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PRIES ENTERPRISES INC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NamePRIES ENTERPRISES INC 401K PROFIT SHARING PLAN
Plan identification number 001

PRIES ENTERPRISES INC 401K 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PRIES ENTERPRISES INC has sponsored the creation of one or more 401k plans.

Company Name:PRIES ENTERPRISES INC
Employer identification number (EIN):421054908
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIES ENTERPRISES INC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RONDA PRIES2018-06-01 RONDA PRIES2018-06-01
0012016-01-01MATTHEW MCMAHON2017-05-30 MATTHEW MCMAHON2017-05-30
0012016-01-01MATTHEW MCMAHON2017-05-23 MATTHEW MCMAHON2017-05-23
0012015-01-01DELBERT MOORE2016-07-14 DELBERT MOORE2016-07-14
0012014-01-01DELBERT MOORE2015-05-14 DELBERT MOORE2015-05-14
0012013-01-01DELBERT MOORE2014-07-30 DELBERT MOORE2014-07-30
0012012-01-01DELBERT MOORE2013-07-29 DELBERT MOORE2013-07-29
0012011-01-01DELBERT MOORE2012-07-30
0012010-01-01DEL MOORE2011-07-25

Plan Statistics for PRIES ENTERPRISES INC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for PRIES ENTERPRISES INC 401K PROFIT SHARING PLAN

Measure Date Value
2022: PRIES ENTERPRISES INC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01196
Total number of active participants reported on line 7a of the Form 55002022-01-01204
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0111
Total of all active and inactive participants2022-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01219
Number of participants with account balances2022-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: PRIES ENTERPRISES INC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01189
Total number of active participants reported on line 7a of the Form 55002021-01-01177
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01191
Number of participants with account balances2021-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: PRIES ENTERPRISES INC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01125
Total number of active participants reported on line 7a of the Form 55002020-01-01177
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01185
Number of participants with account balances2020-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: PRIES ENTERPRISES INC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01135
Total number of active participants reported on line 7a of the Form 55002019-01-01114
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01125
Number of participants with account balances2019-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: PRIES ENTERPRISES INC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01121
Total number of active participants reported on line 7a of the Form 55002018-01-01113
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01135
Number of participants with account balances2018-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017

Financial Data on PRIES ENTERPRISES INC 401K PROFIT SHARING PLAN

Measure Date Value
2022 : PRIES ENTERPRISES INC 401K 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$0
Total income from all sources (including contributions)2022-12-31$-586,362
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$109,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$69,578
Expenses. Certain deemed distributions of participant loans2022-12-31$24,642
Value of total corrective distributions2022-12-31$10,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$220,658
Value of total assets at end of year2022-12-31$2,673,619
Value of total assets at beginning of year2022-12-31$3,369,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,344
Total interest from all sources2022-12-31$8,359
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$167,472
Participant contributions at end of year2022-12-31$139,177
Participant contributions at beginning of year2022-12-31$172,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-695,817
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,673,619
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,369,436
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$2,312,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,995,867
Interest on participant loans2022-12-31$8,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$721
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$721
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$221,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$200,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-815,379
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$53,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$69,578
Contract administrator fees2022-12-31$4,344
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 name2022-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2022-12-31300840934
2021 : PRIES ENTERPRISES INC 401K 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$703,957
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$136,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$109,821
Expenses. Certain deemed distributions of participant loans2021-12-31$13,214
Value of total corrective distributions2021-12-31$10,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$244,213
Value of total assets at end of year2021-12-31$3,369,436
Value of total assets at beginning of year2021-12-31$2,802,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,376
Total interest from all sources2021-12-31$10,841
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$172,326
Participant contributions at end of year2021-12-31$172,540
Participant contributions at beginning of year2021-12-31$177,939
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$17,036
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$567,141
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,369,436
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,802,295
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$2,995,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,391,053
Interest on participant loans2021-12-31$10,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$721
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$200,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$230,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$448,903
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$54,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$109,821
Contract administrator fees2021-12-31$3,376
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31THE AMERICAN AUDITORS GROUP
Accountancy firm EIN2021-12-31814229648
2020 : PRIES ENTERPRISES INC 401K 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$729,849
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$184,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$156,451
Expenses. Certain deemed distributions of participant loans2020-12-31$18,673
Value of total corrective distributions2020-12-31$5,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$184,659
Value of total assets at end of year2020-12-31$2,802,295
Value of total assets at beginning of year2020-12-31$2,257,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,026
Total interest from all sources2020-12-31$8,519
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$140,234
Participant contributions at end of year2020-12-31$177,939
Participant contributions at beginning of year2020-12-31$142,885
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
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$544,850
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,802,295
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,257,445
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$2,391,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,890,392
Interest on participant loans2020-12-31$8,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$-11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$230,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$218,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$536,671
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$44,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$156,451
Contract administrator fees2020-12-31$4,026
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31THE AMERICAN AUDITORS GROUP, LLC
Accountancy firm EIN2020-12-31814229648
2019 : PRIES ENTERPRISES INC 401K 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$616,995
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$250,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$220,665
Expenses. Certain deemed distributions of participant loans2019-12-31$19,844
Value of total corrective distributions2019-12-31$4,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$182,491
Value of total assets at end of year2019-12-31$2,257,445
Value of total assets at beginning of year2019-12-31$1,891,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,695
Total interest from all sources2019-12-31$10,086
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$137,172
Participant contributions at end of year2019-12-31$142,885
Participant contributions at beginning of year2019-12-31$155,211
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
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$366,125
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,257,445
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,891,320
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 pooled separate accounts at end of year2019-12-31$1,890,392
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,524,303
Interest on participant loans2019-12-31$10,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$60
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$218,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$208,326
Net investment gain/loss from pooled separate accounts2019-12-31$424,418
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$45,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$220,665
Contract administrator fees2019-12-31$5,695
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31THE AMERICAN AUDITORS GROUP, LLC
Accountancy firm EIN2019-12-31814229648
2018 : PRIES ENTERPRISES INC 401K 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$96,396
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$247,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$178,168
Expenses. Certain deemed distributions of participant loans2018-12-31$57,669
Value of total corrective distributions2018-12-31$8,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$191,630
Value of total assets at end of year2018-12-31$1,891,320
Value of total assets at beginning of year2018-12-31$2,042,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,868
Total interest from all sources2018-12-31$8,036
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$145,569
Participant contributions at end of year2018-12-31$155,211
Participant contributions at beginning of year2018-12-31$120,514
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-151,035
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,891,320
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,042,355
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$1,524,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,705,605
Interest on participant loans2018-12-31$8,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,480
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$208,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$214,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-103,270
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$46,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$178,168
Contract administrator fees2018-12-31$2,868
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31THE AMERICAN AUDITORS GROUP, LLC
Accountancy firm EIN2018-12-31814229648

Form 5500 Responses for PRIES ENTERPRISES INC 401K PROFIT SHARING PLAN

2022: PRIES ENTERPRISES INC 401K 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PRIES ENTERPRISES INC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PRIES ENTERPRISES INC 401K 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PRIES ENTERPRISES INC 401K 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PRIES ENTERPRISES INC 401K 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-44-A462
Policy instance 1
Insurance contract or identification numberGAP-44-A462
Number of Individuals Covered71
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $7,876
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $7,876
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-44-A462
Policy instance 1
Insurance contract or identification numberGAP-44-A462
Number of Individuals Covered58
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $8,795
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,795
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-44-A462
Policy instance 1
Insurance contract or identification numberGAP-44-A462
Number of Individuals Covered55
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,344
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,344
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-44-A462
Policy instance 1
Insurance contract or identification numberGAP-44-A462
Number of Individuals Covered53
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,573
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $5,573
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-44-A462
Policy instance 1
Insurance contract or identification numberGAP-44-A462
Number of Individuals Covered68
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,617
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $5,617
Amount paid for insurance broker fees0
Insurance broker organization code?7

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