PJS OF TEXAS 401(K) PLAN has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2014: PJS OF TEXAS 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 394 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
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 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 0 |
Number of participants with account balances | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: PJS OF TEXAS 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 394 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 394 |
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 | 394 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 394 |
Number of participants with account balances | 2013-01-01 | 143 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: PJS OF TEXAS 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 550 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 394 |
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 | 394 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 394 |
Number of participants with account balances | 2012-01-01 | 394 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: PJS OF TEXAS 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 550 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 550 |
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 | 0 |
Total of all active and inactive participants | 2011-01-01 | 550 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 550 |
Number of participants with account balances | 2011-01-01 | 400 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: PJS OF TEXAS 401K PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 573 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 550 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 550 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 550 |
Number of participants with account balances | 2010-01-01 | 164 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 137 |
2009: PJS OF TEXAS 401K PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 103 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 82 |
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 | 79 |
Total of all active and inactive participants | 2009-01-01 | 161 |
Total participants | 2009-01-01 | 161 |
Number of participants with account balances | 2009-01-01 | 161 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
2008: PJS OF TEXAS 401K PLAN 2008 401k membership |
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Total participants, beginning-of-year | 2008-07-01 | 152 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-07-01 | 149 |
Number of other retired or separated participants entitled to future benefits | 2008-07-01 | 30 |
Total of all active and inactive participants | 2008-07-01 | 179 |
Total participants | 2008-07-01 | 179 |
Number of participants with account balances | 2008-07-01 | 182 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-07-01 | 0 |
Measure | Date | Value |
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2014 : PJS OF TEXAS 401K PLAN 2014 401k financial data |
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Expenses. Interest paid | 2014-10-29 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-10-29 | $0 |
Total income from all sources (including contributions) | 2014-10-29 | $3,184 |
Total of all expenses incurred | 2014-10-29 | $164,275 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-10-29 | $149,805 |
Expenses. Certain deemed distributions of participant loans | 2014-10-29 | $0 |
Value of total corrective distributions | 2014-10-29 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-10-29 | $0 |
Value of total assets at end of year | 2014-10-29 | $0 |
Value of total assets at beginning of year | 2014-10-29 | $161,091 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-10-29 | $14,470 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-10-29 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2014-10-29 | $488 |
Administrative expenses professional fees incurred | 2014-10-29 | $7,000 |
Was this plan covered by a fidelity bond | 2014-10-29 | Yes |
Value of fidelity bond cover | 2014-10-29 | $10,000 |
If this is an individual account plan, was there a blackout period | 2014-10-29 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-10-29 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-10-29 | No |
Contributions received from participants | 2014-10-29 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-10-29 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-10-29 | $0 |
Other income not declared elsewhere | 2014-10-29 | $2,426 |
Administrative expenses (other) incurred | 2014-10-29 | $488 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-10-29 | No |
Income. Non cash contributions | 2014-10-29 | $0 |
Value of net income/loss | 2014-10-29 | $-161,091 |
Value of net assets at end of year (total assets less liabilities) | 2014-10-29 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-10-29 | $161,091 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-10-29 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-10-29 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-10-29 | No |
Value of interest in pooled separate accounts at end of year | 2014-10-29 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-10-29 | $161,091 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-10-29 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-10-29 | $758 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-10-29 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-10-29 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-10-29 | No |
Contributions received in cash from employer | 2014-10-29 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-10-29 | $149,805 |
Contract administrator fees | 2014-10-29 | $6,982 |
Did the plan have assets held for investment | 2014-10-29 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-10-29 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-10-29 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-10-29 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-10-29 | Disclaimer |
Accountancy firm name | 2014-10-29 | GLASS & COMPANY |
Accountancy firm EIN | 2014-10-29 | 742587727 |
2013 : PJS OF TEXAS 401K PLAN 2013 401k financial data |
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Total income from all sources (including contributions) | 2013-12-31 | $40,815 |
Total of all expenses incurred | 2013-12-31 | $230,463 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $209,836 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $161,091 |
