401k Plan data: PRESTWICK HOUSE 401(K) PLAN plan

PRESTWICK HOUSE 401(K) PLAN 401k Plan overview

Plan Name	PRESTWICK HOUSE 401(K) PLAN
Plan identification number	001

PRESTWICK HOUSE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

PRESTWICK HOUSE INC. has sponsored the creation of one or more 401k plans.

Company Name: PRESTWICK HOUSE INC.

Employer identification number (EIN): 510275467

NAIC Classification: 451211
NAIC Description: Book Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRESTWICK HOUSE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2023-01-01 TERI MANNERING
001 2022-01-01
001 2022-01-01 TERI MANNERING
001 2021-01-01
001 2021-01-01
001 2021-01-01 TERI MANNERING
001 2020-01-01
001 2019-01-01
001 2017-01-01 TERI MANNERING
001 2016-01-01 TERI MANNERING
001 2015-01-01 TERI MANNERING
001 2014-01-01 TERI MANNERING
001 2013-01-01 TERI MANNERING
001 2011-01-01 KENDY TAYLOR

Plan Statistics for PRESTWICK HOUSE 401(K) PLAN

401k plan membership statisitcs for PRESTWICK HOUSE 401(K) PLAN

Measure Date Value
2023: PRESTWICK HOUSE 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 22
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 8
Total of all active and inactive participants 2023-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 30
Number of participants with account balances 2023-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: PRESTWICK HOUSE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 20
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 10
Total of all active and inactive participants 2022-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 30
Number of participants with account balances 2022-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PRESTWICK HOUSE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 19
Number of other retired or separated participants entitled to future benefits 2021-01-01 11
Total of all active and inactive participants 2021-01-01 30
Total participants 2021-01-01 30
Number of participants with account balances 2021-01-01 29
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PRESTWICK HOUSE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 21
Number of other retired or separated participants entitled to future benefits 2020-01-01 11
Total of all active and inactive participants 2020-01-01 32
Total participants 2020-01-01 32
Number of participants with account balances 2020-01-01 31
2019: PRESTWICK HOUSE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 22
Number of other retired or separated participants entitled to future benefits 2019-01-01 10
Total of all active and inactive participants 2019-01-01 32
Total participants 2019-01-01 32
Number of participants with account balances 2019-01-01 31
2017: PRESTWICK HOUSE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 26
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 9
Total of all active and inactive participants 2017-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 35
Number of participants with account balances 2017-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PRESTWICK HOUSE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 27
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 38
Number of participants with account balances 2016-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PRESTWICK HOUSE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 20
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 28
Number of participants with account balances 2015-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PRESTWICK HOUSE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 22
Number of other retired or separated participants entitled to future benefits 2014-01-01 12
Total of all active and inactive participants 2014-01-01 34
Total participants 2014-01-01 34
Number of participants with account balances 2014-01-01 33
2013: PRESTWICK HOUSE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 25
Number of other retired or separated participants entitled to future benefits 2013-01-01 11
Total of all active and inactive participants 2013-01-01 36
Total participants 2013-01-01 36
Number of participants with account balances 2013-01-01 36
2011: PRESTWICK HOUSE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 31
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 38
Number of participants with account balances 2011-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2023: PRESTWICK HOUSE 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	22
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	8
Total of all active and inactive participants	2023-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	30
Number of participants with account balances	2023-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: PRESTWICK HOUSE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	20
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	10
Total of all active and inactive participants	2022-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	30
Number of participants with account balances	2022-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PRESTWICK HOUSE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	19
Number of other retired or separated participants entitled to future benefits	2021-01-01	11
Total of all active and inactive participants	2021-01-01	30
Total participants	2021-01-01	30
Number of participants with account balances	2021-01-01	29
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PRESTWICK HOUSE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	21
Number of other retired or separated participants entitled to future benefits	2020-01-01	11
Total of all active and inactive participants	2020-01-01	32
Total participants	2020-01-01	32
Number of participants with account balances	2020-01-01	31
2019: PRESTWICK HOUSE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	22
Number of other retired or separated participants entitled to future benefits	2019-01-01	10
Total of all active and inactive participants	2019-01-01	32
Total participants	2019-01-01	32
Number of participants with account balances	2019-01-01	31
2017: PRESTWICK HOUSE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	26
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	9
Total of all active and inactive participants	2017-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	35
Number of participants with account balances	2017-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PRESTWICK HOUSE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	27
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	38
Number of participants with account balances	2016-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PRESTWICK HOUSE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	20
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	28
Number of participants with account balances	2015-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PRESTWICK HOUSE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	22
Number of other retired or separated participants entitled to future benefits	2014-01-01	12
Total of all active and inactive participants	2014-01-01	34
Total participants	2014-01-01	34
Number of participants with account balances	2014-01-01	33
2013: PRESTWICK HOUSE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	25
Number of other retired or separated participants entitled to future benefits	2013-01-01	11
Total of all active and inactive participants	2013-01-01	36
Total participants	2013-01-01	36
Number of participants with account balances	2013-01-01	36
2011: PRESTWICK HOUSE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	31
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	38
Number of participants with account balances	2011-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on PRESTWICK HOUSE 401(K) PLAN

Measure	Date	Value
2023 : PRESTWICK HOUSE 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$816,761
Expenses. Total of all expenses incurred	2023-12-31	$129,842
Benefits paid (including direct rollovers)	2023-12-31	$99,981
Total plan assets at end of year	2023-12-31	$3,477,239
Total plan assets at beginning of year	2023-12-31	$2,790,320
Value of fidelity bond covering the plan	2023-12-31	$500,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$142,071
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$622,549
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$686,919
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,477,239
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,790,320
Assets. Value of participant loans	2023-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$52,141
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$29,861
2022 : PRESTWICK HOUSE 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-455,947
Expenses. Total of all expenses incurred	2022-12-31	$47,321
Benefits paid (including direct rollovers)	2022-12-31	$15,764
Total plan assets at end of year	2022-12-31	$2,790,320
Total plan assets at beginning of year	2022-12-31	$3,293,588
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$130,136
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-632,009
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-503,268
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,790,320
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,293,588
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$45,926
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$31,557
2021 : PRESTWICK HOUSE 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$521,549
Expenses. Total of all expenses incurred	2021-12-31	$41,822
Benefits paid (including direct rollovers)	2021-12-31	$13,456
Total plan assets at end of year	2021-12-31	$3,293,588
Total plan assets at beginning of year	2021-12-31	$2,813,861
Value of fidelity bond covering the plan	2021-12-31	$25,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$124,713
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$353,248
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$479,727
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,293,588
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,813,861
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$43,588
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$28,366
2020 : PRESTWICK HOUSE 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$390,756
Expenses. Total of all expenses incurred	2020-12-31	$80,263
Benefits paid (including direct rollovers)	2020-12-31	$54,851
Total plan assets at end of year	2020-12-31	$2,813,861
Total plan assets at beginning of year	2020-12-31	$2,503,368
Value of fidelity bond covering the plan	2020-12-31	$25,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$112,846
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$232,839
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$310,493
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,813,861
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,503,368
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$45,071
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$25,412
2019 : PRESTWICK HOUSE 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$654,455
Expenses. Total of all expenses incurred	2019-12-31	$207,592
Benefits paid (including direct rollovers)	2019-12-31	$187,289
Total plan assets at end of year	2019-12-31	$2,503,368
Total plan assets at beginning of year	2019-12-31	$2,056,505
Value of fidelity bond covering the plan	2019-12-31	$25,000
Total contributions received or receivable from participants	2019-12-31	$124,510
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$46,938
Other income received	2019-12-31	$431,755
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$446,863
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,503,368
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,056,505
Total contributions received or receivable from employer(s)	2019-12-31	$51,252
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$20,303
2018 : PRESTWICK HOUSE 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$117,929
Expenses. Total of all expenses incurred	2018-12-31	$651,337
Benefits paid (including direct rollovers)	2018-12-31	$651,312
Total plan assets at end of year	2018-12-31	$2,056,505
Total plan assets at beginning of year	2018-12-31	$2,589,913
Value of fidelity bond covering the plan	2018-12-31	$25,000
Total contributions received or receivable from participants	2018-12-31	$130,384
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-111,390
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-533,408
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,056,505
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,589,913
Total contributions received or receivable from employer(s)	2018-12-31	$98,935
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$25
2017 : PRESTWICK HOUSE 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$621,285
Expenses. Total of all expenses incurred	2017-12-31	$13,988
Benefits paid (including direct rollovers)	2017-12-31	$13,963
Total plan assets at end of year	2017-12-31	$2,589,913
Total plan assets at beginning of year	2017-12-31	$1,982,616
Value of fidelity bond covering the plan	2017-12-31	$25,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$148,371
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$424,628
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$607,297
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,589,913
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,982,616
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$48,286
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$25
2016 : PRESTWICK HOUSE 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$307,177
Expenses. Total of all expenses incurred	2016-12-31	$35,162
Benefits paid (including direct rollovers)	2016-12-31	$35,087
Total plan assets at end of year	2016-12-31	$1,982,616
Total plan assets at beginning of year	2016-12-31	$1,710,601
Value of fidelity bond covering the plan	2016-12-31	$25,000
Total contributions received or receivable from participants	2016-12-31	$113,716
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$146,292
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$272,015
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,982,616
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,710,601
Total contributions received or receivable from employer(s)	2016-12-31	$47,169
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$75
2015 : PRESTWICK HOUSE 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$174,401
Expenses. Total of all expenses incurred	2015-12-31	$179,000
Benefits paid (including direct rollovers)	2015-12-31	$178,950
Total plan assets at end of year	2015-12-31	$1,710,601
Total plan assets at beginning of year	2015-12-31	$1,715,200
Value of fidelity bond covering the plan	2015-12-31	$25,000
Total contributions received or receivable from participants	2015-12-31	$112,423
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$13,564
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-4,599
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,710,601
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,715,200
Total contributions received or receivable from employer(s)	2015-12-31	$48,414
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$50
2014 : PRESTWICK HOUSE 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$279,792
Expenses. Total of all expenses incurred	2014-12-31	$145,295
Benefits paid (including direct rollovers)	2014-12-31	$145,117
Total plan assets at end of year	2014-12-31	$1,715,200
Total plan assets at beginning of year	2014-12-31	$1,580,703
Value of fidelity bond covering the plan	2014-12-31	$25,000
Total contributions received or receivable from participants	2014-12-31	$98,856
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$128,655
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$134,497
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,715,200
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,580,703
Total contributions received or receivable from employer(s)	2014-12-31	$52,281
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$178
2013 : PRESTWICK HOUSE 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$460,084
Expenses. Total of all expenses incurred	2013-12-31	$274,919
Benefits paid (including direct rollovers)	2013-12-31	$274,859
Total plan assets at end of year	2013-12-31	$1,580,703
Total plan assets at beginning of year	2013-12-31	$1,395,538
Value of fidelity bond covering the plan	2013-12-31	$25,000
Total contributions received or receivable from participants	2013-12-31	$111,083
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$290,601
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$185,165
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,580,703
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,395,538
Total contributions received or receivable from employer(s)	2013-12-31	$58,400
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$60
2011 : PRESTWICK HOUSE 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$149,241
Expenses. Total of all expenses incurred	2011-12-31	$2,080
Benefits paid (including direct rollovers)	2011-12-31	$2,080
Total plan assets at end of year	2011-12-31	$1,152,271
Total plan assets at beginning of year	2011-12-31	$1,005,110
Value of fidelity bond covering the plan	2011-12-31	$25,000
Total contributions received or receivable from participants	2011-12-31	$121,501
Other income received	2011-12-31	$-32,270
Net income (gross income less expenses)	2011-12-31	$147,161
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,152,271
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,005,110
Total contributions received or receivable from employer(s)	2011-12-31	$60,010
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for PRESTWICK HOUSE 401(K) PLAN

2023: PRESTWICK HOUSE 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PRESTWICK HOUSE 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PRESTWICK HOUSE 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PRESTWICK HOUSE 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PRESTWICK HOUSE 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: PRESTWICK HOUSE 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PRESTWICK HOUSE 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PRESTWICK HOUSE 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PRESTWICK HOUSE 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PRESTWICK HOUSE 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2011: PRESTWICK HOUSE 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PRESTWICK HOUSE INC.
Employer identification number (EIN):	510275467
NAIC Classification:	451211
NAIC Description:	Book Stores

Plan id#	Filing Submission Date	Name of Administrator
001	2023-01-01
001	2023-01-01	TERI MANNERING
001	2022-01-01
001	2022-01-01	TERI MANNERING
001	2021-01-01
001	2021-01-01
001	2021-01-01	TERI MANNERING
001	2020-01-01
001	2019-01-01
001	2017-01-01	TERI MANNERING
001	2016-01-01	TERI MANNERING
001	2015-01-01	TERI MANNERING
001	2014-01-01	TERI MANNERING
001	2013-01-01	TERI MANNERING
001	2011-01-01	KENDY TAYLOR