?>
Logo

PASCO PROFIT SHARING PLAN 401k Plan overview

Plan NamePASCO PROFIT SHARING PLAN
Plan identification number 001

PASCO PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

PERSONAL ASSISTANCE SERVICES OF COLORADO, INC. has sponsored the creation of one or more 401k plans.

Company Name:PERSONAL ASSISTANCE SERVICES OF COLORADO, INC.
Employer identification number (EIN):841173767
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PASCO PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RYAN ZEIGER
0012016-01-01RYAN ZEIGER
0012015-01-01RYAN ZEIGER
0012014-01-01RYAN ZEIGER
0012013-01-01RYAN ZEIGER
0012012-01-01RYAN ZEIGER
0012011-01-01BARRY ROSENBERG
0012010-01-01BARRY ROSENBERG BARRY ROSENBERG2011-10-14
0012009-01-01BARRY ROSENBERG BARRY ROSENBERG2010-07-29

Plan Statistics for PASCO PROFIT SHARING PLAN

401k plan membership statisitcs for PASCO PROFIT SHARING PLAN

Measure Date Value
2020: PASCO PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,477
Total number of active participants reported on line 7a of the Form 55002020-01-011,247
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01208
Total of all active and inactive participants2020-01-011,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,455
Number of participants with account balances2020-01-011,051
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: PASCO PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,478
Total number of active participants reported on line 7a of the Form 55002019-01-011,262
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01163
Total of all active and inactive participants2019-01-011,425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,425
Number of participants with account balances2019-01-011,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0147
2018: PASCO PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,221
Total number of active participants reported on line 7a of the Form 55002018-01-011,016
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01164
Total of all active and inactive participants2018-01-011,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,180
Number of participants with account balances2018-01-01986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0141
2017: PASCO PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,005
Total number of active participants reported on line 7a of the Form 55002017-01-01916
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01230
Total of all active and inactive participants2017-01-011,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,146
Number of participants with account balances2017-01-011,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: PASCO PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01857
Total number of active participants reported on line 7a of the Form 55002016-01-01867
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0183
Total of all active and inactive participants2016-01-01950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01950
Number of participants with account balances2016-01-01913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: PASCO PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01875
Total number of active participants reported on line 7a of the Form 55002015-01-01825
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01857
Number of participants with account balances2015-01-01793
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: PASCO PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01789
Total number of active participants reported on line 7a of the Form 55002014-01-01697
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01118
Total of all active and inactive participants2014-01-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01815
Number of participants with account balances2014-01-01724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: PASCO PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01741
Total number of active participants reported on line 7a of the Form 55002013-01-01653
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01103
Total of all active and inactive participants2013-01-01756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01756
Number of participants with account balances2013-01-01694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: PASCO PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01738
Total number of active participants reported on line 7a of the Form 55002012-01-01624
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0187
Total of all active and inactive participants2012-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01711
Number of participants with account balances2012-01-01648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: PASCO PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01679
Total number of active participants reported on line 7a of the Form 55002011-01-01598
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01102
Total of all active and inactive participants2011-01-01700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01700
Number of participants with account balances2011-01-01577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0121
2010: PASCO PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01568
Total number of active participants reported on line 7a of the Form 55002010-01-01540
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0182
Total of all active and inactive participants2010-01-01622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01622
Number of participants with account balances2010-01-01489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: PASCO PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01490
Total number of active participants reported on line 7a of the Form 55002009-01-01429
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0181
Total of all active and inactive participants2009-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01510
Number of participants with account balances2009-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0117

Financial Data on PASCO PROFIT SHARING PLAN

Measure Date Value
2020 : PASCO PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,018,190
Total of all expenses incurred2020-12-31$976,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$824,719
Expenses. Certain deemed distributions of participant loans2020-12-31$54,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$358,615
Value of total assets at end of year2020-12-31$14,943,338
Value of total assets at beginning of year2020-12-31$13,901,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$97,616
Total interest from all sources2020-12-31$44,681
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$1,070,000
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$351,545
Participant contributions at end of year2020-12-31$663,113
Participant contributions at beginning of year2020-12-31$693,622
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,041,759
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,943,338
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,901,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,068,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,931,814
Interest on participant loans2020-12-31$44,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$211,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$276,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,614,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$824,719
Contract administrator fees2020-12-31$97,616
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 name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : PASCO PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,087,839
Total of all expenses incurred2019-12-31$1,047,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$924,892
Expenses. Certain deemed distributions of participant loans2019-12-31$19,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$292,581
Value of total assets at end of year2019-12-31$13,901,579
Value of total assets at beginning of year2019-12-31$12,861,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$103,031
Total interest from all sources2019-12-31$36,272
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$1,070,000
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$211,179
Participant contributions at end of year2019-12-31$693,622
Participant contributions at beginning of year2019-12-31$609,128
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$81,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,040,437
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,901,579
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,861,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,931,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,765,097
Interest on participant loans2019-12-31$36,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$276,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$228,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,758,986
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
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,258,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$924,892
Contract administrator fees2019-12-31$103,031
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 name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : PASCO PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$747,476
Total of all expenses incurred2018-12-31$845,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$782,208
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,290,710
Value of total assets at end of year2018-12-31$12,861,142
Value of total assets at beginning of year2018-12-31$12,959,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$63,664
Total interest from all sources2018-12-31$25,585
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$1,070,000
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$0
Participant contributions at end of year2018-12-31$609,128
Participant contributions at beginning of year2018-12-31$482,179
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$32,710
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-98,396
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,861,142
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,959,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,994,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,126,947
Interest on participant loans2018-12-31$25,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-568,819
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$1,258,000
Employer contributions (assets) at end of year2018-12-31$1,258,000
Employer contributions (assets) at beginning of year2018-12-31$1,350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$782,208
Contract administrator fees2018-12-31$63,664
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : PASCO PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,199,224
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$457,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$374,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,141,190
Value of total assets at end of year2017-12-31$12,959,538
Value of total assets at beginning of year2017-12-31$10,217,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$83,057
Total interest from all sources2017-12-31$19,464
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$1,070,000
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
Participant contributions at end of year2017-12-31$482,179
Participant contributions at beginning of year2017-12-31$453,637
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$791,190
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$412
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$344
Administrative expenses (other) incurred2017-12-31$26,202
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$2,741,802
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,959,538
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,217,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,126,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,226,375
Income. Interest from loans (other than to participants)2017-12-31$19,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,038,570
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$1,350,000
Employer contributions (assets) at end of year2017-12-31$1,350,000
Employer contributions (assets) at beginning of year2017-12-31$1,537,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$374,365
Contract administrator fees2017-12-31$56,855
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 name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : PASCO PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$2,015,613
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$700,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$629,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,537,380
Value of total assets at end of year2016-12-31$10,217,736
Value of total assets at beginning of year2016-12-31$8,902,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$70,345
Total interest from all sources2016-12-31$17,703
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$750,000
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
Participant contributions at end of year2016-12-31$453,637
Participant contributions at beginning of year2016-12-31$474,416
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$344
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$23,793
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$1,315,521
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,217,736
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,902,215
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$8,226,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,927,799
Income. Interest from loans (other than to participants)2016-12-31$17,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$460,530
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$1,537,380
Employer contributions (assets) at end of year2016-12-31$1,537,380
Employer contributions (assets) at beginning of year2016-12-31$1,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$629,747
Contract administrator fees2016-12-31$46,552
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 name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : PASCO PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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$1,478,847
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$549,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$487,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,500,000
Value of total assets at end of year2015-12-31$8,902,215
Value of total assets at beginning of year2015-12-31$7,973,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$61,987
Total interest from all sources2015-12-31$17,831
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$750,000
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
Participant contributions at end of year2015-12-31$474,416
Participant contributions at beginning of year2015-12-31$454,964
Administrative expenses (other) incurred2015-12-31$41,063
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$928,979
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,902,215
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,973,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,927,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,418,272
Interest on participant loans2015-12-31$17,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-38,984
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$1,500,000
Employer contributions (assets) at end of year2015-12-31$1,500,000
Employer contributions (assets) at beginning of year2015-12-31$1,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$487,881
Contract administrator fees2015-12-31$20,924
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : PASCO PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,365,184
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$492,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$419,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,103,712
Value of total assets at end of year2014-12-31$7,973,236
Value of total assets at beginning of year2014-12-31$7,100,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$72,897
Total interest from all sources2014-12-31$15,029
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$750,000
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
Participant contributions at end of year2014-12-31$454,964
Participant contributions at beginning of year2014-12-31$411,406
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,712
Administrative expenses (other) incurred2014-12-31$52,946
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$872,857
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,973,236
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,100,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,418,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,068,973
Interest on participant loans2014-12-31$15,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$246,443
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,100,000
Employer contributions (assets) at end of year2014-12-31$1,100,000
Employer contributions (assets) at beginning of year2014-12-31$620,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$419,430
Contract administrator fees2014-12-31$19,951
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : PASCO PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,326,272
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$329,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$254,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$636,058
Value of total assets at end of year2013-12-31$7,100,379
Value of total assets at beginning of year2013-12-31$6,104,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$75,391
Total interest from all sources2013-12-31$12,414
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$750,000
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
Participant contributions at end of year2013-12-31$411,406
Participant contributions at beginning of year2013-12-31$266,188
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$16,058
Administrative expenses (other) incurred2013-12-31$57,146
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$996,364
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,100,379
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,104,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,068,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,300,271
Interest on participant loans2013-12-31$12,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$677,800
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$620,000
Employer contributions (assets) at end of year2013-12-31$620,000
Employer contributions (assets) at beginning of year2013-12-31$537,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$254,517
Contract administrator fees2013-12-31$18,245
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : PASCO PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$973,603
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$634,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$564,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$544,382
Value of total assets at end of year2012-12-31$6,104,015
Value of total assets at beginning of year2012-12-31$5,765,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$70,046
Total interest from all sources2012-12-31$8,590
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$266,188
Participant contributions at beginning of year2012-12-31$262,128
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,826
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$947
Administrative expenses (other) incurred2012-12-31$51,511
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$338,958
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,104,015
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,765,057
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$5,300,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,958,982
Interest on participant loans2012-12-31$8,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$420,631
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$537,556
Employer contributions (assets) at end of year2012-12-31$537,556
Employer contributions (assets) at beginning of year2012-12-31$543,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$564,599
Contract administrator fees2012-12-31$18,535
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 name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : PASCO PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$479,932
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$479,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$412,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$543,450
Value of total assets at end of year2011-12-31$5,765,057
Value of total assets at beginning of year2011-12-31$5,764,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$66,250
Total interest from all sources2011-12-31$9,369
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$262,128
Participant contributions at beginning of year2011-12-31$209,812
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$450
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$947
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$647
Administrative expenses (other) incurred2011-12-31$52,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$820
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,765,057
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,764,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,958,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,053,778
Interest on participant loans2011-12-31$9,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-72,887
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$543,000
Employer contributions (assets) at end of year2011-12-31$543,000
Employer contributions (assets) at beginning of year2011-12-31$1,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$412,862
Contract administrator fees2011-12-31$14,026
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 name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : PASCO PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,824,886
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$292,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$237,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,509,980
Value of total assets at end of year2010-12-31$5,764,237
Value of total assets at beginning of year2010-12-31$4,232,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$55,093
Total interest from all sources2010-12-31$7,510
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$209,812
Participant contributions at beginning of year2010-12-31$104,392
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,980
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$647
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$420
Administrative expenses (other) incurred2010-12-31$41,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,531,992
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,764,237
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,232,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,053,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,925,106
Interest on participant loans2010-12-31$7,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$307,396
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
Contributions received in cash from employer2010-12-31$1,500,000
Employer contributions (assets) at end of year2010-12-31$1,500,000
Employer contributions (assets) at beginning of year2010-12-31$1,202,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$237,801
Contract administrator fees2010-12-31$14,069
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : PASCO PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PASCO PROFIT SHARING PLAN

2020: PASCO PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PASCO PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PASCO PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PASCO PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PASCO PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PASCO PROFIT SHARING PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PASCO PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PASCO PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PASCO PROFIT SHARING PLAN 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: PASCO PROFIT SHARING PLAN 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: PASCO PROFIT SHARING PLAN 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
2009: PASCO PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number857-80072
Policy instance 1
Insurance contract or identification number857-80072
Number of Individuals Covered1051
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,029
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,029
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number857-80072
Policy instance 1
Insurance contract or identification number857-80072
Number of Individuals Covered1076
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,235
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,235
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number857-80072
Policy instance 1
Insurance contract or identification number857-80072
Number of Individuals Covered986
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,052
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,052
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GN1F
Policy instance 1
Insurance contract or identification numberGAP-CP-GN1F
Number of Individuals Covered53
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,106
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 $1,106
Insurance broker organization code?7
Insurance broker nameMORGAN STANLEY & CO. LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GN1F
Policy instance 1
Insurance contract or identification numberGAP-CP-GN1F
Number of Individuals Covered58
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,001
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 $1,001
Insurance broker organization code?7
Insurance broker nameMORGAN STANLEY & CO. LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-GN1F
Policy instance 1
Insurance contract or identification numberGAP-CP-GN1F
Number of Individuals Covered60
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $327
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 $327
Insurance broker organization code?7
Insurance broker nameMORGAN STANLEY & CO. LLC

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3