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PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NamePRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST
Plan identification number 003

PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:PRODUCTIVITY, INC.
Employer identification number (EIN):410945575
NAIC Classification:423800

Additional information about PRODUCTIVITY, INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1994-03-14
Company Identification Number: 19941029975
Legal Registered Office Address: 20220 Elk Creek Dr E

Colorado Springs
United States of America (USA)
80908

More information about PRODUCTIVITY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01GREGORY L. BUCK, PRESIDENT
0032016-01-01GREGORY L. BUCK, PRESIDENT GREGORY L. BUCK, PRESIDENT2017-10-16
0032015-01-01GREGORY L. BUCK, PRESIDENT GREGORY L. BUCK, PRESIDENT2016-10-12
0032014-01-01GREGORY L. BUCK, PRESIDENT GREGORY L. BUCK, PRESIDENT2015-10-13
0032013-01-01GREGORY L. BUCK, PRESIDENT GREGORY L. BUCK, PRESIDENT2014-10-14
0032012-01-01GREGORY L. BUCK, PRESIDENT GREGORY L. BUCK, PRESIDENT2013-10-14
0032011-01-01GREGORY L. BUCK, PRESIDENT GREGORY L. BUCK, PRESIDENT2012-10-12
0032010-01-01GREGORY L. BUCK, PRESIDENT GREGORY L. BUCK, PRESIDENT2011-10-13
0032009-01-01GREGORY L. BUCK, PRESIDENT GREGORY L. BUCK, PRESIDENT2010-10-13

Plan Statistics for PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01372
Total number of active participants reported on line 7a of the Form 55002022-01-01357
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0148
Total of all active and inactive participants2022-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01408
Number of participants with account balances2022-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01360
Total number of active participants reported on line 7a of the Form 55002021-01-01330
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0138
Total of all active and inactive participants2021-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01370
Number of participants with account balances2021-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01338
Total number of active participants reported on line 7a of the Form 55002020-01-01321
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0134
Total of all active and inactive participants2020-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01357
Number of participants with account balances2020-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01324
Total number of active participants reported on line 7a of the Form 55002019-01-01318
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01344
Number of participants with account balances2019-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01302
Total number of active participants reported on line 7a of the Form 55002018-01-01295
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01322
Number of participants with account balances2018-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01282
Total number of active participants reported on line 7a of the Form 55002017-01-01267
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01295
Number of participants with account balances2017-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01260
Total number of active participants reported on line 7a of the Form 55002016-01-01256
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01281
Number of participants with account balances2016-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01245
Total number of active participants reported on line 7a of the Form 55002015-01-01229
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01256
Number of participants with account balances2015-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01226
Total number of active participants reported on line 7a of the Form 55002014-01-01224
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01245
Number of participants with account balances2014-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01220
Total number of active participants reported on line 7a of the Form 55002013-01-01204
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01226
Number of participants with account balances2013-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01202
Total number of active participants reported on line 7a of the Form 55002012-01-01195
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01220
Number of participants with account balances2012-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01183
Total number of active participants reported on line 7a of the Form 55002011-01-01177
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0126
Total of all active and inactive participants2011-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01204
Number of participants with account balances2011-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01177
Total number of active participants reported on line 7a of the Form 55002010-01-01157
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0125
Total of all active and inactive participants2010-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01183
Number of participants with account balances2010-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01215
Total number of active participants reported on line 7a of the Form 55002009-01-01148
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01177
Number of participants with account balances2009-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,179,311
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,029,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,859,361
Expenses. Certain deemed distributions of participant loans2022-12-31$20,654
Value of total corrective distributions2022-12-31$40
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,317,231
Value of total assets at end of year2022-12-31$45,352,174
Value of total assets at beginning of year2022-12-31$50,561,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$149,483
Total interest from all sources2022-12-31$23,401
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,311,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,311,780
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,029,702
Participant contributions at end of year2022-12-31$474,661
Participant contributions at beginning of year2022-12-31$537,578
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$649,671
Other income not declared elsewhere2022-12-31$106,968
Administrative expenses (other) incurred2022-12-31$149,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,208,849
Value of net assets at end of year (total assets less liabilities)2022-12-31$45,352,174
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$50,561,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$40,845,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$46,070,625
Interest on participant loans2022-12-31$23,401
Value of interest in common/collective trusts at end of year2022-12-31$4,032,051
Value of interest in common/collective trusts at beginning of year2022-12-31$3,952,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,985,026
Net investment gain or loss from common/collective trusts2022-12-31$46,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$637,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,859,361
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BOULAY PLLP
Accountancy firm EIN2022-12-31410887288
2021 : PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,545,977
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,630,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,503,407
Value of total corrective distributions2021-12-31$203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,262,906
Value of total assets at end of year2021-12-31$50,561,023
Value of total assets at beginning of year2021-12-31$44,645,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$127,094
Total interest from all sources2021-12-31$26,357
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,471,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,471,177
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,608,175
Participant contributions at end of year2021-12-31$537,578
Participant contributions at beginning of year2021-12-31$598,430
Participant contributions at beginning of year2021-12-31$2,835
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$84,302
Other income not declared elsewhere2021-12-31$115,130
Administrative expenses (other) incurred2021-12-31$127,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,915,273
Value of net assets at end of year (total assets less liabilities)2021-12-31$50,561,023
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$44,645,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$46,070,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$38,589,048
Interest on participant loans2021-12-31$26,357
Value of interest in common/collective trusts at end of year2021-12-31$3,952,820
Value of interest in common/collective trusts at beginning of year2021-12-31$5,455,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,624,803
Net investment gain or loss from common/collective trusts2021-12-31$45,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$570,429
Employer contributions (assets) at beginning of year2021-12-31$337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,503,407
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BOULAY PLLP
Accountancy firm EIN2021-12-31410887288
2020 : PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$14,050
Total income from all sources (including contributions)2020-12-31$8,350,636
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,586,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,508,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,093,685
Value of total assets at end of year2020-12-31$44,645,750
Value of total assets at beginning of year2020-12-31$37,895,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$78,003
Total interest from all sources2020-12-31$29,784
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,243,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,243,570
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,305,719
Participant contributions at end of year2020-12-31$598,430
Participant contributions at beginning of year2020-12-31$560,949
Participant contributions at end of year2020-12-31$2,835
Participant contributions at beginning of year2020-12-31$490
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$236,566
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$14,050
Other income not declared elsewhere2020-12-31$35,175
Administrative expenses (other) incurred2020-12-31$78,003
Total non interest bearing cash at beginning of year2020-12-31$13,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,764,400
Value of net assets at end of year (total assets less liabilities)2020-12-31$44,645,750
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$37,881,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$38,589,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,090,071
Interest on participant loans2020-12-31$29,784
Value of interest in common/collective trusts at end of year2020-12-31$5,455,100
Value of interest in common/collective trusts at beginning of year2020-12-31$4,230,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,881,914
Net investment gain or loss from common/collective trusts2020-12-31$66,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$551,400
Employer contributions (assets) at end of year2020-12-31$337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,508,233
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BOULAY, PLLP
Accountancy firm EIN2020-12-31410887288
2019 : PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,050
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,050
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$79,860
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$79,860
Total income from all sources (including contributions)2019-12-31$9,191,837
Total income from all sources (including contributions)2019-12-31$9,191,837
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,792,586
Total of all expenses incurred2019-12-31$1,792,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,787,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,787,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,731,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,731,285
Value of total assets at end of year2019-12-31$37,895,400
Value of total assets at end of year2019-12-31$37,895,400
Value of total assets at beginning of year2019-12-31$30,561,959
Value of total assets at beginning of year2019-12-31$30,561,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,834
Total interest from all sources2019-12-31$21,626
Total interest from all sources2019-12-31$21,626
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,144,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,144,529
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,144,529
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,097,282
Contributions received from participants2019-12-31$2,097,282
Participant contributions at end of year2019-12-31$560,949
Participant contributions at end of year2019-12-31$560,949
Participant contributions at beginning of year2019-12-31$450,258
Participant contributions at beginning of year2019-12-31$450,258
Participant contributions at end of year2019-12-31$490
Participant contributions at end of year2019-12-31$490
Participant contributions at beginning of year2019-12-31$56,977
Participant contributions at beginning of year2019-12-31$56,977
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$145,831
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$145,831
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$693
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$14,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$14,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$79,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$79,860
Administrative expenses (other) incurred2019-12-31$4,834
Administrative expenses (other) incurred2019-12-31$4,834
Total non interest bearing cash at end of year2019-12-31$13,560
Total non interest bearing cash at end of year2019-12-31$13,560
Total non interest bearing cash at beginning of year2019-12-31$12,409
Total non interest bearing cash at beginning of year2019-12-31$12,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,399,251
Value of net income/loss2019-12-31$7,399,251
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,881,350
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,881,350
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,482,099
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,482,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,090,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,090,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,549,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,549,360
Interest earned on other investments2019-12-31$21,626
Interest earned on other investments2019-12-31$21,626
Value of interest in common/collective trusts at end of year2019-12-31$4,230,330
Value of interest in common/collective trusts at end of year2019-12-31$4,230,330
Value of interest in common/collective trusts at beginning of year2019-12-31$3,488,092
Value of interest in common/collective trusts at beginning of year2019-12-31$3,488,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,231,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,231,035
Net investment gain or loss from common/collective trusts2019-12-31$63,362
Net investment gain or loss from common/collective trusts2019-12-31$63,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$488,172
Contributions received in cash from employer2019-12-31$488,172
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$4,170
Employer contributions (assets) at beginning of year2019-12-31$4,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,787,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,787,752
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BOULAY, PLLP
Accountancy firm name2019-12-31BOULAY, PLLP
Accountancy firm EIN2019-12-31410887288
Accountancy firm EIN2019-12-31410887288
2018 : PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$79,860
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$37,274
Total income from all sources (including contributions)2018-12-31$525,415
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,061,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,056,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,328,053
Value of total assets at end of year2018-12-31$30,561,959
Value of total assets at beginning of year2018-12-31$31,055,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,200
Total interest from all sources2018-12-31$16,342
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,515,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,515,839
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,860,100
Participant contributions at end of year2018-12-31$450,258
Participant contributions at beginning of year2018-12-31$361,729
Participant contributions at end of year2018-12-31$56,977
Participant contributions at beginning of year2018-12-31$63,498
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$16,513
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$693
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$79,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$37,274
Administrative expenses (other) incurred2018-12-31$4,200
Total non interest bearing cash at end of year2018-12-31$12,409
Total non interest bearing cash at beginning of year2018-12-31$37,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-535,753
Value of net assets at end of year (total assets less liabilities)2018-12-31$30,482,099
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$31,017,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$26,549,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,120,106
Interest on participant loans2018-12-31$16,342
Value of interest in common/collective trusts at end of year2018-12-31$3,488,092
Value of interest in common/collective trusts at beginning of year2018-12-31$3,471,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,384,801
Net investment gain or loss from common/collective trusts2018-12-31$49,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$451,440
Employer contributions (assets) at end of year2018-12-31$4,170
Employer contributions (assets) at beginning of year2018-12-31$1,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,056,968
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BOULAY, PLLP
Accountancy firm EIN2018-12-31410887288
2017 : PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$37,274
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,143,846
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,333,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,329,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,139,303
Value of total assets at end of year2017-12-31$31,055,126
Value of total assets at beginning of year2017-12-31$26,207,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,675
Total interest from all sources2017-12-31$13,340
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,329,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,329,684
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,641,045
Participant contributions at end of year2017-12-31$361,729
Participant contributions at beginning of year2017-12-31$428,052
Participant contributions at end of year2017-12-31$63,498
Participant contributions at beginning of year2017-12-31$62,383
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$179,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$37,274
Administrative expenses (other) incurred2017-12-31$3,675
Total non interest bearing cash at end of year2017-12-31$37,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,810,463
Value of net assets at end of year (total assets less liabilities)2017-12-31$31,017,852
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,207,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$27,120,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,922,263
Interest on participant loans2017-12-31$13,340
Value of interest in common/collective trusts at end of year2017-12-31$3,471,163
Value of interest in common/collective trusts at beginning of year2017-12-31$2,793,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,624,630
Net investment gain or loss from common/collective trusts2017-12-31$36,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$319,258
Employer contributions (assets) at end of year2017-12-31$1,356
Employer contributions (assets) at beginning of year2017-12-31$1,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,329,708
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BOULAY, PLLP
Accountancy firm EIN2017-12-31410887288
2016 : PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,943,680
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$603,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$599,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,422,211
Value of total assets at end of year2016-12-31$26,207,389
Value of total assets at beginning of year2016-12-31$21,867,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,936
Total interest from all sources2016-12-31$12,876
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,038,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,038,740
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,489,493
Participant contributions at end of year2016-12-31$428,052
Participant contributions at beginning of year2016-12-31$404,161
Participant contributions at end of year2016-12-31$62,383
Participant contributions at beginning of year2016-12-31$72,448
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$634,567
Other income not declared elsewhere2016-12-31$-16,016
Administrative expenses (other) incurred2016-12-31$3,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,340,120
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,207,389
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,867,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,922,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,730,735
Interest on participant loans2016-12-31$12,876
Value of interest in common/collective trusts at end of year2016-12-31$2,793,158
Value of interest in common/collective trusts at beginning of year2016-12-31$2,658,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,484,771
Net investment gain or loss from common/collective trusts2016-12-31$1,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$298,151
Employer contributions (assets) at end of year2016-12-31$1,533
Employer contributions (assets) at beginning of year2016-12-31$1,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$599,624
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BOULAY, PLLP
Accountancy firm EIN2016-12-31410887288
2015 : PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,521,142
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$542,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$539,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,932,129
Value of total assets at end of year2015-12-31$21,867,269
Value of total assets at beginning of year2015-12-31$20,888,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,510
Total interest from all sources2015-12-31$13,155
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$955,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$955,056
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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
Contributions received from participants2015-12-31$1,424,487
Participant contributions at end of year2015-12-31$404,161
Participant contributions at beginning of year2015-12-31$388,844
Participant contributions at end of year2015-12-31$72,448
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$218,152
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$978,532
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,867,269
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,888,737
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,730,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,048,155
Interest on participant loans2015-12-31$13,155
Value of interest in common/collective trusts at end of year2015-12-31$2,658,689
Value of interest in common/collective trusts at beginning of year2015-12-31$2,445,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$6,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$6,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,379,781
Net investment gain or loss from common/collective trusts2015-12-31$583
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
Contributions received in cash from employer2015-12-31$289,490
Employer contributions (assets) at end of year2015-12-31$1,236
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$539,100
Contract administrator fees2015-12-31$3,510
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BOULAY, PLLP
Accountancy firm EIN2015-12-31410887288
2014 : PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,587,655
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$173,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$167,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,457,982
Value of total assets at end of year2014-12-31$20,888,737
Value of total assets at beginning of year2014-12-31$18,474,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,718
Total interest from all sources2014-12-31$14,167
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,317,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,317,671
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
Contributions received from participants2014-12-31$1,212,694
Participant contributions at end of year2014-12-31$388,844
Participant contributions at beginning of year2014-12-31$403,326
Other income not declared elsewhere2014-12-31$2,863
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$2,414,170
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,888,737
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,474,567
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
Investment advisory and management fees2014-12-31$2,863
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,048,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,448,340
Interest on participant loans2014-12-31$14,165
Value of interest in common/collective trusts at end of year2014-12-31$2,445,194
Value of interest in common/collective trusts at beginning of year2014-12-31$1,622,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$6,544
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-232,285
Net investment gain or loss from common/collective trusts2014-12-31$27,257
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
Contributions received in cash from employer2014-12-31$245,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$167,767
Contract administrator fees2014-12-31$2,855
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BOULAY, PLLP
Accountancy firm EIN2014-12-31410887288
2013 : PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,503,152
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$711,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$707,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,420,190
Value of total assets at end of year2013-12-31$18,474,567
Value of total assets at beginning of year2013-12-31$14,682,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,680
Total interest from all sources2013-12-31$14,970
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$814,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$814,485
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
Contributions received from participants2013-12-31$1,017,687
Participant contributions at end of year2013-12-31$403,326
Participant contributions at beginning of year2013-12-31$381,153
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$175,889
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$3,791,577
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,474,567
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,682,990
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,448,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,868,598
Interest on participant loans2013-12-31$14,970
Value of interest in common/collective trusts at end of year2013-12-31$1,622,901
Value of interest in common/collective trusts at beginning of year2013-12-31$1,433,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,266,158
Net investment gain or loss from common/collective trusts2013-12-31$-12,651
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
Contributions received in cash from employer2013-12-31$226,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$707,895
Contract administrator fees2013-12-31$3,680
