| Plan Name | PEARL BUCK CENTER INCORPORATED 401K PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | PEARL BUCK CENTER INCORPORATED |
| Employer identification number (EIN): | 930584827 |
| NAIC Classification: | 624310 |
| NAIC Description: | Vocational Rehabilitation Services |
Additional information about PEARL BUCK CENTER INCORPORATED
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 1970-05-14 |
| Company Identification Number: | 8967416 |
| Legal Registered Office Address: |
3690 W 1ST AVE EUGENE United States of America (USA) 97402 |
More information about PEARL BUCK CENTER INCORPORATED
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-07-01 | ||||
| 001 | 2021-07-01 | ||||
| 001 | 2020-07-01 | ||||
| 001 | 2019-07-01 | STEPHANIE A. BEECK | 2021-04-15 | ||
| 001 | 2018-07-01 | ||||
| 001 | 2017-07-01 | ||||
| 001 | 2016-07-01 | ||||
| 001 | 2015-07-01 | JAN AHO | 2016-11-28 | ||
| 001 | 2014-07-01 | JAN AHO | 2016-01-14 | ||
| 001 | 2013-07-01 | JAN AHO | 2014-12-01 | ||
| 001 | 2012-07-01 | JAN AHO | 2013-10-18 | ||
| 001 | 2011-07-01 | JAN AHO | 2012-11-20 | ||
| 001 | 2010-07-01 | JAN AHO | 2011-12-19 |
| Measure | Date | Value |
|---|---|---|
| 2025 : PEARL BUCK CENTER INCORPORATED 401K PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-04-15 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-15 | 180432 |
| Net assets as of the end of the plan year | 2025-04-15 | 461449 |
| Total assets as of the beginning of the plan year | 2025-04-15 | 505862 |
| Value of plan covered by a fidelity bond | 2025-04-15 | 100000 |
| Participant contributions to plan in this plan year | 2025-04-15 | 38580 |
| Other expenses paid from plan in this plan year | 2025-04-15 | 0 |
| Other contributions to plan in this plan year | 2025-04-15 | 0 |
| Other income to plan in this plan year | 2025-04-15 | 83286 |
| Plan net income in this plan year | 2025-04-15 | -44413 |
| Net assets as of the end of the plan year | 2025-04-15 | 461449 |
| Net assets as of the beginning of the plan year | 2025-04-15 | 505862 |
| Employer contributions to plan in this plan year | 2025-04-15 | 14153 |
| Fees paid to broker by Benefit Provider | 2025-04-15 | 2761 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-15 | 1110 |
| 2023 : PEARL BUCK CENTER INCORPORATED 401K PLAN 2023 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2023-04-12 | 0 |
| Total expenses incurred by plan in this plan year | 2023-04-12 | 47018 |
| Net assets as of the end of the plan year | 2023-04-12 | 569181 |
| Total assets as of the beginning of the plan year | 2023-04-12 | 608977 |
| Value of plan covered by a fidelity bond | 2023-04-12 | 100000 |
| Participant contributions to plan in this plan year | 2023-04-12 | 75137 |
| Other expenses paid from plan in this plan year | 2023-04-12 | 990 |
| Other income to plan in this plan year | 2023-04-12 | -95554 |
| Plan net income in this plan year | 2023-04-12 | -39796 |
| Net assets as of the end of the plan year | 2023-04-12 | 569181 |
| Net assets as of the beginning of the plan year | 2023-04-12 | 608977 |
| Employer contributions to plan in this plan year | 2023-04-12 | 27639 |
| Fees paid to broker by Benefit Provider | 2023-04-12 | 1583 |
| 2020 : PEARL BUCK CENTER INCORPORATED 401K PLAN 2020 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
| Total income from all sources (including contributions) | 2020-06-30 | $131,628 |
| Total loss/gain on sale of assets | 2020-06-30 | $0 |
| Total of all expenses incurred | 2020-06-30 | $116,967 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $115,217 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $112,474 |
| Value of total assets at end of year | 2020-06-30 | $600,444 |
| Value of total assets at beginning of year | 2020-06-30 | $585,783 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $1,750 |
| Total interest from all sources | 2020-06-30 | $957 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Administrative expenses professional fees incurred | 2020-06-30 | $1,750 |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Contributions received from participants | 2020-06-30 | $80,977 |
| Participant contributions at end of year | 2020-06-30 | $2,569 |
| Participant contributions at beginning of year | 2020-06-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $14,661 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $600,444 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $585,783 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Value of interest in pooled separate accounts at end of year | 2020-06-30 | $562,967 |
| Value of interest in pooled separate accounts at beginning of year | 2020-06-30 | $553,084 |
| Interest earned on other investments | 2020-06-30 | $957 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-06-30 | $34,039 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-06-30 | $32,699 |
| Net investment gain/loss from pooled separate accounts | 2020-06-30 | $18,197 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Assets. Invements in employer securities at end of year | 2020-06-30 | $0 |
| Assets. Invements in employer securities at beginning of year | 2020-06-30 | $0 |
| Contributions received in cash from employer | 2020-06-30 | $31,497 |
| Employer contributions (assets) at end of year | 2020-06-30 | $869 |
| Employer contributions (assets) at beginning of year | 2020-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $115,217 |
| Did the plan have assets held for investment | 2020-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
| Accountancy firm name | 2020-06-30 | JONES & ROTH, P.C. |
| Accountancy firm EIN | 2020-06-30 | 930819646 |
| 2019: PEARL BUCK CENTER INCORPORATED 401K PLAN 2019 form 5500 responses | ||
|---|---|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | PHD983 |
| Policy instance | 1 |