401k Plan data: PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN plan

PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

PRITCHARD & JERDEN, INC. has sponsored the creation of one or more 401k plans.

Company Name: PRITCHARD & JERDEN, INC.

Employer identification number (EIN): 581036724

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about PRITCHARD & JERDEN, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2004-07-19

Company Identification Number: 0800367399

Legal Registered Office Address: 950 E PACES FERRY RD NE STE 2000

ATLANTA
United States of America (USA)
30326

More information about PRITCHARD & JERDEN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-04-01
002 2020-04-01
002 2019-04-01 JAMES BAILEY 2020-06-02 JAMES BAILEY 2020-06-02
002 2018-04-01 JAMES L BAILEY 2019-06-13 JAMES L BAILEY 2019-06-13
002 2017-04-01 JAMES BAILEY 2018-12-21 JAMES BAILEY 2018-12-21
002 2016-04-01
002 2015-04-01
002 2014-04-01 JAMES BAILEY
002 2013-04-01 JAMES BAILEY
002 2012-04-01 JAMES BAILEY
002 2011-04-01 JAMES BAILEY
002 2009-04-01 JAMES BAILEY JAMES BAILEY 2011-01-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-04-01
002	2020-04-01
002	2019-04-01	JAMES BAILEY	2020-06-02	JAMES BAILEY	2020-06-02
002	2018-04-01	JAMES L BAILEY	2019-06-13	JAMES L BAILEY	2019-06-13
002	2017-04-01	JAMES BAILEY	2018-12-21	JAMES BAILEY	2018-12-21
002	2016-04-01
002	2015-04-01
002	2014-04-01	JAMES BAILEY
002	2013-04-01	JAMES BAILEY
002	2012-04-01	JAMES BAILEY
002	2011-04-01	JAMES BAILEY
002	2009-04-01	JAMES BAILEY		JAMES BAILEY	2011-01-17

Plan Statistics for PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-04-01 113
Total number of active participants reported on line 7a of the Form 5500 2021-04-01 0
Number of retired or separated participants receiving benefits 2021-04-01 0
Number of other retired or separated participants entitled to future benefits 2021-04-01 0
Total of all active and inactive participants 2021-04-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-04-01 0
Total participants 2021-04-01 0
Number of participants with account balances 2021-04-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-04-01 0
2020: PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-04-01 122
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 88
Number of retired or separated participants receiving benefits 2020-04-01 3
Number of other retired or separated participants entitled to future benefits 2020-04-01 22
Total of all active and inactive participants 2020-04-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 0
Total participants 2020-04-01 113
Number of participants with account balances 2020-04-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 12
2014: PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 96
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 88
Number of retired or separated participants receiving benefits 2014-04-01 0
Number of other retired or separated participants entitled to future benefits 2014-04-01 22
Total of all active and inactive participants 2014-04-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 0
Total participants 2014-04-01 110
Number of participants with account balances 2014-04-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 4
2013: PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 88
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 77
Number of retired or separated participants receiving benefits 2013-04-01 0
Number of other retired or separated participants entitled to future benefits 2013-04-01 18
Total of all active and inactive participants 2013-04-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 95
Number of participants with account balances 2013-04-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 7
2012: PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 86
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 68
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 17
Total of all active and inactive participants 2012-04-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 0
Total participants 2012-04-01 85
Number of participants with account balances 2012-04-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 7
2011: PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 83
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 67
Number of retired or separated participants receiving benefits 2011-04-01 0
Number of other retired or separated participants entitled to future benefits 2011-04-01 19
Total of all active and inactive participants 2011-04-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 86
Number of participants with account balances 2011-04-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 3
2009: PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-04-01 74
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 65
Number of retired or separated participants receiving benefits 2009-04-01 0
Number of other retired or separated participants entitled to future benefits 2009-04-01 11
Total of all active and inactive participants 2009-04-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 0
Total participants 2009-04-01 76
Number of participants with account balances 2009-04-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 4

Measure	Date	Value
2021: PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-04-01	113
Total number of active participants reported on line 7a of the Form 5500	2021-04-01	0
Number of retired or separated participants receiving benefits	2021-04-01	0
Number of other retired or separated participants entitled to future benefits	2021-04-01	0
Total of all active and inactive participants	2021-04-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-04-01	0
Total participants	2021-04-01	0
Number of participants with account balances	2021-04-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-04-01	0
2020: PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-04-01	122
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	88
Number of retired or separated participants receiving benefits	2020-04-01	3
Number of other retired or separated participants entitled to future benefits	2020-04-01	22
Total of all active and inactive participants	2020-04-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	0
Total participants	2020-04-01	113
Number of participants with account balances	2020-04-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	12
2014: PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	96
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	88
Number of retired or separated participants receiving benefits	2014-04-01	0
Number of other retired or separated participants entitled to future benefits	2014-04-01	22
Total of all active and inactive participants	2014-04-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	0
Total participants	2014-04-01	110
Number of participants with account balances	2014-04-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	4
2013: PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	88
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	77
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	18
Total of all active and inactive participants	2013-04-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	95
Number of participants with account balances	2013-04-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	7
2012: PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	86
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	68
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	17
Total of all active and inactive participants	2012-04-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	0
Total participants	2012-04-01	85
Number of participants with account balances	2012-04-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	7
2011: PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	83
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	67
Number of retired or separated participants receiving benefits	2011-04-01	0
Number of other retired or separated participants entitled to future benefits	2011-04-01	19
Total of all active and inactive participants	2011-04-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	86
Number of participants with account balances	2011-04-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	3
2009: PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-04-01	74
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	65
Number of retired or separated participants receiving benefits	2009-04-01	0
Number of other retired or separated participants entitled to future benefits	2009-04-01	11
Total of all active and inactive participants	2009-04-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	0
Total participants	2009-04-01	76
Number of participants with account balances	2009-04-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	4

Financial Data on PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2021 : PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$17,436,260
Total income from all sources (including contributions)	2021-12-31	$1,746,532
Total of all expenses incurred	2021-12-31	$186,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$146,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$0
Value of total assets at end of year	2021-12-31	$0
Value of total assets at beginning of year	2021-12-31	$15,875,904
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$40,035
Total interest from all sources	2021-12-31	$4,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
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	$0
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$119,623
Income. Received or receivable in cash from other sources (including rollovers)	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	$1,560,356
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,875,904
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$15,039,115
Income. Interest from loans (other than to participants)	2021-12-31	$4,394
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$717,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,742,138
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	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$146,141
Contract administrator fees	2021-12-31	$40,035
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	Yes
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SMITH & HOWARD
Accountancy firm EIN	2021-12-31	581250486
Total income from all sources (including contributions)	2021-03-31	$6,961,943
Total of all expenses incurred	2021-03-31	$3,679,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-03-31	$3,596,358
Expenses. Certain deemed distributions of participant loans	2021-03-31	$48,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-03-31	$1,670,658
Value of total assets at end of year	2021-03-31	$15,875,904
Value of total assets at beginning of year	2021-03-31	$12,593,452
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-03-31	$34,593
Total interest from all sources	2021-03-31	$6,803
Total dividends received (eg from common stock, registered investment company shares)	2021-03-31	$427,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-03-31	$427,898
Was this plan covered by a fidelity bond	2021-03-31	Yes
Value of fidelity bond cover	2021-03-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-03-31	No
Contributions received from participants	2021-03-31	$696,640
Participant contributions at end of year	2021-03-31	$119,623
Participant contributions at beginning of year	2021-03-31	$135,446
Income. Received or receivable in cash from other sources (including rollovers)	2021-03-31	$520,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-03-31	No
Value of net income/loss	2021-03-31	$3,282,452
Value of net assets at end of year (total assets less liabilities)	2021-03-31	$15,875,904
Value of net assets at beginning of year (total assets less liabilities)	2021-03-31	$12,593,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-03-31	No
Were any leases to which the plan was party in default or uncollectible	2021-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-03-31	$15,039,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-03-31	$11,544,415
Income. Interest from loans (other than to participants)	2021-03-31	$6,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-03-31	$717,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-03-31	$913,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-03-31	$4,856,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-03-31	No
Was there a failure to transmit to the plan any participant contributions	2021-03-31	No
Has the plan failed to provide any benefit when due under the plan	2021-03-31	No
Contributions received in cash from employer	2021-03-31	$453,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-03-31	$3,596,358
Contract administrator fees	2021-03-31	$34,593
Did the plan have assets held for investment	2021-03-31	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	2021-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-03-31	No
Opinion of an independent qualified public accountant for this plan	2021-03-31	Disclaimer
Accountancy firm name	2021-03-31	SMITH & HOWARD
Accountancy firm EIN	2021-03-31	581250486
2015 : PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-03-31	$1,225,202
Expenses. Total of all expenses incurred	2015-03-31	$761,225
Benefits paid (including direct rollovers)	2015-03-31	$736,932
Total plan assets at end of year	2015-03-31	$7,783,817
Total plan assets at beginning of year	2015-03-31	$7,319,840
Value of fidelity bond covering the plan	2015-03-31	$2,000,000
Total contributions received or receivable from participants	2015-03-31	$434,733
Expenses. Other expenses not covered elsewhere	2015-03-31	$21,717
Other income received	2015-03-31	$516,760
Net income (gross income less expenses)	2015-03-31	$463,977
Net plan assets at end of year (total assets less liabilities)	2015-03-31	$7,783,817
Net plan assets at beginning of year (total assets less liabilities)	2015-03-31	$7,319,840
Assets. Value of participant loans	2015-03-31	$143,817
Total contributions received or receivable from employer(s)	2015-03-31	$273,709
Expenses. Administrative service providers (salaries,fees and commissions)	2015-03-31	$2,576
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-03-31	$0
2014 : PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-03-31	$1,547,147
Expenses. Total of all expenses incurred	2014-03-31	$154,879
Benefits paid (including direct rollovers)	2014-03-31	$153,859
Total plan assets at end of year	2014-03-31	$7,319,840
Total plan assets at beginning of year	2014-03-31	$5,927,572
Value of fidelity bond covering the plan	2014-03-31	$2,000,000
Total contributions received or receivable from participants	2014-03-31	$397,335
Other income received	2014-03-31	$836,749
Net income (gross income less expenses)	2014-03-31	$1,392,268
Net plan assets at end of year (total assets less liabilities)	2014-03-31	$7,319,840
Net plan assets at beginning of year (total assets less liabilities)	2014-03-31	$5,927,572
Assets. Value of participant loans	2014-03-31	$123,166
Total contributions received or receivable from employer(s)	2014-03-31	$313,063
Expenses. Administrative service providers (salaries,fees and commissions)	2014-03-31	$1,020
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-03-31	$0
2013 : PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-03-31	$1,185,576
Expenses. Total of all expenses incurred	2013-03-31	$382,278
Benefits paid (including direct rollovers)	2013-03-31	$382,278
Total plan assets at end of year	2013-03-31	$5,927,572
Total plan assets at beginning of year	2013-03-31	$5,124,274
Value of fidelity bond covering the plan	2013-03-31	$2,000,000
Total contributions received or receivable from participants	2013-03-31	$358,491
Contributions received from other sources (not participants or employers)	2013-03-31	$44,991
Other income received	2013-03-31	$471,438
Net income (gross income less expenses)	2013-03-31	$803,298
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$5,927,572
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$5,124,274
Assets. Value of participant loans	2013-03-31	$106,989
Total contributions received or receivable from employer(s)	2013-03-31	$310,656
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-03-31	$0
2012 : PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-03-31	$1,018,606
Expenses. Total of all expenses incurred	2012-03-31	$504,666
Benefits paid (including direct rollovers)	2012-03-31	$504,666
Total plan assets at end of year	2012-03-31	$5,124,274
Total plan assets at beginning of year	2012-03-31	$4,610,334
Value of fidelity bond covering the plan	2012-03-31	$2,000,000
Total contributions received or receivable from participants	2012-03-31	$329,805
Contributions received from other sources (not participants or employers)	2012-03-31	$60,880
Other income received	2012-03-31	$112,297
Net income (gross income less expenses)	2012-03-31	$513,940
Net plan assets at end of year (total assets less liabilities)	2012-03-31	$5,124,274
Net plan assets at beginning of year (total assets less liabilities)	2012-03-31	$4,610,334
Assets. Value of participant loans	2012-03-31	$80,207
Total contributions received or receivable from employer(s)	2012-03-31	$515,624
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-03-31	$0
2011 : PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-03-31	$1,257,024
Expenses. Total of all expenses incurred	2011-03-31	$83,305
Benefits paid (including direct rollovers)	2011-03-31	$83,005
Total plan assets at end of year	2011-03-31	$4,610,334
Total plan assets at beginning of year	2011-03-31	$3,436,615
Value of fidelity bond covering the plan	2011-03-31	$2,000,000
Total contributions received or receivable from participants	2011-03-31	$328,066
Contributions received from other sources (not participants or employers)	2011-03-31	$17,105
Other income received	2011-03-31	$578,553
Net income (gross income less expenses)	2011-03-31	$1,173,719
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$4,610,334
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$3,436,615
Assets. Value of participant loans	2011-03-31	$28,503
Total contributions received or receivable from employer(s)	2011-03-31	$333,300
Expenses. Administrative service providers (salaries,fees and commissions)	2011-03-31	$300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-03-31	$0
2010 : PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-03-31	$0

Form 5500 Responses for PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN

2021: PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-04-01	Type of plan entity	Single employer plan
2021-04-01	Submission has been amended	No
2021-04-01	This submission is the final filing	Yes
2021-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-04-01	Plan is a collectively bargained plan	No
2021-04-01	Plan funding arrangement – Insurance	Yes
2021-04-01	Plan funding arrangement – Trust	Yes
2021-04-01	Plan benefit arrangement - Trust	Yes
2020: PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Submission has been amended	No
2020-04-01	This submission is the final filing	No
2020-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-04-01	Plan is a collectively bargained plan	No
2020-04-01	Plan funding arrangement – Insurance	Yes
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2014: PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Insurance	Yes
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement – Insurance	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Insurance	Yes
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement – Insurance	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Insurance	Yes
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement – Insurance	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Insurance	Yes
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement – Insurance	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2009: PRITCHARD & JERDEN, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	No
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Insurance	Yes
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement – Insurance	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502528-01

Policy instance

Insurance contract or identification number	502528-01
Number of Individuals Covered	0
Insurance policy start date	2021-04-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502528-01

Policy instance

Insurance contract or identification number	502528-01
Number of Individuals Covered	34
Insurance policy start date	2020-04-01
Insurance policy end date	2021-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PH9211

Policy instance

Insurance contract or identification number	PH9211
Number of Individuals Covered	102
Insurance policy start date	2014-04-01
Insurance policy end date	2015-03-31
Total amount of commissions paid to insurance broker	USD $15,559
Total amount of fees paid to insurance company	USD $0
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
Commission paid to Insurance Broker	USD $15,559
Insurance broker organization code?	3
Insurance broker name	JOHN T ALLAN

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PH9211

Policy instance

Insurance contract or identification number	PH9211
Number of Individuals Covered	89
Insurance policy start date	2013-04-01
Insurance policy end date	2014-03-31
Total amount of commissions paid to insurance broker	USD $15,965
Total amount of fees paid to insurance company	USD $0
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
Commission paid to Insurance Broker	USD $15,965
Insurance broker organization code?	3
Insurance broker name	JOHN T ALLAN

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PH9211

Policy instance

Insurance contract or identification number	PH9211
Number of Individuals Covered	78
Insurance policy start date	2012-04-01
Insurance policy end date	2013-03-31
Total amount of commissions paid to insurance broker	USD $12,703
Total amount of fees paid to insurance company	USD $1,199
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
Commission paid to Insurance Broker	USD $12,703
Insurance broker organization code?	3
Amount paid for insurance broker fees	1199
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker name	SWERDLIN & COMPANY

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PH9211

Policy instance

Insurance contract or identification number	PH9211
Number of Individuals Covered	82
Insurance policy start date	2011-04-01
Insurance policy end date	2012-03-31
Total amount of commissions paid to insurance broker	USD $2,875
Total amount of fees paid to insurance company	USD $183
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PH9211

Policy instance

Insurance contract or identification number	PH9211
Number of Individuals Covered	85
Insurance policy start date	2010-04-01
Insurance policy end date	2011-03-31
Total amount of commissions paid to insurance broker	USD $9,708
Total amount of fees paid to insurance company	USD $0
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

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Company Name:	PRITCHARD & JERDEN, INC.
Employer identification number (EIN):	581036724
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2004-07-19
Company Identification Number:	0800367399
Legal Registered Office Address:	950 E PACES FERRY RD NE STE 2000 ATLANTA United States of America (USA) 30326