PRITCHARD & JERDEN, INC. has sponsored the creation of one or more 401k plans.
Additional information about PRITCHARD & JERDEN, INC.
Submission information for form 5500 for 401k plan PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Measure | Date | Value |
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2021: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-04-01 | 44 |
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. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-04-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 41 |
Number of retired or separated participants receiving benefits | 2020-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 3 |
Total of all active and inactive participants | 2020-04-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-04-01 | 0 |
Total participants | 2020-04-01 | 44 |
Number of participants with account balances | 2020-04-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-04-01 | 0 |
2019: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-04-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 41 |
Number of retired or separated participants receiving benefits | 2019-04-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 2 |
Total of all active and inactive participants | 2019-04-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-04-01 | 0 |
Total participants | 2019-04-01 | 46 |
Number of participants with account balances | 2019-04-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-04-01 | 0 |
2018: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-04-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 42 |
Number of retired or separated participants receiving benefits | 2018-04-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 4 |
Total of all active and inactive participants | 2018-04-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-04-01 | 0 |
Total participants | 2018-04-01 | 50 |
Number of participants with account balances | 2018-04-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-04-01 | 0 |
2017: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-04-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 46 |
Number of retired or separated participants receiving benefits | 2017-04-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 4 |
Total of all active and inactive participants | 2017-04-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-04-01 | 0 |
Total participants | 2017-04-01 | 53 |
Number of participants with account balances | 2017-04-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-04-01 | 0 |
2016: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-04-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 50 |
Number of retired or separated participants receiving benefits | 2016-04-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 4 |
Total of all active and inactive participants | 2016-04-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-04-01 | 0 |
Total participants | 2016-04-01 | 55 |
Number of participants with account balances | 2016-04-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-04-01 | 0 |
2015: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-04-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 54 |
Number of retired or separated participants receiving benefits | 2015-04-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 3 |
Total of all active and inactive participants | 2015-04-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-01 | 0 |
Total participants | 2015-04-01 | 58 |
Number of participants with account balances | 2015-04-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-04-01 | 0 |
2014: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-04-01 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 57 |
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 | 10 |
Total of all active and inactive participants | 2014-04-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 0 |
Total participants | 2014-04-01 | 67 |
Number of participants with account balances | 2014-04-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 0 |
2013: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-04-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 63 |
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 | 5 |
Total of all active and inactive participants | 2013-04-01 | 68 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
Total participants | 2013-04-01 | 68 |
Number of participants with account balances | 2013-04-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 4 |
2012: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-04-01 | 75 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 62 |
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 | 7 |
Total of all active and inactive participants | 2012-04-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
Total participants | 2012-04-01 | 69 |
Number of participants with account balances | 2012-04-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 6 |
2011: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-04-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 64 |
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 | 7 |
Total of all active and inactive participants | 2011-04-01 | 71 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 0 |
Total participants | 2011-04-01 | 71 |
Number of participants with account balances | 2011-04-01 | 71 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 2 |
2009: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-04-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 58 |
Number of retired or separated participants receiving benefits | 2009-04-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 2 |
Total of all active and inactive participants | 2009-04-01 | 65 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
Total participants | 2009-04-01 | 65 |
Number of participants with account balances | 2009-04-01 | 65 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 2 |
Measure | Date | Value |
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2022 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
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Total plan liabilities at end of year | 2022-03-31 | $0 |
Total plan liabilities at beginning of year | 2022-03-31 | $310 |
Total income from all sources | 2022-03-31 | $0 |
Expenses. Total of all expenses incurred | 2022-03-31 | $8,398,433 |
Benefits paid (including direct rollovers) | 2022-03-31 | $8,398,433 |
Total plan assets at end of year | 2022-03-31 | $0 |
Total plan assets at beginning of year | 2022-03-31 | $8,398,743 |
Value of fidelity bond covering the plan | 2022-03-31 | $2,000,000 |
Other income received | 2022-03-31 | $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 securities | 2022-03-31 | $0 |
2021 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-03-31 | $310 |
Total plan liabilities at beginning of year | 2021-03-31 | $11,029 |
Total income from all sources | 2021-03-31 | $2,506,692 |
Expenses. Total of all expenses incurred | 2021-03-31 | $838,180 |
Benefits paid (including direct rollovers) | 2021-03-31 | $838,120 |
Total plan assets at end of year | 2021-03-31 | $8,398,078 |
Total plan assets at beginning of year | 2021-03-31 | $6,740,285 |
Value of fidelity bond covering the plan | 2021-03-31 | $2,000,000 |
Other income received | 2021-03-31 | $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 securities | 2021-03-31 | $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 securities | 2021-03-31 | $829,581 |
2020 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
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Total plan liabilities at end of year | 2020-03-31 | $11,029 |
Total plan liabilities at beginning of year | 2020-03-31 | $11,027 |
Total income from all sources | 2020-03-31 | $329,295 |
Expenses. Total of all expenses incurred | 2020-03-31 | $931,556 |
Benefits paid (including direct rollovers) | 2020-03-31 | $931,556 |
Total plan assets at end of year | 2020-03-31 | $6,740,285 |
Total plan assets at beginning of year | 2020-03-31 | $7,342,544 |
Value of fidelity bond covering the plan | 2020-03-31 | $2,000,000 |
Other income received | 2020-03-31 | $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 securities | 2020-03-31 | $6,694,211 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-03-31 | $923,884 |
2019 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
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Total plan liabilities at end of year | 2019-03-31 | $11,027 |
Total plan liabilities at beginning of year | 2019-03-31 | $4,268 |
Total income from all sources | 2019-03-31 | $1,054,437 |
Expenses. Total of all expenses incurred | 2019-03-31 | $785,366 |
Benefits paid (including direct rollovers) | 2019-03-31 | $785,366 |
Total plan assets at end of year | 2019-03-31 | $7,342,544 |
Total plan assets at beginning of year | 2019-03-31 | $7,066,714 |
Value of fidelity bond covering the plan | 2019-03-31 | $2,000,000 |
Other income received | 2019-03-31 | $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 securities | 2019-03-31 | $7,293,123 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-03-31 | $778,413 |
2018 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-03-31 | $4,268 |
Total plan liabilities at beginning of year | 2018-03-31 | $4,268 |
Total income from all sources | 2018-03-31 | $892,804 |
Expenses. Total of all expenses incurred | 2018-03-31 | $480,592 |
Benefits paid (including direct rollovers) | 2018-03-31 | $480,592 |
Total plan assets at end of year | 2018-03-31 | $7,066,714 |
Total plan assets at beginning of year | 2018-03-31 | $6,654,502 |
Value of fidelity bond covering the plan | 2018-03-31 | $2,000,000 |
Other income received | 2018-03-31 | $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 securities | 2018-03-31 | $7,018,528 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-03-31 | $480,345 |
2017 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
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Total plan liabilities at end of year | 2017-03-31 | $4,268 |
Total plan liabilities at beginning of year | 2017-03-31 | $4,268 |
Total income from all sources | 2017-03-31 | $1,198,207 |
Expenses. Total of all expenses incurred | 2017-03-31 | $189,283 |
Benefits paid (including direct rollovers) | 2017-03-31 | $189,283 |
Total plan assets at end of year | 2017-03-31 | $6,654,502 |
Total plan assets at beginning of year | 2017-03-31 | $5,645,578 |
Value of fidelity bond covering the plan | 2017-03-31 | $2,000,000 |
Other income received | 2017-03-31 | $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 securities | 2017-03-31 | $6,609,022 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-03-31 | $189,075 |
2016 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-03-31 | $4,268 |
Total plan liabilities at beginning of year | 2016-03-31 | $4,268 |
Total income from all sources | 2016-03-31 | $1,147,927 |
Expenses. Total of all expenses incurred | 2016-03-31 | $301,566 |
Benefits paid (including direct rollovers) | 2016-03-31 | $301,566 |
Total plan assets at end of year | 2016-03-31 | $5,645,578 |
Total plan assets at beginning of year | 2016-03-31 | $4,799,217 |
Value of fidelity bond covering the plan | 2016-03-31 | $2,000,000 |
Other income received | 2016-03-31 | $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 securities | 2016-03-31 | $5,602,041 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-03-31 | $300,699 |
2015 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-03-31 | $4,268 |
Total plan liabilities at beginning of year | 2015-03-31 | $4,269 |
Total income from all sources | 2015-03-31 | $1,105,202 |
Expenses. Total of all expenses incurred | 2015-03-31 | $228,174 |
Benefits paid (including direct rollovers) | 2015-03-31 | $228,174 |
Total plan assets at end of year | 2015-03-31 | $4,799,217 |
Total plan assets at beginning of year | 2015-03-31 | $3,922,190 |
Value of fidelity bond covering the plan | 2015-03-31 | $2,000,000 |
Other income received | 2015-03-31 | $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 securities | 2015-03-31 | $4,754,106 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-03-31 | $22,704 |
2014 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-03-31 | $4,269 |
Total plan liabilities at beginning of year | 2014-03-31 | $4,266 |
Total income from all sources | 2014-03-31 | $329,080 |
Expenses. Total of all expenses incurred | 2014-03-31 | $383,092 |
Benefits paid (including direct rollovers) | 2014-03-31 | $382,942 |
Total plan assets at end of year | 2014-03-31 | $3,922,190 |
Total plan assets at beginning of year | 2014-03-31 | $3,976,199 |
Value of fidelity bond covering the plan | 2014-03-31 | $2,000,000 |
Other income received | 2014-03-31 | $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 securities | 2014-03-31 | $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 securities | 2014-03-31 | $382,358 |
2013 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-03-31 | $4,266 |
Total plan liabilities at beginning of year | 2013-03-31 | $15,458 |
Total income from all sources | 2013-03-31 | $-113,135 |
Expenses. Total of all expenses incurred | 2013-03-31 | $484,461 |
Benefits paid (including direct rollovers) | 2013-03-31 | $484,460 |
Total plan assets at end of year | 2013-03-31 | $3,976,199 |
Total plan assets at beginning of year | 2013-03-31 | $4,584,987 |
Value of fidelity bond covering the plan | 2013-03-31 | $2,000,000 |
Other income received | 2013-03-31 | $-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 securities | 2013-03-31 | $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 securities | 2013-03-31 | $483,847 |
2012 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-03-31 | $15,458 |
Total plan liabilities at beginning of year | 2012-03-31 | $329,794 |
Total income from all sources | 2012-03-31 | $193,804 |
Expenses. Total of all expenses incurred | 2012-03-31 | $709,646 |
Benefits paid (including direct rollovers) | 2012-03-31 | $709,332 |
Total plan assets at end of year | 2012-03-31 | $4,584,987 |
Total plan assets at beginning of year | 2012-03-31 | $5,415,165 |
Value of fidelity bond covering the plan | 2012-03-31 | $2,000,000 |
Expenses. Other expenses not covered elsewhere | 2012-03-31 | $314 |
Other income received | 2012-03-31 | $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 securities | 2012-03-31 | $4,533,313 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-03-31 | $667,954 |
2011 : PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-03-31 | $329,794 |
Total plan liabilities at beginning of year | 2011-03-31 | $4,253 |
Total income from all sources | 2011-03-31 | $96,311 |
Expenses. Total of all expenses incurred | 2011-03-31 | $470,244 |
Benefits paid (including direct rollovers) | 2011-03-31 | $470,073 |
Total plan assets at end of year | 2011-03-31 | $5,415,165 |
Total plan assets at beginning of year | 2011-03-31 | $5,463,557 |
Value of fidelity bond covering the plan | 2011-03-31 | $2,000,000 |
Expenses. Other expenses not covered elsewhere | 2011-03-31 | $171 |
Other income received | 2011-03-31 | $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 securities | 2011-03-31 | $5,014,058 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-03-31 | $0 |
2021: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses |
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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) | No |
2021-04-01 | Plan is a collectively bargained plan | No |
2021-04-01 | Plan funding arrangement – Trust | Yes |
2021-04-01 | Plan benefit arrangement - Trust | Yes |
2020: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses |
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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 – Insurance | Yes |
2020-04-01 | Plan benefit arrangement - Trust | Yes |
2019: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses |
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2019-04-01 | Type of plan entity | Single employer plan |
2019-04-01 | Submission has been amended | No |
2019-04-01 | This submission is the final filing | No |
2019-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-04-01 | Plan is a collectively bargained plan | No |
2019-04-01 | Plan funding arrangement – Insurance | Yes |
2019-04-01 | Plan funding arrangement – Trust | Yes |
2019-04-01 | Plan benefit arrangement – Insurance | Yes |
2019-04-01 | Plan benefit arrangement - Trust | Yes |
2018: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses |
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2018-04-01 | Type of plan entity | Single employer plan |
2018-04-01 | Submission has been amended | No |
2018-04-01 | This submission is the final filing | No |
2018-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-04-01 | Plan is a collectively bargained plan | No |
2018-04-01 | Plan funding arrangement – Insurance | Yes |
2018-04-01 | Plan funding arrangement – Trust | Yes |
2018-04-01 | Plan benefit arrangement – Insurance | Yes |
2018-04-01 | Plan benefit arrangement - Trust | Yes |
2017: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses |
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2017-04-01 | Type of plan entity | Single employer plan |
2017-04-01 | Submission has been amended | No |
2017-04-01 | This submission is the final filing | No |
2017-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-04-01 | Plan is a collectively bargained plan | No |
2017-04-01 | Plan funding arrangement – Insurance | Yes |
2017-04-01 | Plan funding arrangement – Trust | Yes |
2017-04-01 | Plan benefit arrangement – Insurance | Yes |
2017-04-01 | Plan benefit arrangement - Trust | Yes |
2016: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses |
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2016-04-01 | Type of plan entity | Single employer plan |
2016-04-01 | Submission has been amended | No |
2016-04-01 | This submission is the final filing | No |
2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-04-01 | Plan is a collectively bargained plan | No |
2016-04-01 | Plan funding arrangement – Insurance | Yes |
2016-04-01 | Plan funding arrangement – Trust | Yes |
2016-04-01 | Plan benefit arrangement – Insurance | Yes |
2016-04-01 | Plan benefit arrangement - Trust | Yes |
2015: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses |
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2015-04-01 | Type of plan entity | Single employer plan |
2015-04-01 | Submission has been amended | No |
2015-04-01 | This submission is the final filing | No |
2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-04-01 | Plan is a collectively bargained plan | No |
2015-04-01 | Plan funding arrangement – Insurance | Yes |
2015-04-01 | Plan funding arrangement – Trust | Yes |
2015-04-01 | Plan benefit arrangement – Insurance | Yes |
2015-04-01 | Plan benefit arrangement - Trust | Yes |
2014: PRITCHARD & JERDEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses |
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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. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses |
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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. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses |
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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. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses |
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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. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses |
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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 |