401k Plan data: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN plan

PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 401k Plan overview

Plan Name	PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN
Plan identification number	003

PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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.

401k Sponsoring company profile

PECKLER, KOLLING & WOODUL, LLP has sponsored the creation of one or more 401k plans.

Company Name: PECKLER, KOLLING & WOODUL, LLP

Employer identification number (EIN): 943088782

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 RICHARD I. WOODUL, II 2024-05-02
003 2022-01-01 RICHARD I. WOODUL, II 2023-08-22
003 2021-01-01 RICHARD I. WOODUL, II 2022-05-25
003 2020-01-01 RICHARD I. WOODUL, II 2021-08-25
003 2019-01-01 JOSH PECKLER 2020-10-01
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01 JOSH PECKLER
003 2013-01-01 JOSH PECKLER
003 2012-01-01 JOSH PECKLER
003 2011-01-01 JOSH PECKLER 2012-07-03
003 2010-01-01 JOSH PECKLER 2011-02-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01	RICHARD I. WOODUL, II	2024-05-02
003	2022-01-01	RICHARD I. WOODUL, II	2023-08-22
003	2021-01-01	RICHARD I. WOODUL, II	2022-05-25
003	2020-01-01	RICHARD I. WOODUL, II	2021-08-25
003	2019-01-01	JOSH PECKLER	2020-10-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01	JOSH PECKLER
003	2013-01-01	JOSH PECKLER
003	2012-01-01	JOSH PECKLER
003	2011-01-01	JOSH PECKLER	2012-07-03
003	2010-01-01	JOSH PECKLER	2011-02-08

Plan Statistics for PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN

401k plan membership statisitcs for PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN

Measure Date Value
2023: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 9
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 9
Number of participants with account balances 2023-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 10
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 10
Number of participants with account balances 2022-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 10
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 0
Total of all active and inactive participants 2021-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 10
Number of participants with account balances 2021-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
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 0
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
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 0
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
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 0
Total of all active and inactive participants 2018-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
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 0
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
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 0
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
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 0
Total of all active and inactive participants 2015-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2023: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	9
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	9
Number of participants with account balances	2023-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	10
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	10
Number of participants with account balances	2022-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10
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	0
Total of all active and inactive participants	2021-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	10
Number of participants with account balances	2021-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
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	0
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
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	0
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
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	0
Total of all active and inactive participants	2018-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
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	0
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
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	0
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
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	0
Total of all active and inactive participants	2015-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN

Measure	Date	Value
2023 : PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$964,614
Expenses. Total of all expenses incurred	2023-12-31	$778,407
Benefits paid (including direct rollovers)	2023-12-31	$778,277
Total plan assets at end of year	2023-12-31	$5,821,838
Total plan assets at beginning of year	2023-12-31	$5,635,631
Value of fidelity bond covering the plan	2023-12-31	$682,352
Total contributions received or receivable from participants	2023-12-31	$67,214
Assets. Value of loans (other than to participants)	2023-12-31	$270,017
Expenses. Other expenses not covered elsewhere	2023-12-31	$130
Other income received	2023-12-31	$865,481
Net income (gross income less expenses)	2023-12-31	$186,207
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$5,821,838
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$5,635,631
Total contributions received or receivable from employer(s)	2023-12-31	$31,919
2022 : PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2022 401k financial data
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	$-891,670
Expenses. Total of all expenses incurred	2022-12-31	$2,076,737
Benefits paid (including direct rollovers)	2022-12-31	$2,076,511
Total plan assets at end of year	2022-12-31	$5,635,631
Total plan assets at beginning of year	2022-12-31	$8,604,038
Value of fidelity bond covering the plan	2022-12-31	$682,352
Total contributions received or receivable from participants	2022-12-31	$68,493
Assets. Value of loans (other than to participants)	2022-12-31	$276,977
Expenses. Other expenses not covered elsewhere	2022-12-31	$226
Other income received	2022-12-31	$-994,426
Net income (gross income less expenses)	2022-12-31	$-2,968,407
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,635,631
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$8,604,038
Total contributions received or receivable from employer(s)	2022-12-31	$34,263
2021 : PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2021 401k financial data
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	$1,293,737
Expenses. Total of all expenses incurred	2021-12-31	$126
Total plan assets at end of year	2021-12-31	$8,604,038
Total plan assets at beginning of year	2021-12-31	$7,310,427
Value of fidelity bond covering the plan	2021-12-31	$682,352
Total contributions received or receivable from participants	2021-12-31	$69,693
Assets. Value of loans (other than to participants)	2021-12-31	$283,681
Expenses. Other expenses not covered elsewhere	2021-12-31	$126
Other income received	2021-12-31	$1,191,708
Net income (gross income less expenses)	2021-12-31	$1,293,611
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,604,038
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,310,427
Total contributions received or receivable from employer(s)	2021-12-31	$32,336
2020 : PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2020 401k financial data
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	$1,091,341
Expenses. Total of all expenses incurred	2020-12-31	$664,467
Benefits paid (including direct rollovers)	2020-12-31	$664,343
Total plan assets at end of year	2020-12-31	$7,310,427
Total plan assets at beginning of year	2020-12-31	$6,883,553
Value of fidelity bond covering the plan	2020-12-31	$682,352
Total contributions received or receivable from participants	2020-12-31	$54,732
Assets. Value of loans (other than to participants)	2020-12-31	$590,139
Expenses. Other expenses not covered elsewhere	2020-12-31	$124
Other income received	2020-12-31	$1,011,007
Net income (gross income less expenses)	2020-12-31	$426,874
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,310,427
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,883,553
Total contributions received or receivable from employer(s)	2020-12-31	$25,602
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2019 401k financial data
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	$1,161,225
Expenses. Total of all expenses incurred	2019-12-31	$123
Total plan assets at end of year	2019-12-31	$6,883,553
Total plan assets at beginning of year	2019-12-31	$5,722,451
Value of fidelity bond covering the plan	2019-12-31	$682,352
Total contributions received or receivable from participants	2019-12-31	$75,670
Assets. Value of loans (other than to participants)	2019-12-31	$636,360
Expenses. Other expenses not covered elsewhere	2019-12-31	$123
Other income received	2019-12-31	$1,054,035
Net income (gross income less expenses)	2019-12-31	$1,161,102
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,883,553
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,722,451
Total contributions received or receivable from employer(s)	2019-12-31	$31,520
2018 : PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2018 401k financial data
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	$-45,430
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$5,722,451
Total plan assets at beginning of year	2018-12-31	$5,767,881
Value of fidelity bond covering the plan	2018-12-31	$682,352
Total contributions received or receivable from participants	2018-12-31	$112,189
Assets. Value of loans (other than to participants)	2018-12-31	$682,352
Other income received	2018-12-31	$-209,179
Net income (gross income less expenses)	2018-12-31	$-45,430
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,722,451
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,767,881
Total contributions received or receivable from employer(s)	2018-12-31	$51,560
2017 : PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2017 401k financial data
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	$692,295
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$5,767,881
Total plan assets at beginning of year	2017-12-31	$5,075,586
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$101,792
Assets. Value of loans (other than to participants)	2017-12-31	$688,124
Other income received	2017-12-31	$543,624
Net income (gross income less expenses)	2017-12-31	$692,295
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,767,881
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,075,586
Total contributions received or receivable from employer(s)	2017-12-31	$46,879
2016 : PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2016 401k financial data
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	$470,926
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$5,075,586
Total plan assets at beginning of year	2016-12-31	$4,604,660
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$107,114
Assets. Value of loans (other than to participants)	2016-12-31	$580,000
Other income received	2016-12-31	$312,457
Net income (gross income less expenses)	2016-12-31	$470,926
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,075,586
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,604,660
Total contributions received or receivable from employer(s)	2016-12-31	$51,355
2015 : PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$174,939
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$4,604,660
Total plan assets at beginning of year	2015-12-31	$4,429,721
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$98,303
Assets. Value of loans (other than to participants)	2015-12-31	$611,500
Other income received	2015-12-31	$28,502
Net income (gross income less expenses)	2015-12-31	$174,939
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,604,660
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,429,721
Total contributions received or receivable from employer(s)	2015-12-31	$48,134
2014 : PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$354,873
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$4,429,721
Total plan assets at beginning of year	2014-12-31	$4,074,848
Value of fidelity bond covering the plan	2014-12-31	$300,000
Total contributions received or receivable from participants	2014-12-31	$91,592
Assets. Value of loans (other than to participants)	2014-12-31	$646,500
Other income received	2014-12-31	$218,181
Net income (gross income less expenses)	2014-12-31	$354,873
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,429,721
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,074,848
Total contributions received or receivable from employer(s)	2014-12-31	$45,100
2013 : PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$526,629
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$4,074,848
Total plan assets at beginning of year	2013-12-31	$3,548,219
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$99,894
Assets. Value of loans (other than to participants)	2013-12-31	$420,000
Other income received	2013-12-31	$380,467
Net income (gross income less expenses)	2013-12-31	$526,629
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,074,848
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,548,219
Total contributions received or receivable from employer(s)	2013-12-31	$46,268
2012 : PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$382,214
Expenses. Total of all expenses incurred	2012-12-31	$412,009
Benefits paid (including direct rollovers)	2012-12-31	$408,404
Total plan assets at end of year	2012-12-31	$3,548,219
Total plan assets at beginning of year	2012-12-31	$3,578,014
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$93,868
Assets. Value of loans (other than to participants)	2012-12-31	$345,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$3,605
Other income received	2012-12-31	$244,690
Net income (gross income less expenses)	2012-12-31	$-29,795
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,548,219
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,578,014
Total contributions received or receivable from employer(s)	2012-12-31	$43,656
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN

2023: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PECKLER, KOLLING, & WOODUL, LLP 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PECKLER, KOLLING & WOODUL, LLP
Employer identification number (EIN):	943088782
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants