401k Plan data: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST plan

PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 401k Plan overview

Plan Name	PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST
Plan identification number	001

PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PERFECTION LEARNING CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: PERFECTION LEARNING CORPORATION

Employer identification number (EIN): 420895541

NAIC Classification: 424920
NAIC Description: Book, Periodical, and Newspaper Merchant Wholesalers

Additional information about PERFECTION LEARNING CORPORATION

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1965-04-29

Company Identification Number: 031885

Legal Registered Office Address: 2680 BERKSHIRE PKWY

CLIVE
United States of America (USA)
50325

More information about PERFECTION LEARNING CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-02-01
001 2023-02-01 JEFF SCHMITZ
001 2022-02-01
001 2022-02-01 JEFF SCHMITZ
001 2021-02-01
001 2021-02-01 JEFF SCHMITZ
001 2020-02-01
001 2019-02-01
001 2018-02-01
001 2017-02-01 JEFF SCHMITZ
001 2016-02-01 JEFF SCHMITZ 2017-10-13 JEFF SCHMTIZ 2017-10-13
001 2015-02-01 JEFF SCHMITZ 2016-10-12
001 2014-02-01 JEFF SCHMITZ 2015-11-13
001 2013-02-01 JEFF SCHMITZ
001 2012-02-01 JEFF SCHMITZ
001 2011-02-01 BARB OLIVER
001 2009-02-01 BARBARA OLIVER

Plan Statistics for PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST

401k plan membership statisitcs for PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST

Measure Date Value
2023: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year 2023-02-01 149
Total number of active participants reported on line 7a of the Form 5500 2023-02-01 116
Number of retired or separated participants receiving benefits 2023-02-01 1
Number of other retired or separated participants entitled to future benefits 2023-02-01 53
Total of all active and inactive participants 2023-02-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-02-01 1
Total participants 2023-02-01 171
Number of participants with account balances 2023-02-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-02-01 8
2022: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-02-01 131
Total number of active participants reported on line 7a of the Form 5500 2022-02-01 95
Number of retired or separated participants receiving benefits 2022-02-01 0
Number of other retired or separated participants entitled to future benefits 2022-02-01 52
Total of all active and inactive participants 2022-02-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-02-01 1
Total participants 2022-02-01 148
Number of participants with account balances 2022-02-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-02-01 7
2021: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-02-01 130
Total number of active participants reported on line 7a of the Form 5500 2021-02-01 83
Number of retired or separated participants receiving benefits 2021-02-01 0
Number of other retired or separated participants entitled to future benefits 2021-02-01 42
Total of all active and inactive participants 2021-02-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-02-01 1
Total participants 2021-02-01 126
Number of participants with account balances 2021-02-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-02-01 12
2020: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-02-01 129
Total number of active participants reported on line 7a of the Form 5500 2020-02-01 91
Number of retired or separated participants receiving benefits 2020-02-01 0
Number of other retired or separated participants entitled to future benefits 2020-02-01 38
Total of all active and inactive participants 2020-02-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-02-01 1
Total participants 2020-02-01 130
Number of participants with account balances 2020-02-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-02-01 7
2019: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-02-01 117
Total number of active participants reported on line 7a of the Form 5500 2019-02-01 85
Number of retired or separated participants receiving benefits 2019-02-01 0
Number of other retired or separated participants entitled to future benefits 2019-02-01 41
Total of all active and inactive participants 2019-02-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-02-01 1
Total participants 2019-02-01 127
Number of participants with account balances 2019-02-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-02-01 5
2018: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-02-01 124
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 77
Number of retired or separated participants receiving benefits 2018-02-01 0
Number of other retired or separated participants entitled to future benefits 2018-02-01 36
Total of all active and inactive participants 2018-02-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-02-01 1
Total participants 2018-02-01 114
Number of participants with account balances 2018-02-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-02-01 3
2017: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-02-01 138
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 90
Number of retired or separated participants receiving benefits 2017-02-01 0
Number of other retired or separated participants entitled to future benefits 2017-02-01 32
Total of all active and inactive participants 2017-02-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 1
Total participants 2017-02-01 123
Number of participants with account balances 2017-02-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-01 9
2013: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-02-01 103
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 70
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 26
Total of all active and inactive participants 2013-02-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 0
Total participants 2013-02-01 96
Number of participants with account balances 2013-02-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 1
2012: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-02-01 115
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 73
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 30
Total of all active and inactive participants 2012-02-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 103
Number of participants with account balances 2012-02-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 1
2011: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-02-01 109
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 78
Number of retired or separated participants receiving benefits 2011-02-01 0
Number of other retired or separated participants entitled to future benefits 2011-02-01 35
Total of all active and inactive participants 2011-02-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 0
Total participants 2011-02-01 113
Number of participants with account balances 2011-02-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 6
2009: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-02-01 135
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 90
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 35
Total of all active and inactive participants 2009-02-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 125
Number of participants with account balances 2009-02-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 7

Measure	Date	Value
2023: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year	2023-02-01	149
Total number of active participants reported on line 7a of the Form 5500	2023-02-01	116
Number of retired or separated participants receiving benefits	2023-02-01	1
Number of other retired or separated participants entitled to future benefits	2023-02-01	53
Total of all active and inactive participants	2023-02-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-02-01	1
Total participants	2023-02-01	171
Number of participants with account balances	2023-02-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-02-01	8
2022: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-02-01	131
Total number of active participants reported on line 7a of the Form 5500	2022-02-01	95
Number of retired or separated participants receiving benefits	2022-02-01	0
Number of other retired or separated participants entitled to future benefits	2022-02-01	52
Total of all active and inactive participants	2022-02-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-02-01	1
Total participants	2022-02-01	148
Number of participants with account balances	2022-02-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-02-01	7
2021: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-02-01	130
Total number of active participants reported on line 7a of the Form 5500	2021-02-01	83
Number of retired or separated participants receiving benefits	2021-02-01	0
Number of other retired or separated participants entitled to future benefits	2021-02-01	42
Total of all active and inactive participants	2021-02-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-02-01	1
Total participants	2021-02-01	126
Number of participants with account balances	2021-02-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-02-01	12
2020: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-02-01	129
Total number of active participants reported on line 7a of the Form 5500	2020-02-01	91
Number of retired or separated participants receiving benefits	2020-02-01	0
Number of other retired or separated participants entitled to future benefits	2020-02-01	38
Total of all active and inactive participants	2020-02-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-02-01	1
Total participants	2020-02-01	130
Number of participants with account balances	2020-02-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-02-01	7
2019: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-02-01	117
Total number of active participants reported on line 7a of the Form 5500	2019-02-01	85
Number of retired or separated participants receiving benefits	2019-02-01	0
Number of other retired or separated participants entitled to future benefits	2019-02-01	41
Total of all active and inactive participants	2019-02-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-02-01	1
Total participants	2019-02-01	127
Number of participants with account balances	2019-02-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-02-01	5
2018: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-02-01	124
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	77
Number of retired or separated participants receiving benefits	2018-02-01	0
Number of other retired or separated participants entitled to future benefits	2018-02-01	36
Total of all active and inactive participants	2018-02-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-02-01	1
Total participants	2018-02-01	114
Number of participants with account balances	2018-02-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-02-01	3
2017: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-02-01	138
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	90
Number of retired or separated participants receiving benefits	2017-02-01	0
Number of other retired or separated participants entitled to future benefits	2017-02-01	32
Total of all active and inactive participants	2017-02-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	1
Total participants	2017-02-01	123
Number of participants with account balances	2017-02-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-01	9
2013: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-02-01	103
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	70
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	26
Total of all active and inactive participants	2013-02-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	0
Total participants	2013-02-01	96
Number of participants with account balances	2013-02-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	1
2012: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-02-01	115
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	73
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	30
Total of all active and inactive participants	2012-02-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	103
Number of participants with account balances	2012-02-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	1
2011: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-02-01	109
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	78
Number of retired or separated participants receiving benefits	2011-02-01	0
Number of other retired or separated participants entitled to future benefits	2011-02-01	35
Total of all active and inactive participants	2011-02-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	0
Total participants	2011-02-01	113
Number of participants with account balances	2011-02-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	6
2009: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-02-01	135
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	90
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	35
Total of all active and inactive participants	2009-02-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	125
Number of participants with account balances	2009-02-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	7

Financial Data on PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST

Measure	Date	Value
2024 : PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2024 401k financial data
Total unrealized appreciation/depreciation of assets	2024-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2024-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2024-01-31	$0
Total income from all sources (including contributions)	2024-01-31	$3,284,302
Total loss/gain on sale of assets	2024-01-31	$0
Total of all expenses incurred	2024-01-31	$686,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2024-01-31	$599,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2024-01-31	$1,460,905
Value of total assets at end of year	2024-01-31	$17,915,238
Value of total assets at beginning of year	2024-01-31	$15,317,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2024-01-31	$87,338
Total interest from all sources	2024-01-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2024-01-31	$723,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2024-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2024-01-31	$723,442
Was this plan covered by a fidelity bond	2024-01-31	Yes
Value of fidelity bond cover	2024-01-31	$500,000
If this is an individual account plan, was there a blackout period	2024-01-31	No
Were there any nonexempt tranactions with any party-in-interest	2024-01-31	No
Contributions received from participants	2024-01-31	$834,461
Income. Received or receivable in cash from other sources (including rollovers)	2024-01-31	$390,397
Total non interest bearing cash at end of year	2024-01-31	$3,553
Total non interest bearing cash at beginning of year	2024-01-31	$2,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2024-01-31	No
Value of net income/loss	2024-01-31	$2,597,499
Value of net assets at end of year (total assets less liabilities)	2024-01-31	$17,915,238
Value of net assets at beginning of year (total assets less liabilities)	2024-01-31	$15,317,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2024-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2024-01-31	No
Were any leases to which the plan was party in default or uncollectible	2024-01-31	No
Investment advisory and management fees	2024-01-31	$42,899
Value of interest in registered invesment companies (eg mutual funds) at end of year	2024-01-31	$17,277,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2024-01-31	$14,751,586
Value of interest in common/collective trusts at end of year	2024-01-31	$634,155
Value of interest in common/collective trusts at beginning of year	2024-01-31	$563,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2024-01-31	$1,099,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2024-01-31	No
Was there a failure to transmit to the plan any participant contributions	2024-01-31	No
Has the plan failed to provide any benefit when due under the plan	2024-01-31	No
Contributions received in cash from employer	2024-01-31	$236,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2024-01-31	$599,465
Did the plan have assets held for investment	2024-01-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2024-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2024-01-31	No
Opinion of an independent qualified public accountant for this plan	2024-01-31	Unqualified
Accountancy firm name	2024-01-31	LUTZ & COMPANY
Accountancy firm EIN	2024-01-31	470625816
2023 : PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-02-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-02-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-02-01	$0
Total income from all sources (including contributions)	2023-02-01	$3,284,302
Total loss/gain on sale of assets	2023-02-01	$0
Total of all expenses incurred	2023-02-01	$686,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-02-01	$599,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-02-01	$1,460,905
Value of total assets at end of year	2023-02-01	$17,915,238
Value of total assets at beginning of year	2023-02-01	$15,317,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-02-01	$87,338
Total interest from all sources	2023-02-01	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-02-01	$723,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-02-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-02-01	$723,442
Was this plan covered by a fidelity bond	2023-02-01	Yes
Value of fidelity bond cover	2023-02-01	$500,000
If this is an individual account plan, was there a blackout period	2023-02-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-02-01	No
Contributions received from participants	2023-02-01	$834,461
Income. Received or receivable in cash from other sources (including rollovers)	2023-02-01	$390,397
Total non interest bearing cash at end of year	2023-02-01	$3,553
Total non interest bearing cash at beginning of year	2023-02-01	$2,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-02-01	No
Value of net income/loss	2023-02-01	$2,597,499
Value of net assets at end of year (total assets less liabilities)	2023-02-01	$17,915,238
Value of net assets at beginning of year (total assets less liabilities)	2023-02-01	$15,317,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-02-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-02-01	No
Were any leases to which the plan was party in default or uncollectible	2023-02-01	No
Investment advisory and management fees	2023-02-01	$42,899
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-02-01	$17,277,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-02-01	$14,751,586
Value of interest in common/collective trusts at end of year	2023-02-01	$634,155
Value of interest in common/collective trusts at beginning of year	2023-02-01	$563,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-02-01	$1,099,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-02-01	No
Was there a failure to transmit to the plan any participant contributions	2023-02-01	No
Has the plan failed to provide any benefit when due under the plan	2023-02-01	No
Contributions received in cash from employer	2023-02-01	$236,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-02-01	$599,465
Did the plan have assets held for investment	2023-02-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-02-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-02-01	No
Opinion of an independent qualified public accountant for this plan	2023-02-01	1
Accountancy firm name	2023-02-01	LUTZ & COMPANY
Accountancy firm EIN	2023-02-01	470625816
Total unrealized appreciation/depreciation of assets	2023-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-31	$0
Total income from all sources (including contributions)	2023-01-31	$352,108
Total loss/gain on sale of assets	2023-01-31	$0
Total of all expenses incurred	2023-01-31	$1,229,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-31	$1,166,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-31	$1,489,052
Value of total assets at end of year	2023-01-31	$15,317,739
Value of total assets at beginning of year	2023-01-31	$16,195,272
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-31	$63,275
Total interest from all sources	2023-01-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-01-31	$707,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-31	$707,705
Administrative expenses professional fees incurred	2023-01-31	$63,275
Was this plan covered by a fidelity bond	2023-01-31	Yes
Value of fidelity bond cover	2023-01-31	$500,000
If this is an individual account plan, was there a blackout period	2023-01-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-31	No
Contributions received from participants	2023-01-31	$811,783
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-31	$117,396
Total non interest bearing cash at end of year	2023-01-31	$2,853
Total non interest bearing cash at beginning of year	2023-01-31	$3,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-31	No
Value of net income/loss	2023-01-31	$-877,533
Value of net assets at end of year (total assets less liabilities)	2023-01-31	$15,317,739
Value of net assets at beginning of year (total assets less liabilities)	2023-01-31	$16,195,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-31	No
Were any leases to which the plan was party in default or uncollectible	2023-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-31	$14,751,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-31	$15,409,185
Value of interest in common/collective trusts at end of year	2023-01-31	$563,300
Value of interest in common/collective trusts at beginning of year	2023-01-31	$782,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-31	$-1,844,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-31	No
Was there a failure to transmit to the plan any participant contributions	2023-01-31	No
Has the plan failed to provide any benefit when due under the plan	2023-01-31	No
Contributions received in cash from employer	2023-01-31	$559,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-31	$1,166,366
Did the plan have assets held for investment	2023-01-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-31	No
Opinion of an independent qualified public accountant for this plan	2023-01-31	Unqualified
Accountancy firm name	2023-01-31	LUTZ & COMPANY
Accountancy firm EIN	2023-01-31	470625816
2022 : PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-02-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-02-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-02-01	$0
Total income from all sources (including contributions)	2022-02-01	$352,108
Total loss/gain on sale of assets	2022-02-01	$0
Total of all expenses incurred	2022-02-01	$1,229,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-02-01	$1,166,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-02-01	$1,489,052
Value of total assets at end of year	2022-02-01	$15,317,739
Value of total assets at beginning of year	2022-02-01	$16,195,272
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-02-01	$63,275
Total interest from all sources	2022-02-01	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-02-01	$707,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-02-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-02-01	$707,705
Administrative expenses professional fees incurred	2022-02-01	$63,275
Was this plan covered by a fidelity bond	2022-02-01	Yes
Value of fidelity bond cover	2022-02-01	$500,000
If this is an individual account plan, was there a blackout period	2022-02-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-02-01	No
Contributions received from participants	2022-02-01	$811,783
Income. Received or receivable in cash from other sources (including rollovers)	2022-02-01	$117,396
Total non interest bearing cash at end of year	2022-02-01	$2,853
Total non interest bearing cash at beginning of year	2022-02-01	$3,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-02-01	No
Value of net income/loss	2022-02-01	$-877,533
Value of net assets at end of year (total assets less liabilities)	2022-02-01	$15,317,739
Value of net assets at beginning of year (total assets less liabilities)	2022-02-01	$16,195,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-02-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-02-01	No
Were any leases to which the plan was party in default or uncollectible	2022-02-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-02-01	$14,751,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-02-01	$15,409,185
Value of interest in common/collective trusts at end of year	2022-02-01	$563,300
Value of interest in common/collective trusts at beginning of year	2022-02-01	$782,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-02-01	$-1,844,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-02-01	No
Was there a failure to transmit to the plan any participant contributions	2022-02-01	No
Has the plan failed to provide any benefit when due under the plan	2022-02-01	No
Contributions received in cash from employer	2022-02-01	$559,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-02-01	$1,166,366
Did the plan have assets held for investment	2022-02-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-02-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-02-01	No
Opinion of an independent qualified public accountant for this plan	2022-02-01	1
Accountancy firm name	2022-02-01	LUTZ & COMPANY
Accountancy firm EIN	2022-02-01	470625816
Total unrealized appreciation/depreciation of assets	2022-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-31	$0
Total income from all sources (including contributions)	2022-01-31	$2,971,140
Total loss/gain on sale of assets	2022-01-31	$0
Total of all expenses incurred	2022-01-31	$1,131,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-31	$1,041,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-31	$1,216,286
Value of total assets at end of year	2022-01-31	$16,195,272
Value of total assets at beginning of year	2022-01-31	$14,355,710
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-31	$89,849
Total interest from all sources	2022-01-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-01-31	$1,113,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-31	$1,113,241
Administrative expenses professional fees incurred	2022-01-31	$89,849
Was this plan covered by a fidelity bond	2022-01-31	Yes
Value of fidelity bond cover	2022-01-31	$500,000
If this is an individual account plan, was there a blackout period	2022-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2022-01-31	No
Contributions received from participants	2022-01-31	$702,830
Total non interest bearing cash at end of year	2022-01-31	$3,797
Total non interest bearing cash at beginning of year	2022-01-31	$3,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-31	No
Value of net income/loss	2022-01-31	$1,839,562
Value of net assets at end of year (total assets less liabilities)	2022-01-31	$16,195,272
Value of net assets at beginning of year (total assets less liabilities)	2022-01-31	$14,355,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-31	No
Were any leases to which the plan was party in default or uncollectible	2022-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-31	$15,409,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-31	$13,647,520
Value of interest in common/collective trusts at end of year	2022-01-31	$782,290
Value of interest in common/collective trusts at beginning of year	2022-01-31	$704,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-31	$641,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-31	No
Was there a failure to transmit to the plan any participant contributions	2022-01-31	No
Has the plan failed to provide any benefit when due under the plan	2022-01-31	No
Contributions received in cash from employer	2022-01-31	$513,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-31	$1,041,729
Did the plan have assets held for investment	2022-01-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-31	No
Opinion of an independent qualified public accountant for this plan	2022-01-31	Unqualified
Accountancy firm name	2022-01-31	LUTZ & COMPANY
Accountancy firm EIN	2022-01-31	470625816
2021 : PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-01-31	$0
Total income from all sources (including contributions)	2021-01-31	$3,447,800
Total loss/gain on sale of assets	2021-01-31	$0
Total of all expenses incurred	2021-01-31	$1,154,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-01-31	$1,088,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-01-31	$1,210,219
Value of total assets at end of year	2021-01-31	$14,355,710
Value of total assets at beginning of year	2021-01-31	$12,061,938
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-01-31	$65,700
Total interest from all sources	2021-01-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-01-31	$512,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-01-31	$512,248
Administrative expenses professional fees incurred	2021-01-31	$65,700
Was this plan covered by a fidelity bond	2021-01-31	Yes
Value of fidelity bond cover	2021-01-31	$500,000
If this is an individual account plan, was there a blackout period	2021-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-01-31	No
Contributions received from participants	2021-01-31	$669,016
Income. Received or receivable in cash from other sources (including rollovers)	2021-01-31	$2,720
Total non interest bearing cash at end of year	2021-01-31	$3,552
Total non interest bearing cash at beginning of year	2021-01-31	$3,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-01-31	No
Value of net income/loss	2021-01-31	$2,293,772
Value of net assets at end of year (total assets less liabilities)	2021-01-31	$14,355,710
Value of net assets at beginning of year (total assets less liabilities)	2021-01-31	$12,061,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-01-31	No
Were any leases to which the plan was party in default or uncollectible	2021-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-01-31	$13,647,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-01-31	$11,404,397
Value of interest in common/collective trusts at end of year	2021-01-31	$704,638
Value of interest in common/collective trusts at beginning of year	2021-01-31	$654,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-01-31	$1,725,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-01-31	No
Was there a failure to transmit to the plan any participant contributions	2021-01-31	No
Has the plan failed to provide any benefit when due under the plan	2021-01-31	No
Contributions received in cash from employer	2021-01-31	$538,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-01-31	$1,088,328
Did the plan have assets held for investment	2021-01-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-01-31	No
Opinion of an independent qualified public accountant for this plan	2021-01-31	Disclaimer
Accountancy firm name	2021-01-31	LUTZ & COMPANY
Accountancy firm EIN	2021-01-31	470625816
2020 : PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-01-31	$0
Total unrealized appreciation/depreciation of assets	2020-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-31	$0
Total income from all sources (including contributions)	2020-01-31	$2,276,654
Total income from all sources (including contributions)	2020-01-31	$2,276,654
Total loss/gain on sale of assets	2020-01-31	$0
Total loss/gain on sale of assets	2020-01-31	$0
Total of all expenses incurred	2020-01-31	$3,706,787
Total of all expenses incurred	2020-01-31	$3,706,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-01-31	$3,653,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-01-31	$3,653,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-01-31	$795,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-01-31	$795,473
Value of total assets at end of year	2020-01-31	$12,061,938
Value of total assets at end of year	2020-01-31	$12,061,938
Value of total assets at beginning of year	2020-01-31	$13,492,071
Value of total assets at beginning of year	2020-01-31	$13,492,071
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-01-31	$53,139
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-01-31	$53,139
Total interest from all sources	2020-01-31	$0
Total interest from all sources	2020-01-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-01-31	$706,572
Total dividends received (eg from common stock, registered investment company shares)	2020-01-31	$706,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-01-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-01-31	$706,572
Total dividends received from registered investment company shares (eg mutual funds)	2020-01-31	$706,572
Administrative expenses professional fees incurred	2020-01-31	$53,139
Administrative expenses professional fees incurred	2020-01-31	$53,139
Was this plan covered by a fidelity bond	2020-01-31	Yes
Was this plan covered by a fidelity bond	2020-01-31	Yes
Value of fidelity bond cover	2020-01-31	$500,000
Value of fidelity bond cover	2020-01-31	$500,000
If this is an individual account plan, was there a blackout period	2020-01-31	No
If this is an individual account plan, was there a blackout period	2020-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-01-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-01-31	No
Contributions received from participants	2020-01-31	$600,884
Contributions received from participants	2020-01-31	$600,884
Total non interest bearing cash at end of year	2020-01-31	$3,503
Total non interest bearing cash at end of year	2020-01-31	$3,503
Total non interest bearing cash at beginning of year	2020-01-31	$334
Total non interest bearing cash at beginning of year	2020-01-31	$334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-31	No
Value of net income/loss	2020-01-31	$-1,430,133
Value of net income/loss	2020-01-31	$-1,430,133
Value of net assets at end of year (total assets less liabilities)	2020-01-31	$12,061,938
Value of net assets at end of year (total assets less liabilities)	2020-01-31	$12,061,938
Value of net assets at beginning of year (total assets less liabilities)	2020-01-31	$13,492,071
Value of net assets at beginning of year (total assets less liabilities)	2020-01-31	$13,492,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-01-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-01-31	No
Were any leases to which the plan was party in default or uncollectible	2020-01-31	No
Were any leases to which the plan was party in default or uncollectible	2020-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-01-31	$11,404,397
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-01-31	$11,404,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-01-31	$12,897,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-01-31	$12,897,812
Value of interest in common/collective trusts at end of year	2020-01-31	$654,038
Value of interest in common/collective trusts at end of year	2020-01-31	$654,038
Value of interest in common/collective trusts at beginning of year	2020-01-31	$593,925
Value of interest in common/collective trusts at beginning of year	2020-01-31	$593,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-01-31	$761,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-01-31	$761,034
Net investment gain or loss from common/collective trusts	2020-01-31	$13,575
Net investment gain or loss from common/collective trusts	2020-01-31	$13,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-01-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-01-31	No
Was there a failure to transmit to the plan any participant contributions	2020-01-31	No
Was there a failure to transmit to the plan any participant contributions	2020-01-31	No
Has the plan failed to provide any benefit when due under the plan	2020-01-31	No
Has the plan failed to provide any benefit when due under the plan	2020-01-31	No
Contributions received in cash from employer	2020-01-31	$194,589
Contributions received in cash from employer	2020-01-31	$194,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-01-31	$3,653,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-01-31	$3,653,648
Did the plan have assets held for investment	2020-01-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-01-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-01-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2020-01-31	Disclaimer
Accountancy firm name	2020-01-31	LUTZ & COMPANY
Accountancy firm name	2020-01-31	LUTZ & COMPANY
Accountancy firm EIN	2020-01-31	470625816
Accountancy firm EIN	2020-01-31	470625816
2019 : PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-01-31	$0
2018 : PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-01-31	$0
Total income from all sources (including contributions)	2018-01-31	$3,245,053
Total loss/gain on sale of assets	2018-01-31	$0
Total of all expenses incurred	2018-01-31	$723,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-01-31	$664,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-01-31	$780,838
Value of total assets at end of year	2018-01-31	$14,355,910
Value of total assets at beginning of year	2018-01-31	$11,834,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-01-31	$58,684
Total interest from all sources	2018-01-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-01-31	$1,034,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-01-31	$1,034,477
Administrative expenses professional fees incurred	2018-01-31	$58,684
Was this plan covered by a fidelity bond	2018-01-31	Yes
Value of fidelity bond cover	2018-01-31	$500,000
If this is an individual account plan, was there a blackout period	2018-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-01-31	No
Contributions received from participants	2018-01-31	$583,814
Income. Received or receivable in cash from other sources (including rollovers)	2018-01-31	$5,029
Total non interest bearing cash at end of year	2018-01-31	$4,668
Total non interest bearing cash at beginning of year	2018-01-31	$2,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-01-31	No
Value of net income/loss	2018-01-31	$2,521,765
Value of net assets at end of year (total assets less liabilities)	2018-01-31	$14,355,910
Value of net assets at beginning of year (total assets less liabilities)	2018-01-31	$11,834,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-01-31	No
Were any leases to which the plan was party in default or uncollectible	2018-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-01-31	$13,621,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-01-31	$11,194,418
Value of interest in common/collective trusts at end of year	2018-01-31	$729,667
Value of interest in common/collective trusts at beginning of year	2018-01-31	$637,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-01-31	$1,422,666
Net investment gain or loss from common/collective trusts	2018-01-31	$7,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-01-31	No
Was there a failure to transmit to the plan any participant contributions	2018-01-31	No
Has the plan failed to provide any benefit when due under the plan	2018-01-31	No
Contributions received in cash from employer	2018-01-31	$191,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-01-31	$664,604
Did the plan have assets held for investment	2018-01-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-01-31	Disclaimer
Accountancy firm name	2018-01-31	LUTZ & COMPANY
Accountancy firm EIN	2018-01-31	470625816
2014 : PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-01-31	$0
Total transfer of assets from this plan	2014-01-31	$217
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-01-31	$0
Total income from all sources (including contributions)	2014-01-31	$2,117,624
Total loss/gain on sale of assets	2014-01-31	$0
Total of all expenses incurred	2014-01-31	$1,297,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-01-31	$1,237,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-01-31	$574,547
Value of total assets at end of year	2014-01-31	$11,765,920
Value of total assets at beginning of year	2014-01-31	$10,946,183
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-01-31	$60,421
Total interest from all sources	2014-01-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-01-31	$512,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-01-31	$512,070
Administrative expenses professional fees incurred	2014-01-31	$32,622
Was this plan covered by a fidelity bond	2014-01-31	Yes
Value of fidelity bond cover	2014-01-31	$500,000
If this is an individual account plan, was there a blackout period	2014-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-01-31	No
Contributions received from participants	2014-01-31	$426,019
Income. Received or receivable in cash from other sources (including rollovers)	2014-01-31	$6,420
Total non interest bearing cash at end of year	2014-01-31	$5,341
Total non interest bearing cash at beginning of year	2014-01-31	$18,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-01-31	No
Value of net income/loss	2014-01-31	$819,954
Value of net assets at end of year (total assets less liabilities)	2014-01-31	$11,765,920
Value of net assets at beginning of year (total assets less liabilities)	2014-01-31	$10,946,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-01-31	No
Were any leases to which the plan was party in default or uncollectible	2014-01-31	No
Investment advisory and management fees	2014-01-31	$27,799
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-01-31	$11,178,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-01-31	$10,108,696
Value of interest in common/collective trusts at end of year	2014-01-31	$582,043
Value of interest in common/collective trusts at beginning of year	2014-01-31	$819,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-01-31	$1,031,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-01-31	No
Was there a failure to transmit to the plan any participant contributions	2014-01-31	No
Has the plan failed to provide any benefit when due under the plan	2014-01-31	No
Contributions received in cash from employer	2014-01-31	$142,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-01-31	$1,237,249
Did the plan have assets held for investment	2014-01-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-01-31	Disclaimer
Accountancy firm name	2014-01-31	LUTZ & COMPANY, PC
Accountancy firm EIN	2014-01-31	470625816
2013 : PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-01-31	$0
Total transfer of assets from this plan	2013-01-31	$44,594
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-01-31	$0
Total income from all sources (including contributions)	2013-01-31	$1,765,241
Total loss/gain on sale of assets	2013-01-31	$0
Total of all expenses incurred	2013-01-31	$945,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-01-31	$902,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-01-31	$571,885
Value of total assets at end of year	2013-01-31	$10,946,183
Value of total assets at beginning of year	2013-01-31	$10,171,313
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-01-31	$43,614
Total interest from all sources	2013-01-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-01-31	$384,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-01-31	$384,314
Administrative expenses professional fees incurred	2013-01-31	$43,614
Was this plan covered by a fidelity bond	2013-01-31	Yes
Value of fidelity bond cover	2013-01-31	$500,000
If this is an individual account plan, was there a blackout period	2013-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-01-31	No
Contributions received from participants	2013-01-31	$436,481
Total non interest bearing cash at end of year	2013-01-31	$18,337
Total non interest bearing cash at beginning of year	2013-01-31	$20,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-01-31	No
Value of net income/loss	2013-01-31	$819,464
Value of net assets at end of year (total assets less liabilities)	2013-01-31	$10,946,183
Value of net assets at beginning of year (total assets less liabilities)	2013-01-31	$10,171,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-01-31	No
Were any leases to which the plan was party in default or uncollectible	2013-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-01-31	$10,108,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-01-31	$9,333,979
Value of interest in common/collective trusts at end of year	2013-01-31	$819,150
Value of interest in common/collective trusts at beginning of year	2013-01-31	$817,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-01-31	$803,940
Net investment gain or loss from common/collective trusts	2013-01-31	$5,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-01-31	No
Was there a failure to transmit to the plan any participant contributions	2013-01-31	No
Has the plan failed to provide any benefit when due under the plan	2013-01-31	No
Contributions received in cash from employer	2013-01-31	$135,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-01-31	$902,163
Did the plan have assets held for investment	2013-01-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-01-31	Disclaimer
Accountancy firm name	2013-01-31	LUTZ & COMPANY, PC
Accountancy firm EIN	2013-01-31	470625816
2012 : PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-01-31	$0
Total income from all sources (including contributions)	2012-01-31	$646,331
Total loss/gain on sale of assets	2012-01-31	$0
Total of all expenses incurred	2012-01-31	$973,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-01-31	$935,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-01-31	$579,790
Value of total assets at end of year	2012-01-31	$10,171,313
Value of total assets at beginning of year	2012-01-31	$10,498,173
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-01-31	$37,325
Total interest from all sources	2012-01-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-01-31	$319,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-01-31	$319,509
Administrative expenses professional fees incurred	2012-01-31	$37,325
Was this plan covered by a fidelity bond	2012-01-31	Yes
Value of fidelity bond cover	2012-01-31	$500,000
If this is an individual account plan, was there a blackout period	2012-01-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-01-31	No
Contributions received from participants	2012-01-31	$440,316
Total non interest bearing cash at end of year	2012-01-31	$20,059
Total non interest bearing cash at beginning of year	2012-01-31	$16,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-01-31	No
Value of net income/loss	2012-01-31	$-326,860
Value of net assets at end of year (total assets less liabilities)	2012-01-31	$10,171,313
Value of net assets at beginning of year (total assets less liabilities)	2012-01-31	$10,498,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-01-31	No
Were any leases to which the plan was party in default or uncollectible	2012-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-01-31	$9,333,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-01-31	$9,886,422
Value of interest in common/collective trusts at end of year	2012-01-31	$817,275
Value of interest in common/collective trusts at beginning of year	2012-01-31	$595,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-01-31	$-259,728
Net investment gain or loss from common/collective trusts	2012-01-31	$6,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-01-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-01-31	No
Has the plan failed to provide any benefit when due under the plan	2012-01-31	No
Contributions received in cash from employer	2012-01-31	$139,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-01-31	$935,866
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-01-31	Yes
Did the plan have assets held for investment	2012-01-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-01-31	Disclaimer
Accountancy firm name	2012-01-31	LUTZ & COMPANY, PC
Accountancy firm EIN	2012-01-31	470625816
2011 : PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-01-31	$0
Total income from all sources (including contributions)	2011-01-31	$2,260,840
Total loss/gain on sale of assets	2011-01-31	$0
Total of all expenses incurred	2011-01-31	$950,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-01-31	$908,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-01-31	$560,285
Value of total assets at end of year	2011-01-31	$10,498,173
Value of total assets at beginning of year	2011-01-31	$9,187,737
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-01-31	$41,779
Total interest from all sources	2011-01-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-01-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-01-31	No
Administrative expenses professional fees incurred	2011-01-31	$8,818
Was this plan covered by a fidelity bond	2011-01-31	Yes
Value of fidelity bond cover	2011-01-31	$500,000
If this is an individual account plan, was there a blackout period	2011-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-01-31	No
Contributions received from participants	2011-01-31	$417,568
Income. Received or receivable in cash from other sources (including rollovers)	2011-01-31	$569
Total non interest bearing cash at end of year	2011-01-31	$16,625
Total non interest bearing cash at beginning of year	2011-01-31	$239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-01-31	No
Value of net income/loss	2011-01-31	$1,310,436
Value of net assets at end of year (total assets less liabilities)	2011-01-31	$10,498,173
Value of net assets at beginning of year (total assets less liabilities)	2011-01-31	$9,187,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-01-31	No
Were any leases to which the plan was party in default or uncollectible	2011-01-31	No
Investment advisory and management fees	2011-01-31	$32,961
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-01-31	$9,886,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-01-31	$8,418,021
Value of interest in common/collective trusts at end of year	2011-01-31	$595,126
Value of interest in common/collective trusts at beginning of year	2011-01-31	$769,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-01-31	$1,688,904
Net investment gain or loss from common/collective trusts	2011-01-31	$11,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-01-31	No
Was there a failure to transmit to the plan any participant contributions	2011-01-31	No
Has the plan failed to provide any benefit when due under the plan	2011-01-31	No
Contributions received in cash from employer	2011-01-31	$142,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-01-31	$908,625
Did the plan have assets held for investment	2011-01-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-01-31	Disclaimer
Accountancy firm name	2011-01-31	LUTZ & COMPANY, PC
Accountancy firm EIN	2011-01-31	470625816
2010 : PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-01-31	$0

Form 5500 Responses for PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST

2023: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2023 form 5500 responses
2023-02-01	Type of plan entity	Single employer plan
2023-02-01	Submission has been amended	No
2023-02-01	This submission is the final filing	No
2023-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-02-01	Plan is a collectively bargained plan	No
2023-02-01	Plan funding arrangement – Trust	Yes
2023-02-01	Plan benefit arrangement - Trust	Yes
2022: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2022 form 5500 responses
2022-02-01	Type of plan entity	Single employer plan
2022-02-01	Submission has been amended	No
2022-02-01	This submission is the final filing	No
2022-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-02-01	Plan is a collectively bargained plan	No
2022-02-01	Plan funding arrangement – Trust	Yes
2022-02-01	Plan benefit arrangement - Trust	Yes
2021: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2021 form 5500 responses
2021-02-01	Type of plan entity	Single employer plan
2021-02-01	Submission has been amended	No
2021-02-01	This submission is the final filing	No
2021-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-02-01	Plan is a collectively bargained plan	No
2021-02-01	Plan funding arrangement – Trust	Yes
2021-02-01	Plan benefit arrangement - Trust	Yes
2020: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2020 form 5500 responses
2020-02-01	Type of plan entity	Single employer plan
2020-02-01	Submission has been amended	No
2020-02-01	This submission is the final filing	No
2020-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-02-01	Plan is a collectively bargained plan	No
2020-02-01	Plan funding arrangement – Trust	Yes
2020-02-01	Plan benefit arrangement - Trust	Yes
2019: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2019 form 5500 responses
2019-02-01	Type of plan entity	Single employer plan
2019-02-01	Submission has been amended	No
2019-02-01	This submission is the final filing	No
2019-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-02-01	Plan is a collectively bargained plan	No
2019-02-01	Plan funding arrangement – Trust	Yes
2019-02-01	Plan benefit arrangement - Trust	Yes
2018: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	Submission has been amended	No
2018-02-01	This submission is the final filing	No
2018-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-02-01	Plan is a collectively bargained plan	No
2018-02-01	Plan funding arrangement – Trust	Yes
2018-02-01	Plan benefit arrangement - Trust	Yes
2017: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	Submission has been amended	No
2017-02-01	This submission is the final filing	No
2017-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-02-01	Plan is a collectively bargained plan	No
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes
2013: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Submission has been amended	No
2013-02-01	This submission is the final filing	No
2013-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-02-01	Plan is a collectively bargained plan	No
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan is a collectively bargained plan	No
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	No
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2009: PERFECTION LEARNING CORPORATION 401(K) PS PLAN & TRUST 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	No
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	No
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PERFECTION LEARNING CORPORATION
Employer identification number (EIN):	420895541
NAIC Classification:	424920
NAIC Description:	Book, Periodical, and Newspaper Merchant Wholesalers

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1965-04-29
Company Identification Number:	031885
Legal Registered Office Address:	2680 BERKSHIRE PKWY CLIVE United States of America (USA) 50325

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-02-01
001	2023-02-01	JEFF SCHMITZ
001	2022-02-01
001	2022-02-01	JEFF SCHMITZ
001	2021-02-01
001	2021-02-01	JEFF SCHMITZ
001	2020-02-01
001	2019-02-01
001	2018-02-01
001	2017-02-01	JEFF SCHMITZ
001	2016-02-01	JEFF SCHMITZ	2017-10-13	JEFF SCHMTIZ	2017-10-13
001	2015-02-01	JEFF SCHMITZ	2016-10-12
001	2014-02-01	JEFF SCHMITZ	2015-11-13
001	2013-02-01	JEFF SCHMITZ
001	2012-02-01	JEFF SCHMITZ
001	2011-02-01	BARB OLIVER
001	2009-02-01	BARBARA OLIVER