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Plan Name | PSRS 403(B) PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | PUGET SOUND REGIONAL SERVICES |
Employer identification number (EIN): | 911296595 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about PUGET SOUND REGIONAL SERVICES
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1985-07-16 |
Company Identification Number: | 601001588 |
Legal Registered Office Address: |
149 PARK AVE N UNIT A RENTON United States of America (USA) 980575753 |
More information about PUGET SOUND REGIONAL SERVICES
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | CHAD HIGMAN | |||
002 | 2016-01-01 | CHAD HIGMAN | |||
002 | 2015-01-01 | CHAD HIGMAN | |||
002 | 2014-01-01 | CHAD HIGMAN | |||
002 | 2013-01-01 | CHAD HIGMAN | |||
002 | 2012-01-01 | CHAD HIGMAN | |||
002 | 2011-01-01 | CHAD HIGMAN | |||
002 | 2010-01-01 | CHAD HIGMAN | 2011-04-21 |
Measure | Date | Value |
---|---|---|
2022: PSRS 403(B) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 263 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 263 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 12 |
Total of all active and inactive participants | 2022-01-01 | 275 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 275 |
Number of participants with account balances | 2022-01-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: PSRS 403(B) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 266 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 253 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 9 |
Total of all active and inactive participants | 2021-01-01 | 263 |
Total participants | 2021-01-01 | 263 |
Number of participants with account balances | 2021-01-01 | 65 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: PSRS 403(B) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 235 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 260 |
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 | 6 |
Total of all active and inactive participants | 2020-01-01 | 266 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 266 |
Number of participants with account balances | 2020-01-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PSRS 403(B) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 231 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 228 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 6 |
Total of all active and inactive participants | 2019-01-01 | 235 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 235 |
Number of participants with account balances | 2019-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: PSRS 403(B) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 248 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 222 |
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 | 9 |
Total of all active and inactive participants | 2018-01-01 | 231 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 231 |
Number of participants with account balances | 2018-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: PSRS 403(B) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 249 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 239 |
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 | 9 |
Total of all active and inactive participants | 2017-01-01 | 248 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 248 |
Number of participants with account balances | 2017-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: PSRS 403(B) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 230 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 243 |
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 | 6 |
Total of all active and inactive participants | 2016-01-01 | 249 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 249 |
Number of participants with account balances | 2016-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: PSRS 403(B) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 235 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 221 |
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 | 9 |
Total of all active and inactive participants | 2015-01-01 | 230 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 230 |
Number of participants with account balances | 2015-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: PSRS 403(B) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 200 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 220 |
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 | 15 |
Total of all active and inactive participants | 2014-01-01 | 235 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 235 |
Number of participants with account balances | 2014-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: PSRS 403(B) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 204 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 188 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 12 |
Total of all active and inactive participants | 2013-01-01 | 200 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 200 |
Number of participants with account balances | 2013-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: PSRS 403(B) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 193 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 11 |
Total of all active and inactive participants | 2012-01-01 | 204 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 204 |
Number of participants with account balances | 2012-01-01 | 56 |
2011: PSRS 403(B) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 156 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 13 |
Total of all active and inactive participants | 2011-01-01 | 169 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 169 |
Number of participants with account balances | 2011-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : PSRS 403(B) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,421 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $71 |
Total income from all sources (including contributions) | 2022-12-31 | $35,611 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $136,250 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $115,773 |
Value of total corrective distributions | 2022-12-31 | $1,421 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $419,774 |
Value of total assets at end of year | 2022-12-31 | $2,243,993 |
Value of total assets at beginning of year | 2022-12-31 | $2,343,282 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $19,056 |
Total interest from all sources | 2022-12-31 | $5,029 |
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 |
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 | $219,580 |
Participant contributions at end of year | 2022-12-31 | $79,140 |
Participant contributions at beginning of year | 2022-12-31 | $82,878 |
Participant contributions at end of year | 2022-12-31 | $8,364 |
Participant contributions at beginning of year | 2022-12-31 | $8,213 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $50,194 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $1,421 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $71 |
Administrative expenses (other) incurred | 2022-12-31 | $1,275 |
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 |
Value of net income/loss | 2022-12-31 | $-100,639 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,242,572 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,343,211 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,006,453 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,152,191 |
Interest on participant loans | 2022-12-31 | $5,029 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-389,192 |
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 | $150,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $150,036 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $115,773 |
Contract administrator fees | 2022-12-31 | $17,781 |
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 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SMITH BUNDAY BERMAN BRITTON, P.S. |
Accountancy firm EIN | 2022-12-31 | 911275259 |
2021 : PSRS 403(B) PLAN 2021 401k financial data | ||
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 | $71 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $985 |
Total income from all sources (including contributions) | 2021-12-31 | $547,349 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $43,103 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $22,392 |
Value of total corrective distributions | 2021-12-31 | $71 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $281,888 |
Value of total assets at end of year | 2021-12-31 | $2,343,282 |
Value of total assets at beginning of year | 2021-12-31 | $1,839,950 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $20,640 |
Total interest from all sources | 2021-12-31 | $5,040 |
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 | $195,000 |
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 | $181,888 |
Participant contributions at end of year | 2021-12-31 | $82,878 |
Participant contributions at beginning of year | 2021-12-31 | $89,184 |
Participant contributions at end of year | 2021-12-31 | $8,213 |
Participant contributions at beginning of year | 2021-12-31 | $6,693 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $71 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $985 |
Administrative expenses (other) incurred | 2021-12-31 | $650 |
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 | $504,246 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,343,211 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,838,965 |
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 | $2,152,191 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,654,073 |
Interest on participant loans | 2021-12-31 | $5,040 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $260,421 |
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 | $100,000 |
Employer contributions (assets) at end of year | 2021-12-31 | $100,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $90,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $22,392 |
Contract administrator fees | 2021-12-31 | $19,990 |
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 | SMITH BUNDAY BERMAN BRITTON, P.S. |
Accountancy firm EIN | 2021-12-31 | 911275259 |
2020 : PSRS 403(B) PLAN 2020 401k financial data | ||
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 | $985 |
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 | $447,396 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $19,553 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,293 |
Value of total corrective distributions | 2020-12-31 | $985 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $238,160 |
Value of total assets at end of year | 2020-12-31 | $1,839,950 |
Value of total assets at beginning of year | 2020-12-31 | $1,411,122 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $14,275 |
Total interest from all sources | 2020-12-31 | $5,561 |
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 | $195,000 |
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 | $148,160 |
Participant contributions at end of year | 2020-12-31 | $89,184 |
Participant contributions at beginning of year | 2020-12-31 | $99,162 |
Participant contributions at end of year | 2020-12-31 | $6,693 |
Participant contributions at beginning of year | 2020-12-31 | $6,679 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $985 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $350 |
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 | $427,843 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,838,965 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,411,122 |
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 | $1,654,073 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,255,281 |
Interest on participant loans | 2020-12-31 | $5,561 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $203,675 |
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 | $90,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $90,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $50,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,293 |
Contract administrator fees | 2020-12-31 | $13,925 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | SMITH BUNDAY BERMAN BRITTON, P.S. |
Accountancy firm EIN | 2020-12-31 | 911275259 |
2019 : PSRS 403(B) PLAN 2019 401k financial data | ||
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 | $2,459 |
Total income from all sources (including contributions) | 2019-12-31 | $404,427 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $20,385 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $7,507 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $178,504 |
Value of total assets at end of year | 2019-12-31 | $1,411,122 |
Value of total assets at beginning of year | 2019-12-31 | $1,029,539 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $12,878 |
Total interest from all sources | 2019-12-31 | $2,770 |
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 | $195,000 |
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 | $124,102 |
Participant contributions at end of year | 2019-12-31 | $99,162 |
Participant contributions at beginning of year | 2019-12-31 | $26,680 |
Participant contributions at end of year | 2019-12-31 | $6,679 |
Participant contributions at beginning of year | 2019-12-31 | $3,220 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $4,402 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $2,459 |
Administrative expenses (other) incurred | 2019-12-31 | $1,300 |
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 | $384,042 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,411,122 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,027,080 |
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 | $1,255,281 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $964,937 |
Interest on participant loans | 2019-12-31 | $2,766 |
Interest earned on other investments | 2019-12-31 | $4 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $223,153 |
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 | Yes |
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 | $50,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $50,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $34,702 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $7,507 |
Contract administrator fees | 2019-12-31 | $11,578 |
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 | SMITH BUNDAY BERMAN BRITTON, P.S. |
Accountancy firm EIN | 2019-12-31 | 911275259 |
2018 : PSRS 403(B) PLAN 2018 401k financial data | ||
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 | $2,459 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $4,943 |
Total income from all sources (including contributions) | 2018-12-31 | $11,017 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $35,407 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $21,053 |
Value of total corrective distributions | 2018-12-31 | $2,460 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $107,744 |
Value of total assets at end of year | 2018-12-31 | $1,029,539 |
Value of total assets at beginning of year | 2018-12-31 | $1,056,413 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $11,894 |
Total interest from all sources | 2018-12-31 | $1,453 |
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 | $195,000 |
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 | $71,611 |
Participant contributions at end of year | 2018-12-31 | $26,680 |
Participant contributions at beginning of year | 2018-12-31 | $29,422 |
Participant contributions at end of year | 2018-12-31 | $3,220 |
Participant contributions at beginning of year | 2018-12-31 | $2,280 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $2,459 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $4,943 |
Administrative expenses (other) incurred | 2018-12-31 | $825 |
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 | $-24,390 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,027,080 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,051,470 |
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 | $964,937 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $990,711 |
Interest on participant loans | 2018-12-31 | $1,453 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-98,180 |
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 | Yes |
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 | $36,133 |
Employer contributions (assets) at end of year | 2018-12-31 | $34,702 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $34,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $21,053 |
Contract administrator fees | 2018-12-31 | $11,069 |
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 | SMITH BUNDAY BERMAN BRITTON, P.S. |
Accountancy firm EIN | 2018-12-31 | 911275259 |
2017 : PSRS 403(B) 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 | $4,943 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $5,778 |
Total income from all sources (including contributions) | 2017-12-31 | $220,050 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $55,759 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $42,352 |
Value of total corrective distributions | 2017-12-31 | $3,341 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $88,345 |
Value of total assets at end of year | 2017-12-31 | $1,056,413 |
Value of total assets at beginning of year | 2017-12-31 | $892,957 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $10,066 |
Total interest from all sources | 2017-12-31 | $2,060 |
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 | $195,000 |
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 | $54,345 |
Participant contributions at end of year | 2017-12-31 | $29,422 |
Participant contributions at beginning of year | 2017-12-31 | $32,009 |
Participant contributions at end of year | 2017-12-31 | $2,280 |
Participant contributions at beginning of year | 2017-12-31 | $2,120 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $4,943 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $5,778 |
Administrative expenses (other) incurred | 2017-12-31 | $525 |
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 | $164,291 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,051,470 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $887,179 |
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 | $990,711 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $824,828 |
Interest on participant loans | 2017-12-31 | $2,060 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $129,645 |
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 | $34,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $34,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $34,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $42,352 |
Contract administrator fees | 2017-12-31 | $9,541 |
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 | SMITH BUNDAY BERMAN BRITTON, P.S. |
Accountancy firm EIN | 2017-12-31 | 911275259 |
2016 : PSRS 403(B) 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 | $5,778 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $3,387 |
Total income from all sources (including contributions) | 2016-12-31 | $149,313 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $23,609 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $8,131 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $947 |
Value of total corrective distributions | 2016-12-31 | $4,567 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $79,470 |
Value of total assets at end of year | 2016-12-31 | $892,957 |
Value of total assets at beginning of year | 2016-12-31 | $764,862 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $9,964 |
Total interest from all sources | 2016-12-31 | $2,345 |
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 | $195,000 |
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 | $45,915 |
Participant contributions at end of year | 2016-12-31 | $32,009 |
Participant contributions at beginning of year | 2016-12-31 | $48,345 |
Participant contributions at end of year | 2016-12-31 | $2,120 |
Participant contributions at beginning of year | 2016-12-31 | $1,810 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $5,778 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $3,387 |
Administrative expenses (other) incurred | 2016-12-31 | $950 |
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 | $125,704 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $887,179 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $761,475 |
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 | $824,828 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $680,707 |
Interest on participant loans | 2016-12-31 | $2,345 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $67,498 |
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 | $33,555 |
Employer contributions (assets) at end of year | 2016-12-31 | $34,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $34,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $8,131 |
Contract administrator fees | 2016-12-31 | $9,014 |
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 | SMITH BUNDAY BERMAN BRITTON, P.S. |
Accountancy firm EIN | 2016-12-31 | 911275259 |
2015 : PSRS 403(B) 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 | $3,387 |
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 | $61,410 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $102,438 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $87,505 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $1,477 |
Value of total corrective distributions | 2015-12-31 | $3,595 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $78,545 |
Value of total assets at end of year | 2015-12-31 | $764,862 |
Value of total assets at beginning of year | 2015-12-31 | $802,503 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $9,861 |
Total interest from all sources | 2015-12-31 | $3,156 |
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 | $195,000 |
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 | $41,045 |
Participant contributions at end of year | 2015-12-31 | $48,345 |
Participant contributions at beginning of year | 2015-12-31 | $56,236 |
Participant contributions at end of year | 2015-12-31 | $1,810 |
Participant contributions at beginning of year | 2015-12-31 | $1,555 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $3,905 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $3,387 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $1,104 |
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 | $-41,028 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $761,475 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $802,503 |
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 | $680,707 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $714,859 |
Interest on participant loans | 2015-12-31 | $3,156 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-20,291 |
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 | $33,595 |
Employer contributions (assets) at end of year | 2015-12-31 | $34,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $29,853 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $87,505 |
Contract administrator fees | 2015-12-31 | $8,757 |
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 | SMITH BUNDAY BERMAN BRITTON, P.S. |
Accountancy firm EIN | 2015-12-31 | 911275259 |
2014 : PSRS 403(B) 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $150 |
Total income from all sources (including contributions) | 2014-12-31 | $99,455 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $32,078 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $21,998 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $69,995 |
Value of total assets at end of year | 2014-12-31 | $802,503 |
Value of total assets at beginning of year | 2014-12-31 | $735,276 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $10,080 |
Total interest from all sources | 2014-12-31 | $3,643 |
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 | $195,000 |
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 | $39,995 |
Participant contributions at end of year | 2014-12-31 | $56,236 |
Participant contributions at beginning of year | 2014-12-31 | $64,240 |
Participant contributions at end of year | 2014-12-31 | $1,555 |
Participant contributions at beginning of year | 2014-12-31 | $1,645 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $150 |
Administrative expenses (other) incurred | 2014-12-31 | $1,719 |
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 | $67,377 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $802,503 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $735,126 |
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 | $714,859 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $639,391 |
Interest on participant loans | 2014-12-31 | $3,597 |
Interest earned on other investments | 2014-12-31 | $46 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $25,817 |
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 | Yes |
Contributions received in cash from employer | 2014-12-31 | $30,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $29,853 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $30,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $21,998 |
Contract administrator fees | 2014-12-31 | $8,361 |
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 | SMITH BUNDAY BERMAN BRITTON, P.S. |
Accountancy firm EIN | 2014-12-31 | 911275259 |
2013 : PSRS 403(B) 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 | $150 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,732 |
Total income from all sources (including contributions) | 2013-12-31 | $171,928 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $41,555 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $32,760 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $71,240 |
Value of total assets at end of year | 2013-12-31 | $735,276 |
Value of total assets at beginning of year | 2013-12-31 | $606,485 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $8,795 |
Total interest from all sources | 2013-12-31 | $1,586 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $195,000 |
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 | $41,240 |
Participant contributions at end of year | 2013-12-31 | $64,240 |
Participant contributions at beginning of year | 2013-12-31 | $22,483 |
Participant contributions at end of year | 2013-12-31 | $1,645 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $150 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $1,732 |
Administrative expenses (other) incurred | 2013-12-31 | $800 |
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 | $130,373 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $735,126 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $604,753 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $639,391 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $554,002 |
Interest on participant loans | 2013-12-31 | $1,586 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $99,102 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | Yes |
Contributions received in cash from employer | 2013-12-31 | $30,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $30,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $30,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $32,760 |
Contract administrator fees | 2013-12-31 | $7,995 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SMITH BUNDAY BERMAN BRITTON, P.S. |
Accountancy firm EIN | 2013-12-31 | 911275259 |
2012 : PSRS 403(B) 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 | $1,732 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $26 |
Total income from all sources (including contributions) | 2012-12-31 | $141,739 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $102,299 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $92,394 |
Value of total corrective distributions | 2012-12-31 | $1,732 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $73,390 |
Value of total assets at end of year | 2012-12-31 | $606,485 |
Value of total assets at beginning of year | 2012-12-31 | $565,339 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $8,173 |
Total interest from all sources | 2012-12-31 | $1,701 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $195,000 |
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 | $43,390 |
Participant contributions at end of year | 2012-12-31 | $22,483 |
Participant contributions at beginning of year | 2012-12-31 | $38,803 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $1,590 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $944 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $1,732 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $26 |
Administrative expenses (other) incurred | 2012-12-31 | $650 |
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 | $39,440 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $604,753 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $565,313 |
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 | $554,002 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $494,001 |
Interest on participant loans | 2012-12-31 | $1,701 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $66,648 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | Yes |
Contributions received in cash from employer | 2012-12-31 | $30,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $30,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $30,001 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $92,394 |
Contract administrator fees | 2012-12-31 | $7,523 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | SMITH BUNDAY BERMAN BRITTON, P.S. |
Accountancy firm EIN | 2012-12-31 | 911275259 |
2011 : PSRS 403(B) PLAN 2011 401k financial data | ||
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 | $26 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $175 |
Total income from all sources (including contributions) | 2011-12-31 | $73,165 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $15,395 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $6,678 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $83,376 |
Value of total assets at end of year | 2011-12-31 | $565,339 |
Value of total assets at beginning of year | 2011-12-31 | $507,718 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $8,717 |
Total interest from all sources | 2011-12-31 | $2,447 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $650 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $195,000 |
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 | $53,335 |
Participant contributions at end of year | 2011-12-31 | $38,803 |
Participant contributions at beginning of year | 2011-12-31 | $48,487 |
Participant contributions at end of year | 2011-12-31 | $1,590 |
Participant contributions at beginning of year | 2011-12-31 | $1,920 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $944 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $952 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $26 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $175 |
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 | $57,770 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $565,313 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $507,543 |
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 | $494,001 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $426,359 |
Interest on participant loans | 2011-12-31 | $2,447 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-12,658 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | Yes |
Contributions received in cash from employer | 2011-12-31 | $30,041 |
Employer contributions (assets) at end of year | 2011-12-31 | $30,001 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $30,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $6,678 |
Contract administrator fees | 2011-12-31 | $8,067 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | SMITH BUNDAY BERMAN BRITTON, P.S. |
Accountancy firm EIN | 2011-12-31 | 911275259 |
2022: PSRS 403(B) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PSRS 403(B) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PSRS 403(B) 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 | No |
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 – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PSRS 403(B) 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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PSRS 403(B) 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 – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PSRS 403(B) 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 – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PSRS 403(B) 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 – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PSRS 403(B) 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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PSRS 403(B) 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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PSRS 403(B) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PSRS 403(B) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PSRS 403(B) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |