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Plan Name | PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | PERTEET, INC. |
Employer identification number (EIN): | 911505037 |
NAIC Classification: | 541330 |
NAIC Description: | Engineering Services |
Additional information about PERTEET, INC.
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1990-12-03 |
Company Identification Number: | 601288065 |
Legal Registered Office Address: |
2707 COLBY AVE STE 900 EVERETT United States of America (USA) 982013565 |
More information about PERTEET, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | DENICE MOAN | DENICE MOAN | 2018-07-16 | |
003 | 2016-01-01 | DENICE MOAN | DENICE MOAN | 2017-07-12 | |
003 | 2015-01-01 | DENICE MOAN | DENICE MOAN | 2016-07-21 | |
003 | 2014-01-01 | DENICE MOAN | DENICE MOAN | 2015-07-14 | |
003 | 2013-01-01 | DENICE MOAN | DENICE MOAN | 2014-09-22 | |
003 | 2012-01-01 | GEORGE SCHMIDT | GEORGE SCHMIDT | 2013-09-11 | |
003 | 2011-01-01 | GEORGE SCHMIDT | GEORGE SCHMIDT | 2012-08-17 | |
003 | 2009-01-01 | CRYSTAL DONNER |
Measure | Date | Value |
---|---|---|
2022: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 95 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 97 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 10 |
Total of all active and inactive participants | 2022-01-01 | 108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 108 |
Number of participants with account balances | 2022-01-01 | 101 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 5 |
2021: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 87 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 8 |
Total of all active and inactive participants | 2021-01-01 | 95 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 95 |
Number of participants with account balances | 2021-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 7 |
2020: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 103 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 90 |
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 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 96 |
Number of participants with account balances | 2020-01-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 7 |
2019: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 87 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 90 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 11 |
Total of all active and inactive participants | 2019-01-01 | 101 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 101 |
Number of participants with account balances | 2019-01-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 13 |
2018: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 88 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 74 |
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 | 12 |
Total of all active and inactive participants | 2018-01-01 | 86 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 86 |
Number of participants with account balances | 2018-01-01 | 85 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 10 |
2017: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 71 |
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 | 17 |
Total of all active and inactive participants | 2017-01-01 | 88 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 88 |
Number of participants with account balances | 2017-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 11 |
2016: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 76 |
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 | 10 |
Total of all active and inactive participants | 2016-01-01 | 86 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 86 |
Number of participants with account balances | 2016-01-01 | 82 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 8 |
2015: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 75 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 69 |
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 | 6 |
Total of all active and inactive participants | 2015-01-01 | 75 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 75 |
Number of participants with account balances | 2015-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
2014: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 65 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 8 |
Total of all active and inactive participants | 2014-01-01 | 74 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 74 |
Number of participants with account balances | 2014-01-01 | 71 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 9 |
2013: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 63 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 25 |
Total of all active and inactive participants | 2013-01-01 | 100 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 100 |
Number of participants with account balances | 2013-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 6 |
2012: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 69 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 15 |
Total of all active and inactive participants | 2012-01-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 96 |
Number of participants with account balances | 2012-01-01 | 93 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 70 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 17 |
Total of all active and inactive participants | 2011-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 97 |
Number of participants with account balances | 2011-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 5 |
2009: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 135 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 17 |
Total of all active and inactive participants | 2009-01-01 | 109 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 109 |
Number of participants with account balances | 2009-01-01 | 106 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 5 |
Measure | Date | Value |
---|---|---|
2022 : PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $1,312,949 |
Expenses. Total of all expenses incurred | 2022-12-31 | $238,732 |
Benefits paid (including direct rollovers) | 2022-12-31 | $238,732 |
Total plan assets at end of year | 2022-12-31 | $7,511,584 |
Total plan assets at beginning of year | 2022-12-31 | $6,437,367 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $223,656 |
Noncash contributions received | 2022-12-31 | $200,000 |
Net income (gross income less expenses) | 2022-12-31 | $1,074,217 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $7,511,584 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,437,367 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2022-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2022-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $5,928,791 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $889,293 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
2021 : PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $400,387 |
Expenses. Total of all expenses incurred | 2021-12-31 | $452,123 |
Benefits paid (including direct rollovers) | 2021-12-31 | $452,123 |
Total plan assets at end of year | 2021-12-31 | $6,437,367 |
Total plan assets at beginning of year | 2021-12-31 | $6,489,103 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $36,819 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $-51,736 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,437,367 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,489,103 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2021-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2021-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $5,706,143 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $363,568 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $-89,684 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,699,609 |
Expenses. Total of all expenses incurred | 2020-12-31 | $207,363 |
Benefits paid (including direct rollovers) | 2020-12-31 | $207,313 |
Total plan assets at end of year | 2020-12-31 | $6,489,103 |
Total plan assets at beginning of year | 2020-12-31 | $5,086,541 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $50 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $998,208 |
Noncash contributions received | 2020-12-31 | $172,500 |
Net income (gross income less expenses) | 2020-12-31 | $1,492,246 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,489,103 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,086,541 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2020-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2020-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $5,497,454 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $528,901 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $-119,149 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,012,453 |
Expenses. Total of all expenses incurred | 2019-12-31 | $387,409 |
Benefits paid (including direct rollovers) | 2019-12-31 | $387,359 |
Total plan assets at end of year | 2019-12-31 | $5,086,541 |
Total plan assets at beginning of year | 2019-12-31 | $4,580,646 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $50 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $320,526 |
Noncash contributions received | 2019-12-31 | $170,000 |
Net income (gross income less expenses) | 2019-12-31 | $625,044 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,086,541 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,580,646 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2019-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2019-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-12-31 | $0 |
Assets. Value of employer securities | 2019-12-31 | $4,329,952 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $521,927 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $-279,068 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $1,229,417 |
Expenses. Total of all expenses incurred | 2018-12-31 | $238,467 |
Benefits paid (including direct rollovers) | 2018-12-31 | $238,391 |
Total plan assets at end of year | 2018-12-31 | $4,580,646 |
Total plan assets at beginning of year | 2018-12-31 | $3,868,764 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $76 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $616,981 |
Noncash contributions received | 2018-12-31 | $153,750 |
Net income (gross income less expenses) | 2018-12-31 | $990,950 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,580,646 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,868,764 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2018-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2018-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $0 |
Assets. Value of employer securities | 2018-12-31 | $3,856,263 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $458,686 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $-7,538 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $998,690 |
Expenses. Total of all expenses incurred | 2017-12-31 | $209,683 |
Benefits paid (including direct rollovers) | 2017-12-31 | $209,633 |
Total plan assets at end of year | 2017-12-31 | $3,868,764 |
Total plan assets at beginning of year | 2017-12-31 | $3,087,295 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $50 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $610,640 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $789,007 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,868,764 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,087,295 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2017-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2017-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $3,239,991 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $388,050 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $-47,361 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $899,719 |
Expenses. Total of all expenses incurred | 2016-12-31 | $152,863 |
Benefits paid (including direct rollovers) | 2016-12-31 | $152,863 |
Total plan assets at end of year | 2016-12-31 | $3,087,295 |
Total plan assets at beginning of year | 2016-12-31 | $2,387,800 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $421,584 |
Noncash contributions received | 2016-12-31 | $159,000 |
Net income (gross income less expenses) | 2016-12-31 | $746,856 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,087,295 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,387,800 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2016-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2016-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-12-31 | $0 |
Assets. Value of employer securities | 2016-12-31 | $2,470,903 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $319,135 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $316,082 |
Total income from all sources | 2015-12-31 | $673,778 |
Expenses. Total of all expenses incurred | 2015-12-31 | $55,521 |
Benefits paid (including direct rollovers) | 2015-12-31 | $55,461 |
Total plan assets at end of year | 2015-12-31 | $2,387,800 |
Total plan assets at beginning of year | 2015-12-31 | $2,085,625 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $60 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $218,224 |
Noncash contributions received | 2015-12-31 | $112,000 |
Net income (gross income less expenses) | 2015-12-31 | $618,257 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,387,800 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,769,543 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2015-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2015-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-12-31 | $0 |
Assets. Value of employer securities | 2015-12-31 | $1,937,934 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $343,554 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $316,082 |
Total plan liabilities at beginning of year | 2014-12-31 | $179 |
Total income from all sources | 2014-12-31 | $439,632 |
Expenses. Total of all expenses incurred | 2014-12-31 | $598,801 |
Benefits paid (including direct rollovers) | 2014-12-31 | $598,781 |
Total plan assets at end of year | 2014-12-31 | $2,085,625 |
Total plan assets at beginning of year | 2014-12-31 | $1,928,891 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $20 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $51,199 |
Noncash contributions received | 2014-12-31 | $50,000 |
Net income (gross income less expenses) | 2014-12-31 | $-159,169 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,769,543 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,928,712 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2014-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2014-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $0 |
Assets. Value of employer securities | 2014-12-31 | $1,670,136 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $338,433 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $179 |
Total plan liabilities at beginning of year | 2013-12-31 | $179 |
Total income from all sources | 2013-12-31 | $406,692 |
Expenses. Total of all expenses incurred | 2013-12-31 | $111,199 |
Benefits paid (including direct rollovers) | 2013-12-31 | $111,179 |
Total plan assets at end of year | 2013-12-31 | $1,928,891 |
Total plan assets at beginning of year | 2013-12-31 | $1,633,398 |
Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $20 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $196,659 |
Noncash contributions received | 2013-12-31 | $175,033 |
Net income (gross income less expenses) | 2013-12-31 | $295,493 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,928,712 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,633,219 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2013-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2013-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $0 |
Assets. Value of employer securities | 2013-12-31 | $1,444,970 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $35,000 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $179 |
Total plan liabilities at beginning of year | 2012-12-31 | $179 |
Total income from all sources | 2012-12-31 | $88,889 |
Expenses. Total of all expenses incurred | 2012-12-31 | $112,650 |
Benefits paid (including direct rollovers) | 2012-12-31 | $112,630 |
Total plan assets at end of year | 2012-12-31 | $1,633,398 |
Total plan assets at beginning of year | 2012-12-31 | $1,657,159 |
Value of fidelity bond covering the plan | 2012-12-31 | $400,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $20 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $-114,228 |
Noncash contributions received | 2012-12-31 | $86,647 |
Net income (gross income less expenses) | 2012-12-31 | $-23,761 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,633,219 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,656,980 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2012-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2012-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $0 |
Assets. Value of employer securities | 2012-12-31 | $1,163,282 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $116,470 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-193,151 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-193,151 |
Total transfer of assets to this plan | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $179 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Expenses. Interest paid | 2011-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $11,288 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $86,297 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $86,297 |
Value of total corrective distributions | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $191,582 |
Value of total assets at end of year | 2011-12-31 | $1,657,159 |
Value of total assets at beginning of year | 2011-12-31 | $1,731,989 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total income from rents | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $2,751 |
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 |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $0 |
Administrative expenses professional fees incurred | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $400,000 |
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 |
Amount of non-exempt transactions with any party-in-interest | 2011-12-31 | $0 |
Contributions received from participants | 2011-12-31 | $0 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $10,106 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
Other income not declared elsewhere | 2011-12-31 | $10,106 |
Administrative expenses (other) incurred | 2011-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $0 |
Total non interest bearing cash at end of year | 2011-12-31 | $1,575 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $1,192 |
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 |
Income. Non cash contributions | 2011-12-31 | $0 |
Value of net income/loss | 2011-12-31 | $-75,009 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,656,980 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,731,989 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2011-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2011-12-31 | $0 |
Investment advisory and management fees | 2011-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2011-12-31 | $0 |
Interest earned on other investments | 2011-12-31 | $0 |
Income. Interest from US Government securities | 2011-12-31 | $0 |
Income. Interest from corporate debt instruments | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $365,536 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $344,504 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $344,504 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $2,751 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2011-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2011-12-31 | $1,279,942 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $1,386,293 |
Contributions received in cash from employer | 2011-12-31 | $191,582 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Income. Dividends from preferred stock | 2011-12-31 | $0 |
Income. Dividends from common stock | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $86,297 |
Contract administrator fees | 2011-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $179 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2011-12-31 | $0 |
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 | VISSE & COMPANY, CPA'S |
Accountancy firm EIN | 2011-12-31 | 542088418 |
2010 : PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $163,093 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $163,093 |
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 | $342,111 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $111,245 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $111,009 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $175,594 |
Value of total assets at end of year | 2010-12-31 | $1,731,989 |
Value of total assets at beginning of year | 2010-12-31 | $1,501,123 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $236 |
Total interest from all sources | 2010-12-31 | $2,855 |
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 |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $400,000 |
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 |
Administrative expenses (other) incurred | 2010-12-31 | $236 |
Total non interest bearing cash at end of year | 2010-12-31 | $1,192 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $983 |
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 | $230,866 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,731,989 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,501,123 |
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 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $9,386 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $344,504 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $175,925 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $175,925 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $2,855 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $569 |
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 |
Assets. Invements in employer securities at end of year | 2010-12-31 | $1,386,293 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $1,090,200 |
Contributions received in cash from employer | 2010-12-31 | $175,594 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $224,629 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $111,009 |
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 | VISSE & COMPANY, CPAS |
Accountancy firm EIN | 2010-12-31 | 542088418 |
2009 : PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
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: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
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: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
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: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
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: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
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: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
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: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
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: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
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: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
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: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
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: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
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: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | First time form 5500 has been submitted | Yes |
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 |
2009: PERTEET, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |