| Plan Name | PENCOR, INC. PROFIT SHARING PLAN AND TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | PENCOR, INC. |
| Employer identification number (EIN): | 593186581 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about PENCOR, INC.
| Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
| Incorporation Date: | 1986-10-14 |
| Company Identification Number: | 600643339 |
| Legal Registered Office Address: |
14200 NE 21ST ST PO BOX 692 BELLEVUE United States of America (USA) 98072 |
More information about PENCOR, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2017-01-01 | CHARLES A. BROWN | |||
| 001 | 2016-01-01 | CHARLES A. BROWN | |||
| 001 | 2015-01-01 | CHARLES A. BROWN | |||
| 001 | 2014-01-01 | CHARLES A. BROWN | |||
| 001 | 2013-01-01 | CHARLES A. BROWN | |||
| 001 | 2012-01-01 | CHARLES A. BROWN | |||
| 001 | 2011-01-01 | CHARLES A. BROWN | CHARLES A. BROWN | 2012-09-12 | |
| 001 | 2010-01-01 | CHARLES A. BROWN | |||
| 001 | 2009-01-01 | CHARLES A. BROWN | CHARLES A. BROWN | 2010-07-26 | |
| 001 | 2007-01-01 | CHARLES A. BROWN | CHARLES A. BROWN | 2010-08-04 |
| Measure | Date | Value |
|---|---|---|
| 2017 : PENCOR, INC. PROFIT SHARING PLAN AND TRUST 2017 401k financial data | ||
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $518,798 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $870,339 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $869,739 |
| Total plan assets at end of year | 2017-12-31 | $2,749,971 |
| Total plan assets at beginning of year | 2017-12-31 | $3,101,512 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $156,254 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $600 |
| Other income received | 2017-12-31 | $308,646 |
| Net income (gross income less expenses) | 2017-12-31 | $-351,541 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,749,971 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,101,512 |
| Assets. Value of participant loans | 2017-12-31 | $11,739 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $53,898 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : PENCOR, INC. PROFIT SHARING PLAN AND TRUST 2016 401k financial data | ||
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $678,402 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $5,011 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,769 |
| Total plan assets at end of year | 2016-12-31 | $3,101,512 |
| Total plan assets at beginning of year | 2016-12-31 | $2,428,121 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $154,733 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $420,106 |
| Other income received | 2016-12-31 | $50,871 |
| Net income (gross income less expenses) | 2016-12-31 | $673,391 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,101,512 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,428,121 |
| Assets. Value of participant loans | 2016-12-31 | $5,329 |
| Assets. Value of employer securities | 2016-12-31 | $100,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $52,692 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $3,242 |
| 2015 : PENCOR, INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data | ||
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $200,546 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $212,433 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $210,650 |
| Total plan assets at end of year | 2015-12-31 | $2,428,121 |
| Total plan assets at beginning of year | 2015-12-31 | $2,440,008 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $132,463 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $213 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $29,030 |
| Other income received | 2015-12-31 | $-7,616 |
| Net income (gross income less expenses) | 2015-12-31 | $-11,887 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,428,121 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,440,008 |
| Assets. Value of participant loans | 2015-12-31 | $5,681 |
| Assets. Value of employer securities | 2015-12-31 | $151,302 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $46,669 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,570 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : PENCOR, INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data | ||
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $235,805 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $33,523 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $19,744 |
| Total plan assets at end of year | 2014-12-31 | $2,440,008 |
| Total plan assets at beginning of year | 2014-12-31 | $2,237,726 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $114,999 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $13,611 |
| Other income received | 2014-12-31 | $80,131 |
| Net income (gross income less expenses) | 2014-12-31 | $202,282 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,440,008 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,237,726 |
| Assets. Value of participant loans | 2014-12-31 | $18,191 |
| Assets. Value of employer securities | 2014-12-31 | $140,774 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $40,675 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $168 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : PENCOR, INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data | ||
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $368,753 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $426,979 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $426,805 |
| Total plan assets at end of year | 2013-12-31 | $2,237,726 |
| Total plan assets at beginning of year | 2013-12-31 | $2,295,952 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $108,843 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $2,925 |
| Other income received | 2013-12-31 | $201,394 |
| Net income (gross income less expenses) | 2013-12-31 | $-58,226 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,237,726 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,295,952 |
| Assets. Value of participant loans | 2013-12-31 | $23,146 |
| Assets. Value of employer securities | 2013-12-31 | $140,774 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $55,591 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $174 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : PENCOR, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data | ||
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $296,726 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $8,638 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $8,468 |
| Total plan assets at end of year | 2012-12-31 | $2,295,952 |
| Total plan assets at beginning of year | 2012-12-31 | $2,007,864 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $81,233 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $12,695 |
| Other income received | 2012-12-31 | $169,624 |
| Net income (gross income less expenses) | 2012-12-31 | $288,088 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,295,952 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,007,864 |
| Assets. Value of participant loans | 2012-12-31 | $29,458 |
| Assets. Value of employer securities | 2012-12-31 | $140,774 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $33,174 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $170 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : PENCOR, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data | ||
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $152,555 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $20,145 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $19,862 |
| Total plan assets at end of year | 2011-12-31 | $2,007,864 |
| Total plan assets at beginning of year | 2011-12-31 | $1,875,454 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $103,429 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $18,647 |
| Other income received | 2011-12-31 | $-15,597 |
| Net income (gross income less expenses) | 2011-12-31 | $132,410 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,007,864 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,875,454 |
| Assets. Value of participant loans | 2011-12-31 | $35,118 |
| Assets. Value of employer securities | 2011-12-31 | $140,774 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $46,076 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $283 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : PENCOR, INC. PROFIT SHARING PLAN AND TRUST 2010 401k financial data | ||
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $266,121 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $124,852 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $124,682 |
| Total plan assets at end of year | 2010-12-31 | $1,875,454 |
| Total plan assets at beginning of year | 2010-12-31 | $1,734,185 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $78,670 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $170 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $39,909 |
| Other income received | 2010-12-31 | $116,981 |
| Net income (gross income less expenses) | 2010-12-31 | $141,269 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,875,454 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,734,185 |
| Assets. Value of participant loans | 2010-12-31 | $40,763 |
| Assets. Value of employer securities | 2010-12-31 | $140,774 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $30,561 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : PENCOR, INC. PROFIT SHARING PLAN AND TRUST 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2007 : PENCOR, INC. PROFIT SHARING PLAN AND TRUST 2007 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2007-12-31 | $0 |
| 2017: PENCOR, INC. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses | ||
|---|---|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PENCOR, INC. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PENCOR, INC. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PENCOR, INC. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PENCOR, INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PENCOR, INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PENCOR, INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: PENCOR, INC. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PENCOR, INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: PENCOR, INC. PROFIT SHARING PLAN AND TRUST 2007 form 5500 responses | ||
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | 816312 |
| Policy instance | 1 |