Value of total assets at beginning of year | 2013-12-31 | $350,739 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $20,627 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Income. Non cash contributions | 2013-12-31 | $0 |
Value of net income/loss | 2013-12-31 | $-189,648 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $161,091 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $350,739 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $161,091 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $350,739 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $40,815 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $209,836 |
Contract administrator fees | 2013-12-31 | $20,627 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | GLASS & COMPANY |
Accountancy firm EIN | 2013-12-31 | 742587727 |
2012 : PJS OF TEXAS 401K PLAN 2012 401k financial data |
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Total income from all sources (including contributions) | 2012-12-31 | $32,766 |
Total of all expenses incurred | 2012-12-31 | $12,706 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,044 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $350,739 |
Value of total assets at beginning of year | 2012-12-31 | $330,679 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $9,662 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $20,060 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $350,739 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $330,679 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $350,739 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $330,369 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $32,766 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $310 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,044 |
Contract administrator fees | 2012-12-31 | $9,662 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | GLASS & COMPANY |
Accountancy firm EIN | 2012-12-31 | 742587727 |
2011 : PJS OF TEXAS 401K PLAN 2011 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $2,289 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $2,289 |
Total income from all sources (including contributions) | 2011-12-31 | $61,730 |
Total of all expenses incurred | 2011-12-31 | $8,596 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $8,574 |
Value of total corrective distributions | 2011-12-31 | $22 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $60,849 |
Value of total assets at end of year | 2011-12-31 | $330,369 |
Value of total assets at beginning of year | 2011-12-31 | $277,235 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $60,849 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $53,134 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $330,369 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $277,235 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $330,369 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $277,235 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-1,408 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $8,574 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | GLASS AND COMPANY CPAS |
Accountancy firm EIN | 2011-12-31 | 742587727 |
2010 : PJS OF TEXAS 401K PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $153,238 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $10,582 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $6,060 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $126,566 |
Value of total assets at end of year | 2010-12-31 | $277,235 |
Value of total assets at beginning of year | 2010-12-31 | $134,579 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $4,522 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $126,566 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $142,656 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $277,235 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $134,579 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $277,235 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $134,579 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $26,672 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $6,060 |
Contract administrator fees | 2010-12-31 | $4,522 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | GLASS & COMPANY, CPAS |
Accountancy firm EIN | 2010-12-31 | 742587727 |
2008 : PJS OF TEXAS 401K PLAN 2008 401k financial data |
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Total income from all sources (including contributions) | 2008-12-31 | $37,604 |
Total of all expenses incurred | 2008-12-31 | $65 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2008-12-31 | $41,619 |
Value of total assets at end of year | 2008-12-31 | $37,539 |
Value of total assets at beginning of year | 2008-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2008-12-31 | $65 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2008-12-31 | No |
Administrative expenses professional fees incurred | 2008-12-31 | $65 |
Was this plan covered by a fidelity bond | 2008-12-31 | Yes |
Value of fidelity bond cover | 2008-12-31 | $10,000 |
If this is an individual account plan, was there a blackout period | 2008-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2008-12-31 | No |
Contributions received from participants | 2008-12-31 | $37,851 |
Income. Received or receivable in cash from other sources (including rollovers) | 2008-12-31 | $3,768 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2008-12-31 | No |
Value of net income/loss | 2008-12-31 | $37,539 |
Value of net assets at end of year (total assets less liabilities) | 2008-12-31 | $37,539 |
Value of net assets at beginning of year (total assets less liabilities) | 2008-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2008-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2008-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2008-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2008-12-31 | $37,539 |
Value of interest in pooled separate accounts at beginning of year | 2008-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2008-12-31 | $-4,015 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2008-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2008-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2008-12-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2008-12-31 | No |
Did the plan have assets held for investment | 2008-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2008-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2008-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2008-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2008-12-31 | Disclaimer |
Accountancy firm name | 2008-12-31 | GLASS AND COMPANY, CPAS |
Accountancy firm EIN | 2008-12-31 | 742587727 |