PEOPLE FOR PEOPLE has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : PEOPLE FOR PEOPLE 401K PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-284,747 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $573,610 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $572,493 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of total corrective distributions | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $629,556 |
Value of total assets at end of year | 2022-12-31 | $4,877,636 |
Value of total assets at beginning of year | 2022-12-31 | $5,735,993 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,117 |
Total interest from all sources | 2022-12-31 | $2,733 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $288,561 |
Participant contributions at end of year | 2022-12-31 | $128,295 |
Participant contributions at beginning of year | 2022-12-31 | $154,715 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $1,117 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-858,357 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,877,636 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,735,993 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,289,691 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,149,470 |
Interest on participant loans | 2022-12-31 | $1,616 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $1,117 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $459,650 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $431,808 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-917,036 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $340,995 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $572,493 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | ALEGRIA & COMPANY, PS |
Accountancy firm EIN | 2022-12-31 | 910856953 |
2021 : PEOPLE FOR PEOPLE 401K PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,335,137 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $367,485 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $366,208 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $603,478 |
Value of total assets at end of year | 2021-12-31 | $5,735,993 |
Value of total assets at beginning of year | 2021-12-31 | $4,768,341 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,277 |
Total interest from all sources | 2021-12-31 | $8,850 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $278,749 |
Participant contributions at end of year | 2021-12-31 | $154,715 |
Participant contributions at beginning of year | 2021-12-31 | $75,938 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $4,965 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $1,277 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $967,652 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,735,993 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,768,341 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,149,470 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,353,567 |
Interest on participant loans | 2021-12-31 | $5,366 |
Interest earned on other investments | 2021-12-31 | $3,484 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $431,808 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $338,836 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $722,809 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $319,764 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $366,208 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : PEOPLE FOR PEOPLE 401K PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,128,890 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $449,215 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $443,999 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $553,551 |
Value of total assets at end of year | 2020-12-31 | $4,768,341 |
Value of total assets at beginning of year | 2020-12-31 | $4,088,666 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $5,216 |
Total interest from all sources | 2020-12-31 | $8,918 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
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 |
Contributions received from participants | 2020-12-31 | $268,149 |
Participant contributions at end of year | 2020-12-31 | $75,938 |
Participant contributions at beginning of year | 2020-12-31 | $106,809 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $5,216 |
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 | $679,675 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,768,341 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,088,666 |
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 | $4,353,567 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,674,876 |
Interest on participant loans | 2020-12-31 | $5,614 |
Interest earned on other investments | 2020-12-31 | $3,304 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $338,836 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $306,981 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $566,421 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $285,402 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $443,999 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTON LARSON ALLEN LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : PEOPLE FOR PEOPLE 401K PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,172,859 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $135,262 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $134,597 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $560,284 |
Value of total assets at end of year | 2019-12-31 | $4,088,665 |
Value of total assets at beginning of year | 2019-12-31 | $3,051,068 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $665 |
Total interest from all sources | 2019-12-31 | $10,265 |
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 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
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 |
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 |
Contributions received from participants | 2019-12-31 | $226,755 |
Participant contributions at end of year | 2019-12-31 | $106,809 |
Participant contributions at beginning of year | 2019-12-31 | $60,470 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $58,252 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $665 |
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 | $1,037,597 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,088,665 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,051,068 |
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 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 | $3,674,875 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,706,040 |
Interest on participant loans | 2019-12-31 | $4,993 |
Interest earned on other investments | 2019-12-31 | $5,272 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $306,981 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $284,558 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $602,310 |
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 |
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 | $275,277 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $134,597 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : PEOPLE FOR PEOPLE 401K PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $300,405 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $214,339 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $212,260 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $472,292 |
Value of total assets at end of year | 2018-12-31 | $3,306,833 |
Value of total assets at beginning of year | 2018-12-31 | $3,220,767 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,079 |
Total interest from all sources | 2018-12-31 | $7,369 |
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 | $224,730 |
Participant contributions at end of year | 2018-12-31 | $60,470 |
Participant contributions at beginning of year | 2018-12-31 | $66,772 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $2,079 |
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 | $86,066 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,306,833 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,220,767 |
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 | $2,706,040 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,696,018 |
Interest on participant loans | 2018-12-31 | $3,158 |
Interest earned on other investments | 2018-12-31 | $4,211 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $284,558 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $203,985 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-179,256 |
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 | $247,562 |
Employer contributions (assets) at end of year | 2018-12-31 | $255,765 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $253,992 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $212,260 |
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 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : PEOPLE FOR PEOPLE 401K PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $678 |
Total income from all sources (including contributions) | 2017-12-31 | $855,197 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $474,368 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $474,047 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $409,774 |
Value of total assets at end of year | 2017-12-31 | $3,222,540 |
Value of total assets at beginning of year | 2017-12-31 | $2,842,389 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $321 |
Total interest from all sources | 2017-12-31 | $4,434 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $24,690 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $24,690 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $154,009 |
Participant contributions at end of year | 2017-12-31 | $66,772 |
Participant contributions at beginning of year | 2017-12-31 | $80,963 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $678 |
Other income not declared elsewhere | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $321 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $848 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $380,829 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,222,540 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,841,711 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $2,696,018 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,547,465 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $0 |
Interest on participant loans | 2017-12-31 | $3,993 |
Interest earned on other investments | 2017-12-31 | $441 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $203,985 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $340,044 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $76,255 |
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 | $255,765 |
Employer contributions (assets) at end of year | 2017-12-31 | $255,765 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $213,113 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $474,047 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
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 | CLIFTONLARSENALLEN LLP |
Accountancy firm EIN | 2017-12-31 | 410746749 |
2016 : PEOPLE FOR PEOPLE 401K 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 | $678 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $751 |
Total income from all sources (including contributions) | 2016-12-31 | $515,869 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $380,212 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $379,514 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $336,021 |
Value of total assets at end of year | 2016-12-31 | $2,842,389 |
Value of total assets at beginning of year | 2016-12-31 | $2,706,805 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $698 |
Total interest from all sources | 2016-12-31 | $4,714 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $99,678 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $99,678 |
Administrative expenses professional fees incurred | 2016-12-31 | $600 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
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 | $122,897 |
Participant contributions at end of year | 2016-12-31 | $80,963 |
Participant contributions at beginning of year | 2016-12-31 | $90,944 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $678 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $751 |
Administrative expenses (other) incurred | 2016-12-31 | $98 |
Total non interest bearing cash at end of year | 2016-12-31 | $848 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $851 |
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 | $135,657 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,841,711 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,706,054 |
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 | $2,547,465 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,428,840 |
Interest on participant loans | 2016-12-31 | $4,714 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $75,456 |
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 | $213,124 |
Employer contributions (assets) at end of year | 2016-12-31 | $213,113 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $186,170 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $379,514 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2016-12-31 | 410746749 |
2015 : PEOPLE FOR PEOPLE 401K 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 | $751 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,912 |
Total income from all sources (including contributions) | 2015-12-31 | $324,625 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $316,060 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $315,557 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $292,229 |
Value of total assets at end of year | 2015-12-31 | $2,706,805 |
Value of total assets at beginning of year | 2015-12-31 | $2,699,401 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $503 |
Total interest from all sources | 2015-12-31 | $3,077 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $137,359 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $137,359 |
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 | $106,059 |
Participant contributions at end of year | 2015-12-31 | $90,944 |
Participant contributions at beginning of year | 2015-12-31 | $16,035 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $751 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $1,912 |
Other income not declared elsewhere | 2015-12-31 | $1 |
Administrative expenses (other) incurred | 2015-12-31 | $503 |
Total non interest bearing cash at end of year | 2015-12-31 | $851 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $1,912 |
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 | $8,565 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,706,054 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,697,489 |
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 | $2,428,840 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,506,680 |
Interest on participant loans | 2015-12-31 | $3,077 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-108,041 |
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 | Yes |
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 | $186,170 |
Employer contributions (assets) at end of year | 2015-12-31 | $186,170 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $174,774 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $315,557 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2015-12-31 | 410746749 |
2014 : PEOPLE FOR PEOPLE 401K PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,912 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $2,632 |
Total income from all sources (including contributions) | 2014-12-31 | $436,208 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $447,092 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $443,980 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $271,774 |
Value of total assets at end of year | 2014-12-31 | $2,699,401 |
Value of total assets at beginning of year | 2014-12-31 | $2,711,005 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,112 |
Total interest from all sources | 2014-12-31 | $1,018 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $138,642 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $138,642 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
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 | $97,000 |
Participant contributions at end of year | 2014-12-31 | $16,035 |
Participant contributions at beginning of year | 2014-12-31 | $24,947 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $1,912 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $2,632 |
Total non interest bearing cash at end of year | 2014-12-31 | $1,912 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $2,632 |
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 | $-10,884 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,697,489 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,708,373 |
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 |
Investment advisory and management fees | 2014-12-31 | $3,112 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,506,680 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,490,840 |
Interest on participant loans | 2014-12-31 | $1,018 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $24,774 |
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 | $174,774 |
Employer contributions (assets) at end of year | 2014-12-31 | $174,774 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $192,586 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $443,980 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2014-12-31 | 410746749 |
2013 : PEOPLE FOR PEOPLE 401K PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $2,632 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $3,699 |
Total income from all sources (including contributions) | 2013-12-31 | $765,171 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $560,352 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $557,720 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $304,206 |
Value of total assets at end of year | 2013-12-31 | $2,711,005 |
Value of total assets at beginning of year | 2013-12-31 | $2,507,253 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,632 |
Total interest from all sources | 2013-12-31 | $1,583 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $94,348 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $94,348 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $111,620 |
Participant contributions at end of year | 2013-12-31 | $24,947 |
Participant contributions at beginning of year | 2013-12-31 | $35,688 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $2,632 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $3,699 |
Total non interest bearing cash at end of year | 2013-12-31 | $2,632 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $3,699 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $204,819 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,708,373 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,503,554 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $2,632 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,490,840 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,248,871 |
Interest on participant loans | 2013-12-31 | $1,583 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $365,034 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $192,586 |
Employer contributions (assets) at end of year | 2013-12-31 | $192,586 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $218,995 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $557,720 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2013-12-31 | 410746749 |
2012 : PEOPLE FOR PEOPLE 401K PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $3,699 |
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 | $575,885 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $277,475 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $275,515 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $324,485 |
Value of total assets at end of year | 2012-12-31 | $2,507,253 |
Value of total assets at beginning of year | 2012-12-31 | $2,205,144 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,960 |
Total interest from all sources | 2012-12-31 | $2,142 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $45,450 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $45,450 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $240,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $105,490 |
Participant contributions at end of year | 2012-12-31 | $35,688 |
Participant contributions at beginning of year | 2012-12-31 | $51,887 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $3,699 |
Administrative expenses (other) incurred | 2012-12-31 | $1,960 |
Total non interest bearing cash at end of year | 2012-12-31 | $3,699 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $298,410 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,503,554 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,205,144 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,248,871 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,927,647 |
Interest on participant loans | 2012-12-31 | $2,122 |
Interest earned on other investments | 2012-12-31 | $20 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $203,808 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $218,995 |
Employer contributions (assets) at end of year | 2012-12-31 | $218,995 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $225,610 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $275,515 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2012-12-31 | 410746749 |
2011 : PEOPLE FOR PEOPLE 401K PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $335,276 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $570,989 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $570,972 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $338,490 |
Value of total assets at end of year | 2011-12-31 | $2,205,144 |
Value of total assets at beginning of year | 2011-12-31 | $2,440,857 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $17 |
Total interest from all sources | 2011-12-31 | $2,826 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $38,491 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $38,491 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $240,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $112,862 |
Participant contributions at end of year | 2011-12-31 | $51,887 |
Participant contributions at beginning of year | 2011-12-31 | $61,545 |
Administrative expenses (other) incurred | 2011-12-31 | $17 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $1,905 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-235,713 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,205,144 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,440,857 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,927,647 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,130,496 |
Interest on participant loans | 2011-12-31 | $2,826 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-44,531 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $225,628 |
Employer contributions (assets) at end of year | 2011-12-31 | $225,610 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $246,911 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $570,972 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2011-12-31 | 410746749 |
2010 : PEOPLE FOR PEOPLE 401K PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $564,744 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $106,267 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $105,219 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $377,079 |
Value of total assets at end of year | 2010-12-31 | $2,440,857 |
Value of total assets at beginning of year | 2010-12-31 | $1,982,380 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,048 |
Total interest from all sources | 2010-12-31 | $2,485 |
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 year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $160,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $130,168 |
Participant contributions at end of year | 2010-12-31 | $61,545 |
Participant contributions at beginning of year | 2010-12-31 | $20,602 |
Administrative expenses (other) incurred | 2010-12-31 | $1,048 |
Total non interest bearing cash at end of year | 2010-12-31 | $1,905 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $1,048 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $458,477 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,440,857 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,982,380 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,130,496 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,721,857 |
Interest on participant loans | 2010-12-31 | $2,485 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $185,180 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $246,911 |
Employer contributions (assets) at end of year | 2010-12-31 | $246,911 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $238,873 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $105,219 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | LARSON ALLEN |
Accountancy firm EIN | 2010-12-31 | 410746749 |
2009 : PEOPLE FOR PEOPLE 401K PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |