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FEHR & PEERS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameFEHR & PEERS 401(K) PROFIT SHARING PLAN
Plan identification number 004

FEHR & PEERS 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FEHR & PEERS has sponsored the creation of one or more 401k plans.

Company Name:FEHR & PEERS
Employer identification number (EIN):680065540
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FEHR & PEERS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01MARION DONNELLY MARION DONNELLY2018-09-25
0042017-01-01MARION DONNELLY MARION DONNELLY2018-09-25
0042016-01-01MARION DONNELLY
0042015-01-01MARION DONNELLY
0042014-01-01MARION DONNELLY MARION DONNELLY2015-10-12
0042013-01-01MARION DONNELLY MARION DONNELLY2014-10-14
0042012-01-01MARION DONNELLY MARION DONNELLY2013-10-15
0042011-01-01MARION DONNELLY MARION DONNELLY2012-10-09
0042009-01-01MARION DONNELLY MARION DONNELLY2010-10-11

Plan Statistics for FEHR & PEERS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for FEHR & PEERS 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01417
Total number of active participants reported on line 7a of the Form 55002022-01-01318
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01120
Total of all active and inactive participants2022-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01439
Number of participants with account balances2022-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01394
Total number of active participants reported on line 7a of the Form 55002021-01-01303
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01114
Total of all active and inactive participants2021-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01417
Number of participants with account balances2021-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01388
Total number of active participants reported on line 7a of the Form 55002020-01-01296
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0198
Total of all active and inactive participants2020-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01394
Number of participants with account balances2020-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01369
Total number of active participants reported on line 7a of the Form 55002019-01-01290
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0196
Total of all active and inactive participants2019-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01386
Number of participants with account balances2019-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01347
Total number of active participants reported on line 7a of the Form 55002018-01-01271
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0198
Total of all active and inactive participants2018-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01369
Number of participants with account balances2018-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01301
Total number of active participants reported on line 7a of the Form 55002017-01-01262
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0184
Total of all active and inactive participants2017-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01346
Number of participants with account balances2017-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01310
Total number of active participants reported on line 7a of the Form 55002016-01-01222
Number of other retired or separated participants entitled to future benefits2016-01-0177
Total of all active and inactive participants2016-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01299
Number of participants with account balances2016-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01293
Total number of active participants reported on line 7a of the Form 55002015-01-01241
Number of other retired or separated participants entitled to future benefits2015-01-0169
Total of all active and inactive participants2015-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01310
Number of participants with account balances2015-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01272
Total number of active participants reported on line 7a of the Form 55002014-01-01217
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0172
Total of all active and inactive participants2014-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01289
Number of participants with account balances2014-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2013: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01256
Total number of active participants reported on line 7a of the Form 55002013-01-01191
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0164
Total of all active and inactive participants2013-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01255
Number of participants with account balances2013-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0127
2012: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01263
Total number of active participants reported on line 7a of the Form 55002012-01-01190
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0158
Total of all active and inactive participants2012-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01248
Number of participants with account balances2012-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01245
Total number of active participants reported on line 7a of the Form 55002011-01-01182
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0172
Total of all active and inactive participants2011-01-01254
Total participants2011-01-01254
Number of participants with account balances2011-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0123
2009: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01285
Total number of active participants reported on line 7a of the Form 55002009-01-01196
Number of other retired or separated participants entitled to future benefits2009-01-0152
Total of all active and inactive participants2009-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01248
Number of participants with account balances2009-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0144

Financial Data on FEHR & PEERS 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : FEHR & PEERS 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-8,960,444
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,526,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,518,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,321,752
Value of total assets at end of year2022-12-31$65,810,484
Value of total assets at beginning of year2022-12-31$76,297,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,480
Total interest from all sources2022-12-31$142,255
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$801,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$801,747
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,570,913
Participant contributions at end of year2022-12-31$981,305
Participant contributions at beginning of year2022-12-31$901,167
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$331,294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$110
Administrative expenses (other) incurred2022-12-31$585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,487,262
Value of net assets at end of year (total assets less liabilities)2022-12-31$65,810,484
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$76,297,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$52,656,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$65,354,591
Value of interest in pooled separate accounts at end of year2022-12-31$5,396,762
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,859,347
Interest on participant loans2022-12-31$42,182
Interest earned on other investments2022-12-31$100,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,801,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,253,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,244,172
Net investment gain/loss from pooled separate accounts2022-12-31$-982,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,419,545
Employer contributions (assets) at end of year2022-12-31$974,037
Employer contributions (assets) at beginning of year2022-12-31$929,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,518,338
Contract administrator fees2022-12-31$7,895
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PATRICK BUZARELLOS KENDRICK, LLP
Accountancy firm EIN2022-12-31680197298
2021 : FEHR & PEERS 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$14,310,579
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,926,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,924,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,716,119
Value of total assets at end of year2021-12-31$76,297,746
Value of total assets at beginning of year2021-12-31$64,913,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,724
Total interest from all sources2021-12-31$131,124
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$729,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$729,565
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,284,612
Participant contributions at end of year2021-12-31$901,167
Participant contributions at beginning of year2021-12-31$790,252
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$100,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$1,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$11,383,870
Value of net assets at end of year (total assets less liabilities)2021-12-31$76,297,746
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$64,913,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$65,354,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$54,707,670
Value of interest in pooled separate accounts at end of year2021-12-31$2,859,347
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,292,245
Interest on participant loans2021-12-31$45,840
Interest earned on other investments2021-12-31$85,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,253,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,285,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,406,341
Net investment gain/loss from pooled separate accounts2021-12-31$327,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,330,814
Employer contributions (assets) at end of year2021-12-31$929,596
Employer contributions (assets) at beginning of year2021-12-31$837,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,924,985
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PATRICK BUZARELLOS KENDRICK, LLP
Accountancy firm EIN2021-12-31680197298
2020 : FEHR & PEERS 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,753
Total income from all sources (including contributions)2020-12-31$14,179,760
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$942,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$936,448
Value of total corrective distributions2020-12-31$8,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,359,441
Value of total assets at end of year2020-12-31$64,913,876
Value of total assets at beginning of year2020-12-31$51,683,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$-2,275
Total interest from all sources2020-12-31$119,952
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$623,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$623,172
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,102,581
Participant contributions at end of year2020-12-31$790,252
Participant contributions at beginning of year2020-12-31$628,916
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$6,753
Administrative expenses (other) incurred2020-12-31$-2,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$13,237,441
Value of net assets at end of year (total assets less liabilities)2020-12-31$64,913,876
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$51,676,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$54,707,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$44,962,644
Value of interest in pooled separate accounts at end of year2020-12-31$2,292,245
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,970,011
Interest on participant loans2020-12-31$36,943
Interest earned on other investments2020-12-31$83,009
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,285,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,257,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,872,422
Net investment gain/loss from pooled separate accounts2020-12-31$204,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,250,969
Employer contributions (assets) at end of year2020-12-31$837,804
Employer contributions (assets) at beginning of year2020-12-31$864,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$936,448
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PATRICK BUZARELLOS KENDRICK, LLP
Accountancy firm EIN2020-12-31680197298
2019 : FEHR & PEERS 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,753
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$14,135,123
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,672,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,648,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,170,135
Value of total assets at end of year2019-12-31$51,683,188
Value of total assets at beginning of year2019-12-31$39,213,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,443
Total interest from all sources2019-12-31$86,869
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$412,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$412,834
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,806,111
Participant contributions at end of year2019-12-31$628,916
Participant contributions at beginning of year2019-12-31$539,398
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$172,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6,753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$24,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,462,545
Value of net assets at end of year (total assets less liabilities)2019-12-31$51,676,435
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$39,213,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$44,962,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,566,622
Value of interest in pooled separate accounts at end of year2019-12-31$1,970,011
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,519,761
Interest on participant loans2019-12-31$30,031
Interest earned on other investments2019-12-31$56,838
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,257,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,790,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,199,614
Net investment gain/loss from pooled separate accounts2019-12-31$265,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,191,399
Employer contributions (assets) at end of year2019-12-31$864,389
Employer contributions (assets) at beginning of year2019-12-31$798,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,648,135
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PATRICK BUZARELLOS KENDRICK, LLP
Accountancy firm EIN2019-12-31680197298
2018 : FEHR & PEERS 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$986,716
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$575,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$563,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,700,087
Value of total assets at end of year2018-12-31$39,213,890
Value of total assets at beginning of year2018-12-31$38,803,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,923
Total interest from all sources2018-12-31$65,323
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$536,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$536,869
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,587,190
Participant contributions at end of year2018-12-31$539,398
Participant contributions at beginning of year2018-12-31$483,971
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,480
Administrative expenses (other) incurred2018-12-31$11,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$410,875
Value of net assets at end of year (total assets less liabilities)2018-12-31$39,213,890
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$38,803,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$33,566,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$33,594,728
Value of interest in pooled separate accounts at end of year2018-12-31$1,519,761
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,422,883
Interest on participant loans2018-12-31$23,705
Interest earned on other investments2018-12-31$41,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,790,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,608,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,226,593
Net investment gain/loss from pooled separate accounts2018-12-31$-88,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,104,417
Employer contributions (assets) at end of year2018-12-31$798,061
Employer contributions (assets) at beginning of year2018-12-31$693,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$563,918
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PATRICK BUZARELLOS KENDRICK, LLP
Accountancy firm EIN2018-12-31680197298
2017 : FEHR & PEERS 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,928,626
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$686,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$668,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,379,799
Value of total assets at end of year2017-12-31$38,803,015
Value of total assets at beginning of year2017-12-31$30,560,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,710
Total interest from all sources2017-12-31$51,813
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$417,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$417,446
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,320,268
Participant contributions at end of year2017-12-31$483,971
Participant contributions at beginning of year2017-12-31$464,393
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$67,837
Other income not declared elsewhere2017-12-31$6,532
Administrative expenses (other) incurred2017-12-31$17,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$8,242,224
Value of net assets at end of year (total assets less liabilities)2017-12-31$38,803,015
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,560,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$33,594,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$25,338,726
Value of interest in pooled separate accounts at end of year2017-12-31$1,422,883
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,220,396
Interest on participant loans2017-12-31$17,489
Interest earned on other investments2017-12-31$34,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,608,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,599,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,935,904
Net investment gain/loss from pooled separate accounts2017-12-31$137,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$991,694
Employer contributions (assets) at end of year2017-12-31$693,361
Employer contributions (assets) at beginning of year2017-12-31$937,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$668,692
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PATRICK & BUZARELLOS LLP
Accountancy firm EIN2017-12-31680197298
2016 : FEHR & PEERS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,152
Total income from all sources (including contributions)2016-12-31$4,962,309
Total of all expenses incurred2016-12-31$1,152,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,127,846
Expenses. Certain deemed distributions of participant loans2016-12-31$605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,395,330
Value of total assets at end of year2016-12-31$30,560,791
Value of total assets at beginning of year2016-12-31$26,755,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,340
Total interest from all sources2016-12-31$45,955
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$321,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$321,210
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,079,161
Participant contributions at end of year2016-12-31$464,393
Participant contributions at beginning of year2016-12-31$476,686
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$130,734
Liabilities. Value of operating payables at beginning of year2016-12-31$4,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,809,518
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,560,791
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,751,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$24,340
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$25,338,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,528,930
Value of interest in pooled separate accounts at end of year2016-12-31$1,220,396
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,169,808
Interest on participant loans2016-12-31$19,227
Interest earned on other investments2016-12-31$26,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,599,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,055,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,165,178
Net investment gain/loss from pooled separate accounts2016-12-31$34,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,185,435
Employer contributions (assets) at end of year2016-12-31$937,757
Employer contributions (assets) at beginning of year2016-12-31$524,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,127,846
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PATRICK & BUZARELLOS LLP
Accountancy firm EIN2016-12-31680197298
2015 : FEHR & PEERS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,152
Total income from all sources (including contributions)2015-12-31$2,147,054
Total of all expenses incurred2015-12-31$972,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$970,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,747,739
Value of total assets at end of year2015-12-31$26,755,425
Value of total assets at beginning of year2015-12-31$25,576,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,181
Total interest from all sources2015-12-31$40,500
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$269,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$269,890
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,872,264
Participant contributions at end of year2015-12-31$476,686
Participant contributions at beginning of year2015-12-31$324,890
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$138,756
Liabilities. Value of operating payables at end of year2015-12-31$4,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,174,363
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,751,273
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,576,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$22,528,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,792,178
Value of interest in pooled separate accounts at end of year2015-12-31$1,169,808
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,141,444
Interest on participant loans2015-12-31$17,774
Interest earned on other investments2015-12-31$22,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,055,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,812,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-943,891
Net investment gain/loss from pooled separate accounts2015-12-31$32,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$736,719
Employer contributions (assets) at end of year2015-12-31$524,195
Employer contributions (assets) at beginning of year2015-12-31$506,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$970,510
Contract administrator fees2015-12-31$2,181
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PATRICK & BUZARELLOS LLP
Accountancy firm EIN2015-12-31680197298
2014 : FEHR & PEERS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,702,626
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,345,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,337,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,204,169
Value of total assets at end of year2014-12-31$25,576,910
Value of total assets at beginning of year2014-12-31$23,219,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,428
Total interest from all sources2014-12-31$54,785
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$220,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$220,595
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,469,763
Participant contributions at end of year2014-12-31$324,890
Participant contributions at beginning of year2014-12-31$184,352
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$80,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$8,503
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,357,458
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,576,910
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,219,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,792,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$18,618,981
Value of interest in pooled separate accounts at end of year2014-12-31$1,141,444
Value of interest in pooled separate accounts at beginning of year2014-12-31$577,873
Interest on participant loans2014-12-31$7,719
Interest earned on other investments2014-12-31$47,066
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,812,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,296,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,182,625
Net investment gain/loss from pooled separate accounts2014-12-31$31,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$653,735
Employer contributions (assets) at end of year2014-12-31$506,041
Employer contributions (assets) at beginning of year2014-12-31$541,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,337,740
Contract administrator fees2014-12-31$7,428
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PATRICK & BUZARELLOS LLP
Accountancy firm EIN2014-12-31680197298
2013 : FEHR & PEERS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$574
Total income from all sources (including contributions)2013-12-31$5,509,082
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,016,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$999,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,749,557
Value of total assets at end of year2013-12-31$23,219,452
Value of total assets at beginning of year2013-12-31$18,727,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,009
Total interest from all sources2013-12-31$62,039
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$174,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$174,456
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,182,338
Participant contributions at end of year2013-12-31$184,352
Participant contributions at beginning of year2013-12-31$161,893
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$27,124
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$574
Other income not declared elsewhere2013-12-31$10,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,492,390
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,219,452
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,727,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$18,618,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,504,728
Value of interest in pooled separate accounts at end of year2013-12-31$577,873
Value of interest in pooled separate accounts at beginning of year2013-12-31$511,677
Interest on participant loans2013-12-31$7,193
Interest earned on other investments2013-12-31$54,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,296,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,336,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,459,921
Net investment gain/loss from pooled separate accounts2013-12-31$52,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$540,095
Employer contributions (assets) at end of year2013-12-31$541,247
Employer contributions (assets) at beginning of year2013-12-31$212,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$999,683
Contract administrator fees2013-12-31$17,009
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PATRICK & BUZARELLOS LLP
Accountancy firm EIN2013-12-31680197298
2012 : FEHR & PEERS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$748
Total income from all sources (including contributions)2012-12-31$3,536,850
Total of all expenses incurred2012-12-31$1,670,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,667,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,577,625
Value of total assets at end of year2012-12-31$18,727,636
Value of total assets at beginning of year2012-12-31$16,861,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,479
Total interest from all sources2012-12-31$68,449
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$187,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$187,493
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,046,851
Participant contributions at end of year2012-12-31$161,893
Participant contributions at beginning of year2012-12-31$218,218
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$31,431
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$178,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$574
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$748
Other income not declared elsewhere2012-12-31$14,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,866,280
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,727,062
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,860,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,504,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,574,266
Value of interest in pooled separate accounts at end of year2012-12-31$511,677
Value of interest in pooled separate accounts at beginning of year2012-12-31$450,928
Interest on participant loans2012-12-31$7,117
Interest earned on other investments2012-12-31$61,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,336,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,327,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,642,890
Net investment gain/loss from pooled separate accounts2012-12-31$45,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$351,962
Employer contributions (assets) at end of year2012-12-31$212,635
Employer contributions (assets) at beginning of year2012-12-31$258,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,667,091
Contract administrator fees2012-12-31$3,479
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PATRICK & BUZARELLOS LLP
Accountancy firm EIN2012-12-31680197298
2011 : FEHR & PEERS 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$748
Total income from all sources (including contributions)2011-12-31$600,781
Total of all expenses incurred2011-12-31$723,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$720,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,272,885
Value of total assets at end of year2011-12-31$16,861,530
Value of total assets at beginning of year2011-12-31$16,984,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,101
Total interest from all sources2011-12-31$87,270
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$131,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$131,505
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,014,047
Participant contributions at end of year2011-12-31$218,218
Participant contributions at beginning of year2011-12-31$309,691
Participant contributions at end of year2011-12-31$31,431
Participant contributions at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$748
Other income not declared elsewhere2011-12-31$6,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-122,991
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,860,782
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,983,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,574,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,663,885
Value of interest in pooled separate accounts at end of year2011-12-31$450,928
Value of interest in pooled separate accounts at beginning of year2011-12-31$108,419
Interest on participant loans2011-12-31$13,642
Interest earned on other investments2011-12-31$73,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$743
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,327,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,671,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-910,945
Net investment gain/loss from pooled separate accounts2011-12-31$13,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$258,838
Employer contributions (assets) at end of year2011-12-31$258,838
Employer contributions (assets) at beginning of year2011-12-31$230,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$720,671
Contract administrator fees2011-12-31$3,101
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PATRICK & BUZARELLOS LLP
Accountancy firm EIN2011-12-31680197298
2010 : FEHR & PEERS 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$748
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$3,138,938
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,123,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,121,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,381,326
Value of total assets at end of year2010-12-31$16,984,521
Value of total assets at beginning of year2010-12-31$14,968,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,540
Total interest from all sources2010-12-31$94,572
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$170,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$170,756
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,072,559
Participant contributions at end of year2010-12-31$309,691
Participant contributions at beginning of year2010-12-31$328,452
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$31,031
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$78,365
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,015,129
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,983,773
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,968,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,663,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,615,402
Value of interest in pooled separate accounts at end of year2010-12-31$108,419
Interest on participant loans2010-12-31$19,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$743
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,741
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$75,380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,671,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,783,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,491,920
Net investment gain/loss from pooled separate accounts2010-12-31$364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$230,402
Employer contributions (assets) at end of year2010-12-31$230,402
Employer contributions (assets) at beginning of year2010-12-31$208,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,121,269
Contract administrator fees2010-12-31$2,540
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PATRICK & BUZARELLOS LLP
Accountancy firm EIN2010-12-31680197298

Form 5500 Responses for FEHR & PEERS 401(K) PROFIT SHARING PLAN

2022: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FEHR & PEERS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039730
Policy instance 1
Insurance contract or identification number039730
Number of Individuals Covered439
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039730
Policy instance 1
Insurance contract or identification number039730
Number of Individuals Covered417
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?0
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039730
Policy instance 1
Insurance contract or identification number039730
Number of Individuals Covered394
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?0
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039730
Policy instance 1
Insurance contract or identification number039730
Number of Individuals Covered386
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?0
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039730
Policy instance 1
Insurance contract or identification number039730
Number of Individuals Covered346
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,633
Are there contracts with allocated funds for individual policies?0
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
Amount paid for insurance broker fees1633
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL LLC

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