PROGRESS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROGRESS TAX DEFERRED ANNUITY PLAN
Measure | Date | Value |
---|
2012 : PROGRESS TAX DEFERRED ANNUITY PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-10-31 | $0 |
Total transfer of assets from this plan | 2012-10-31 | $766,768 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-10-31 | $0 |
Total income from all sources (including contributions) | 2012-10-31 | $85,463 |
Total loss/gain on sale of assets | 2012-10-31 | $0 |
Total of all expenses incurred | 2012-10-31 | $77,551 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-10-31 | $74,831 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-10-31 | $35,270 |
Value of total assets at end of year | 2012-10-31 | $0 |
Value of total assets at beginning of year | 2012-10-31 | $758,856 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-10-31 | $2,720 |
Total interest from all sources | 2012-10-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-10-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-10-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2012-10-31 | $0 |
Was this plan covered by a fidelity bond | 2012-10-31 | Yes |
Value of fidelity bond cover | 2012-10-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2012-10-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-10-31 | No |
Contributions received from participants | 2012-10-31 | $26,015 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-10-31 | $0 |
Other income not declared elsewhere | 2012-10-31 | $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 | 2012-10-31 | No |
Value of net income/loss | 2012-10-31 | $7,912 |
Value of net assets at end of year (total assets less liabilities) | 2012-10-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-10-31 | $758,856 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-10-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-10-31 | $306,755 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-10-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-10-31 | $452,101 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-10-31 | $50,193 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-10-31 | No |
Contributions received in cash from employer | 2012-10-31 | $9,255 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-10-31 | $74,831 |
Contract administrator fees | 2012-10-31 | $2,720 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-10-31 | No |
Did the plan have assets held for investment | 2012-10-31 | No |
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 | 2012-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-10-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-10-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-10-31 | Disclaimer |
Accountancy firm name | 2012-10-31 | JASON UNDERWOOD, CPA, PLLC |
Accountancy firm EIN | 2012-10-31 | 453976013 |
2011 : PROGRESS TAX DEFERRED ANNUITY PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $108,827 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $66,422 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $66,422 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $116,274 |
Value of total assets at end of year | 2011-12-31 | $758,856 |
Value of total assets at beginning of year | 2011-12-31 | $716,451 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | No |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $68,826 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $2,960 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $42,405 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $758,856 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $716,451 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $306,755 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $275,101 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $452,101 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $441,350 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-7,447 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $47,448 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $63,462 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | JASON UNDERWOOD, CPA, PLLC |
Accountancy firm EIN | 2011-12-31 | 453976013 |
2010 : PROGRESS TAX DEFERRED ANNUITY PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $131,322 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $78,778 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $75,998 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $77,224 |
Value of total assets at end of year | 2010-12-31 | $716,449 |
Value of total assets at beginning of year | 2010-12-31 | $663,905 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,780 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | No |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $42,634 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $52,544 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $716,449 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $663,905 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $275,101 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $216,540 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $441,348 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $447,365 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $54,098 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $34,590 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $75,998 |
Contract administrator fees | 2010-12-31 | $2,780 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | JASON UNDERWOOD CPA, PLLC |
Accountancy firm EIN | 2010-12-31 | 453976013 |