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PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NamePETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST
Plan identification number 001

PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST Benefits

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

401k Sponsoring company profile

PETERS AGENCY CARE MANAGEMENT, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:PETERS AGENCY CARE MANAGEMENT, L.L.C.
Employer identification number (EIN):830446469
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01TERESA TALIAFERRO
0012015-01-01TERESA TALIAFERRO
0012014-01-01TERESA TALIAFERRO
0012013-01-01TERESA TALIAFERRO
0012012-01-01TERESA TALIAFERRO
0012011-01-01JOE PETERS
0012010-01-01JOE PETERS

Plan Statistics for PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01105
Total number of active participants reported on line 7a of the Form 55002022-01-0177
Number of retired or separated participants receiving benefits2022-01-0116
Number of other retired or separated participants entitled to future benefits2022-01-0116
Total of all active and inactive participants2022-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01109
Number of participants with account balances2022-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01114
Total number of active participants reported on line 7a of the Form 55002021-01-0175
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01107
Number of participants with account balances2021-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01115
Total number of active participants reported on line 7a of the Form 55002020-01-0179
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01109
Number of participants with account balances2020-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01134
Total number of active participants reported on line 7a of the Form 55002019-01-0192
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01118
Number of participants with account balances2019-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01170
Total number of active participants reported on line 7a of the Form 55002018-01-01115
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01138
Number of participants with account balances2018-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01186
Total number of active participants reported on line 7a of the Form 55002017-01-01150
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01171
Number of participants with account balances2017-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01182
Total number of active participants reported on line 7a of the Form 55002016-01-01166
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01184
Number of participants with account balances2016-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01209
Total number of active participants reported on line 7a of the Form 55002015-01-01154
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01167
Number of participants with account balances2015-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01251
Total number of active participants reported on line 7a of the Form 55002014-01-01195
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01209
Number of participants with account balances2014-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01262
Total number of active participants reported on line 7a of the Form 55002013-01-01216
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01246
Number of participants with account balances2013-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01218
Total number of active participants reported on line 7a of the Form 55002012-01-01186
Number of retired or separated participants receiving benefits2012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01227
Number of participants with account balances2012-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01186
Total number of active participants reported on line 7a of the Form 55002011-01-01132
Number of retired or separated participants receiving benefits2011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01174
Number of participants with account balances2011-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2010: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01186
Total number of active participants reported on line 7a of the Form 55002010-01-01149
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-0134
Total of all active and inactive participants2010-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01186
Number of participants with account balances2010-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0123

Financial Data on PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-96,247
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$122,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$118,818
Expenses. Certain deemed distributions of participant loans2022-12-31$3,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$40,212
Value of total assets at end of year2022-12-31$678,089
Value of total assets at beginning of year2022-12-31$897,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$674
Total interest from all sources2022-12-31$600
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$25,435
Participant contributions at end of year2022-12-31$17,769
Participant contributions at beginning of year2022-12-31$22,162
Participant contributions at end of year2022-12-31$1,392
Participant contributions at beginning of year2022-12-31$1,392
Assets. Other investments not covered elsewhere at end of year2022-12-31$19,899
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$20,178
Other income not declared elsewhere2022-12-31$-137,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$8,427
Value of net income/loss2022-12-31$-219,239
Value of net assets at end of year (total assets less liabilities)2022-12-31$678,089
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$897,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$674
Value of interest in pooled separate accounts at end of year2022-12-31$636,300
Value of interest in pooled separate accounts at beginning of year2022-12-31$850,867
Interest on participant loans2022-12-31$600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,350
Employer contributions (assets) at end of year2022-12-31$2,729
Employer contributions (assets) at beginning of year2022-12-31$2,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$118,818
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31TMCE, LLP
Accountancy firm EIN2022-12-31453564278
2021 : PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 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$129,091
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$22,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,167
Expenses. Certain deemed distributions of participant loans2021-12-31$8,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$33,453
Value of total assets at end of year2021-12-31$897,328
Value of total assets at beginning of year2021-12-31$791,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$830
Total interest from all sources2021-12-31$683
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$23,663
Participant contributions at end of year2021-12-31$22,162
Participant contributions at beginning of year2021-12-31$32,571
Participant contributions at end of year2021-12-31$1,392
Participant contributions at beginning of year2021-12-31$1,392
Assets. Other investments not covered elsewhere at end of year2021-12-31$20,178
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$19,930
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$9,790
Other income not declared elsewhere2021-12-31$94,955
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$106,186
Value of net assets at end of year (total assets less liabilities)2021-12-31$897,328
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$791,142
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
Investment advisory and management fees2021-12-31$830
Value of interest in pooled separate accounts at end of year2021-12-31$850,867
Value of interest in pooled separate accounts at beginning of year2021-12-31$734,520
Interest on participant loans2021-12-31$683
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$2,729
Employer contributions (assets) at beginning of year2021-12-31$2,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,167
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31TMCE, LLP
Accountancy firm EIN2021-12-31453564278
2020 : PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 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$115,111
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$101,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$100,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$23,280
Value of total assets at end of year2020-12-31$791,142
Value of total assets at beginning of year2020-12-31$777,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$700
Total interest from all sources2020-12-31$908
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000
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$23,280
Participant contributions at end of year2020-12-31$32,571
Participant contributions at beginning of year2020-12-31$28,111
Participant contributions at end of year2020-12-31$1,392
Participant contributions at beginning of year2020-12-31$1,392
Assets. Other investments not covered elsewhere at end of year2020-12-31$19,930
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$16,888
Other income not declared elsewhere2020-12-31$90,923
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$13,541
Value of net assets at end of year (total assets less liabilities)2020-12-31$791,142
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$777,601
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
Investment advisory and management fees2020-12-31$700
Value of interest in pooled separate accounts at end of year2020-12-31$734,520
Value of interest in pooled separate accounts at beginning of year2020-12-31$728,481
Interest on participant loans2020-12-31$908
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
Employer contributions (assets) at end of year2020-12-31$2,729
Employer contributions (assets) at beginning of year2020-12-31$2,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$100,870
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TMCE, LLP
Accountancy firm EIN2020-12-31453564278
2019 : PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-31
Total unrealized appreciation/depreciation of assets2019-12-31$-31
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$171,545
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$185,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$184,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$35,204
Value of total assets at end of year2019-12-31$777,601
Value of total assets at beginning of year2019-12-31$791,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$772
Total interest from all sources2019-12-31$1,266
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$28,005
Participant contributions at end of year2019-12-31$28,111
Participant contributions at beginning of year2019-12-31$42,177
Participant contributions at end of year2019-12-31$1,392
Participant contributions at beginning of year2019-12-31$1,392
Assets. Other investments not covered elsewhere at end of year2019-12-31$16,888
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$18,384
Other income not declared elsewhere2019-12-31$135,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-13,682
Value of net assets at end of year (total assets less liabilities)2019-12-31$777,601
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$791,283
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
Investment advisory and management fees2019-12-31$772
Value of interest in pooled separate accounts at end of year2019-12-31$728,481
Value of interest in pooled separate accounts at beginning of year2019-12-31$726,601
Interest on participant loans2019-12-31$1,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,199
Employer contributions (assets) at end of year2019-12-31$2,729
Employer contributions (assets) at beginning of year2019-12-31$2,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$184,455
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TMCE, LLP
Accountancy firm EIN2019-12-31453564278
2018 : PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$14,543
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$177,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$167,446
Expenses. Certain deemed distributions of participant loans2018-12-31$9,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$63,871
Value of total assets at end of year2018-12-31$791,283
Value of total assets at beginning of year2018-12-31$954,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$826
Total interest from all sources2018-12-31$1,654
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$55,212
Participant contributions at end of year2018-12-31$42,177
Participant contributions at beginning of year2018-12-31$51,444
Participant contributions at end of year2018-12-31$1,392
Participant contributions at beginning of year2018-12-31$1,392
Assets. Other investments not covered elsewhere at end of year2018-12-31$18,384
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$35,698
Other income not declared elsewhere2018-12-31$-50,982
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-163,047
Value of net assets at end of year (total assets less liabilities)2018-12-31$791,283
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$954,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$826
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$726,601
Value of interest in pooled separate accounts at beginning of year2018-12-31$863,067
Interest on participant loans2018-12-31$1,597
Interest earned on other investments2018-12-31$57
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$8,659
Employer contributions (assets) at end of year2018-12-31$2,729
Employer contributions (assets) at beginning of year2018-12-31$2,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$166,567
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TMCE, LLP
Accountancy firm EIN2018-12-31453564278
2017 : PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 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$227,266
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$97,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$94,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$82,132
Value of total assets at end of year2017-12-31$954,330
Value of total assets at beginning of year2017-12-31$824,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,496
Total interest from all sources2017-12-31$1,787
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$69,011
Participant contributions at end of year2017-12-31$51,444
Participant contributions at beginning of year2017-12-31$42,560
Participant contributions at end of year2017-12-31$1,392
Participant contributions at beginning of year2017-12-31$2,576
Assets. Other investments not covered elsewhere at end of year2017-12-31$35,698
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$33,473
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$793
Other income not declared elsewhere2017-12-31$143,347
Administrative expenses (other) incurred2017-12-31$2,646
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$129,650
Value of net assets at end of year (total assets less liabilities)2017-12-31$954,330
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$824,680
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
Investment advisory and management fees2017-12-31$850
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$740,790
Value of interest in pooled separate accounts at end of year2017-12-31$863,067
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$1,745
Interest earned on other investments2017-12-31$42
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$5,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$12,328
Employer contributions (assets) at end of year2017-12-31$2,729
Employer contributions (assets) at beginning of year2017-12-31$5,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$89,036
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MILLER, CARPENTER, & ERNEST
Accountancy firm EIN2017-12-31721363443
2016 : PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 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$149,518
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$44,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$36,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$97,411
Value of total assets at end of year2016-12-31$824,680
Value of total assets at beginning of year2016-12-31$720,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,221
Total interest from all sources2016-12-31$1,247
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$66,385
Participant contributions at end of year2016-12-31$42,560
Participant contributions at beginning of year2016-12-31$40,445
Participant contributions at end of year2016-12-31$2,576
Participant contributions at beginning of year2016-12-31$2,874
Assets. Other investments not covered elsewhere at end of year2016-12-31$33,473
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$50,860
Administrative expenses (other) incurred2016-12-31$8,221
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$2
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$104,556
Value of net assets at end of year (total assets less liabilities)2016-12-31$824,680
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$720,124
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$740,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$656,116
Interest on participant loans2016-12-31$1,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$19,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$19,329
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$31,026
Employer contributions (assets) at end of year2016-12-31$5,281
Employer contributions (assets) at beginning of year2016-12-31$1,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$34,867
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MILLER, CARPENTER, & ERNEST
Accountancy firm EIN2016-12-31721363443
2015 : PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-34,254
Total unrealized appreciation/depreciation of assets2015-12-31$-34,254
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$113,164
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$194,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$176,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$110,474
Value of total assets at end of year2015-12-31$720,124
Value of total assets at beginning of year2015-12-31$800,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,816
Total interest from all sources2015-12-31$1,417
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$11,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000
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$73,668
Participant contributions at end of year2015-12-31$40,445
Participant contributions at beginning of year2015-12-31$39,588
Participant contributions at end of year2015-12-31$2,874
Participant contributions at beginning of year2015-12-31$3,565
Other income not declared elsewhere2015-12-31$24,190
Administrative expenses (other) incurred2015-12-31$17,816
Total non interest bearing cash at end of year2015-12-31$2
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-80,857
Value of net assets at end of year (total assets less liabilities)2015-12-31$720,124
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$800,981
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$656,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$732,782
Interest on participant loans2015-12-31$1,369
Interest earned on other investments2015-12-31$48
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$19,329
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$23,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$23,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$36,806
Employer contributions (assets) at end of year2015-12-31$1,358
Employer contributions (assets) at beginning of year2015-12-31$1,854
Income. Dividends from preferred stock2015-12-31$11,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$176,205
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MILLER, CARPENTER, & ERNEST
Accountancy firm EIN2015-12-31721363443
2014 : PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-10,870
Total unrealized appreciation/depreciation of assets2014-12-31$-10,870
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$169,233
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$41,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$32,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$133,330
Value of total assets at end of year2014-12-31$800,981
Value of total assets at beginning of year2014-12-31$672,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,891
Total interest from all sources2014-12-31$2,153
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$12,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000
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$88,777
Participant contributions at end of year2014-12-31$39,588
Participant contributions at beginning of year2014-12-31$50,330
Participant contributions at end of year2014-12-31$3,565
Participant contributions at beginning of year2014-12-31$15,390
Other income not declared elsewhere2014-12-31$31,747
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$128,018
Value of net assets at end of year (total assets less liabilities)2014-12-31$800,981
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$672,963
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
Investment advisory and management fees2014-12-31$8,891
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$732,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$575,731
Interest on participant loans2014-12-31$2,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$23,192
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$24,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$24,132
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
Contributions received in cash from employer2014-12-31$44,553
Employer contributions (assets) at end of year2014-12-31$1,854
Employer contributions (assets) at beginning of year2014-12-31$7,380
Income. Dividends from common stock2014-12-31$12,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$32,324
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MILLER, CARPENTER, & ERNEST
Accountancy firm EIN2014-12-31721363443
2013 : PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$76,306
Total unrealized appreciation/depreciation of assets2013-12-31$76,306
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$217,083
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$76,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$66,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$116,993
Value of total assets at end of year2013-12-31$672,963
Value of total assets at beginning of year2013-12-31$532,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,768
Total interest from all sources2013-12-31$1,367
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,239
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$50,000
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$78,257
Participant contributions at end of year2013-12-31$50,330
Participant contributions at beginning of year2013-12-31$22,838
Participant contributions at end of year2013-12-31$15,390
Participant contributions at beginning of year2013-12-31$8,972
Other income not declared elsewhere2013-12-31$17,178
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$140,919
Value of net assets at end of year (total assets less liabilities)2013-12-31$672,963
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$532,044
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$9,768
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$575,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$479,080
Interest on participant loans2013-12-31$1,221
Interest earned on other investments2013-12-31$146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$24,132
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$16,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$16,544
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
Contributions received in cash from employer2013-12-31$38,736
Employer contributions (assets) at end of year2013-12-31$7,380
Employer contributions (assets) at beginning of year2013-12-31$4,610
Income. Dividends from preferred stock2013-12-31$5,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$66,396
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MILLER, CARPENTER, & ERNEST
Accountancy firm EIN2013-12-31721363443
2012 : PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$43,432
Total unrealized appreciation/depreciation of assets2012-12-31$43,432
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$179,303
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$208,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$207,589
Expenses. Certain deemed distributions of participant loans2012-12-31$628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$122,722
Value of total assets at end of year2012-12-31$532,044
Value of total assets at beginning of year2012-12-31$560,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$689
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$7,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$7,617
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000
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$73,456
Participant contributions at end of year2012-12-31$22,838
Participant contributions at beginning of year2012-12-31$14,694
Participant contributions at end of year2012-12-31$8,972
Participant contributions at beginning of year2012-12-31$3,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-28,914
Value of net assets at end of year (total assets less liabilities)2012-12-31$532,044
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$560,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$479,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$517,732
Income. Interest from loans (other than to participants)2012-12-31$689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$16,544
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$23,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$23,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,843
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
Contributions received in cash from employer2012-12-31$49,266
Employer contributions (assets) at end of year2012-12-31$4,610
Employer contributions (assets) at beginning of year2012-12-31$1,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$207,589
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MILLER, CARPENTER, & ERNEST
Accountancy firm EIN2012-12-31721363443
2011 : PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-43,156
Total unrealized appreciation/depreciation of assets2011-12-31$-43,156
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$75,208
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$158,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$141,221
Expenses. Certain deemed distributions of participant loans2011-12-31$3,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$110,936
Value of total assets at end of year2011-12-31$560,958
Value of total assets at beginning of year2011-12-31$644,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,892
Total interest from all sources2011-12-31$812
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$7,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$7,446
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000
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$73,165
Participant contributions at end of year2011-12-31$14,694
Participant contributions at beginning of year2011-12-31$24,439
Participant contributions at end of year2011-12-31$3,412
Participant contributions at beginning of year2011-12-31$37,625
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Administrative expenses (other) incurred2011-12-31$13,892
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-83,390
Value of net assets at end of year (total assets less liabilities)2011-12-31$560,958
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$644,348
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$517,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$548,847
Interest on participant loans2011-12-31$812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$23,234
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$23,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$23,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-830
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
Contributions received in cash from employer2011-12-31$37,771
Employer contributions (assets) at end of year2011-12-31$1,886
Employer contributions (assets) at beginning of year2011-12-31$10,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$141,221
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MILLER, CARPENTER, & ERNEST
Accountancy firm EIN2011-12-31721363443
2010 : PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$46,232
Total unrealized appreciation/depreciation of assets2010-12-31$46,232
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$253,856
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$90,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$80,491
Expenses. Certain deemed distributions of participant loans2010-12-31$5,094
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$198,210
Value of total assets at end of year2010-12-31$644,348
Value of total assets at beginning of year2010-12-31$480,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,786
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$830
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
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000
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$112,504
Participant contributions at end of year2010-12-31$24,439
Participant contributions at beginning of year2010-12-31$11,663
Participant contributions at end of year2010-12-31$37,625
Participant contributions at beginning of year2010-12-31$46,985
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$38,803
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$4,786
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$163,485
Value of net assets at end of year (total assets less liabilities)2010-12-31$644,348
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$480,863
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$548,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$399,890
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$830
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$23,112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$11,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$11,728
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,584
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$46,903
Employer contributions (assets) at end of year2010-12-31$10,325
Employer contributions (assets) at beginning of year2010-12-31$10,597
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$80,491
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MILLER, CARPENTER, & ERNEST
Accountancy firm EIN2010-12-31721363443

Form 5500 Responses for PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST

2022: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 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: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 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: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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: PETERS AGENCY CARE MANAGEMENT, L.L.C. 401K PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle 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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807262-000
Policy instance 1
Insurance contract or identification number807262-000
Number of Individuals Covered50
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $674
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees674
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807262-000
Policy instance 1
Insurance contract or identification number807262-000
Number of Individuals Covered50
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $830
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees830
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807262-000
Policy instance 1
Insurance contract or identification number807262-000
Number of Individuals Covered50
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $700
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees700
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807262-000
Policy instance 1
Insurance contract or identification number807262-000
Number of Individuals Covered50
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $772
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $772
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807262-000
Policy instance 1
Insurance contract or identification number807262-000
Number of Individuals Covered60
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,705
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $879
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER FEE
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807262-000
Policy instance 1
Insurance contract or identification number807262-000
Number of Individuals Covered60
Insurance policy start date2017-07-28
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,934
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,084
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER FEE
Insurance broker organization code?3
Insurance broker nameLEON E WERNTZ & ASSOCIATES, INC.

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