity bond covering the plan2016-09-30$2,000,000
Total contributions received or receivable from participants2016-09-30$5,750
Assets. Value of loans (other than to participants)2016-09-30$391,644
Expenses. Other expenses not covered elsewhere2016-09-30$7,182
Contributions received from other sources (not participants or employers)2016-09-30$0
Other income received2016-09-30$353,469
Net income (gross income less expenses)2016-09-30$272,779
Net plan assets at end of year (total assets less liabilities)2016-09-30$4,793,728
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$4,520,949
Assets. Value of participant loans2016-09-30$77,136
Total contributions received or receivable from employer(s)2016-09-30$51,693
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$20,307
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-09-30$25,728
Expenses. Total of all expenses incurred2015-09-30$117,179
Benefits paid (including direct rollovers)2015-09-30$86,025
Total plan assets at end of year2015-09-30$4,520,949
Total plan assets at beginning of year2015-09-30$4,612,400
Value of fidelity bond covering the plan2015-09-30$2,000,000
Total contributions received or receivable from participants2015-09-30$5,750
Assets. Value of loans (other than to participants)2015-09-30$664,372
Expenses. Other expenses not covered elsewhere2015-09-30$7,182
Contributions received from other sources (not participants or employers)2015-09-30$0
Other income received2015-09-30$-24,984
Net income (gross income less expenses)2015-09-30$-91,451
Net plan assets at end of year (total assets less liabilities)2015-09-30$4,520,949
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$4,612,400
Assets. Value of participant loans2015-09-30$59,034
Total contributions received or receivable from employer(s)2015-09-30$44,962
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$23,972
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
2014 : PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-09-30$450,220
Expenses. Total of all expenses incurred2014-09-30$216,111
Benefits paid (including direct rollovers)2014-09-30$192,707
Total plan assets at end of year2014-09-30$4,612,400
Total plan assets at beginning of year2014-09-30$4,378,291
Value of fidelity bond covering the plan2014-09-30$2,000,000
Total contributions received or receivable from participants2014-09-30$5,750
Assets. Value of loans (other than to participants)2014-09-30$672,066
Expenses. Other expenses not covered elsewhere2014-09-30$7,182
Contributions received from other sources (not participants or employers)2014-09-30$0
Other income received2014-09-30$409,971
Net income (gross income less expenses)2014-09-30$234,109
Net plan assets at end of year (total assets less liabilities)2014-09-30$4,612,400
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$4,378,291
Assets. Value of participant loans2014-09-30$75,047
Total contributions received or receivable from employer(s)2014-09-30$34,499
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$16,222
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
2013 : PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-09-30$0
Total income from all sources2013-09-30$611,186
Expenses. Total of all expenses incurred2013-09-30$88,728
Benefits paid (including direct rollovers)2013-09-30$71,950
Total plan assets at end of year2013-09-30$4,378,291
Total plan assets at beginning of year2013-09-30$3,855,833
Value of fidelity bond covering the plan2013-09-30$2,000,000
Total contributions received or receivable from participants2013-09-30$5,750
Assets. Value of loans (other than to participants)2013-09-30$878,632
Other income received2013-09-30$557,850
Net income (gross income less expenses)2013-09-30$522,458
Net plan assets at end of year (total assets less liabilities)2013-09-30$4,378,291
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$3,855,833
Assets. Value of participant loans2013-09-30$69,636
Total contributions received or receivable from employer(s)2013-09-30$47,586
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$16,778
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
2012 : PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-09-30$0
Total plan liabilities at beginning of year2012-09-30$0
Total income from all sources2012-09-30$576,016
Expenses. Total of all expenses incurred2012-09-30$374,415
Benefits paid (including direct rollovers)2012-09-30$271,022
Total plan assets at end of year2012-09-30$3,855,833
Total plan assets at beginning of year2012-09-30$3,654,232
Value of fidelity bond covering the plan2012-09-30$2,000,000
Total contributions received or receivable from participants2012-09-30$5,750
Assets. Value of loans (other than to participants)2012-09-30$890,368
Expenses. Other expenses not covered elsewhere2012-09-30$7,182
Contributions received from other sources (not participants or employers)2012-09-30$0
Other income received2012-09-30$521,598
Net income (gross income less expenses)2012-09-30$201,601
Net plan assets at end of year (total assets less liabilities)2012-09-30$3,855,833
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$3,654,232
Assets. Value of participant loans2012-09-30$86,502
Total contributions received or receivable from employer(s)2012-09-30$48,668
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$96,211
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
2011 : PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-09-30$0
Total plan liabilities at beginning of year2011-09-30$0
Total income from all sources2011-09-30$-83,964
Expenses. Total of all expenses incurred2011-09-30$74,115
Benefits paid (including direct rollovers)2011-09-30$47,192
Total plan assets at end of year2011-09-30$3,654,232
Total plan assets at beginning of year2011-09-30$3,812,311
Value of fidelity bond covering the plan2011-09-30$2,000,000
Total contributions received or receivable from participants2011-09-30$5,750
Assets. Value of loans (other than to participants)2011-09-30$1,094,619
Expenses. Other expenses not covered elsewhere2011-09-30$7,182
Contributions received from other sources (not participants or employers)2011-09-30$641
Other income received2011-09-30$-121,768
Net income (gross income less expenses)2011-09-30$-158,079
Net plan assets at end of year (total assets less liabilities)2011-09-30$3,654,232
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$3,812,311
Assets. Value of participant loans2011-09-30$115,385
Total contributions received or receivable from employer(s)2011-09-30$31,413
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$19,741
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
2010 : PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN

2022: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – InsuranceYes
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement – InsuranceYes
2022-10-01Plan benefit arrangement - TrustYes
2021: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: PETERSONS NORTH BRANCH MILL, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number41634
Policy instance 1
Insurance contract or identification number41634
Number of Individuals Covered1
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
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?1
Life Insurance Welfare BenefitYes
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 number41634
Policy instance 1
Insurance contract or identification number41634
Number of Individuals Covered1
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
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?1
Life Insurance Welfare BenefitYes
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 number41634
Policy instance 1
Insurance contract or identification number41634
Number of Individuals Covered1
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
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?1
Life Insurance Welfare BenefitYes
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 number41634
Policy instance 1
Insurance contract or identification number41634
Number of Individuals Covered1
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
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?1
Life Insurance Welfare BenefitYes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number41634
Policy instance 1
Insurance contract or identification number41634
Number of Individuals Covered1
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
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?1
Life Insurance Welfare BenefitYes
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 number41634
Policy instance 1
Insurance contract or identification number41634
Number of Individuals Covered1
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
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?1
Life Insurance Welfare BenefitYes

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