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PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NamePARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN
Plan identification number 333

PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

PARTNERS HUMAN RESOURCES COMPANY has sponsored the creation of one or more 401k plans.

Company Name:PARTNERS HUMAN RESOURCES COMPANY
Employer identification number (EIN):731551361
NAIC Classification:541214
NAIC Description:Payroll Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332020-01-01
3332019-01-01JOHN PINARD2020-10-13
3332017-01-01
3332016-01-01
3332015-01-01
3332015-01-01
3332014-01-01JOHN PINARD
3332013-01-01JOHN PINARD
3332012-01-01JOHN PINARD
3332011-01-01JOHN PINARD

Plan Statistics for PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2020: PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01307
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01363
Total number of active participants reported on line 7a of the Form 55002019-01-01285
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01307
Number of participants with account balances2019-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01256
Total number of active participants reported on line 7a of the Form 55002017-01-01335
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01368
Number of participants with account balances2017-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01295
Total number of active participants reported on line 7a of the Form 55002016-01-01229
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01256
Number of participants with account balances2016-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01336
Total number of active participants reported on line 7a of the Form 55002015-01-01237
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0155
Total of all active and inactive participants2015-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01295
Number of participants with account balances2015-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01307
Total number of active participants reported on line 7a of the Form 55002014-01-01239
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0153
Total of all active and inactive participants2014-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01292
Number of participants with account balances2014-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01277
Total number of active participants reported on line 7a of the Form 55002013-01-01207
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0164
Total of all active and inactive participants2013-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01272
Number of participants with account balances2013-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01160
Total number of active participants reported on line 7a of the Form 55002012-01-01172
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-0155
Total of all active and inactive participants2012-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01231
Number of participants with account balances2012-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01191
Total number of active participants reported on line 7a of the Form 55002011-01-01153
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01187
Number of participants with account balances2011-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015

Financial Data on PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2020 : PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$10,343,294
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$0
Total income from all sources (including contributions)2020-12-31$1,597,209
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$456,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$338,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$829,587
Value of total assets at end of year2020-12-31$0
Value of total assets at beginning of year2020-12-31$9,202,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$118,826
Total interest from all sources2020-12-31$5,467
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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 period2020-12-31Yes
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$580,368
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$193,663
Participant contributions at beginning of year2020-12-31$44,048
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$96,122
Administrative expenses (other) incurred2020-12-31$155
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$157,247
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$1,140,298
Value of net assets at end of year (total assets less liabilities)2020-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,202,996
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,751,435
Interest on participant loans2020-12-31$5,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$762,155
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$153,097
Employer contributions (assets) at beginning of year2020-12-31$56,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$338,085
Contract administrator fees2020-12-31$118,671
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 PBGC2020-12-31Yes
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SKIBBIE CPA INC.
Accountancy firm EIN2020-12-31270851321
2019 : PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$358,889
Total transfer of assets to this plan2019-12-31$358,889
Total transfer of assets from this plan2019-12-31$142,633
Total transfer of assets from this plan2019-12-31$142,633
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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$3,203,511
Total income from all sources (including contributions)2019-12-31$3,203,511
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$545,447
Total of all expenses incurred2019-12-31$545,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$448,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$448,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,464,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,464,416
Value of total assets at end of year2019-12-31$9,202,996
Value of total assets at end of year2019-12-31$9,202,996
Value of total assets at beginning of year2019-12-31$6,328,676
Value of total assets at beginning of year2019-12-31$6,328,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$96,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$96,804
Total interest from all sources2019-12-31$7,360
Total interest from all sources2019-12-31$7,360
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$144,600
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$144,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$144,600
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$144,600
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$801,487
Contributions received from participants2019-12-31$801,487
Participant contributions at end of year2019-12-31$193,663
Participant contributions at end of year2019-12-31$193,663
Participant contributions at beginning of year2019-12-31$135,309
Participant contributions at beginning of year2019-12-31$135,309
Participant contributions at end of year2019-12-31$44,048
Participant contributions at end of year2019-12-31$44,048
Participant contributions at beginning of year2019-12-31$47,833
Participant contributions at beginning of year2019-12-31$47,833
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$394,346
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$394,346
Total non interest bearing cash at end of year2019-12-31$157,247
Total non interest bearing cash at end of year2019-12-31$157,247
Total non interest bearing cash at beginning of year2019-12-31$186,038
Total non interest bearing cash at beginning of year2019-12-31$186,038
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
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$2,658,064
Value of net income/loss2019-12-31$2,658,064
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,202,996
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,202,996
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,328,676
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,328,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$8,751,435
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,751,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,869,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,869,027
Interest on participant loans2019-12-31$6,734
Interest on participant loans2019-12-31$6,734
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$626
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,587,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,587,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$268,583
Contributions received in cash from employer2019-12-31$268,583
Employer contributions (assets) at end of year2019-12-31$56,603
Employer contributions (assets) at end of year2019-12-31$56,603
Employer contributions (assets) at beginning of year2019-12-31$90,469
Employer contributions (assets) at beginning of year2019-12-31$90,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$448,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$448,643
Contract administrator fees2019-12-31$96,804
Contract administrator fees2019-12-31$96,804
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SKIBBIE CPA INC.
Accountancy firm name2019-12-31SKIBBIE CPA INC.
Accountancy firm EIN2019-12-31270851321
Accountancy firm EIN2019-12-31270851321
2018 : PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$510,102
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$499
Total income from all sources (including contributions)2018-12-31$662,161
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$275,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$184,533
Value of total corrective distributions2018-12-31$2,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,110,975
Value of total assets at end of year2018-12-31$6,328,676
Value of total assets at beginning of year2018-12-31$6,452,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$87,625
Total interest from all sources2018-12-31$5,850
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$113,896
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$113,896
Administrative expenses professional fees incurred2018-12-31$87,625
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$793,089
Participant contributions at end of year2018-12-31$135,309
Participant contributions at beginning of year2018-12-31$122,901
Participant contributions at end of year2018-12-31$47,833
Participant contributions at beginning of year2018-12-31$75,096
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$21,369
Total non interest bearing cash at end of year2018-12-31$186,038
Total non interest bearing cash at beginning of year2018-12-31$11,008
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$387,057
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,328,676
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,451,721
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$5,869,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,190,144
Interest on participant loans2018-12-31$5,538
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-568,560
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$296,517
Employer contributions (assets) at end of year2018-12-31$90,469
Employer contributions (assets) at beginning of year2018-12-31$53,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$184,533
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$499
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 name2018-12-31SKIBBIE CPA INC.
Accountancy firm EIN2018-12-31270851321
2017 : PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$876,558
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$499
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,610
Total income from all sources (including contributions)2017-12-31$1,800,972
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$173,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$111,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,092,795
Value of total assets at end of year2017-12-31$6,452,220
Value of total assets at beginning of year2017-12-31$3,954,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$62,261
Total interest from all sources2017-12-31$5,937
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$62,261
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$717,572
Participant contributions at end of year2017-12-31$122,901
Participant contributions at beginning of year2017-12-31$86,029
Participant contributions at end of year2017-12-31$75,096
Participant contributions at beginning of year2017-12-31$16,733
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$138,948
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$11,008
Total non interest bearing cash at beginning of year2017-12-31$1,502
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$1,627,134
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,451,721
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,948,029
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$6,190,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,832,803
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$5,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$60
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$702,240
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$236,275
Employer contributions (assets) at end of year2017-12-31$53,071
Employer contributions (assets) at beginning of year2017-12-31$17,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$111,577
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$499
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$6,610
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 name2017-12-31SKIBBIE CPA INC.
Accountancy firm EIN2017-12-31270851321
2016 : PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,610
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,521
Total income from all sources (including contributions)2016-12-31$963,068
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$608,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$549,585
Expenses. Certain deemed distributions of participant loans2016-12-31$285
Value of total corrective distributions2016-12-31$6,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$697,702
Value of total assets at end of year2016-12-31$3,954,639
Value of total assets at beginning of year2016-12-31$3,597,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$51,711
Total interest from all sources2016-12-31$3,895
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$51,711
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 period2016-12-31Yes
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$409,367
Participant contributions at end of year2016-12-31$86,029
Participant contributions at beginning of year2016-12-31$79,829
Participant contributions at end of year2016-12-31$16,733
Participant contributions at beginning of year2016-12-31$5,832
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$122,747
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$2,669
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$-97
Total non interest bearing cash at end of year2016-12-31$1,502
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$354,877
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,948,029
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,593,152
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,832,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,489,642
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$3,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$261,471
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$165,588
Employer contributions (assets) at end of year2016-12-31$17,572
Employer contributions (assets) at beginning of year2016-12-31$22,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$546,916
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$6,610
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$4,521
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 name2016-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2016-12-31270851321
2015 : PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,521
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$420,067
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$650,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$602,035
Value of total corrective distributions2015-12-31$9,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$565,257
Value of total assets at end of year2015-12-31$3,582,686
Value of total assets at beginning of year2015-12-31$3,808,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$38,418
Total interest from all sources2015-12-31$16,689
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$38,418
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 period2015-12-31Yes
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$421,717
Participant contributions at end of year2015-12-31$79,829
Participant contributions at beginning of year2015-12-31$104,012
Participant contributions at end of year2015-12-31$5,832
Participant contributions at beginning of year2015-12-31$31,326
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$9,596
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$-97
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$-97
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-229,982
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,578,165
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,808,147
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$3,474,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,007,534
Interest on participant loans2015-12-31$2,951
Interest earned on other investments2015-12-31$16,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$231,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$231,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-161,879
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$143,540
Employer contributions (assets) at end of year2015-12-31$22,467
Employer contributions (assets) at beginning of year2015-12-31$33,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$602,035
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$400,488
Liabilities. Value of benefit claims payable at end of year2015-12-31$4,521
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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 name2015-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2015-12-31270851321
2014 : PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$141,576
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$946,748
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$186,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$151,450
Value of total corrective distributions2014-12-31$2,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$746,732
Value of total assets at end of year2014-12-31$3,808,147
Value of total assets at beginning of year2014-12-31$3,189,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$33,374
Total interest from all sources2014-12-31$2,292
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$350,000
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$418,783
Participant contributions at end of year2014-12-31$104,012
Participant contributions at beginning of year2014-12-31$30,120
Participant contributions at end of year2014-12-31$31,326
Participant contributions at beginning of year2014-12-31$15,536
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$182,614
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$-97
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$-485
Total non interest bearing cash at end of year2014-12-31$169
Total non interest bearing cash at beginning of year2014-12-31$45
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$759,780
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,808,147
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,189,943
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 pooled separate accounts at end of year2014-12-31$3,007,534
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,609,451
Interest on participant loans2014-12-31$2,091
Interest earned on other investments2014-12-31$201
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$231,016
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$47,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$47,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$87,500
Net investment gain/loss from pooled separate accounts2014-12-31$110,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$145,335
Employer contributions (assets) at end of year2014-12-31$33,699
Employer contributions (assets) at beginning of year2014-12-31$39,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$151,450
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$33,374
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$400,488
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$448,169
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 name2014-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2014-12-31270851321
2013 : PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$677,466
Total transfer of assets from this plan2013-12-31$254,443
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$0
Total income from all sources (including contributions)2013-12-31$508,547
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$120,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$92,567
Value of total corrective distributions2013-12-31$1,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$517,390
Value of total assets at end of year2013-12-31$3,189,943
Value of total assets at beginning of year2013-12-31$2,379,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,981
Total interest from all sources2013-12-31$1,725
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$26,957
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$350,000
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$379,049
Participant contributions at end of year2013-12-31$30,120
Participant contributions at beginning of year2013-12-31$47,887
Participant contributions at end of year2013-12-31$15,536
Participant contributions at beginning of year2013-12-31$4,937
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$26,179
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$-485
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$24
Total non interest bearing cash at end of year2013-12-31$45
Total non interest bearing cash at beginning of year2013-12-31$564
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$387,709
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,189,943
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,379,211
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 pooled separate accounts at end of year2013-12-31$2,609,451
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,520,818
Interest on participant loans2013-12-31$1,358
Interest earned on other investments2013-12-31$367
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$47,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$204,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$204,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-315,058
Net investment gain/loss from pooled separate accounts2013-12-31$304,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$112,162
Employer contributions (assets) at end of year2013-12-31$39,186
Employer contributions (assets) at beginning of year2013-12-31$35,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$92,567
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$448,169
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$565,191
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 name2013-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2013-12-31270851321
2012 : PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$432,569
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$76,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$46,064
Value of total corrective distributions2012-12-31$7,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$466,245
Value of total assets at end of year2012-12-31$2,379,211
Value of total assets at beginning of year2012-12-31$2,023,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,647
Total interest from all sources2012-12-31$1,065
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$22,647
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$350,000
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$343,148
Participant contributions at end of year2012-12-31$4,937
Participant contributions at beginning of year2012-12-31$14,248
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$11,220
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$59
Assets. Loans (other than to participants) at end of year2012-12-31$47,887
Assets. Loans (other than to participants) at beginning of year2012-12-31$26,673
Total non interest bearing cash at end of year2012-12-31$564
Total non interest bearing cash at beginning of year2012-12-31$2,783
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$356,061
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,379,211
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,023,150
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 pooled separate accounts at end of year2012-12-31$1,520,818
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,035,139
Interest on participant loans2012-12-31$1,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$204,423
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$57,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$57,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$-35,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$111,877
Employer contributions (assets) at end of year2012-12-31$35,391
Employer contributions (assets) at beginning of year2012-12-31$27,567
Income. Dividends from preferred stock2012-12-31$854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$46,064
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$7,395
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$565,191
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$851,802
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 name2012-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2012-12-31270851321
2011 : PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$429,257
Total unrealized appreciation/depreciation of assets2011-12-31$429,257
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$794,541
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$45,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$28,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$410,697
Value of total assets at end of year2011-12-31$2,023,150
Value of total assets at beginning of year2011-12-31$1,274,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,602
Total interest from all sources2011-12-31$1,210
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
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$287,234
Participant contributions at end of year2011-12-31$14,248
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,362
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$59
Assets. Loans (other than to participants) at end of year2011-12-31$26,673
Assets. Loans (other than to participants) at beginning of year2011-12-31$28,045
Other income not declared elsewhere2011-12-31$-224
Administrative expenses (other) incurred2011-12-31$6,218
Total non interest bearing cash at end of year2011-12-31$2,783
Total non interest bearing cash at beginning of year2011-12-31$499
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$748,679
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,023,150
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,274,471
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 pooled separate accounts at end of year2011-12-31$1,035,139
Value of interest in pooled separate accounts at beginning of year2011-12-31$809,907
Interest on participant loans2011-12-31$1,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$57,484
Net investment gain/loss from pooled separate accounts2011-12-31$-46,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$118,101
Employer contributions (assets) at end of year2011-12-31$27,567
Income. Dividends from common stock2011-12-31$166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$28,260
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$7,395
Contract administrator fees2011-12-31$11,384
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$851,802
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$436,020
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 name2011-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2011-12-31270851321

Form 5500 Responses for PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN

2020: PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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
2017: PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
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: PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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 – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PARTNERS HUMAN RESOURCES CO. 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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 – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96677
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96677
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96677
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96677
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96677
Policy instance 1

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