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BOULAY, PLLP
Accountancy firm EIN2013-12-31410887288
2012 : PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,959,727
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$444,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$441,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,232,503
Value of total assets at end of year2012-12-31$14,682,990
Value of total assets at beginning of year2012-12-31$12,167,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,714
Total interest from all sources2012-12-31$17,663
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$438,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$438,012
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Contributions received from participants2012-12-31$977,285
Participant contributions at end of year2012-12-31$381,153
Participant contributions at beginning of year2012-12-31$380,487
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$36,300
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$2,515,467
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,682,990
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,167,523
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,868,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,818,638
Interest on participant loans2012-12-31$17,663
Value of interest in common/collective trusts at end of year2012-12-31$1,433,239
Value of interest in common/collective trusts at beginning of year2012-12-31$968,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,258,374
Net investment gain or loss from common/collective trusts2012-12-31$13,175
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
Contributions received in cash from employer2012-12-31$218,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$441,546
Contract administrator fees2012-12-31$2,714
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BOULAY, PLLP
Accountancy firm EIN2012-12-31410887288
2011 : PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$667,300
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$401,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$396,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,093,327
Value of total assets at end of year2011-12-31$12,167,523
Value of total assets at beginning of year2011-12-31$11,901,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,448
Total interest from all sources2011-12-31$21,073
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$294,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$294,459
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Contributions received from participants2011-12-31$834,292
Participant contributions at end of year2011-12-31$380,487
Participant contributions at beginning of year2011-12-31$439,630
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$73,731
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$265,887
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,167,523
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,901,636
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,818,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,673,037
Interest on participant loans2011-12-31$21,073
Value of interest in common/collective trusts at end of year2011-12-31$968,398
Value of interest in common/collective trusts at beginning of year2011-12-31$788,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-764,167
Net investment gain or loss from common/collective trusts2011-12-31$22,608
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
Contributions received in cash from employer2011-12-31$185,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$396,965
Contract administrator fees2011-12-31$4,448
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BOULAY, HEUTMAKER, ZIBELL & CO.
Accountancy firm EIN2011-12-31410887288
2010 : PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,958,354
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$135,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$127,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$602,355
Value of total assets at end of year2010-12-31$11,901,636
Value of total assets at beginning of year2010-12-31$10,078,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,017
Total interest from all sources2010-12-31$21,709
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$194,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$194,582
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Contributions received from participants2010-12-31$556,044
Participant contributions at end of year2010-12-31$439,630
Participant contributions at beginning of year2010-12-31$351,096
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$46,311
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$1,822,746
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,901,636
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,078,890
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
Investment advisory and management fees2010-12-31$98
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,673,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,880,496
Interest on participant loans2010-12-31$21,709
Value of interest in common/collective trusts at end of year2010-12-31$788,969
Value of interest in common/collective trusts at beginning of year2010-12-31$847,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,112,839
Net investment gain or loss from common/collective trusts2010-12-31$26,869
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$127,591
Contract administrator fees2010-12-31$7,919
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HANSEN, JERGENSON, NERGAARD & CO.
Accountancy firm EIN2010-12-31411408950
2009 : PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 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 PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST

2022: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 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: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 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: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 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: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 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: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 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: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 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: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 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: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 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: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 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: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 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: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 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
2010: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST 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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