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PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NamePAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST Benefits

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

401k Sponsoring company profile

PAULA'S CHOICE, LLC has sponsored the creation of one or more 401k plans.

Company Name:PAULA'S CHOICE, LLC
Employer identification number (EIN):911677664
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MELISSA SODANO
0012016-01-01MELISSA SODANO2017-07-13
0012015-01-01MELISSA SODANO2016-09-27
0012014-01-01MELISSA SODANO2015-07-15
0012013-01-01TASSIE CHRISTOPHER2014-07-29
0012012-01-01PAULAS CHOICE INC2013-07-15
0012011-01-01PAULAS CHOICE INC2012-07-06
0012010-01-01PAULAS CHOICE INC2011-07-18

Plan Statistics for PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022: PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01294
Total number of active participants reported on line 7a of the Form 55002022-01-01221
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0193
Total of all active and inactive participants2022-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01321
Number of participants with account balances2022-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01223
Total number of active participants reported on line 7a of the Form 55002021-01-01216
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0173
Total of all active and inactive participants2021-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01294
Number of participants with account balances2021-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01202
Total number of active participants reported on line 7a of the Form 55002020-01-01164
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0155
Total of all active and inactive participants2020-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01223
Number of participants with account balances2020-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01223
Total number of active participants reported on line 7a of the Form 55002019-01-01138
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0159
Total of all active and inactive participants2019-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01202
Number of participants with account balances2019-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01211
Total number of active participants reported on line 7a of the Form 55002018-01-01138
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0178
Total of all active and inactive participants2018-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01223
Number of participants with account balances2018-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01180
Total number of active participants reported on line 7a of the Form 55002017-01-01142
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-0160
Total of all active and inactive participants2017-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01211
Number of participants with account balances2017-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014

Financial Data on PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022 : PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$488,372
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$460,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$392,952
Expenses. Certain deemed distributions of participant loans2022-12-31$861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,950,255
Value of total assets at end of year2022-12-31$12,951,439
Value of total assets at beginning of year2022-12-31$12,923,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$66,961
Total interest from all sources2022-12-31$3,813
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$636,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$636,117
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,650,534
Participant contributions at end of year2022-12-31$116,673
Participant contributions at beginning of year2022-12-31$42,737
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$484,825
Other income not declared elsewhere2022-12-31$380
Administrative expenses (other) incurred2022-12-31$29,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$27,598
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,951,439
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,923,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$37,148
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,394,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,757,089
Interest on participant loans2022-12-31$3,813
Value of interest in common/collective trusts at end of year2022-12-31$405,200
Value of interest in common/collective trusts at beginning of year2022-12-31$48,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,106,966
Net investment gain or loss from common/collective trusts2022-12-31$4,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$814,896
Employer contributions (assets) at end of year2022-12-31$35,088
Employer contributions (assets) at beginning of year2022-12-31$75,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$392,952
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, LLP
Accountancy firm EIN2022-12-31135381590
2021 : PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,846,647
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$698,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$640,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,061,897
Value of total assets at end of year2021-12-31$12,923,841
Value of total assets at beginning of year2021-12-31$9,775,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$58,665
Total interest from all sources2021-12-31$2,382
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$551,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$551,693
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,310,189
Participant contributions at end of year2021-12-31$42,737
Participant contributions at beginning of year2021-12-31$34,928
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$56,073
Other income not declared elsewhere2021-12-31$312
Administrative expenses (other) incurred2021-12-31$24,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,147,948
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,923,841
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,775,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$34,087
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,757,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,694,448
Interest on participant loans2021-12-31$2,382
Value of interest in common/collective trusts at end of year2021-12-31$48,327
Value of interest in common/collective trusts at beginning of year2021-12-31$22,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,229,864
Net investment gain or loss from common/collective trusts2021-12-31$499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$695,635
Employer contributions (assets) at end of year2021-12-31$75,688
Employer contributions (assets) at beginning of year2021-12-31$24,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$640,034
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,078,246
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$566,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$518,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,562,151
Value of total assets at end of year2020-12-31$9,775,893
Value of total assets at beginning of year2020-12-31$7,264,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$47,893
Total interest from all sources2020-12-31$2,006
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$291,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$291,164
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$912,957
Participant contributions at end of year2020-12-31$34,928
Participant contributions at beginning of year2020-12-31$19,679
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$126,729
Other income not declared elsewhere2020-12-31$226
Administrative expenses (other) incurred2020-12-31$22,890
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$38,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,511,846
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,775,893
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,264,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$25,003
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,694,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,190,514
Interest on participant loans2020-12-31$2,006
Value of interest in common/collective trusts at end of year2020-12-31$22,267
Value of interest in common/collective trusts at beginning of year2020-12-31$15,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,222,367
Net investment gain or loss from common/collective trusts2020-12-31$332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$522,465
Employer contributions (assets) at end of year2020-12-31$24,250
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$518,507
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,528,957
Total income from all sources (including contributions)2019-12-31$2,528,957
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$410,342
Total of all expenses incurred2019-12-31$410,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$362,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$362,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,205,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,205,793
Value of total assets at end of year2019-12-31$7,264,047
Value of total assets at end of year2019-12-31$7,264,047
Value of total assets at beginning of year2019-12-31$5,145,432
Value of total assets at beginning of year2019-12-31$5,145,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,058
Total interest from all sources2019-12-31$993
Total interest from all sources2019-12-31$993
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$265,977
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$265,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$265,977
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$265,977
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$753,677
Contributions received from participants2019-12-31$753,677
Participant contributions at end of year2019-12-31$19,679
Participant contributions at end of year2019-12-31$19,679
Participant contributions at beginning of year2019-12-31$7,892
Participant contributions at beginning of year2019-12-31$7,892
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$38,017
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$38,017
Other income not declared elsewhere2019-12-31$231
Other income not declared elsewhere2019-12-31$231
Administrative expenses (other) incurred2019-12-31$26,977
Administrative expenses (other) incurred2019-12-31$26,977
Total non interest bearing cash at end of year2019-12-31$38,607
Total non interest bearing cash at end of year2019-12-31$38,607
Total non interest bearing cash at beginning of year2019-12-31$37,234
Total non interest bearing cash at beginning of year2019-12-31$37,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,118,615
Value of net income/loss2019-12-31$2,118,615
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,264,047
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,264,047
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,145,432
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,145,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$21,081
Investment advisory and management fees2019-12-31$21,081
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,190,514
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,190,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,048,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,048,150
Interest on participant loans2019-12-31$993
Interest on participant loans2019-12-31$993
Value of interest in common/collective trusts at end of year2019-12-31$15,247
Value of interest in common/collective trusts at end of year2019-12-31$15,247
Value of interest in common/collective trusts at beginning of year2019-12-31$51,733
Value of interest in common/collective trusts at beginning of year2019-12-31$51,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,054,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,054,758
Net investment gain or loss from common/collective trusts2019-12-31$1,205
Net investment gain or loss from common/collective trusts2019-12-31$1,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$414,099
Contributions received in cash from employer2019-12-31$414,099
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$423
Employer contributions (assets) at beginning of year2019-12-31$423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$362,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$362,284
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
Accountancy firm EIN2019-12-31135381590
2018 : PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$914,070
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$305,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$257,602
Expenses. Certain deemed distributions of participant loans2018-12-31$8,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,199,137
Value of total assets at end of year2018-12-31$5,145,432
Value of total assets at beginning of year2018-12-31$4,536,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,586
Total interest from all sources2018-12-31$709
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$232,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$232,311
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$720,854
Participant contributions at end of year2018-12-31$7,892
Participant contributions at beginning of year2018-12-31$18,549
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$42,779
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$112,752
Other income not declared elsewhere2018-12-31$21,501
Administrative expenses (other) incurred2018-12-31$23,159
Total non interest bearing cash at end of year2018-12-31$37,234
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$608,813
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,145,432
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,536,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$16,427
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,048,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,435,953
Interest on participant loans2018-12-31$709
Value of interest in common/collective trusts at end of year2018-12-31$51,733
Value of interest in common/collective trusts at beginning of year2018-12-31$11,322
Net investment gain or loss from common/collective trusts2018-12-31$211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$365,531
Employer contributions (assets) at end of year2018-12-31$423
Employer contributions (assets) at beginning of year2018-12-31$28,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$257,602
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,017
Total income from all sources (including contributions)2017-12-31$1,833,686
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$490,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$452,952
Expenses. Certain deemed distributions of participant loans2017-12-31$7,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,133,491
Value of total assets at end of year2017-12-31$4,536,619
Value of total assets at beginning of year2017-12-31$3,194,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,477
Total interest from all sources2017-12-31$773
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$80,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$80,137
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$725,888
Participant contributions at end of year2017-12-31$18,549
Participant contributions at beginning of year2017-12-31$9,515
Participant contributions at end of year2017-12-31$42,779
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,303
Other income not declared elsewhere2017-12-31$27,687
Administrative expenses (other) incurred2017-12-31$19,518
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,343,032
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,536,619
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,193,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$10,959
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,435,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,175,797
Interest on participant loans2017-12-31$773
Value of interest in common/collective trusts at end of year2017-12-31$11,322
Value of interest in common/collective trusts at beginning of year2017-12-31$9,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$591,452
Net investment gain or loss from common/collective trusts2017-12-31$146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$397,300
Employer contributions (assets) at end of year2017-12-31$28,016
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$452,952
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$967
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31393963131

Form 5500 Responses for PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST

2022: PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PAULAS CHOICE INC 401 K PROFIT SHARING PLAN TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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