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PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NamePROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

PROGRESS UNLIMITED, INC. has sponsored the creation of one or more 401k plans.

Company Name:PROGRESS UNLIMITED, INC.
Employer identification number (EIN):521309011
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-07-01
0012018-07-01
0012017-07-01MARY GATTO
0012016-07-01MARY GATTO
0012015-07-01MARY GATTO
0012014-07-01MARY GATTO
0012013-07-01MARY GATTO
0012012-07-01MARY GATTO
0012011-07-01MARY GATTO

Plan Statistics for PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2019: PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-07-01281
Total number of active participants reported on line 7a of the Form 55002019-07-01153
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0159
Total of all active and inactive participants2019-07-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01212
Number of participants with account balances2019-07-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0121
2018: PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-07-01218
Total number of active participants reported on line 7a of the Form 55002018-07-01135
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0166
Total of all active and inactive participants2018-07-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01201
Number of participants with account balances2018-07-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-01174
2017: PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-07-01209
Total number of active participants reported on line 7a of the Form 55002017-07-01139
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0158
Total of all active and inactive participants2017-07-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01197
Number of participants with account balances2017-07-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0111
2016: PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-01209
Total number of active participants reported on line 7a of the Form 55002016-07-01124
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0166
Total of all active and inactive participants2016-07-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01190
Number of participants with account balances2016-07-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-014
2015: PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-01208
Total number of active participants reported on line 7a of the Form 55002015-07-01126
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0166
Total of all active and inactive participants2015-07-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01192
Number of participants with account balances2015-07-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0111
2014: PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-01193
Total number of active participants reported on line 7a of the Form 55002014-07-01107
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0162
Total of all active and inactive participants2014-07-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01169
Number of participants with account balances2014-07-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0120
2013: PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-01187
Total number of active participants reported on line 7a of the Form 55002013-07-01121
Number of retired or separated participants receiving benefits2013-07-0152
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01173
Number of participants with account balances2013-07-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0116
2012: PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-01169
Total number of active participants reported on line 7a of the Form 55002012-07-01112
Number of retired or separated participants receiving benefits2012-07-0152
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01164
Number of participants with account balances2012-07-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0122
2011: PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-01169
Total number of active participants reported on line 7a of the Form 55002011-07-01110
Number of retired or separated participants receiving benefits2011-07-0148
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01158
Number of participants with account balances2011-07-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0117

Financial Data on PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2020 : PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$418,630
Total of all expenses incurred2020-06-30$119,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$92,107
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$277,420
Value of total assets at end of year2020-06-30$2,823,181
Value of total assets at beginning of year2020-06-30$2,523,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$26,962
Total interest from all sources2020-06-30$24
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$42,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$41,128
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$77,420
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$0
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$0
Other income not declared elsewhere2020-06-30$-2,188
Total non interest bearing cash at end of year2020-06-30$0
Total non interest bearing cash at beginning of year2020-06-30$8,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$299,561
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,823,181
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,523,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$3,588
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,209,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,314,800
Interest on participant loans2020-06-30$0
Value of interest in common/collective trusts at end of year2020-06-30$0
Value of interest in common/collective trusts at beginning of year2020-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$16,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$24
Assets. Value of investments in 103.12 investment entities at end of year2020-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$85,243
Net investment gain/loss from pooled separate accounts2020-06-30$15,799
Net investment gain or loss from common/collective trusts2020-06-30$0
Net gain/loss from 103.12 investment entities2020-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$200,000
Employer contributions (assets) at end of year2020-06-30$200,000
Employer contributions (assets) at beginning of year2020-06-30$200,000
Income. Dividends from common stock2020-06-30$1,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$92,107
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$397,401
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$0
Contract administrator fees2020-06-30$23,374
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30Yes
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2020-06-30410746749
2019 : PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$412,425
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$150,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$123,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$271,774
Value of total assets at end of year2019-06-30$2,523,620
Value of total assets at beginning of year2019-06-30$2,261,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$27,016
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$71,774
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$0
Total non interest bearing cash at end of year2019-06-30$8,820
Total non interest bearing cash at beginning of year2019-06-30$14,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$262,257
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,523,620
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,261,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,314,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,146,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$140,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$200,000
Employer contributions (assets) at end of year2019-06-30$200,000
Employer contributions (assets) at beginning of year2019-06-30$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$123,152
Contract administrator fees2019-06-30$27,016
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2019-06-30410746749
2018 : PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$335,144
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$152,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$138,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$158,669
Value of total assets at end of year2018-06-30$2,261,363
Value of total assets at beginning of year2018-06-30$2,078,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$14,506
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$58,669
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$20
Total non interest bearing cash at end of year2018-06-30$14,418
Total non interest bearing cash at beginning of year2018-06-30$8,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$182,591
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,261,363
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,078,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,146,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,870,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$176,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$100,000
Employer contributions (assets) at end of year2018-06-30$100,000
Employer contributions (assets) at beginning of year2018-06-30$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$138,047
Contract administrator fees2018-06-30$14,506
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2018-06-30410746749
2017 : PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$448,339
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$53,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$46,644
Value of total corrective distributions2017-06-30$995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$250,080
Value of total assets at end of year2017-06-30$2,078,772
Value of total assets at beginning of year2017-06-30$1,683,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$5,778
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$50,080
Participant contributions at end of year2017-06-30$20
Participant contributions at beginning of year2017-06-30$0
Total non interest bearing cash at end of year2017-06-30$8,152
Total non interest bearing cash at beginning of year2017-06-30$11,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$394,922
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,078,772
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,683,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,870,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,666,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$6,206
Net investment gain/loss from pooled separate accounts2017-06-30$198,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$200,000
Employer contributions (assets) at end of year2017-06-30$200,000
Employer contributions (assets) at beginning of year2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$46,644
Contract administrator fees2017-06-30$5,778
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CLIFTON LARSON ALLEN
Accountancy firm EIN2017-06-30410746749
2016 : PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$21,826
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$61,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$56,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$44,015
Value of total assets at end of year2016-06-30$1,683,850
Value of total assets at beginning of year2016-06-30$1,723,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$5,469
Total interest from all sources2016-06-30$3
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$44,015
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$15
Total non interest bearing cash at end of year2016-06-30$11,015
Total non interest bearing cash at beginning of year2016-06-30$4,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-39,681
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,683,850
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,723,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,666,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,712,945
Interest earned on other investments2016-06-30$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$6,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$6,217
Net investment gain/loss from pooled separate accounts2016-06-30$-22,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$56,038
Contract administrator fees2016-06-30$5,469
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CLIFTON LARSON ALLEN
Accountancy firm EIN2016-06-30410746749
2015 : PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$54,602
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$196,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$186,675
Value of total corrective distributions2015-06-30$4,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$36,934
Value of total assets at end of year2015-06-30$1,723,531
Value of total assets at beginning of year2015-06-30$1,865,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$5,268
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$36,934
Participant contributions at end of year2015-06-30$15
Participant contributions at beginning of year2015-06-30$0
Total non interest bearing cash at end of year2015-06-30$4,354
Total non interest bearing cash at beginning of year2015-06-30$21,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-141,528
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,723,531
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,865,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,712,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,787,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$6,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$5,909
Net investment gain/loss from pooled separate accounts2015-06-30$17,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$186,675
Contract administrator fees2015-06-30$5,268
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CLIFTON LARSON ALLEN
Accountancy firm EIN2015-06-30410746749
2014 : PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$344,585
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$32,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$23,349
Value of total corrective distributions2014-06-30$4,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$89,371
Value of total assets at end of year2014-06-30$1,865,059
Value of total assets at beginning of year2014-06-30$1,553,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$5,292
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$39,371
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$15
Total non interest bearing cash at end of year2014-06-30$21,820
Total non interest bearing cash at beginning of year2014-06-30$12,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$311,805
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,865,059
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,553,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,787,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,435,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$5,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$5,403
Net investment gain/loss from pooled separate accounts2014-06-30$255,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$50,000
Employer contributions (assets) at end of year2014-06-30$50,000
Employer contributions (assets) at beginning of year2014-06-30$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$23,349
Contract administrator fees2014-06-30$5,292
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CLIFTON LARSON ALLEN
Accountancy firm EIN2014-06-30410746749
2013 : PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$293,363
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$105,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$96,772
Value of total corrective distributions2013-06-30$3,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$140,027
Value of total assets at end of year2013-06-30$1,553,254
Value of total assets at beginning of year2013-06-30$1,364,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$5,069
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$40,027
Participant contributions at end of year2013-06-30$15
Participant contributions at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$12
Total non interest bearing cash at end of year2013-06-30$12,603
Total non interest bearing cash at beginning of year2013-06-30$21,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$188,315
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,553,254
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,364,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,435,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,238,390
Value of interest in pooled separate accounts at end of year2013-06-30$1,435,233
Value of interest in pooled separate accounts at beginning of year2013-06-30$1,238,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$5,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$4,841
Net investment gain/loss from pooled separate accounts2013-06-30$153,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$100,000
Employer contributions (assets) at end of year2013-06-30$100,000
Employer contributions (assets) at beginning of year2013-06-30$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$96,772
Contract administrator fees2013-06-30$5,069
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CLIFTON LARSON ALLEN
Accountancy firm EIN2013-06-30410746749
2012 : PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$150,439
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$118,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$108,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$145,472
Value of total assets at end of year2012-06-30$1,364,939
Value of total assets at beginning of year2012-06-30$1,332,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$9,773
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$45,472
Other income not declared elsewhere2012-06-30$23
Administrative expenses (other) incurred2012-06-30$297
Total non interest bearing cash at end of year2012-06-30$21,708
Total non interest bearing cash at beginning of year2012-06-30$48,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$32,194
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,364,939
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,332,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,238,390
Value of interest in pooled separate accounts at end of year2012-06-30$1,238,390
Value of interest in pooled separate accounts at beginning of year2012-06-30$1,229,865
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$4,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$4,330
Net investment gain/loss from pooled separate accounts2012-06-30$4,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$100,000
Employer contributions (assets) at end of year2012-06-30$100,000
Employer contributions (assets) at beginning of year2012-06-30$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$108,472
Contract administrator fees2012-06-30$9,476
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CLIFTON LARSON ALLEN
Accountancy firm EIN2012-06-30410746749
2011 : PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$307,507
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$65,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$52,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$83,677
Value of total assets at end of year2011-06-30$1,332,745
Value of total assets at beginning of year2011-06-30$1,090,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$12,487
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$33,677
Other income not declared elsewhere2011-06-30$7
Total non interest bearing cash at end of year2011-06-30$48,550
Total non interest bearing cash at beginning of year2011-06-30$31,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$242,057
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,332,745
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,090,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$1,229,865
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,004,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$4,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$4,169
Net investment gain/loss from pooled separate accounts2011-06-30$223,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$50,000
Employer contributions (assets) at end of year2011-06-30$50,000
Employer contributions (assets) at beginning of year2011-06-30$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$52,963
Contract administrator fees2011-06-30$12,487
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CLIFTON LARSON ALLEN
Accountancy firm EIN2011-06-30410746749

Form 5500 Responses for PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST

2019: PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PROGRESS UNLIMITED, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered0
Insurance policy start date2019-07-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $1,926
Total amount of fees paid to insurance companyUSD $289
Commission paid to Insurance BrokerUSD $1,926
Insurance broker organization code?4
Amount paid for insurance broker fees289
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14749
Policy instance 1
Insurance contract or identification number14749
Number of Individuals Covered183
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $12,267
Total amount of fees paid to insurance companyUSD $750
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,123
Insurance broker organization code?4
Amount paid for insurance broker fees750
Additional information about fees paid to insurance brokerTPA COMPENSATION & FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14749
Policy instance 1
Insurance contract or identification number14749
Number of Individuals Covered168
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $11,639
Total amount of fees paid to insurance companyUSD $569
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,568
Insurance broker organization code?4
Amount paid for insurance broker fees360
Additional information about fees paid to insurance brokerTPA COMPENSATION & FEES
Insurance broker nameFEDERATED INVESTMENT MGMT COMPANY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14749
Policy instance 1
Insurance contract or identification number14749
Number of Individuals Covered154
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $8,173
Total amount of fees paid to insurance companyUSD $1,103
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,173
Insurance broker organization code?4
Amount paid for insurance broker fees845
Additional information about fees paid to insurance brokerTPA COMPENSATION & OTHER ALLOWANCES
Insurance broker nameFEDERATED INVESTMENT MGMT COMPANY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14749
Policy instance 1
Insurance contract or identification number14749
Number of Individuals Covered161
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $8,629
Total amount of fees paid to insurance companyUSD $905
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,629
Insurance broker organization code?4
Amount paid for insurance broker fees905
Additional information about fees paid to insurance brokerTPA COMPENSATION & OTHER ALLOWANCES
Insurance broker nameRAMSCO, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14749
Policy instance 1
Insurance contract or identification number14749
Number of Individuals Covered148
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $7,561
Total amount of fees paid to insurance companyUSD $919
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,561
Insurance broker organization code?4
Amount paid for insurance broker fees844
Additional information about fees paid to insurance brokerTPA COMPENSATION & OTHER ALLOWANCES
Insurance broker nameAMERICAN RETIREMENT PLAN SERVICES,
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14749
Policy instance 1
Insurance contract or identification number14749
Number of Individuals Covered137
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $6,980
Total amount of fees paid to insurance companyUSD $735
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,980
Insurance broker organization code?4
Amount paid for insurance broker fees735
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameRAMSCO, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14749
Policy instance 1
Insurance contract or identification number14749
Number of Individuals Covered119
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $6,618
Total amount of fees paid to insurance companyUSD $959
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14749
Policy instance 1
Insurance contract or identification number14749
Number of Individuals Covered131
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $5,721
Total amount of fees paid to insurance companyUSD $627
Are there contracts with allocated funds for individual policies?No
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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