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PLANIT 401(K) RETIREMENT PLAN 401k Plan overview

Plan NamePLANIT 401(K) RETIREMENT PLAN
Plan identification number 001

PLANIT 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

PLANIT ADVERTISING, INC has sponsored the creation of one or more 401k plans.

Company Name:PLANIT ADVERTISING, INC
Employer identification number (EIN):521993314
NAIC Classification:541800

Additional information about PLANIT ADVERTISING, INC

Jurisdiction of Incorporation: Maryland Secretary of State
Incorporation Date:
Company Identification Number: D04471744

More information about PLANIT ADVERTISING, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLANIT 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KAREN VERRETT2024-09-26 MATTHEW DOUD2024-09-26
0012022-01-01KAREN VERRETT2023-10-10 MATTHEW DOUD2023-10-10
0012021-01-01KAREN VERRETT2022-10-14 MATTHEW DOUD2022-10-14
0012020-01-01HOLLY SCHMITTLE2021-09-20 MATTHEW DOUD2021-09-20
0012019-01-01HOLLY SCHMITTLE2020-10-15 MATTHEW DOUD2020-10-15
0012018-01-01HOLLY SCHMITTLE2019-10-08 MATTHEW DOUD2019-10-08
0012017-01-01
0012016-01-01
0012015-01-01SHANNON GRIFFIN SHANNON GRIFFIN2016-07-29
0012014-01-01SHANNON GRIFFIN SHANNON GRIFFIN2015-10-15
0012014-01-01 SHANNON GRIFFIN2015-10-15
0012013-01-01SHANNON GRIFFIN2014-06-26 SHANNON GRIFFIN2014-06-26
0012012-01-01SHANNON M GRIFFIN2013-08-23 SHANNON M GRIFFIN2013-08-23
0012011-01-01TREY PFEIFER2012-07-11 TREY PFEIFER2012-07-11
0012010-01-01TREY PFEIFER2011-04-19 TREY PFEIFER2011-04-19

Financial Data on PLANIT 401(K) RETIREMENT PLAN

Measure Date Value
2023 : PLANIT 401(K) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,107
Total income from all sources (including contributions)2023-12-31$1,866,465
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$161,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$117,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$725,340
Value of total assets at end of year2023-12-31$7,440,966
Value of total assets at beginning of year2023-12-31$5,736,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$43,813
Total interest from all sources2023-12-31$2,884
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$144
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$144
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$557,631
Participant contributions at end of year2023-12-31$39,233
Participant contributions at beginning of year2023-12-31$31,254
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$31,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$1,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,705,350
Value of net assets at end of year (total assets less liabilities)2023-12-31$7,440,966
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,735,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$43,813
Value of interest in pooled separate accounts at end of year2023-12-31$7,395,295
Value of interest in pooled separate accounts at beginning of year2023-12-31$5,698,353
Interest on participant loans2023-12-31$2,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$6,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$7,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,138,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$136,275
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$117,302
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31LONG & ASSOCIATES PC
Accountancy firm EIN2023-12-31352009629
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$1,107
Total income from all sources (including contributions)2023-01-01$1,866,465
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$161,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$117,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$725,340
Value of total assets at end of year2023-01-01$7,440,966
Value of total assets at beginning of year2023-01-01$5,736,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$43,813
Total interest from all sources2023-01-01$2,884
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$144
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$144
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$557,631
Participant contributions at end of year2023-01-01$39,233
Participant contributions at beginning of year2023-01-01$31,254
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$31,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$1,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$1,705,350
Value of net assets at end of year (total assets less liabilities)2023-01-01$7,440,966
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$5,735,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$43,813
Value of interest in pooled separate accounts at end of year2023-01-01$7,395,295
Value of interest in pooled separate accounts at beginning of year2023-01-01$5,698,353
Interest on participant loans2023-01-01$2,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$6,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$7,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,138,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$136,275
Employer contributions (assets) at end of year2023-01-01$0
Employer contributions (assets) at beginning of year2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$117,302
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-013
Accountancy firm name2023-01-01LONG & ASSOCIATES PC
Accountancy firm EIN2023-01-01352009629
2022 : PLANIT 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-461,835
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$162,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$128,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$645,247
Value of total assets at end of year2022-12-31$5,736,723
Value of total assets at beginning of year2022-12-31$6,360,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$33,862
Total interest from all sources2022-12-31$2,089
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$89
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$89
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$493,378
Participant contributions at end of year2022-12-31$31,254
Participant contributions at beginning of year2022-12-31$43,694
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$32,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-624,463
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,735,616
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,360,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$33,862
Value of interest in pooled separate accounts at end of year2022-12-31$5,698,353
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,306,301
Interest on participant loans2022-12-31$2,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,109,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$119,149
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$5,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$128,766
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31LONG & ASSOCIATES PC
Accountancy firm EIN2022-12-31352009629
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$1,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-461,835
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$162,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$128,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$645,247
Value of total assets at end of year2022-01-01$5,736,723
Value of total assets at beginning of year2022-01-01$6,360,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$33,862
Total interest from all sources2022-01-01$2,089
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$89
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$89
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$493,378
Participant contributions at end of year2022-01-01$31,254
Participant contributions at beginning of year2022-01-01$43,694
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$32,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$1,107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-624,463
Value of net assets at end of year (total assets less liabilities)2022-01-01$5,735,616
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$6,360,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$33,862
Value of interest in pooled separate accounts at end of year2022-01-01$5,698,353
Value of interest in pooled separate accounts at beginning of year2022-01-01$6,306,301
Interest on participant loans2022-01-01$2,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$7,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$5,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-1,109,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$119,149
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$5,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$128,766
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-013
Accountancy firm name2022-01-01LONG & ASSOCIATES PC
Accountancy firm EIN2022-01-01352009629
2021 : PLANIT 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,442,005
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$199,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$160,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$542,578
Value of total assets at end of year2021-12-31$6,360,079
Value of total assets at beginning of year2021-12-31$5,117,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$39,083
Total interest from all sources2021-12-31$2,486
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$383,548
Participant contributions at end of year2021-12-31$43,694
Participant contributions at beginning of year2021-12-31$31,033
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$57,258
Administrative expenses (other) incurred2021-12-31$39,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,242,124
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,360,079
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,117,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$6,306,301
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,080,331
Interest on participant loans2021-12-31$2,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$896,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$101,772
Employer contributions (assets) at end of year2021-12-31$5,049
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$160,798
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31LONG & ASSOCIATES PC
Accountancy firm EIN2021-12-31352009629
2020 : PLANIT 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,249,475
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$158,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$132,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$458,176
Value of total assets at end of year2020-12-31$5,117,955
Value of total assets at beginning of year2020-12-31$4,026,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,629
Total interest from all sources2020-12-31$2,079
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$410,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$322,963
Participant contributions at end of year2020-12-31$31,033
Participant contributions at beginning of year2020-12-31$35,311
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$41,416
Administrative expenses (other) incurred2020-12-31$25,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,091,056
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,117,955
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,026,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$5,080,331
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,991,588
Interest on participant loans2020-12-31$2,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$789,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$93,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$132,790
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LONG & ASSOCIATES PC
Accountancy firm EIN2020-12-31352009629
2019 : PLANIT 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,270,041
Total income from all sources (including contributions)2019-12-31$1,270,041
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$407,689
Total of all expenses incurred2019-12-31$407,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$377,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$377,772
Value of total corrective distributions2019-12-31$3,089
Value of total corrective distributions2019-12-31$3,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$516,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$516,518
Value of total assets at end of year2019-12-31$4,026,899
Value of total assets at end of year2019-12-31$4,026,899
Value of total assets at beginning of year2019-12-31$3,164,547
Value of total assets at beginning of year2019-12-31$3,164,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,828
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$350,000
Value of fidelity bond cover2019-12-31$350,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$309,695
Contributions received from participants2019-12-31$309,695
Participant contributions at end of year2019-12-31$35,311
Participant contributions at end of year2019-12-31$35,311
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$117,595
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$117,595
Administrative expenses (other) incurred2019-12-31$26,828
Administrative expenses (other) incurred2019-12-31$26,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$862,352
Value of net income/loss2019-12-31$862,352
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,026,899
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,026,899
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,164,547
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,164,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$3,991,588
Value of interest in pooled separate accounts at end of year2019-12-31$3,991,588
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,164,547
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,164,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$753,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$753,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$89,228
Contributions received in cash from employer2019-12-31$89,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$377,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$377,772
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LONG & ASSOCIATES PC
Accountancy firm name2019-12-31LONG & ASSOCIATES PC
Accountancy firm EIN2019-12-31352009629
Accountancy firm EIN2019-12-31352009629
2018 : PLANIT 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$527,530
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$390,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$375,479
Value of total corrective distributions2018-12-31$67
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$659,615
Value of total assets at end of year2018-12-31$3,164,547
Value of total assets at beginning of year2018-12-31$3,027,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,210
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$343,810
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$243,590
Administrative expenses (other) incurred2018-12-31$15,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$136,774
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,164,547
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,027,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$3,164,547
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,015,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$12,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$12,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-132,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$72,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$375,479
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LONG & ASSOCIATES PC
Accountancy firm EIN2018-12-31352009629
2017 : PLANIT 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,053,093
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$611,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$578,465
Expenses. Certain deemed distributions of participant loans2017-12-31$4,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$517,275
Value of total assets at end of year2017-12-31$3,027,773
Value of total assets at beginning of year2017-12-31$2,586,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$28,312
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$17,047
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$225,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$377,411
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$1,376
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$51,193
Administrative expenses (other) incurred2017-12-31$11,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$441,684
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,027,773
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,586,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$3,015,564
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,569,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$12,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$15,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$15,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$535,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$88,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$578,465
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LONG & ASSOCIATES PC
Accountancy firm EIN2017-12-31352009629
2016 : PLANIT 401(K) RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$7,441
Total unrealized appreciation/depreciation of assets2016-12-31$7,441
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$645,979
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$106,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$88,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$444,395
Value of total assets at end of year2016-12-31$2,586,089
Value of total assets at beginning of year2016-12-31$2,046,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,228
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$225,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$349,110
Participant contributions at end of year2016-12-31$1,376
Participant contributions at beginning of year2016-12-31$5,401
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,929
Administrative expenses (other) incurred2016-12-31$4,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$539,107
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,586,089
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,046,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,569,498
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,033,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$15,215
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,775
Net investment gain/loss from pooled separate accounts2016-12-31$194,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$89,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$88,644
Contract administrator fees2016-12-31$13,461
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LONG & ASSOCIATES PC
Accountancy firm EIN2016-12-31352009629
2015 : PLANIT 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$364,976
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$245,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$234,109
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$411,875
Value of total assets at end of year2015-12-31$2,046,982
Value of total assets at beginning of year2015-12-31$1,927,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,451
Total interest from all sources2015-12-31$181
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$223
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$225,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$291,054
Participant contributions at end of year2015-12-31$5,401
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$49,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$119,416
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,046,982
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,927,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,033,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,908,278
Interest on participant loans2015-12-31$181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,775
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$19,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$19,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-47,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$71,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$234,109
Contract administrator fees2015-12-31$11,451
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GARY R. BOZEL & ASSOCIATES, P.A.
Accountancy firm EIN2015-12-31521358943
2014 : PLANIT 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$482,808
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$75,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$67,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$428,343
Value of total assets at end of year2014-12-31$1,927,566
Value of total assets at beginning of year2014-12-31$1,520,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,932
Total interest from all sources2014-12-31$120
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$225,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$265,875
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$3,233
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$105,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$407,359
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,927,566
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,520,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$7,932
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,908,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,516,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$19,288
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$54,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$57,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$67,517
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GARY R. BOZEL & ASSOCIATES, P.A.
Accountancy firm EIN2014-12-31521358943

Form 5500 Responses for PLANIT 401(K) RETIREMENT PLAN

2023: PLANIT 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PLANIT 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLANIT 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLANIT 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLANIT 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLANIT 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLANIT 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLANIT 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLANIT 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLANIT 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number41382
Policy instance 1
Insurance contract or identification number41382
Number of Individuals Covered189
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $15,897
Total amount of fees paid to insurance companyUSD $3,113
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number41382
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number41382
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number41382
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number41382
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number41382
Policy instance 2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number116486
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number116486
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number116486
Policy instance 1

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