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Plan Name | PRINCETON SEARCH GROUP 401K PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | PRINCETON SEARCH, LLC |
Employer identification number (EIN): | 450486163 |
NAIC Classification: | 561300 |
Additional information about PRINCETON SEARCH, LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2004-08-25 |
Company Identification Number: | 0800382226 |
Legal Registered Office Address: |
390 AMWELL RD STE 504 HILLSBOROUGH United States of America (USA) 08844 |
More information about PRINCETON SEARCH, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | GARY SUSKIN | 2023-05-01 | ||
001 | 2021-01-01 | GARY SUSKIN | 2022-10-12 | ||
001 | 2020-01-01 | GARY SUSKIN | 2021-04-14 | ||
001 | 2019-01-01 | GARY SUSKIN | 2020-07-06 | ||
001 | 2018-01-01 | GARY SUSKIN | 2019-05-30 | ||
001 | 2017-01-01 | GARY SUSKIN | 2018-08-31 | ||
001 | 2016-01-01 | GARY SUSKIN | 2017-10-04 | ||
001 | 2015-01-01 | GARY SUSKIN | 2016-04-21 | ||
001 | 2014-01-01 | GARY SUSKIN | 2015-10-12 | ||
001 | 2013-01-01 | GARY SUSKIN | |||
001 | 2012-01-01 | GARY SUSKIN | |||
001 | 2011-01-01 | GARY SUSKIN | |||
001 | 2009-01-01 | GARY SUSKIN | |||
001 | 2009-01-01 | GARY SUSKIN | |||
001 | 2009-01-01 | GARY SUSKIN | |||
001 | 2009-01-01 | GARY SUSKIN |
Measure | Date | Value |
---|---|---|
2013: PRINCETON SEARCH GROUP 401K PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 158 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 123 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 16 |
Total of all active and inactive participants | 2013-01-01 | 139 |
Total participants | 2013-01-01 | 139 |
Number of participants with account balances | 2013-01-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: PRINCETON SEARCH GROUP 401K PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 94 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 43 |
Total of all active and inactive participants | 2012-01-01 | 137 |
Total participants | 2012-01-01 | 137 |
Number of participants with account balances | 2012-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: PRINCETON SEARCH GROUP 401K PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 142 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 103 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 62 |
Total of all active and inactive participants | 2011-01-01 | 165 |
Total participants | 2011-01-01 | 165 |
Number of participants with account balances | 2011-01-01 | 116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: PRINCETON SEARCH GROUP 401K PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 197 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 55 |
Total of all active and inactive participants | 2009-01-01 | 148 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 148 |
Number of participants with account balances | 2009-01-01 | 133 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 14 |
Measure | Date | Value |
---|---|---|
2013 : PRINCETON SEARCH GROUP 401K PLAN 2013 401k financial data | ||
Total income from all sources (including contributions) | 2013-12-31 | $1,545,705 |
Total of all expenses incurred | 2013-12-31 | $2,088,087 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,088,087 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $537,354 |
Value of total assets at end of year | 2013-12-31 | $6,512,744 |
Value of total assets at beginning of year | 2013-12-31 | $7,055,126 |
Total interest from all sources | 2013-12-31 | $4,535 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $447,748 |
Participant contributions at end of year | 2013-12-31 | $70,099 |
Participant contributions at beginning of year | 2013-12-31 | $97,332 |
Participant contributions at end of year | 2013-12-31 | $28,554 |
Participant contributions at beginning of year | 2013-12-31 | $26,173 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $61,379 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-542,382 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,512,744 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,055,126 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $6,385,864 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $6,904,911 |
Interest on participant loans | 2013-12-31 | $4,535 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,003,816 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $28,227 |
Employer contributions (assets) at end of year | 2013-12-31 | $28,227 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $26,710 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,088,087 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PADDEN COOPER |
Accountancy firm EIN | 2013-12-31 | 270918985 |
2012 : PRINCETON SEARCH GROUP 401K PLAN 2012 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,493 |
Total income from all sources (including contributions) | 2012-12-31 | $1,210,338 |
Total of all expenses incurred | 2012-12-31 | $710,155 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $710,155 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $506,305 |
Value of total assets at end of year | 2012-12-31 | $7,055,126 |
Value of total assets at beginning of year | 2012-12-31 | $6,556,436 |
Total interest from all sources | 2012-12-31 | $7,993 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $168,316 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $168,316 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $473,292 |
Participant contributions at end of year | 2012-12-31 | $97,332 |
Participant contributions at beginning of year | 2012-12-31 | $189,848 |
Participant contributions at end of year | 2012-12-31 | $26,173 |
Participant contributions at beginning of year | 2012-12-31 | $29,858 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $4,810 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $1,493 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $500,183 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $7,055,126 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,554,943 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $6,904,911 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,308,169 |
Interest on participant loans | 2012-12-31 | $7,993 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $527,724 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $28,203 |
Employer contributions (assets) at end of year | 2012-12-31 | $26,710 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $28,561 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $710,155 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PADDEN COPPER LAWSON DENN DREWRY |
Accountancy firm EIN | 2012-12-31 | 270918985 |
2011 : PRINCETON SEARCH GROUP 401K PLAN 2011 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,493 |
Total income from all sources (including contributions) | 2011-12-31 | $279,272 |
Total of all expenses incurred | 2011-12-31 | $582,790 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $569,573 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $442,043 |
Value of total assets at end of year | 2011-12-31 | $6,556,436 |
Value of total assets at beginning of year | 2011-12-31 | $6,858,461 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $13,217 |
Total interest from all sources | 2011-12-31 | $9,458 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $152,212 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $152,212 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $414,092 |
Participant contributions at end of year | 2011-12-31 | $189,848 |
Participant contributions at beginning of year | 2011-12-31 | $221,126 |
Participant contributions at end of year | 2011-12-31 | $29,858 |
Participant contributions at beginning of year | 2011-12-31 | $32,644 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $6,750 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $1,493 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-303,518 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $6,554,943 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,858,461 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $6,755 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $6,308,169 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $6,564,670 |
Interest on participant loans | 2011-12-31 | $9,458 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-324,441 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $27,951 |
Employer contributions (assets) at end of year | 2011-12-31 | $28,561 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $33,271 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $569,573 |
Contract administrator fees | 2011-12-31 | $6,462 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PADDEN COPPER LAWSON DENN DREWRY |
Accountancy firm EIN | 2011-12-31 | 270918985 |
2010 : PRINCETON SEARCH GROUP 401K PLAN 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $1,191,841 |
Total of all expenses incurred | 2010-12-31 | $1,070,960 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,070,960 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $448,561 |
Value of total assets at end of year | 2010-12-31 | $6,858,461 |
Value of total assets at beginning of year | 2010-12-31 | $6,737,580 |
Total interest from all sources | 2010-12-31 | $12,463 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $118,436 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $118,436 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $419,708 |
Participant contributions at end of year | 2010-12-31 | $221,126 |
Participant contributions at beginning of year | 2010-12-31 | $230,614 |
Participant contributions at end of year | 2010-12-31 | $32,644 |
Participant contributions at beginning of year | 2010-12-31 | $27,236 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $6,750 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $5,615 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $120,881 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $6,858,461 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,737,580 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $6,564,670 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,435,031 |
Interest on participant loans | 2010-12-31 | $12,463 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $612,381 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $28,853 |
Employer contributions (assets) at end of year | 2010-12-31 | $33,271 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $39,084 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,070,960 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | PADDEN COOPER LAWSON DENN DREWRY |
Accountancy firm EIN | 2010-12-31 | 270918985 |
2009 : PRINCETON SEARCH GROUP 401K PLAN 2009 401k financial data | ||
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2013: PRINCETON SEARCH GROUP 401K PLAN 2013 form 5500 responses | ||
---|---|---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PRINCETON SEARCH GROUP 401K PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PRINCETON SEARCH GROUP 401K PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PRINCETON SEARCH GROUP 401K PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | First time form 5500 has been submitted | Yes |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |