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PETERSEN DEAN INC. 401 (K) PLAN 401k Plan overview

Plan NamePETERSEN DEAN INC. 401 (K) PLAN
Plan identification number 001

PETERSEN DEAN INC. 401 (K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PETERSENDEAN, INC. has sponsored the creation of one or more 401k plans.

Company Name:PETERSENDEAN, INC.
Employer identification number (EIN):770051446
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERSEN DEAN INC. 401 (K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01MARIA MUNOZ2021-10-12
0012019-01-01MARIA MUNOZ2020-10-15
0012018-01-01MARIA MUNOZ2019-10-14
0012018-01-01MARIA MUNOZ2019-12-05
0012017-01-01
0012017-01-01MARIA MUNOZ2018-05-09
0012016-01-01MARIA MARCELO2017-10-12
0012016-01-01MARIA MARCELO2018-10-08
0012015-01-01
0012015-01-01MARIA MARCELO2016-10-14
0012014-01-01MARITE MARLOW
0012013-01-01STEPHANIE CRICHTON
0012012-01-01STEPHANIE CRICHTON
0012011-01-01STEPHANIE CRICHTON
0012010-01-01STEPHANIE CRICHTON
0012009-01-01STEPHANIE CRICHTON

Plan Statistics for PETERSEN DEAN INC. 401 (K) PLAN

401k plan membership statisitcs for PETERSEN DEAN INC. 401 (K) PLAN

Measure Date Value
2020: PETERSEN DEAN INC. 401 (K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,353
Total number of active participants reported on line 7a of the Form 55002020-01-01525
Number of retired or separated participants receiving benefits2020-01-01186
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01711
Number of participants with account balances2020-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PETERSEN DEAN INC. 401 (K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,303
Total number of active participants reported on line 7a of the Form 55002019-01-011,133
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01200
Total of all active and inactive participants2019-01-011,333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,333
Number of participants with account balances2019-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: PETERSEN DEAN INC. 401 (K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,323
Total number of active participants reported on line 7a of the Form 55002018-01-01939
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01201
Total of all active and inactive participants2018-01-011,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,140
Number of participants with account balances2018-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: PETERSEN DEAN INC. 401 (K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01984
Total number of active participants reported on line 7a of the Form 55002017-01-01956
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01178
Total of all active and inactive participants2017-01-011,134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,134
Number of participants with account balances2017-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PETERSEN DEAN INC. 401 (K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,118
Total number of active participants reported on line 7a of the Form 55002016-01-01822
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01162
Total of all active and inactive participants2016-01-01984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01984
Number of participants with account balances2016-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PETERSEN DEAN INC. 401 (K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,114
Total number of active participants reported on line 7a of the Form 55002015-01-01824
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01159
Total of all active and inactive participants2015-01-01983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01983
Number of participants with account balances2015-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PETERSEN DEAN INC. 401 (K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,023
Total number of active participants reported on line 7a of the Form 55002014-01-01833
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01146
Total of all active and inactive participants2014-01-01979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01979
Number of participants with account balances2014-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PETERSEN DEAN INC. 401 (K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,058
Total number of active participants reported on line 7a of the Form 55002013-01-01765
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01151
Total of all active and inactive participants2013-01-01917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01917
Number of participants with account balances2013-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PETERSEN DEAN INC. 401 (K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,020
Total number of active participants reported on line 7a of the Form 55002012-01-01690
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01170
Total of all active and inactive participants2012-01-01861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01861
Number of participants with account balances2012-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: PETERSEN DEAN INC. 401 (K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01916
Total number of active participants reported on line 7a of the Form 55002011-01-01635
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01167
Total of all active and inactive participants2011-01-01802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01802
Number of participants with account balances2011-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: PETERSEN DEAN INC. 401 (K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01904
Total number of active participants reported on line 7a of the Form 55002010-01-01609
Number of retired or separated participants receiving benefits2010-01-017
Number of other retired or separated participants entitled to future benefits2010-01-01170
Total of all active and inactive participants2010-01-01786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01786
Number of participants with account balances2010-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: PETERSEN DEAN INC. 401 (K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01821
Total number of active participants reported on line 7a of the Form 55002009-01-01602
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-01119
Total of all active and inactive participants2009-01-01724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01724
Number of participants with account balances2009-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0115

Financial Data on PETERSEN DEAN INC. 401 (K) PLAN

Measure Date Value
2021 : PETERSEN DEAN INC. 401 (K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,081,022
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,914,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,892,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$45,047
Value of total assets at end of year2021-12-31$6,432,260
Value of total assets at beginning of year2021-12-31$8,265,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$21,930
Total interest from all sources2021-12-31$1,662
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$358,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$358,727
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$45,047
Participant contributions at end of year2021-12-31$144,195
Participant contributions at beginning of year2021-12-31$182,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,833,120
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,432,260
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,265,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,288,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,082,985
Interest on participant loans2021-12-31$1,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$675,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,892,212
Contract administrator fees2021-12-31$21,930
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BPM LLP
Accountancy firm EIN2021-12-31814234542
2020 : PETERSEN DEAN INC. 401 (K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,565,054
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,580,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,564,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$420,823
Value of total assets at end of year2020-12-31$8,265,380
Value of total assets at beginning of year2020-12-31$8,280,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,047
Total interest from all sources2020-12-31$8,791
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$246,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$246,450
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$420,823
Participant contributions at end of year2020-12-31$182,395
Participant contributions at beginning of year2020-12-31$246,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-15,348
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,265,380
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,280,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,082,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,033,966
Interest on participant loans2020-12-31$8,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$888,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,564,355
Contract administrator fees2020-12-31$16,047
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BPM LLP
Accountancy firm EIN2020-12-31814234542
2019 : PETERSEN DEAN INC. 401 (K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,006,135
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$553,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$545,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$636,421
Value of total assets at end of year2019-12-31$8,280,728
Value of total assets at beginning of year2019-12-31$6,827,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,760
Total interest from all sources2019-12-31$12,309
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$303,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$303,170
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$626,603
Participant contributions at end of year2019-12-31$246,762
Participant contributions at beginning of year2019-12-31$229,796
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,452,995
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,280,728
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,827,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,033,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,597,937
Income. Interest from loans (other than to participants)2019-12-31$12,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,054,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$545,380
Contract administrator fees2019-12-31$7,760
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BPM LLP
Accountancy firm EIN2019-12-31814234542
2018 : PETERSEN DEAN INC. 401 (K) PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : PETERSEN DEAN INC. 401 (K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,690,434
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$757,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$749,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$675,083
Value of total assets at end of year2017-12-31$7,020,383
Value of total assets at beginning of year2017-12-31$6,086,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,525
Total interest from all sources2017-12-31$5,715
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$165,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$165,871
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$672,083
Participant contributions at end of year2017-12-31$167,114
Participant contributions at beginning of year2017-12-31$111,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$933,415
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,020,383
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,086,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,853,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,974,979
Interest on participant loans2017-12-31$5,715
Income. Interest from loans (other than to participants)2017-12-31$5,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$843,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$749,494
Contract administrator fees2017-12-31$7,525
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BPM LLP
Accountancy firm EIN2017-12-31814234542
2016 : PETERSEN DEAN INC. 401 (K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
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$948,225
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,198,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,193,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$610,197
Value of total assets at end of year2016-12-31$6,086,968
Value of total assets at beginning of year2016-12-31$6,337,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,570
Total interest from all sources2016-12-31$4,271
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$164,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$164,073
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$604,915
Participant contributions at end of year2016-12-31$111,989
Participant contributions at beginning of year2016-12-31$144,344
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-250,104
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,086,968
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,337,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,974,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,192,728
Interest on participant loans2016-12-31$4,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$169,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$43,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,193,759
Contract administrator fees2016-12-31$4,570
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BPM LLP
Accountancy firm EIN2016-12-31814234542
2015 : PETERSEN DEAN INC. 401 (K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$260,985
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$571,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$567,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$298,272
Value of total assets at end of year2015-12-31$6,337,072
Value of total assets at beginning of year2015-12-31$6,647,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,990
Total interest from all sources2015-12-31$6,636
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$286,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$286,552
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$298,272
Participant contributions at end of year2015-12-31$144,344
Participant contributions at beginning of year2015-12-31$204,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-310,903
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,337,072
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,647,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,192,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,443,309
Income. Interest from loans (other than to participants)2015-12-31$6,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-330,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$567,898
Contract administrator fees2015-12-31$3,990
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BURR PILGER MYER, INC
Accountancy firm EIN2015-12-31263839190
2014 : PETERSEN DEAN INC. 401 (K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$692,604
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$445,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$441,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$331,937
Value of total assets at end of year2014-12-31$6,647,975
Value of total assets at beginning of year2014-12-31$6,400,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,465
Total interest from all sources2014-12-31$8,210
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$214,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$214,478
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$331,937
Participant contributions at end of year2014-12-31$204,666
Participant contributions at beginning of year2014-12-31$212,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$247,056
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,647,975
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,400,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,443,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,188,650
Interest on participant loans2014-12-31$8,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$137,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$441,083
Contract administrator fees2014-12-31$4,465
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BURR PILGER MYER, INC
Accountancy firm EIN2014-12-31263839190
2013 : PETERSEN DEAN INC. 401 (K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,442,196
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$406,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$399,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$333,065
Value of total assets at end of year2013-12-31$6,400,919
Value of total assets at beginning of year2013-12-31$5,365,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,065
Total interest from all sources2013-12-31$7,815
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$329,740
Participant contributions at end of year2013-12-31$212,269
Participant contributions at beginning of year2013-12-31$276,047
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,035,685
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,400,919
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,365,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$5,140
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,188,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,089,187
Interest on participant loans2013-12-31$7,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,101,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$399,446
Contract administrator fees2013-12-31$1,925
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BURR PILGER MYER, INC
Accountancy firm EIN2013-12-31263839190
2012 : PETERSEN DEAN INC. 401 (K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$948,507
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$361,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$339,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$322,685
Value of total assets at end of year2012-12-31$5,365,234
Value of total assets at beginning of year2012-12-31$4,778,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,719
Total interest from all sources2012-12-31$9,255
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$5,584
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$274,910
Participant contributions at end of year2012-12-31$276,047
Participant contributions at beginning of year2012-12-31$210,345
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$47,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$587,008
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,365,234
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,778,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$6,160
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,089,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,567,881
Interest on participant loans2012-12-31$9,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$616,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$339,780
Contract administrator fees2012-12-31$9,975
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BURR PILGER MYER, INC
Accountancy firm EIN2012-12-31263839190
2011 : PETERSEN DEAN INC. 401 (K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$182,033
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$435,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$429,711
Value of total corrective distributions2011-12-31$1,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$252,917
Value of total assets at end of year2011-12-31$4,778,226
Value of total assets at beginning of year2011-12-31$5,031,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,295
Total interest from all sources2011-12-31$6,981
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$252,917
Participant contributions at end of year2011-12-31$210,345
Participant contributions at beginning of year2011-12-31$179,897
Administrative expenses (other) incurred2011-12-31$1,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-253,642
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,778,226
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,031,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,567,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,851,971
Interest on participant loans2011-12-31$6,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-77,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$429,711
Contract administrator fees2011-12-31$2,595
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BURR PILGER MEYER, INC.
Accountancy firm EIN2011-12-31263839190
2010 : PETERSEN DEAN INC. 401 (K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$1,517,188
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$761,411
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$486,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$481,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$274,571
Value of total assets at end of year2010-12-31$5,031,868
Value of total assets at beginning of year2010-12-31$3,240,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,565
Total interest from all sources2010-12-31$10,374
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$274,571
Participant contributions at end of year2010-12-31$179,897
Participant contributions at beginning of year2010-12-31$179,352
Administrative expenses (other) incurred2010-12-31$5,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$274,537
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,031,868
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,240,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,851,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,060,791
Interest on participant loans2010-12-31$10,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$476,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$481,309
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BURR PILGER MEYER, INC.
Accountancy firm EIN2010-12-31263839190
2009 : PETERSEN DEAN INC. 401 (K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PETERSEN DEAN INC. 401 (K) PLAN

2020: PETERSEN DEAN INC. 401 (K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PETERSEN DEAN INC. 401 (K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PETERSEN DEAN INC. 401 (K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PETERSEN DEAN INC. 401 (K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PETERSEN DEAN INC. 401 (K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PETERSEN DEAN INC. 401 (K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PETERSEN DEAN INC. 401 (K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PETERSEN DEAN INC. 401 (K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PETERSEN DEAN INC. 401 (K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PETERSEN DEAN INC. 401 (K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PETERSEN DEAN INC. 401 (K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PETERSEN DEAN INC. 401 (K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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