401k Plan data: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN plan

THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 401k Plan overview

Plan Name	THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN
Plan identification number	001

THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

THE PETERSON COMPANIES has sponsored the creation of one or more 401k plans.

Company Name: THE PETERSON COMPANIES

Employer identification number (EIN): 541160244

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JAMES J. VECCHIARELLI
001 2016-01-01 JAMES J. VECCHIARELLI
001 2015-01-01 JAMES J. VECCHIARELLI
001 2014-01-01 JAMES J. VECCHIARELLI

Plan Statistics for THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN

401k plan membership statisitcs for THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN

Measure Date Value
2022: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 170
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 90
Total of all active and inactive participants 2022-01-01 261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 261
Number of participants with account balances 2022-01-01 259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 256
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 173
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 77
Total of all active and inactive participants 2021-01-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 251
Number of participants with account balances 2021-01-01 251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 177
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 76
Total of all active and inactive participants 2020-01-01 255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 255
Number of participants with account balances 2020-01-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 172
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 78
Total of all active and inactive participants 2019-01-01 252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 252
Number of participants with account balances 2019-01-01 252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 8
2018: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 163
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 77
Total of all active and inactive participants 2018-01-01 242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 242
Number of participants with account balances 2018-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9
2017: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 248
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 174
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 77
Total of all active and inactive participants 2017-01-01 253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 253
Number of participants with account balances 2017-01-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 12
2016: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 244
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 181
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 64
Total of all active and inactive participants 2016-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 247
Number of participants with account balances 2016-01-01 238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 175
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 68
Total of all active and inactive participants 2015-01-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 244
Number of participants with account balances 2015-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 148
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 64
Total of all active and inactive participants 2014-01-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 212
Number of participants with account balances 2014-01-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7

Measure	Date	Value
2022: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	170
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	90
Total of all active and inactive participants	2022-01-01	261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	261
Number of participants with account balances	2022-01-01	259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	256
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	173
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	77
Total of all active and inactive participants	2021-01-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	251
Number of participants with account balances	2021-01-01	251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	177
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	76
Total of all active and inactive participants	2020-01-01	255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	255
Number of participants with account balances	2020-01-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	172
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	78
Total of all active and inactive participants	2019-01-01	252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	252
Number of participants with account balances	2019-01-01	252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	8
2018: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	163
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	77
Total of all active and inactive participants	2018-01-01	242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	242
Number of participants with account balances	2018-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9
2017: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	248
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	174
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	77
Total of all active and inactive participants	2017-01-01	253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	253
Number of participants with account balances	2017-01-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	12
2016: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	244
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	181
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	64
Total of all active and inactive participants	2016-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	247
Number of participants with account balances	2016-01-01	238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	175
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	68
Total of all active and inactive participants	2015-01-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	244
Number of participants with account balances	2015-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	148
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	64
Total of all active and inactive participants	2014-01-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	212
Number of participants with account balances	2014-01-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7

Financial Data on THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN

Measure	Date	Value
2022 : THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-7,897
Total unrealized appreciation/depreciation of assets	2022-12-31	$-7,897
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-5,619,607
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,854,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,699,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,815,458
Value of total assets at end of year	2022-12-31	$47,814,360
Value of total assets at beginning of year	2022-12-31	$56,288,770
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$155,674
Total interest from all sources	2022-12-31	$144,844
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$546,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$546,297
Administrative expenses professional fees incurred	2022-12-31	$19,750
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,124,844
Participant contributions at end of year	2022-12-31	$435,180
Participant contributions at beginning of year	2022-12-31	$398,507
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$2,089,577
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$2,409,410
Other income not declared elsewhere	2022-12-31	$-419,069
Administrative expenses (other) incurred	2022-12-31	$472
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$1,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-8,474,410
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$47,814,360
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$56,288,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$9,634
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$16,880
Investment advisory and management fees	2022-12-31	$71,048
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$37,424,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$45,073,083
Value of interest in pooled separate accounts at end of year	2022-12-31	$753,448
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$767,916
Interest on participant loans	2022-12-31	$19,624
Interest earned on other investments	2022-12-31	$125,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$7,102,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$7,621,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-8,596,318
Net investment gain/loss from pooled separate accounts	2022-12-31	$-102,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$690,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,699,129
Contract administrator fees	2022-12-31	$64,404
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	METZ & ASSOCIATES PLLC
Accountancy firm EIN	2022-12-31	464558541
2021 : THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$6,432
Total unrealized appreciation/depreciation of assets	2021-12-31	$6,432
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	$10,993,226
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,501,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,144,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,465,769
Value of total assets at end of year	2021-12-31	$56,288,770
Value of total assets at beginning of year	2021-12-31	$48,797,390
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$357,370
Total interest from all sources	2021-12-31	$152,362
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$484,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$484,870
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,210,615
Participant contributions at end of year	2021-12-31	$398,507
Participant contributions at beginning of year	2021-12-31	$445,978
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$2,409,410
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$1,518,879
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$458,734
Other income not declared elsewhere	2021-12-31	$499,989
Administrative expenses (other) incurred	2021-12-31	$357,370
Total non interest bearing cash at end of year	2021-12-31	$1,096
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$7,491,380
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$56,288,770
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$48,797,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$16,880
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$4,695
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$45,073,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$40,293,439
Value of interest in pooled separate accounts at end of year	2021-12-31	$767,916
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$444,604
Interest on participant loans	2021-12-31	$25,729
Interest earned on other investments	2021-12-31	$126,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$7,621,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$6,089,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$6,304,503
Net investment gain/loss from pooled separate accounts	2021-12-31	$79,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$796,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,144,476
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN	2021-12-31	222428965
2020 : THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$50
Total unrealized appreciation/depreciation of assets	2020-12-31	$50
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	$9,605,949
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,643,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,470,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,558,358
Value of total assets at end of year	2020-12-31	$48,797,390
Value of total assets at beginning of year	2020-12-31	$42,835,169
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$173,176
Total interest from all sources	2020-12-31	$139,253
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$408,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$408,320
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,136,871
Participant contributions at end of year	2020-12-31	$445,978
Participant contributions at beginning of year	2020-12-31	$481,758
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$1,518,879
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$2,718,462
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$666,634
Other income not declared elsewhere	2020-12-31	$238,797
Administrative expenses (other) incurred	2020-12-31	$173,176
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,962,221
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$48,797,390
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$42,835,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at end of year	2020-12-31	$4,695
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$4,646
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$40,293,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$34,370,696
Value of interest in pooled separate accounts at end of year	2020-12-31	$444,604
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$376,349
Interest on participant loans	2020-12-31	$26,924
Interest earned on other investments	2020-12-31	$112,329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$6,089,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$4,883,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$5,221,876
Net investment gain/loss from pooled separate accounts	2020-12-31	$39,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$754,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,470,552
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN	2020-12-31	222428965
2019 : THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$684
Total unrealized appreciation/depreciation of assets	2019-12-31	$684
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$10,647,051
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,602,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,552,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,968,636
Value of total assets at end of year	2019-12-31	$42,835,169
Value of total assets at beginning of year	2019-12-31	$33,791,001
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$50,213
Total interest from all sources	2019-12-31	$129,399
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$354,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$354,783
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,949,134
Participant contributions at end of year	2019-12-31	$481,758
Participant contributions at beginning of year	2019-12-31	$517,685
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$2,718,462
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$2,189,717
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$290,927
Other income not declared elsewhere	2019-12-31	$603,404
Administrative expenses (other) incurred	2019-12-31	$50,213
Total non interest bearing cash at end of year	2019-12-31	$12
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$9,044,168
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$42,835,169
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$33,791,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Assets. partnership/joint venture interests at end of year	2019-12-31	$4,646
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$3,962
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$34,370,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$21,941,948
Value of interest in pooled separate accounts at end of year	2019-12-31	$376,349
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,599,726
Interest on participant loans	2019-12-31	$29,222
Interest earned on other investments	2019-12-31	$100,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$4,883,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$4,537,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,795,327
Net investment gain/loss from pooled separate accounts	2019-12-31	$794,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$728,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,552,670
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN	2019-12-31	222428965
2018 : THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-411
Total unrealized appreciation/depreciation of assets	2018-12-31	$-411
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	$242,000
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,465,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,444,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,587,231
Value of total assets at end of year	2018-12-31	$33,791,001
Value of total assets at beginning of year	2018-12-31	$38,014,977
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$21,973
Total interest from all sources	2018-12-31	$102,321
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$252,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$252,249
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,813,498
Participant contributions at end of year	2018-12-31	$517,685
Participant contributions at beginning of year	2018-12-31	$507,061
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$2,189,717
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$2,915,435
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$169,666
Other income not declared elsewhere	2018-12-31	$-171,823
Administrative expenses (other) incurred	2018-12-31	$21,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-4,223,976
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$33,791,001
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$38,014,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at end of year	2018-12-31	$3,962
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$46,172
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$21,941,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$23,874,873
Value of interest in pooled separate accounts at end of year	2018-12-31	$4,599,726
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$6,118,612
Interest on participant loans	2018-12-31	$26,041
Interest earned on other investments	2018-12-31	$76,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$4,537,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$4,552,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,383,096
Net investment gain/loss from pooled separate accounts	2018-12-31	$-144,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$604,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,444,003
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN	2018-12-31	222428965
2017 : THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$-6,830
Total unrealized appreciation/depreciation of assets	2017-12-31	$-6,830
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	$7,794,213
Total loss/gain on sale of assets	2017-12-31	$2,360
Total of all expenses incurred	2017-12-31	$2,646,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,580,639
Value of total corrective distributions	2017-12-31	$42,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,695,156
Value of total assets at end of year	2017-12-31	$38,014,977
Value of total assets at beginning of year	2017-12-31	$32,867,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$23,330
Total interest from all sources	2017-12-31	$107,514
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$215,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$215,563
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,872,005
Participant contributions at end of year	2017-12-31	$507,061
Participant contributions at beginning of year	2017-12-31	$529,563
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$2,915,435
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$2,526,661
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$192,001
Other income not declared elsewhere	2017-12-31	$375,844
Administrative expenses (other) incurred	2017-12-31	$23,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,147,642
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$38,014,977
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$32,867,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at end of year	2017-12-31	$46,172
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$42,952
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$23,874,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$20,115,707
Value of interest in pooled separate accounts at end of year	2017-12-31	$6,118,612
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$4,545,243
Interest on participant loans	2017-12-31	$27,971
Interest earned on other investments	2017-12-31	$79,543
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$4,552,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$5,107,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,525,419
Net investment gain/loss from pooled separate accounts	2017-12-31	$879,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$631,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,580,639
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$7,290
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$4,930
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN	2017-12-31	222428965
2016 : THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$11,550
Total unrealized appreciation/depreciation of assets	2016-12-31	$11,550
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	$4,705,316
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,151,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,118,427
Value of total corrective distributions	2016-12-31	$27,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,867,047
Value of total assets at end of year	2016-12-31	$32,867,335
Value of total assets at beginning of year	2016-12-31	$29,313,985
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,427
Total interest from all sources	2016-12-31	$95,837
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$251,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$251,555
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,681,019
Participant contributions at end of year	2016-12-31	$529,563
Participant contributions at beginning of year	2016-12-31	$463,994
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$2,526,661
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$2,258,028
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$628,262
Other income not declared elsewhere	2016-12-31	$246,660
Administrative expenses (other) incurred	2016-12-31	$6,427
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$95
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$3,553,350
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$32,867,335
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$29,313,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$42,952
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$31,402
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$20,115,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$18,526,093
Value of interest in pooled separate accounts at end of year	2016-12-31	$4,545,243
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$3,518,491
Interest on participant loans	2016-12-31	$21,607
Interest earned on other investments	2016-12-31	$74,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$5,107,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$4,515,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$883,983
Net investment gain/loss from pooled separate accounts	2016-12-31	$348,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$557,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,118,427
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2016-12-31	390859910
2015 : THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$833
Total unrealized appreciation/depreciation of assets	2015-12-31	$833
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	$2,239,830
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$792,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$786,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,027,754
Value of total assets at end of year	2015-12-31	$29,313,985
Value of total assets at beginning of year	2015-12-31	$27,866,369
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,817
Total interest from all sources	2015-12-31	$86,587
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$189,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$189,421
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,531,032
Participant contributions at end of year	2015-12-31	$463,994
Participant contributions at beginning of year	2015-12-31	$415,675
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$2,258,028
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$2,331,403
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$192
Other income not declared elsewhere	2015-12-31	$-48,621
Administrative expenses (other) incurred	2015-12-31	$5,817
Total non interest bearing cash at end of year	2015-12-31	$95
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,447,616
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$29,313,985
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$27,866,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$31,402
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$6,783
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$18,526,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$16,917,258
Value of interest in pooled separate accounts at end of year	2015-12-31	$3,518,491
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$3,887,807
Interest on participant loans	2015-12-31	$18,567
Interest earned on other investments	2015-12-31	$68,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$4,515,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$4,307,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-45,847
Net investment gain/loss from pooled separate accounts	2015-12-31	$29,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$496,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$786,397
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2015-12-31	390859910
2014 : THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$3,433,295
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,855,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,848,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,964,494
Value of total assets at end of year	2014-12-31	$27,866,369
Value of total assets at beginning of year	2014-12-31	$26,288,410
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$6,499
Total interest from all sources	2014-12-31	$87,098
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$167,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$167,589
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,326,121
Participant contributions at end of year	2014-12-31	$415,675
Participant contributions at beginning of year	2014-12-31	$383,664
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$2,331,403
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$2,195,288
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$247,597
Other income not declared elsewhere	2014-12-31	$123,693
Administrative expenses (other) incurred	2014-12-31	$6,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,577,959
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$27,866,369
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$26,288,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at end of year	2014-12-31	$6,783
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$16,917,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$16,026,098
Value of interest in pooled separate accounts at end of year	2014-12-31	$3,887,807
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,492,005
Interest on participant loans	2014-12-31	$18,370
Interest earned on other investments	2014-12-31	$68,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$4,307,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$4,191,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$767,209
Net investment gain/loss from pooled separate accounts	2014-12-31	$323,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$390,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,848,837
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2014-12-31	390859910

Form 5500 Responses for THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN

2022: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

031364

Policy instance

Insurance contract or identification number	031364
Number of Individuals Covered	261
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

031364

Policy instance

Insurance contract or identification number	031364
Number of Individuals Covered	251
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

031364

Policy instance

Insurance contract or identification number	031364
Number of Individuals Covered	255
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

031364

Policy instance

Insurance contract or identification number	031364
Number of Individuals Covered	252
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $6,366
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	6366
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

031364

Policy instance

Insurance contract or identification number	031364
Number of Individuals Covered	242
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $20,726
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	20726
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

031364

Policy instance

Insurance contract or identification number	031364
Number of Individuals Covered	253
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $20,476
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	20476
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4
Insurance broker name	MORGAN STANLEY INSURANCE SERVICES

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

31364

Policy instance

Insurance contract or identification number	31364
Number of Individuals Covered	244
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $15,844
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	15844
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4
Insurance broker name	MORGAN STANLEY INSURANCE SERVICES

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

31364

Policy instance

Insurance contract or identification number	31364
Number of Individuals Covered	212
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $15,300
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	15300
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4
Insurance broker name	MORGAN STANLEY INSURANCE SERVICES

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Company Name:	THE PETERSON COMPANIES
Employer identification number (EIN):	541160244
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate