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PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NamePETERSON CONTRACTORS, INC. PROFIT SHARING PLAN
Plan identification number 002

PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:PETERSON CONTRACTORS, INC.
Employer identification number (EIN):420921654
NAIC Classification:238900

Additional information about PETERSON CONTRACTORS, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1965-12-22
Company Identification Number: 032032
Legal Registered Office Address: 104 BLACK HAWK

REINBECK
United States of America (USA)
50669

More information about PETERSON CONTRACTORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01RODNEY L. BROCKETT RODNEY L. BROCKETT2019-07-16
0022017-01-01RODNEY L. BROCKETT RODNEY L. BROCKETT2018-07-30
0022016-01-01RODNEY L. BROCKETT RODNEY L. BROCKETT2017-07-24
0022015-01-01ROD BROCKETT ROD BROCKETT2016-09-30
0022014-01-01ROD BROCKETT
0022013-01-01ROD BROCKETT
0022012-01-01ROD BROCKETT
0022011-01-01ROD BROCKETT
0022010-01-01ROD BROCKETT
0022009-01-01ROD BROCKETT

Plan Statistics for PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN

Measure Date Value
2022: PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01916
Total number of active participants reported on line 7a of the Form 55002022-01-01675
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01244
Total of all active and inactive participants2022-01-01930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-01937
Number of participants with account balances2022-01-01903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0125
2021: PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01949
Total number of active participants reported on line 7a of the Form 55002021-01-01660
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-01222
Total of all active and inactive participants2021-01-01892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-01900
Number of participants with account balances2021-01-01869
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0134
2020: PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01890
Total number of active participants reported on line 7a of the Form 55002020-01-01704
Number of retired or separated participants receiving benefits2020-01-0114
Number of other retired or separated participants entitled to future benefits2020-01-01185
Total of all active and inactive participants2020-01-01903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-01911
Number of participants with account balances2020-01-01881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01825
Total number of active participants reported on line 7a of the Form 55002019-01-01677
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-01168
Total of all active and inactive participants2019-01-01857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-01864
Number of participants with account balances2019-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01821
Total number of active participants reported on line 7a of the Form 55002018-01-01604
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-01179
Total of all active and inactive participants2018-01-01792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-019
Total participants2018-01-01801
Number of participants with account balances2018-01-01783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01752
Total number of active participants reported on line 7a of the Form 55002017-01-01671
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-01124
Total of all active and inactive participants2017-01-01803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01806
Number of participants with account balances2017-01-01784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01805
Total number of active participants reported on line 7a of the Form 55002016-01-01612
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01118
Total of all active and inactive participants2016-01-01731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01732
Number of participants with account balances2016-01-01718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01660
Total number of active participants reported on line 7a of the Form 55002015-01-01617
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0194
Total of all active and inactive participants2015-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0194
Total participants2015-01-01805
Number of participants with account balances2015-01-01695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01572
Total number of active participants reported on line 7a of the Form 55002014-01-01545
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01109
Total of all active and inactive participants2014-01-01658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01660
Number of participants with account balances2014-01-01651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01556
Total number of active participants reported on line 7a of the Form 55002013-01-01385
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01179
Total of all active and inactive participants2013-01-01566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01568
Number of participants with account balances2013-01-01568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01554
Total number of active participants reported on line 7a of the Form 55002012-01-01381
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01159
Total of all active and inactive participants2012-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01543
Number of participants with account balances2012-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122
2011: PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01578
Total number of active participants reported on line 7a of the Form 55002011-01-01439
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0184
Total of all active and inactive participants2011-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01527
Number of participants with account balances2011-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0133
2010: PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01547
Total number of active participants reported on line 7a of the Form 55002010-01-01483
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0173
Total of all active and inactive participants2010-01-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01558
Number of participants with account balances2010-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0140
2009: PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01489
Total number of active participants reported on line 7a of the Form 55002009-01-01479
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0168
Total of all active and inactive participants2009-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01547
Number of participants with account balances2009-01-01535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-3,037,633
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,447,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,336,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,246,001
Value of total assets at end of year2022-12-31$54,897,181
Value of total assets at beginning of year2022-12-31$64,381,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$110,755
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,170,789
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$3,170,789
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
Other income not declared elsewhere2022-12-31$1,364
Administrative expenses (other) incurred2022-12-31$110,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,484,644
Value of net assets at end of year (total assets less liabilities)2022-12-31$54,897,181
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$64,381,825
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$48,985,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$63,397,105
Value of interest in common/collective trusts at end of year2022-12-31$5,911,951
Value of interest in common/collective trusts at beginning of year2022-12-31$984,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,495,899
Net investment gain or loss from common/collective trusts2022-12-31$40,112
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$7,246,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,336,256
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 name2022-12-31MAUREEN PRUISNER CPA, PLC
Accountancy firm EIN2022-12-31472598000
2021 : PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$16,452,538
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,291,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,186,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,816,262
Value of total assets at end of year2021-12-31$64,381,825
Value of total assets at beginning of year2021-12-31$55,220,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$105,153
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,841,350
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$4,841,350
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$52,315
Other income not declared elsewhere2021-12-31$2,187
Administrative expenses (other) incurred2021-12-31$105,153
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$9,161,094
Value of net assets at end of year (total assets less liabilities)2021-12-31$64,381,825
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$55,220,731
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$63,397,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$54,034,031
Value of interest in common/collective trusts at end of year2021-12-31$984,720
Value of interest in common/collective trusts at beginning of year2021-12-31$1,186,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,768,993
Net investment gain or loss from common/collective trusts2021-12-31$23,746
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$6,763,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,186,291
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 name2021-12-31MAUREEN PRUISNER CPA, PLC
Accountancy firm EIN2021-12-31472598000
2020 : PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$0
Total income from all sources (including contributions)2020-12-31$13,568,668
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,418,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,313,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,716,161
Value of total assets at end of year2020-12-31$55,220,731
Value of total assets at beginning of year2020-12-31$46,070,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$104,828
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,689,987
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$3,689,987
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 period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other income not declared elsewhere2020-12-31$32
Administrative expenses (other) incurred2020-12-31$104,828
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$9,150,453
Value of net assets at end of year (total assets less liabilities)2020-12-31$55,220,731
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$46,070,278
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$54,034,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$44,922,644
Value of interest in common/collective trusts at end of year2020-12-31$1,186,700
Value of interest in common/collective trusts at beginning of year2020-12-31$1,147,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,137,750
Net investment gain or loss from common/collective trusts2020-12-31$24,738
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$6,716,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,313,387
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAUREEN PRUISNER CPA, PLC
Accountancy firm EIN2020-12-31472598000
2019 : PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2019 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$14,077,171
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,698,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,635,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,584,458
Value of total assets at end of year2019-12-31$46,070,278
Value of total assets at beginning of year2019-12-31$35,691,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$63,173
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,991,600
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$1,991,600
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$18,905
Administrative expenses (other) incurred2019-12-31$63,173
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$10,378,631
Value of net assets at end of year (total assets less liabilities)2019-12-31$46,070,278
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,691,647
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 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$44,922,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$34,926,868
Value of interest in common/collective trusts at end of year2019-12-31$1,147,634
Value of interest in common/collective trusts at beginning of year2019-12-31$764,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,480,506
Net investment gain or loss from common/collective trusts2019-12-31$20,607
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,565,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,635,367
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
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MAUREEN PRUISNER CPA, PLC
Accountancy firm EIN2019-12-31472598000
2018 : PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,742,478
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,892,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,826,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,200,124
Value of total assets at end of year2018-12-31$35,691,647
Value of total assets at beginning of year2018-12-31$35,841,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$65,355
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,839,840
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$2,839,840
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$148,178
Other income not declared elsewhere2018-12-31$945
Administrative expenses (other) incurred2018-12-31$65,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-149,709
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,691,647
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$35,841,356
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$34,926,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$35,129,280
Value of interest in common/collective trusts at end of year2018-12-31$764,779
Value of interest in common/collective trusts at beginning of year2018-12-31$712,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,315,289
Net investment gain or loss from common/collective trusts2018-12-31$16,858
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$5,051,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,826,832
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MAUREEN PRUISNER CPA, PLC
Accountancy firm EIN2018-12-31472598000
2017 : PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 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$0
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$9,380,074
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,333,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,277,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,566,780
Value of total assets at end of year2017-12-31$35,841,356
Value of total assets at beginning of year2017-12-31$28,794,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$55,910
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,027,535
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$2,027,535
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$52,119
Administrative expenses (other) incurred2017-12-31$55,910
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$7,046,507
Value of net assets at end of year (total assets less liabilities)2017-12-31$35,841,356
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,794,849
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$35,129,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$28,077,038
Value of interest in common/collective trusts at end of year2017-12-31$712,076
Value of interest in common/collective trusts at beginning of year2017-12-31$717,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,771,428
Net investment gain or loss from common/collective trusts2017-12-31$14,331
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$4,514,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,277,657
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MAUREEN PRUISNER CPA, PLC
Accountancy firm EIN2017-12-31472598000
2016 : PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 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$6,832,967
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,780,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,726,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,071,387
Value of total assets at end of year2016-12-31$28,794,849
Value of total assets at beginning of year2016-12-31$26,742,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$54,794
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,153,308
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$1,153,308
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 period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$54,794
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$2,052,105
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,794,849
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,742,744
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$28,077,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,172,973
Value of interest in common/collective trusts at end of year2016-12-31$717,811
Value of interest in common/collective trusts at beginning of year2016-12-31$569,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,596,767
Net investment gain or loss from common/collective trusts2016-12-31$11,505
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$4,071,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,726,068
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MAUREEN PRUISNER CPA, PLC
Accountancy firm EIN2016-12-31472598000
2015 : PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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$4,207,035
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,638,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,597,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,104,409
Value of total assets at end of year2015-12-31$26,742,744
Value of total assets at beginning of year2015-12-31$27,174,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$41,229
Total interest from all sources2015-12-31$134
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,559,655
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$1,559,655
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,199
Administrative expenses (other) incurred2015-12-31$41,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-431,642
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,742,744
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,174,386
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$26,172,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$27,048,525
Interest earned on other investments2015-12-31$134
Value of interest in common/collective trusts at end of year2015-12-31$569,771
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$125,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,467,633
Net investment gain or loss from common/collective trusts2015-12-31$10,470
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$4,095,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,597,448
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MAUREEN PRUISNER CPA PLC
Accountancy firm EIN2015-12-31472598000
2014 : PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$5,879,095
Total of all expenses incurred2014-12-31$3,395,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,367,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,806,309
Value of total assets at end of year2014-12-31$27,174,386
Value of total assets at beginning of year2014-12-31$24,691,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,867
Total interest from all sources2014-12-31$980
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$695,827
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$695,827
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$28,867
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$2,483,197
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,174,386
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,691,189
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$27,048,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$24,553,960
Interest earned on other investments2014-12-31$980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$125,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$137,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,375,979
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$3,806,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,367,031
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31AMLING & PRUISNER CPAS
Accountancy firm EIN2014-12-31274830585
2013 : PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$7,234,285
Total of all expenses incurred2013-12-31$2,595,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,572,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,102,518
Value of total assets at end of year2013-12-31$24,691,189
Value of total assets at beginning of year2013-12-31$20,052,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,231
Total interest from all sources2013-12-31$967
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$617,086
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$617,086
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Other income not declared elsewhere2013-12-31$165
Administrative expenses (other) incurred2013-12-31$22,231
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$4,639,076
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,691,189
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,052,113
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$24,553,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,031,964
Interest earned on other investments2013-12-31$967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$137,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$20,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,513,549
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$3,102,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,572,978
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31AMLING & PRUISNER CPAS
Accountancy firm EIN2013-12-31274830585
2012 : PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$5,407,560
Total of all expenses incurred2012-12-31$2,836,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,809,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,108,458
Value of total assets at end of year2012-12-31$20,052,113
Value of total assets at beginning of year2012-12-31$17,481,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,065
Total interest from all sources2012-12-31$839
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$539,501
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$539,501
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
Administrative expenses (other) incurred2012-12-31$20,140
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$7,920
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$2,570,632
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,052,113
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,481,481
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
Investment advisory and management fees2012-12-31$6,925
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,031,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,409,889
Interest earned on other investments2012-12-31$839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$20,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$63,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,758,762
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$3,108,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,809,863
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31AMLING & PRUISNER CPAS
Accountancy firm EIN2012-12-31274830585
2011 : PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,661,613
Total of all expenses incurred2011-12-31$2,125,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,066,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,467,101
Value of total assets at end of year2011-12-31$17,481,481
Value of total assets at beginning of year2011-12-31$16,945,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$59,090
Total interest from all sources2011-12-31$679
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$424,776
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$424,776
Administrative expenses professional fees incurred2011-12-31$1,577
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Administrative expenses (other) incurred2011-12-31$49,003
Total non interest bearing cash at end of year2011-12-31$7,920
Total non interest bearing cash at beginning of year2011-12-31$11,483
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$536,017
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,481,481
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,945,464
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
Investment advisory and management fees2011-12-31$8,510
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,409,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,891,896
Interest earned on other investments2011-12-31$679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$63,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$42,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-230,943
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$2,467,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,066,506
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31AMLING & PRUISNER CPAS
Accountancy firm EIN2011-12-31274830585
2010 : PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$4,669,123
Total of all expenses incurred2010-12-31$2,438,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,376,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,911,256
Value of total assets at end of year2010-12-31$16,945,464
Value of total assets at beginning of year2010-12-31$14,715,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$62,230
Total interest from all sources2010-12-31$777
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$388,351
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$388,351
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$54,814
Total non interest bearing cash at end of year2010-12-31$11,483
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$2,230,183
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,945,464
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,715,281
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$7,416
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$16,891,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,687,718
Interest earned on other investments2010-12-31$777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$42,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$27,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,368,739
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
Contributions received in cash from employer2010-12-31$2,911,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,376,710
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31AMLING & PRUISNER CPAS
Accountancy firm EIN2010-12-31274830585
2009 : PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PETERSON CONTRACTORS, INC. PROFIT SHARING PLAN

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

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