401k Plan data: PERSON & COVEY, INC. 401(K) PROFIT SHARING PLAN plan

PERSON & COVEY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PERSON & COVEY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

PERSON & COVEY, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.

401k Sponsoring company profile

PERSON & COVEY, INC. has sponsored the creation of one or more 401k plans.

Company Name: PERSON & COVEY, INC.

Employer identification number (EIN): 952020861

NAIC Classification: 325410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSON & COVEY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SUSAN MCCOSH 2024-04-30
001 2022-01-01 SUSAN MCCOSH 2023-07-11
001 2021-01-01 SUSAN MCCOSH 2022-07-18
001 2020-01-01 SUSAN MCCOSH 2021-02-12
001 2019-01-01 SUSAN MCCOSH 2020-02-10
001 2018-01-01 SUSAN MCCOSH 2019-03-21
001 2017-01-01 SUSAN MCCOSH 2018-07-18
001 2016-01-01 SUSAN MCCOSH 2017-07-05
001 2015-01-01 SUSAN MCCOSH 2016-06-16
001 2014-01-01 SUSAN MCCOSH 2015-07-17
001 2013-01-01 SUSAN MCCOSH
001 2012-01-01 SUSAN MCCOSH
001 2011-01-01 SUSAN MCCOSH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	SUSAN MCCOSH	2024-04-30
001	2022-01-01	SUSAN MCCOSH	2023-07-11
001	2021-01-01	SUSAN MCCOSH	2022-07-18
001	2020-01-01	SUSAN MCCOSH	2021-02-12
001	2019-01-01	SUSAN MCCOSH	2020-02-10
001	2018-01-01	SUSAN MCCOSH	2019-03-21
001	2017-01-01	SUSAN MCCOSH	2018-07-18
001	2016-01-01	SUSAN MCCOSH	2017-07-05
001	2015-01-01	SUSAN MCCOSH	2016-06-16
001	2014-01-01	SUSAN MCCOSH	2015-07-17
001	2013-01-01	SUSAN MCCOSH
001	2012-01-01	SUSAN MCCOSH
001	2011-01-01	SUSAN MCCOSH

Financial Data on PERSON & COVEY, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : PERSON & COVEY, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-05	810025
Net assets as of the end of the plan year	2025-06-05	2442510
Total assets as of the beginning of the plan year	2025-06-05	2797084
Value of plan covered by a fidelity bond	2025-06-05	2000000
Participant contributions to plan in this plan year	2025-06-05	142451
Value of participant loans at end of plan year	2025-06-05	1392
Other expenses paid from plan in this plan year	2025-06-05	41017
Other income to plan in this plan year	2025-06-05	294591
Plan net income in this plan year	2025-06-05	-354574
Net assets as of the end of the plan year	2025-06-05	2442510
Net assets as of the beginning of the plan year	2025-06-05	2797084
Employer contributions to plan in this plan year	2025-06-05	18409
2024 : PERSON & COVEY, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-04-30	855079
Net assets as of the end of the plan year	2024-04-30	2797084
Total assets as of the beginning of the plan year	2024-04-30	3140854
Value of plan covered by a fidelity bond	2024-04-30	2000000
Participant contributions to plan in this plan year	2024-04-30	138306
Value of participant loans at end of plan year	2024-04-30	2248
Other expenses paid from plan in this plan year	2024-04-30	32684
Other income to plan in this plan year	2024-04-30	353268
Plan net income in this plan year	2024-04-30	-343770
Net assets as of the end of the plan year	2024-04-30	2797084
Net assets as of the beginning of the plan year	2024-04-30	3140854
Employer contributions to plan in this plan year	2024-04-30	19735
2022 : PERSON & COVEY, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-07-18	324008
Net assets as of the end of the plan year	2022-07-18	3665054
Total assets as of the beginning of the plan year	2022-07-18	3358770
Value of plan covered by a fidelity bond	2022-07-18	2000000
Participant contributions to plan in this plan year	2022-07-18	140555
Value of participant loans at end of plan year	2022-07-18	1518
Other expenses paid from plan in this plan year	2022-07-18	49176
Other income to plan in this plan year	2022-07-18	473447
Plan net income in this plan year	2022-07-18	306284
Net assets as of the end of the plan year	2022-07-18	3665054
Net assets as of the beginning of the plan year	2022-07-18	3358770
Employer contributions to plan in this plan year	2022-07-18	16290
2013 : PERSON & COVEY, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$591,346
Expenses. Total of all expenses incurred	2013-12-31	$109,927
Benefits paid (including direct rollovers)	2013-12-31	$109,752
Total plan assets at end of year	2013-12-31	$3,374,700
Total plan assets at beginning of year	2013-12-31	$2,893,281
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$126,517
Expenses. Other expenses not covered elsewhere	2013-12-31	$175
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$424,403
Net income (gross income less expenses)	2013-12-31	$481,419
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,374,700
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,893,281
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$40,426
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : PERSON & COVEY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$433,143
Expenses. Total of all expenses incurred	2012-12-31	$260,294
Benefits paid (including direct rollovers)	2012-12-31	$260,219
Total plan assets at end of year	2012-12-31	$2,893,281
Total plan assets at beginning of year	2012-12-31	$2,720,432
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$128,883
Expenses. Other expenses not covered elsewhere	2012-12-31	$75
Contributions received from other sources (not participants or employers)	2012-12-31	$1,574
Other income received	2012-12-31	$251,481
Net income (gross income less expenses)	2012-12-31	$172,849
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,893,281
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,720,432
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$51,205
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : PERSON & COVEY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$86,930
Expenses. Total of all expenses incurred	2011-12-31	$78,684
Benefits paid (including direct rollovers)	2011-12-31	$78,484
Total plan assets at end of year	2011-12-31	$2,720,432
Total plan assets at beginning of year	2011-12-31	$2,712,186
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$122,787
Expenses. Other expenses not covered elsewhere	2011-12-31	$200
Contributions received from other sources (not participants or employers)	2011-12-31	$2,919
Other income received	2011-12-31	$-60,179
Net income (gross income less expenses)	2011-12-31	$8,246
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,720,432
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,712,186
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$21,403
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : PERSON & COVEY, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$336,859
Expenses. Total of all expenses incurred	2010-12-31	$20,079
Benefits paid (including direct rollovers)	2010-12-31	$19,979
Total plan assets at end of year	2010-12-31	$2,712,186
Total plan assets at beginning of year	2010-12-31	$2,395,406
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$140,538
Expenses. Other expenses not covered elsewhere	2010-12-31	$100
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$196,321
Net income (gross income less expenses)	2010-12-31	$316,780
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,712,186
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,395,406
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0

Form 5500 Responses for PERSON & COVEY, INC. 401(K) PROFIT SHARING PLAN

2013: PERSON & COVEY, INC. 401(K) PROFIT SHARING 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: PERSON & COVEY, INC. 401(K) PROFIT SHARING 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: PERSON & COVEY, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-712214
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-712214
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-712214
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-712214
Policy instance	1

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Company Name:	PERSON & COVEY, INC.
Employer identification number (EIN):	952020861
NAIC Classification:	325410