401k Plan data: PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN plan

PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Stock bonus
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.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

PRM INSURANCE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: PRM INSURANCE SERVICES, INC.

Employer identification number (EIN): 680334195

NAIC Classification: 524140

Additional information about PRM INSURANCE SERVICES, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1994-07-06

Company Identification Number: C1892441

Legal Registered Office Address: 6970 Destiny Dr

Rocklin
United States of America (USA)
95677

More information about PRM INSURANCE SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 KELLI PALAFOX
002 2014-01-01 KELLI PALAFOX
002 2013-01-01 KELLI PALAFOX
002 2012-01-01 KELLI PALAFOX
002 2011-01-01 KELLI PALAFOX
002 2009-01-01 KELLI PALAFOX

Plan id#	Filing Submission Date	Name of Administrator
002	2015-01-01	KELLI PALAFOX
002	2014-01-01	KELLI PALAFOX
002	2013-01-01	KELLI PALAFOX
002	2012-01-01	KELLI PALAFOX
002	2011-01-01	KELLI PALAFOX
002	2009-01-01	KELLI PALAFOX

Plan Statistics for PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2015: PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 17
Number of participants with account balances 2009-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	17
Number of participants with account balances	2009-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2015 : PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$18,941
Expenses. Total of all expenses incurred	2015-12-31	$21,289
Benefits paid (including direct rollovers)	2015-12-31	$21,289
Total plan assets at end of year	2015-12-31	$0
Total plan assets at beginning of year	2015-12-31	$2,348
Value of fidelity bond covering the plan	2015-12-31	$100,000
Contributions received from other sources (not participants or employers)	2015-12-31	$18,941
Net income (gross income less expenses)	2015-12-31	$-2,348
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,348
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$18,061
Expenses. Total of all expenses incurred	2014-12-31	$18,061
Benefits paid (including direct rollovers)	2014-12-31	$18,061
Total plan assets at end of year	2014-12-31	$2,348
Total plan assets at beginning of year	2014-12-31	$2,348
Value of fidelity bond covering the plan	2014-12-31	$100,000
Net income (gross income less expenses)	2014-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,348
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,348
Total contributions received or receivable from employer(s)	2014-12-31	$18,061
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$0
Expenses. Total of all expenses incurred	2013-12-31	$11,473
Benefits paid (including direct rollovers)	2013-12-31	$11,473
Total plan assets at end of year	2013-12-31	$2,348
Total plan assets at beginning of year	2013-12-31	$13,821
Value of fidelity bond covering the plan	2013-12-31	$100,000
Net income (gross income less expenses)	2013-12-31	$-11,473
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,348
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$13,821
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$8,938
Expenses. Total of all expenses incurred	2012-12-31	$22,632
Benefits paid (including direct rollovers)	2012-12-31	$22,632
Total plan assets at end of year	2012-12-31	$13,821
Total plan assets at beginning of year	2012-12-31	$27,515
Value of fidelity bond covering the plan	2012-12-31	$100,000
Other income received	2012-12-31	$8,938
Net income (gross income less expenses)	2012-12-31	$-13,694
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$13,821
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$27,515
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$1,667
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$27,515
Total plan assets at beginning of year	2011-12-31	$25,848
Value of fidelity bond covering the plan	2011-12-31	$100,000
Other income received	2011-12-31	$1,667
Net income (gross income less expenses)	2011-12-31	$1,667
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$27,515
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$25,848
2010 : PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$-836,693
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$25,848
Total plan assets at beginning of year	2010-12-31	$862,541
Value of fidelity bond covering the plan	2010-12-31	$100,000
Other income received	2010-12-31	$-862,541
Net income (gross income less expenses)	2010-12-31	$-836,693
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$25,848
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$862,541
Assets. Value of employer securities	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$25,848
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN

2015: PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PRM INSURANCE SERVICES EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PRM INSURANCE SERVICES, INC.
Employer identification number (EIN):	680334195
NAIC Classification:	524140

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1994-07-06
Company Identification Number:	C1892441
Legal Registered Office Address:	6970 Destiny Dr Rocklin United States of America (USA) 95677