401k Plan data: PUC SCHOOLS RETIREMENT SAVINGS PLAN plan

PUC SCHOOLS RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	PUC SCHOOLS RETIREMENT SAVINGS PLAN
Plan identification number	001

PUC SCHOOLS RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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(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.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

PARTNERSHIPS TO UPLIFT COMMUNITIES LAKEVIEW TERRACE has sponsored the creation of one or more 401k plans.

Company Name: PARTNERSHIPS TO UPLIFT COMMUNITIES LAKEVIEW TERRACE

Employer identification number (EIN): 743102820

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PUC SCHOOLS RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 LISA TOVAR 2021-10-14
001 2019-01-01 LISA TOVAR 2020-10-15
001 2018-01-01
001 2017-01-01 RUTH LOPEZ
001 2016-01-01 JACQUELINE ELLIOT
001 2015-01-01 LISA TOVAR
001 2014-01-01 JACQUELINE ELLIOT
001 2013-01-01 JACQUELINE ELLIOT
001 2012-01-01 JACQUELINE ELLIOT
001 2011-01-01 JACQUELINE ELLIOT
001 2010-01-01 JACQUELINE ELLIOT
001 2009-01-01 JACQUELINE ELLIOT
001 2009-01-01 JACQUELINE ELLIOT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	LISA TOVAR	2021-10-14
001	2019-01-01			LISA TOVAR	2020-10-15
001	2018-01-01
001	2017-01-01	RUTH LOPEZ
001	2016-01-01	JACQUELINE ELLIOT
001	2015-01-01	LISA TOVAR
001	2014-01-01	JACQUELINE ELLIOT
001	2013-01-01	JACQUELINE ELLIOT
001	2012-01-01	JACQUELINE ELLIOT
001	2011-01-01	JACQUELINE ELLIOT
001	2010-01-01	JACQUELINE ELLIOT
001	2009-01-01	JACQUELINE ELLIOT
001	2009-01-01	JACQUELINE ELLIOT

Plan Statistics for PUC SCHOOLS RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PUC SCHOOLS RETIREMENT SAVINGS PLAN

Measure Date Value
2020: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 669
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 583
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 43
Total of all active and inactive participants 2020-01-01 626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 626
Number of participants with account balances 2020-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 703
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 606
Number of other retired or separated participants entitled to future benefits 2019-01-01 63
Total of all active and inactive participants 2019-01-01 669
Total participants 2019-01-01 669
Number of participants with account balances 2019-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 742
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 665
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 45
Total of all active and inactive participants 2018-01-01 710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 710
Number of participants with account balances 2018-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 803
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 782
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 24
Total of all active and inactive participants 2017-01-01 806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 806
Number of participants with account balances 2017-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11
2016: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 751
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 739
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 15
Total of all active and inactive participants 2016-01-01 754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 754
Number of participants with account balances 2016-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 448
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 391
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 28
Total of all active and inactive participants 2015-01-01 419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 419
Number of participants with account balances 2015-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 569
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 649
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 31
Total of all active and inactive participants 2014-01-01 680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 680
Number of participants with account balances 2014-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 591
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 548
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 21
Total of all active and inactive participants 2013-01-01 569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 569
Number of participants with account balances 2013-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 543
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 578
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 13
Total of all active and inactive participants 2012-01-01 591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 591
Number of participants with account balances 2012-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 475
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 500
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 34
Total of all active and inactive participants 2011-01-01 534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 534
Number of participants with account balances 2011-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2010: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 399
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 444
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 27
Total of all active and inactive participants 2010-01-01 471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 471
Number of participants with account balances 2010-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 309
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 394
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 8
Total of all active and inactive participants 2009-01-01 402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 402
Number of participants with account balances 2009-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2020: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	669
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	583
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	43
Total of all active and inactive participants	2020-01-01	626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	626
Number of participants with account balances	2020-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	703
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	606
Number of other retired or separated participants entitled to future benefits	2019-01-01	63
Total of all active and inactive participants	2019-01-01	669
Total participants	2019-01-01	669
Number of participants with account balances	2019-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	742
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	665
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	45
Total of all active and inactive participants	2018-01-01	710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	710
Number of participants with account balances	2018-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	803
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	782
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	24
Total of all active and inactive participants	2017-01-01	806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	806
Number of participants with account balances	2017-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11
2016: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	751
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	739
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	15
Total of all active and inactive participants	2016-01-01	754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	754
Number of participants with account balances	2016-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	448
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	391
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	28
Total of all active and inactive participants	2015-01-01	419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	419
Number of participants with account balances	2015-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	569
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	649
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	31
Total of all active and inactive participants	2014-01-01	680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	680
Number of participants with account balances	2014-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	591
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	548
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	21
Total of all active and inactive participants	2013-01-01	569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	569
Number of participants with account balances	2013-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	543
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	578
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	13
Total of all active and inactive participants	2012-01-01	591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	591
Number of participants with account balances	2012-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	475
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	500
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	34
Total of all active and inactive participants	2011-01-01	534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	534
Number of participants with account balances	2011-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2010: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	399
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	444
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	27
Total of all active and inactive participants	2010-01-01	471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	471
Number of participants with account balances	2010-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	309
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	394
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	8
Total of all active and inactive participants	2009-01-01	402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	402
Number of participants with account balances	2009-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on PUC SCHOOLS RETIREMENT SAVINGS PLAN

Measure	Date	Value
2020 : PUC SCHOOLS RETIREMENT SAVINGS PLAN 2020 401k financial data
Total transfer of assets to this plan	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$481,072
Total of all expenses incurred	2020-12-31	$164,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$138,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$226,826
Value of total assets at end of year	2020-12-31	$1,917,560
Value of total assets at beginning of year	2020-12-31	$1,600,611
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$26,008
Total interest from all sources	2020-12-31	$1,681
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 year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$26,008
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$150,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$203,314
Participant contributions at end of year	2020-12-31	$20,039
Participant contributions at beginning of year	2020-12-31	$31,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$316,949
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,917,560
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,600,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,897,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,568,763
Interest on participant loans	2020-12-31	$1,681
Interest earned on other investments	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$252,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$23,512
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$138,115
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	SQUAR MILNER LLP
Accountancy firm EIN	2020-12-31	330835986
2019 : PUC SCHOOLS RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$520,998
Total income from all sources (including contributions)	2019-12-31	$520,998
Total of all expenses incurred	2019-12-31	$287,405
Total of all expenses incurred	2019-12-31	$287,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$249,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$249,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$200,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$200,757
Value of total assets at end of year	2019-12-31	$1,600,611
Value of total assets at end of year	2019-12-31	$1,600,611
Value of total assets at beginning of year	2019-12-31	$1,367,018
Value of total assets at beginning of year	2019-12-31	$1,367,018
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$37,971
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$37,971
Total interest from all sources	2019-12-31	$1,201
Total interest from all sources	2019-12-31	$1,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$37,971
Administrative expenses professional fees incurred	2019-12-31	$37,971
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$150,000
Value of fidelity bond cover	2019-12-31	$150,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$170,241
Contributions received from participants	2019-12-31	$170,241
Participant contributions at end of year	2019-12-31	$31,848
Participant contributions at end of year	2019-12-31	$31,848
Participant contributions at beginning of year	2019-12-31	$33,089
Participant contributions at beginning of year	2019-12-31	$33,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$233,593
Value of net income/loss	2019-12-31	$233,593
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,600,611
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,600,611
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,367,018
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,367,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,568,763
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,568,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,333,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,333,929
Income. Interest from loans (other than to participants)	2019-12-31	$1,201
Income. Interest from loans (other than to participants)	2019-12-31	$1,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$319,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$319,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$30,516
Contributions received in cash from employer	2019-12-31	$30,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$249,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$249,434
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SQUAR MILNER LLP
Accountancy firm name	2019-12-31	SQUAR MILNER LLP
Accountancy firm EIN	2019-12-31	330835986
Accountancy firm EIN	2019-12-31	330835986
2018 : PUC SCHOOLS RETIREMENT SAVINGS PLAN 2018 401k financial data
Total transfer of assets from this plan	2018-12-31	$837,697
Total income from all sources (including contributions)	2018-12-31	$177,991
Total of all expenses incurred	2018-12-31	$99,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$85,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$269,143
Value of total assets at end of year	2018-12-31	$1,367,018
Value of total assets at beginning of year	2018-12-31	$2,126,269
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$13,619
Total interest from all sources	2018-12-31	$1,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$13,619
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$150,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$203,140
Participant contributions at end of year	2018-12-31	$33,089
Participant contributions at beginning of year	2018-12-31	$42,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$78,446
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,367,018
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,126,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,333,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,083,884
Interest on participant loans	2018-12-31	$1,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-92,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$66,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$85,926
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SQUAR MILNER LLP
Accountancy firm EIN	2018-12-31	330835986
2017 : PUC SCHOOLS RETIREMENT SAVINGS PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,139
Total income from all sources (including contributions)	2017-12-31	$753,249
Total of all expenses incurred	2017-12-31	$163,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$145,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$465,599
Value of total assets at end of year	2017-12-31	$2,126,269
Value of total assets at beginning of year	2017-12-31	$1,538,093
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$18,544
Total interest from all sources	2017-12-31	$1,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$150,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$289,456
Participant contributions at end of year	2017-12-31	$42,385
Participant contributions at beginning of year	2017-12-31	$48,769
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$47,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$589,315
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,126,269
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,536,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,083,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,489,324
Income. Interest from loans (other than to participants)	2017-12-31	$1,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$285,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$128,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$145,390
Contract administrator fees	2017-12-31	$18,544
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$1,139
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SQUAR MILNER LLP
Accountancy firm EIN	2017-12-31	330835986
2016 : PUC SCHOOLS RETIREMENT SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,139
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$422,397
Total of all expenses incurred	2016-12-31	$189,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$180,316
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$330,924
Value of total assets at end of year	2016-12-31	$1,538,093
Value of total assets at beginning of year	2016-12-31	$1,303,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$9,022
Total interest from all sources	2016-12-31	$2,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$150,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$230,956
Participant contributions at end of year	2016-12-31	$48,769
Participant contributions at beginning of year	2016-12-31	$43,592
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$7,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$233,059
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,536,954
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,303,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,489,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,260,303
Interest on participant loans	2016-12-31	$1,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$205
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$89,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$92,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$180,316
Contract administrator fees	2016-12-31	$9,022
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$1,139
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SQUAR MILNER LLP
Accountancy firm EIN	2016-12-31	330835986
2015 : PUC SCHOOLS RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$773
Total income from all sources (including contributions)	2015-12-31	$273,891
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$272,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$267,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$256,651
Value of total assets at end of year	2015-12-31	$1,303,895
Value of total assets at beginning of year	2015-12-31	$1,303,448
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$4,741
Total interest from all sources	2015-12-31	$2,016
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 year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$150,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$174,763
Participant contributions at end of year	2015-12-31	$43,592
Participant contributions at beginning of year	2015-12-31	$48,462
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$11,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,220
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,303,895
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,302,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,260,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,254,986
Interest on participant loans	2015-12-31	$2,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$15,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$70,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$267,930
Contract administrator fees	2015-12-31	$4,741
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	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$773
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SQUAR MILNER LLP
Accountancy firm EIN	2015-12-31	330835986
2014 : PUC SCHOOLS RETIREMENT SAVINGS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$773
Total income from all sources (including contributions)	2014-12-31	$296,271
Total of all expenses incurred	2014-12-31	$150,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$146,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$220,481
Value of total assets at end of year	2014-12-31	$1,303,448
Value of total assets at beginning of year	2014-12-31	$1,156,836
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,893
Total interest from all sources	2014-12-31	$588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$150,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$166,081
Participant contributions at end of year	2014-12-31	$48,462
Participant contributions at beginning of year	2014-12-31	$13,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$145,839
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,302,675
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,156,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,254,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,143,418
Interest on participant loans	2014-12-31	$588
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$75,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$54,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$146,539
Contract administrator fees	2014-12-31	$3,893
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$773
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HOSAKA, ROTHERHAM & COMPANY
Accountancy firm EIN	2014-12-31	451180982
2013 : PUC SCHOOLS RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$414,282
Total of all expenses incurred	2013-12-31	$49,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$43,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$209,706
Value of total assets at end of year	2013-12-31	$1,156,836
Value of total assets at beginning of year	2013-12-31	$792,193
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$6,401
Total interest from all sources	2013-12-31	$173
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	$150,000
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	$162,362
Participant contributions at end of year	2013-12-31	$13,418
Participant contributions at beginning of year	2013-12-31	$3,196
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$63
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
Value of net income/loss	2013-12-31	$364,643
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,156,836
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$792,193
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 registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,143,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$788,997
Interest on participant loans	2013-12-31	$173
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$204,403
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	Yes
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	$47,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$43,238
Contract administrator fees	2013-12-31	$6,401
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	HOSAKA, ROTHERHAM & COMPANY
Accountancy firm EIN	2013-12-31	451180982
2012 : PUC SCHOOLS RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$287,341
Total of all expenses incurred	2012-12-31	$125,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$117,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$178,547
Value of total assets at end of year	2012-12-31	$792,193
Value of total assets at beginning of year	2012-12-31	$630,513
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$7,751
Total interest from all sources	2012-12-31	$9
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	$150,000
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	$139,989
Participant contributions at end of year	2012-12-31	$3,196
Participant contributions at beginning of year	2012-12-31	$5,892
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$91
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	$161,680
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$792,193
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$630,513
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 registered invesment companies (eg mutual funds) at end of year	2012-12-31	$788,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$623,145
Interest on participant loans	2012-12-31	$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$108,785
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	$38,467
Employer contributions (assets) at beginning of year	2012-12-31	$1,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$117,910
Contract administrator fees	2012-12-31	$7,751
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	HOSAKA, ROTHERHAM & COMPANY
Accountancy firm EIN	2012-12-31	451180982
2011 : PUC SCHOOLS RETIREMENT SAVINGS PLAN 2011 401k financial data
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	$168,753
Total of all expenses incurred	2011-12-31	$82,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$77,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$188,861
Value of total assets at end of year	2011-12-31	$630,513
Value of total assets at beginning of year	2011-12-31	$544,281
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,591
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	$150,000
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	$151,521
Participant contributions at end of year	2011-12-31	$5,892
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	$86,232
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$630,513
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$544,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$623,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$544,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-20,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$37,340
Employer contributions (assets) at end of year	2011-12-31	$1,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$77,930
Contract administrator fees	2011-12-31	$4,591
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	HOSAKA, ROTHERHAM & COMPANY
Accountancy firm EIN	2011-12-31	451180982
2010 : PUC SCHOOLS RETIREMENT SAVINGS PLAN 2010 401k financial data
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	$261,986
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$61,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$57,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$199,269
Value of total assets at end of year	2010-12-31	$544,281
Value of total assets at beginning of year	2010-12-31	$343,564
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,367
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$9,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$9,079
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$150,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$161,365
Participant contributions at beginning of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$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	2010-12-31	No
Value of net income/loss	2010-12-31	$200,717
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$544,281
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$343,564
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
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$544,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$343,564
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$53,638
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
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Assets. Value of employer real property at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$37,904
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$57,902
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Contract administrator fees	2010-12-31	$3,367
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$0
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
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
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	ANDERSON SATULOFF MACHADO & MENDELS
Accountancy firm EIN	2010-12-31	953528495
2009 : PUC SCHOOLS RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PUC SCHOOLS RETIREMENT SAVINGS PLAN

2020: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PUC SCHOOLS RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PARTNERSHIPS TO UPLIFT COMMUNITIES LAKEVIEW TERRACE
Employer identification number (EIN):	743102820
NAIC Classification:	611000