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PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NamePRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 003

PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

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. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-04-01
0032020-04-01
0032019-04-01
0032018-04-01
0032017-04-01JAMES BAILEY
0032016-04-01JAMES BAILEY
0032015-04-01JAMES BAILEY
0032014-04-01JAMES BAILEY
0032013-04-01JAMES BAILEY JAMES BAILEY2014-11-10
0032012-04-01JAMES BAILEY
0032011-04-01JAMES BAILEY
0032009-04-01JAMES BAILEY JAMES BAILEY2011-01-17

Plan Statistics for PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2021: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-0144
Total number of active participants reported on line 7a of the Form 55002021-04-010
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-010
Total of all active and inactive participants2021-04-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-010
Number of participants with account balances2021-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
2020: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-0146
Total number of active participants reported on line 7a of the Form 55002020-04-0141
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-013
Total of all active and inactive participants2020-04-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-0144
Number of participants with account balances2020-04-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
2019: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-0150
Total number of active participants reported on line 7a of the Form 55002019-04-0141
Number of retired or separated participants receiving benefits2019-04-013
Number of other retired or separated participants entitled to future benefits2019-04-012
Total of all active and inactive participants2019-04-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-0146
Number of participants with account balances2019-04-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
2018: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-0153
Total number of active participants reported on line 7a of the Form 55002018-04-0142
Number of retired or separated participants receiving benefits2018-04-014
Number of other retired or separated participants entitled to future benefits2018-04-014
Total of all active and inactive participants2018-04-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-0150
Number of participants with account balances2018-04-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
2017: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-0155
Total number of active participants reported on line 7a of the Form 55002017-04-0146
Number of retired or separated participants receiving benefits2017-04-013
Number of other retired or separated participants entitled to future benefits2017-04-014
Total of all active and inactive participants2017-04-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-0153
Number of participants with account balances2017-04-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
2016: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-0158
Total number of active participants reported on line 7a of the Form 55002016-04-0150
Number of retired or separated participants receiving benefits2016-04-011
Number of other retired or separated participants entitled to future benefits2016-04-014
Total of all active and inactive participants2016-04-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-0155
Number of participants with account balances2016-04-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-0167
Total number of active participants reported on line 7a of the Form 55002015-04-0154
Number of retired or separated participants receiving benefits2015-04-011
Number of other retired or separated participants entitled to future benefits2015-04-013
Total of all active and inactive participants2015-04-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-0158
Number of participants with account balances2015-04-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-0168
Total number of active participants reported on line 7a of the Form 55002014-04-0157
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-0110
Total of all active and inactive participants2014-04-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-0167
Number of participants with account balances2014-04-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-0169
Total number of active participants reported on line 7a of the Form 55002013-04-0163
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-015
Total of all active and inactive participants2013-04-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-0168
Number of participants with account balances2013-04-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-014
2012: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-0175
Total number of active participants reported on line 7a of the Form 55002012-04-0162
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-017
Total of all active and inactive participants2012-04-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-0169
Number of participants with account balances2012-04-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-016
2011: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-0170
Total number of active participants reported on line 7a of the Form 55002011-04-0164
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-017
Total of all active and inactive participants2011-04-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-0171
Number of participants with account balances2011-04-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-012
2009: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-0172
Total number of active participants reported on line 7a of the Form 55002009-04-0158
Number of retired or separated participants receiving benefits2009-04-015
Number of other retired or separated participants entitled to future benefits2009-04-012
Total of all active and inactive participants2009-04-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-0165
Number of participants with account balances2009-04-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-012

Financial Data on PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-03-31$0
Total plan liabilities at beginning of year2022-03-31$310
Total income from all sources2022-03-31$0
Expenses. Total of all expenses incurred2022-03-31$8,398,433
Benefits paid (including direct rollovers)2022-03-31$8,398,433
Total plan assets at end of year2022-03-31$0
Total plan assets at beginning of year2022-03-31$8,398,743
Value of fidelity bond covering the plan2022-03-31$2,000,000
Other income received2022-03-31$0
Net income (gross income less expenses)2022-03-31$-8,398,433
Net plan assets at end of year (total assets less liabilities)2022-03-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-03-31$8,398,433
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
2021 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-03-31$310
Total plan liabilities at beginning of year2021-03-31$11,029
Total income from all sources2021-03-31$2,506,692
Expenses. Total of all expenses incurred2021-03-31$838,180
Benefits paid (including direct rollovers)2021-03-31$838,120
Total plan assets at end of year2021-03-31$8,398,078
Total plan assets at beginning of year2021-03-31$6,740,285
Value of fidelity bond covering the plan2021-03-31$2,000,000
Other income received2021-03-31$2,506,692
Net income (gross income less expenses)2021-03-31$1,668,512
Net plan assets at end of year (total assets less liabilities)2021-03-31$8,397,768
Net plan assets at beginning of year (total assets less liabilities)2021-03-31$6,729,256
Assets. Value of employer securities2021-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-03-31$60
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$829,581
2020 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-03-31$11,029
Total plan liabilities at beginning of year2020-03-31$11,027
Total income from all sources2020-03-31$329,295
Expenses. Total of all expenses incurred2020-03-31$931,556
Benefits paid (including direct rollovers)2020-03-31$931,556
Total plan assets at end of year2020-03-31$6,740,285
Total plan assets at beginning of year2020-03-31$7,342,544
Value of fidelity bond covering the plan2020-03-31$2,000,000
Other income received2020-03-31$329,295
Net income (gross income less expenses)2020-03-31$-602,261
Net plan assets at end of year (total assets less liabilities)2020-03-31$6,729,256
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$7,331,517
Assets. Value of employer securities2020-03-31$6,694,211
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-03-31$923,884
2019 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-03-31$11,027
Total plan liabilities at beginning of year2019-03-31$4,268
Total income from all sources2019-03-31$1,054,437
Expenses. Total of all expenses incurred2019-03-31$785,366
Benefits paid (including direct rollovers)2019-03-31$785,366
Total plan assets at end of year2019-03-31$7,342,544
Total plan assets at beginning of year2019-03-31$7,066,714
Value of fidelity bond covering the plan2019-03-31$2,000,000
Other income received2019-03-31$1,054,437
Net income (gross income less expenses)2019-03-31$269,071
Net plan assets at end of year (total assets less liabilities)2019-03-31$7,331,517
Net plan assets at beginning of year (total assets less liabilities)2019-03-31$7,062,446
Assets. Value of employer securities2019-03-31$7,293,123
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$778,413
2018 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-03-31$4,268
Total plan liabilities at beginning of year2018-03-31$4,268
Total income from all sources2018-03-31$892,804
Expenses. Total of all expenses incurred2018-03-31$480,592
Benefits paid (including direct rollovers)2018-03-31$480,592
Total plan assets at end of year2018-03-31$7,066,714
Total plan assets at beginning of year2018-03-31$6,654,502
Value of fidelity bond covering the plan2018-03-31$2,000,000
Other income received2018-03-31$892,804
Net income (gross income less expenses)2018-03-31$412,212
Net plan assets at end of year (total assets less liabilities)2018-03-31$7,062,446
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$6,650,234
Assets. Value of employer securities2018-03-31$7,018,528
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$480,345
2017 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-03-31$4,268
Total plan liabilities at beginning of year2017-03-31$4,268
Total income from all sources2017-03-31$1,198,207
Expenses. Total of all expenses incurred2017-03-31$189,283
Benefits paid (including direct rollovers)2017-03-31$189,283
Total plan assets at end of year2017-03-31$6,654,502
Total plan assets at beginning of year2017-03-31$5,645,578
Value of fidelity bond covering the plan2017-03-31$2,000,000
Other income received2017-03-31$1,198,207
Net income (gross income less expenses)2017-03-31$1,008,924
Net plan assets at end of year (total assets less liabilities)2017-03-31$6,650,234
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$5,641,310
Assets. Value of employer securities2017-03-31$6,609,022
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-03-31$189,075
2016 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-03-31$4,268
Total plan liabilities at beginning of year2016-03-31$4,268
Total income from all sources2016-03-31$1,147,927
Expenses. Total of all expenses incurred2016-03-31$301,566
Benefits paid (including direct rollovers)2016-03-31$301,566
Total plan assets at end of year2016-03-31$5,645,578
Total plan assets at beginning of year2016-03-31$4,799,217
Value of fidelity bond covering the plan2016-03-31$2,000,000
Other income received2016-03-31$1,147,927
Net income (gross income less expenses)2016-03-31$846,361
Net plan assets at end of year (total assets less liabilities)2016-03-31$5,641,310
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$4,794,949
Assets. Value of employer securities2016-03-31$5,602,041
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$300,699
2015 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-03-31$4,268
Total plan liabilities at beginning of year2015-03-31$4,269
Total income from all sources2015-03-31$1,105,202
Expenses. Total of all expenses incurred2015-03-31$228,174
Benefits paid (including direct rollovers)2015-03-31$228,174
Total plan assets at end of year2015-03-31$4,799,217
Total plan assets at beginning of year2015-03-31$3,922,190
Value of fidelity bond covering the plan2015-03-31$2,000,000
Other income received2015-03-31$1,105,202
Net income (gross income less expenses)2015-03-31$877,028
Net plan assets at end of year (total assets less liabilities)2015-03-31$4,794,949
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$3,917,921
Assets. Value of employer securities2015-03-31$4,754,106
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$22,704
2014 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-03-31$4,269
Total plan liabilities at beginning of year2014-03-31$4,266
Total income from all sources2014-03-31$329,080
Expenses. Total of all expenses incurred2014-03-31$383,092
Benefits paid (including direct rollovers)2014-03-31$382,942
Total plan assets at end of year2014-03-31$3,922,190
Total plan assets at beginning of year2014-03-31$3,976,199
Value of fidelity bond covering the plan2014-03-31$2,000,000
Other income received2014-03-31$329,080
Net income (gross income less expenses)2014-03-31$-54,012
Net plan assets at end of year (total assets less liabilities)2014-03-31$3,917,921
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$3,971,933
Assets. Value of employer securities2014-03-31$3,878,769
Expenses. Administrative service providers (salaries,fees and commissions)2014-03-31$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$382,358
2013 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-03-31$4,266
Total plan liabilities at beginning of year2013-03-31$15,458
Total income from all sources2013-03-31$-113,135
Expenses. Total of all expenses incurred2013-03-31$484,461
Benefits paid (including direct rollovers)2013-03-31$484,460
Total plan assets at end of year2013-03-31$3,976,199
Total plan assets at beginning of year2013-03-31$4,584,987
Value of fidelity bond covering the plan2013-03-31$2,000,000
Other income received2013-03-31$-113,135
Net income (gross income less expenses)2013-03-31$-597,596
Net plan assets at end of year (total assets less liabilities)2013-03-31$3,971,933
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$4,569,529
Assets. Value of employer securities2013-03-31$3,935,074
Expenses. Administrative service providers (salaries,fees and commissions)2013-03-31$1
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$483,847
2012 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-03-31$15,458
Total plan liabilities at beginning of year2012-03-31$329,794
Total income from all sources2012-03-31$193,804
Expenses. Total of all expenses incurred2012-03-31$709,646
Benefits paid (including direct rollovers)2012-03-31$709,332
Total plan assets at end of year2012-03-31$4,584,987
Total plan assets at beginning of year2012-03-31$5,415,165
Value of fidelity bond covering the plan2012-03-31$2,000,000
Expenses. Other expenses not covered elsewhere2012-03-31$314
Other income received2012-03-31$193,804
Net income (gross income less expenses)2012-03-31$-515,842
Net plan assets at end of year (total assets less liabilities)2012-03-31$4,569,529
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$5,085,371
Assets. Value of employer securities2012-03-31$4,533,313
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$667,954
2011 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-03-31$329,794
Total plan liabilities at beginning of year2011-03-31$4,253
Total income from all sources2011-03-31$96,311
Expenses. Total of all expenses incurred2011-03-31$470,244
Benefits paid (including direct rollovers)2011-03-31$470,073
Total plan assets at end of year2011-03-31$5,415,165
Total plan assets at beginning of year2011-03-31$5,463,557
Value of fidelity bond covering the plan2011-03-31$2,000,000
Expenses. Other expenses not covered elsewhere2011-03-31$171
Other income received2011-03-31$96,311
Net income (gross income less expenses)2011-03-31$-373,933
Net plan assets at end of year (total assets less liabilities)2011-03-31$5,085,371
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$5,459,304
Assets. Value of employer securities2011-03-31$5,014,058
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0

Form 5500 Responses for PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2021: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingYes
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2009: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0106880
Policy instance 1
Insurance contract or identification number0106880
Number of Individuals Covered1
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0106880
Policy instance 1
Insurance contract or identification number0106880
Number of Individuals Covered1
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Insurance broker organization code?3
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0106880
Policy instance 1
Insurance contract or identification number0106880
Number of Individuals Covered1
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Insurance broker organization code?3
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0106880
Policy instance 1
Insurance contract or identification number0106880
Number of Individuals Covered1
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Insurance broker organization code?3
Insurance broker nameN/A

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