401k Plan data: PETERSON SULLIVAN LLP 401(K) PLAN plan

PETERSON SULLIVAN LLP 401(K) PLAN 401k Plan overview

Plan Name	PETERSON SULLIVAN LLP 401(K) PLAN
Plan identification number	005

PETERSON SULLIVAN LLP 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

PETERSON SULLIVAN, LLP has sponsored the creation of one or more 401k plans.

Company Name: PETERSON SULLIVAN, LLP

Employer identification number (EIN): 910605875

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about PETERSON SULLIVAN, LLP

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 2008-10-30

Company Identification Number: 602874941

Legal Registered Office Address: 601 UNION ST STE 2300

SEATTLE
United States of America (USA)
981012317

More information about PETERSON SULLIVAN, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERSON SULLIVAN LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2020-01-01
005 2020-01-01
005 2019-01-01
005 2019-01-01
005 2018-01-01
005 2017-01-01 JOHN SMOLKE
005 2016-01-01
005 2015-01-01 JOHN SMOLKE
005 2014-01-01 JOHN SMOLKE
005 2013-01-01 JOHN SMOLKE 2014-10-07 JOHN SMOLKE 2014-10-07
005 2012-01-01 JOHN SMOLKE 2013-10-10
005 2011-01-01 JOHN SMOLKE 2012-10-12
005 2010-01-01 JOHN SMOLKE 2011-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
005	2020-01-01
005	2020-01-01
005	2019-01-01
005	2019-01-01
005	2018-01-01
005	2017-01-01	JOHN SMOLKE
005	2016-01-01
005	2015-01-01	JOHN SMOLKE
005	2014-01-01	JOHN SMOLKE
005	2013-01-01	JOHN SMOLKE	2014-10-07	JOHN SMOLKE	2014-10-07
005	2012-01-01	JOHN SMOLKE	2013-10-10
005	2011-01-01	JOHN SMOLKE	2012-10-12
005	2010-01-01	JOHN SMOLKE	2011-10-10

Plan Statistics for PETERSON SULLIVAN LLP 401(K) PLAN

401k plan membership statisitcs for PETERSON SULLIVAN LLP 401(K) PLAN

Measure Date Value
2020: PETERSON SULLIVAN LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PETERSON SULLIVAN LLP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 218
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 218
Number of participants with account balances 2019-01-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: PETERSON SULLIVAN LLP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 244
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 155
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 90
Total of all active and inactive participants 2018-01-01 245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 245
Number of participants with account balances 2018-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 29
2017: PETERSON SULLIVAN LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 182
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 62
Total of all active and inactive participants 2017-01-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 244
Number of participants with account balances 2017-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9
2016: PETERSON SULLIVAN LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 161
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 60
Total of all active and inactive participants 2016-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 221
Number of participants with account balances 2016-01-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 18
2015: PETERSON SULLIVAN LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 151
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 44
Total of all active and inactive participants 2015-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 195
Number of participants with account balances 2015-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 16
2014: PETERSON SULLIVAN LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 142
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 36
Total of all active and inactive participants 2014-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 178
Number of participants with account balances 2014-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 12

Measure	Date	Value
2020: PETERSON SULLIVAN LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PETERSON SULLIVAN LLP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	218
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	218
Number of participants with account balances	2019-01-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: PETERSON SULLIVAN LLP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	244
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	155
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	90
Total of all active and inactive participants	2018-01-01	245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	245
Number of participants with account balances	2018-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	29
2017: PETERSON SULLIVAN LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	182
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	62
Total of all active and inactive participants	2017-01-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	244
Number of participants with account balances	2017-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9
2016: PETERSON SULLIVAN LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	161
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	60
Total of all active and inactive participants	2016-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	221
Number of participants with account balances	2016-01-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	18
2015: PETERSON SULLIVAN LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	151
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	44
Total of all active and inactive participants	2015-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	195
Number of participants with account balances	2015-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	16
2014: PETERSON SULLIVAN LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	142
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	36
Total of all active and inactive participants	2014-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	178
Number of participants with account balances	2014-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	12

Financial Data on PETERSON SULLIVAN LLP 401(K) PLAN

Measure	Date	Value
2020 : PETERSON SULLIVAN LLP 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$7,940
Total unrealized appreciation/depreciation of assets	2020-12-31	$7,940
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$-1,966,855
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$27,944,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$27,922,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$0
Value of total assets at end of year	2020-12-31	$0
Value of total assets at beginning of year	2020-12-31	$29,911,810
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$22,533
Total interest from all sources	2020-12-31	$1,213
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$114,224
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$176,200
Other income not declared elsewhere	2020-12-31	$6,351
Administrative expenses (other) incurred	2020-12-31	$22,533
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$27,252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-29,911,810
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$29,911,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$28,123,897
Interest on participant loans	2020-12-31	$1,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$963,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$-1,982,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$507,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$27,922,422
Contract administrator fees	2020-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	HEARTHSTONE CPA GROUP
Accountancy firm EIN	2020-12-31	911397083
2019 : PETERSON SULLIVAN LLP 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$25,921
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$25,921
Total unrealized appreciation/depreciation of assets	2019-12-31	$25,921
Total unrealized appreciation/depreciation of assets	2019-12-31	$25,921
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$4,088
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$4,088
Total income from all sources (including contributions)	2019-12-31	$8,126,698
Total income from all sources (including contributions)	2019-12-31	$8,126,698
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,100,264
Total of all expenses incurred	2019-12-31	$3,100,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,038,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,038,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,997,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,997,932
Value of total assets at end of year	2019-12-31	$29,911,810
Value of total assets at end of year	2019-12-31	$29,911,810
Value of total assets at beginning of year	2019-12-31	$24,889,464
Value of total assets at beginning of year	2019-12-31	$24,889,464
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$62,261
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$62,261
Total interest from all sources	2019-12-31	$4,893
Total interest from all sources	2019-12-31	$4,893
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
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 year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$62,261
Administrative expenses professional fees incurred	2019-12-31	$62,261
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,477,457
Contributions received from participants	2019-12-31	$1,477,457
Participant contributions at end of year	2019-12-31	$114,224
Participant contributions at end of year	2019-12-31	$114,224
Participant contributions at beginning of year	2019-12-31	$67,449
Participant contributions at beginning of year	2019-12-31	$67,449
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$8,500
Participant contributions at beginning of year	2019-12-31	$8,500
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$176,200
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$176,200
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$134,209
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$134,209
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$13,287
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$13,287
Other income not declared elsewhere	2019-12-31	$51,845
Other income not declared elsewhere	2019-12-31	$51,845
Total non interest bearing cash at end of year	2019-12-31	$27,252
Total non interest bearing cash at end of year	2019-12-31	$27,252
Total non interest bearing cash at beginning of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,026,434
Value of net income/loss	2019-12-31	$5,026,434
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$29,911,810
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$29,911,810
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$24,885,376
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$24,885,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$28,123,897
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$28,123,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$23,171,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$23,171,954
Interest on participant loans	2019-12-31	$4,661
Interest on participant loans	2019-12-31	$4,661
Interest earned on other investments	2019-12-31	$232
Interest earned on other investments	2019-12-31	$232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$963,049
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$963,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$963,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$963,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,046,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,046,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$507,188
Contributions received in cash from employer	2019-12-31	$507,188
Employer contributions (assets) at end of year	2019-12-31	$507,188
Employer contributions (assets) at end of year	2019-12-31	$507,188
Employer contributions (assets) at beginning of year	2019-12-31	$543,402
Employer contributions (assets) at beginning of year	2019-12-31	$543,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,038,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,038,003
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$4,088
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$4,088
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HEARTHSTONE CPA GROUP
Accountancy firm name	2019-12-31	HEARTHSTONE CPA GROUP
Accountancy firm EIN	2019-12-31	911397083
Accountancy firm EIN	2019-12-31	911397083
2018 : PETERSON SULLIVAN LLP 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$20,921
Total unrealized appreciation/depreciation of assets	2018-12-31	$20,921
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$4,088
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$50
Total income from all sources (including contributions)	2018-12-31	$733,297
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,519,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,460,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,258,867
Value of total assets at end of year	2018-12-31	$24,889,464
Value of total assets at beginning of year	2018-12-31	$25,671,992
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$59,628
Total interest from all sources	2018-12-31	$2,440
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 year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,622,297
Participant contributions at end of year	2018-12-31	$67,449
Participant contributions at beginning of year	2018-12-31	$23,633
Participant contributions at end of year	2018-12-31	$8,500
Participant contributions at beginning of year	2018-12-31	$4,500
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$134,209
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$300,800
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$93,168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$50
Other income not declared elsewhere	2018-12-31	$-10,099
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$75,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-786,566
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$24,885,376
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$25,671,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$23,171,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$23,829,546
Interest on participant loans	2018-12-31	$2,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$963,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$854,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,538,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$543,402
Employer contributions (assets) at end of year	2018-12-31	$543,402
Employer contributions (assets) at beginning of year	2018-12-31	$584,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,460,235
Contract administrator fees	2018-12-31	$59,628
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$4,088
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HEARTHSTONE CPA GROUP
Accountancy firm EIN	2018-12-31	911397083
2017 : PETERSON SULLIVAN LLP 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$51,336
Total unrealized appreciation/depreciation of assets	2017-12-31	$51,336
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$50
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	$6,344,618
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$399,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$363,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,427,875
Value of total assets at end of year	2017-12-31	$25,671,992
Value of total assets at beginning of year	2017-12-31	$19,727,135
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$35,936
Total interest from all sources	2017-12-31	$6,465
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 year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,555,740
Participant contributions at end of year	2017-12-31	$23,633
Participant contributions at beginning of year	2017-12-31	$33,526
Participant contributions at end of year	2017-12-31	$4,500
Participant contributions at beginning of year	2017-12-31	$73,694
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$300,800
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$249,464
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$287,867
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$50
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$16,389
Total non interest bearing cash at end of year	2017-12-31	$75,137
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,944,807
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$25,671,942
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$19,727,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$29,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$23,829,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$18,202,212
Interest on participant loans	2017-12-31	$1,482
Interest earned on other investments	2017-12-31	$4,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$854,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$620,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,842,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$584,268
Employer contributions (assets) at end of year	2017-12-31	$584,268
Employer contributions (assets) at beginning of year	2017-12-31	$547,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$363,875
Contract administrator fees	2017-12-31	$6,436
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HEARTHSTONE CPA GROUP
Accountancy firm EIN	2017-12-31	911397083
2016 : PETERSON SULLIVAN LLP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$3,387,871
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,018,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$964,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,978,375
Value of total assets at end of year	2016-12-31	$19,727,135
Value of total assets at beginning of year	2016-12-31	$17,357,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$53,963
Total interest from all sources	2016-12-31	$15,925
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 year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,338,520
Participant contributions at end of year	2016-12-31	$33,526
Participant contributions at beginning of year	2016-12-31	$56,793
Participant contributions at end of year	2016-12-31	$73,694
Participant contributions at beginning of year	2016-12-31	$35,034
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$249,464
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$221,680
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$90,217
Other income not declared elsewhere	2016-12-31	$27,302
Administrative expenses (other) incurred	2016-12-31	$790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,369,386
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$19,727,135
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$17,357,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$18,202,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$16,041,264
Interest on participant loans	2016-12-31	$2,840
Interest earned on other investments	2016-12-31	$13,085
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$620,870
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$528,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,366,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$549,638
Employer contributions (assets) at end of year	2016-12-31	$547,369
Employer contributions (assets) at beginning of year	2016-12-31	$474,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$964,522
Contract administrator fees	2016-12-31	$53,173
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HEARTHSTONE CPA GROUP
Accountancy firm EIN	2016-12-31	911397083
2015 : PETERSON SULLIVAN LLP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,120,560
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$500,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$452,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,975,827
Value of total assets at end of year	2015-12-31	$17,357,749
Value of total assets at beginning of year	2015-12-31	$15,738,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$48,664
Total interest from all sources	2015-12-31	$15,840
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,212,968
Participant contributions at end of year	2015-12-31	$56,793
Participant contributions at beginning of year	2015-12-31	$75,511
Participant contributions at end of year	2015-12-31	$35,034
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$221,680
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$239,397
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$288,234
Other income not declared elsewhere	2015-12-31	$-16,854
Administrative expenses (other) incurred	2015-12-31	$864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,619,707
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$17,357,749
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$15,738,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$16,041,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$14,544,490
Interest on participant loans	2015-12-31	$4,282
Interest earned on other investments	2015-12-31	$11,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$528,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$523,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$145,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$474,625
Employer contributions (assets) at end of year	2015-12-31	$474,625
Employer contributions (assets) at beginning of year	2015-12-31	$354,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$452,189
Contract administrator fees	2015-12-31	$47,800
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HEARTHSTONE CPA GROUP
Accountancy firm EIN	2015-12-31	911397083
2014 : PETERSON SULLIVAN LLP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$4,117,177
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	$2,503,616
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$181,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$146,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,492,948
Value of total assets at end of year	2014-12-31	$15,738,042
Value of total assets at beginning of year	2014-12-31	$9,298,531
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$34,532
Total interest from all sources	2014-12-31	$10,679
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 year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$550,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,092,151
Participant contributions at end of year	2014-12-31	$75,511
Participant contributions at beginning of year	2014-12-31	$90,311
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$239,397
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$238,367
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$46,037
Other income not declared elsewhere	2014-12-31	$24,064
Administrative expenses (other) incurred	2014-12-31	$946
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$5,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,322,334
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$15,738,042
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,298,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$14,544,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,964,159
Interest on participant loans	2014-12-31	$4,501
Interest earned on other investments	2014-12-31	$6,178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$523,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$975,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$354,760
Employer contributions (assets) at end of year	2014-12-31	$354,760
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$146,750
Contract administrator fees	2014-12-31	$33,586
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BALL & TREGER, LLP
Accountancy firm EIN	2014-12-31	911080353

Form 5500 Responses for PETERSON SULLIVAN LLP 401(K) PLAN

2020: PETERSON SULLIVAN LLP 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PETERSON SULLIVAN LLP 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PETERSON SULLIVAN LLP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PETERSON SULLIVAN LLP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PETERSON SULLIVAN LLP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PETERSON SULLIVAN LLP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PETERSON SULLIVAN LLP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

805532

Policy instance

Insurance contract or identification number	805532
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

805532

Policy instance

Insurance contract or identification number	805532
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

805532

Policy instance

Insurance contract or identification number	805532
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

805532

Policy instance

Insurance contract or identification number	805532
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

805532

Policy instance

Insurance contract or identification number	805532
Number of Individuals Covered	195
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

805532

Policy instance

Insurance contract or identification number	805532
Number of Individuals Covered	178
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

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Company Name:	PETERSON SULLIVAN, LLP
Employer identification number (EIN):	910605875
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	2008-10-30
Company Identification Number:	602874941
Legal Registered Office Address:	601 UNION ST STE 2300 SEATTLE United States of America (USA) 981012317