401k Plan data: PLOURD & BREEZE, PSP plan

PLOURD & BREEZE, PSP 401k Plan overview

Plan Name	PLOURD & BREEZE, PSP
Plan identification number	001

PLOURD & BREEZE, PSP Benefits

401k Plan Type

Defined 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.
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

PLOURD & BREEZE, APC has sponsored the creation of one or more 401k plans.

Company Name: PLOURD & BREEZE, APC

Employer identification number (EIN): 952810528

NAIC Classification: 541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLOURD & BREEZE, PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JOHN BREEZE 2023-06-22
001 2021-01-01 JOHN BREEZE 2022-07-20
001 2020-01-01 JOHN BREEZE 2021-07-14
001 2020-01-01 JOHN BREEZE 2021-06-18
001 2019-01-01 JOHN BREEZE 2020-07-20
001 2018-01-01 JOHN BREEZE 2019-08-20
001 2017-01-01 JOHN W. BREEZE 2018-06-01 JOHN W. BREEZE 2018-06-01
001 2017-01-01 JOHN W. BREEZE 2018-08-27 JOHN W. BREEZE 2018-08-27
001 2017-01-01 JOHN W. BREEZE 2018-08-24 JOHN W. BREEZE 2018-08-24
001 2016-01-01 JOHN W. BREEZE 2017-10-13 JOHN W. BREEZE 2017-10-13
001 2015-01-01 JOHN W. BREEZE
001 2014-01-01 JOHN W. BREEZE
001 2013-01-01 JOHN W. BREEZE
001 2012-01-01 JOHN W. BREEZE
001 2011-01-01 JOHN W BREEZE
001 2009-01-01 JOHN W BREEZE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JOHN BREEZE	2023-06-22
001	2021-01-01	JOHN BREEZE	2022-07-20
001	2020-01-01	JOHN BREEZE	2021-07-14
001	2020-01-01	JOHN BREEZE	2021-06-18
001	2019-01-01	JOHN BREEZE	2020-07-20
001	2018-01-01	JOHN BREEZE	2019-08-20
001	2017-01-01	JOHN W. BREEZE	2018-06-01	JOHN W. BREEZE	2018-06-01
001	2017-01-01	JOHN W. BREEZE	2018-08-27	JOHN W. BREEZE	2018-08-27
001	2017-01-01	JOHN W. BREEZE	2018-08-24	JOHN W. BREEZE	2018-08-24
001	2016-01-01	JOHN W. BREEZE	2017-10-13	JOHN W. BREEZE	2017-10-13
001	2015-01-01	JOHN W. BREEZE
001	2014-01-01	JOHN W. BREEZE
001	2013-01-01	JOHN W. BREEZE
001	2012-01-01	JOHN W. BREEZE
001	2011-01-01	JOHN W BREEZE
001	2009-01-01	JOHN W BREEZE

Plan Statistics for PLOURD & BREEZE, PSP

401k plan membership statisitcs for PLOURD & BREEZE, PSP

Measure Date Value
2015: PLOURD & BREEZE, PSP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Total of all active and inactive participants 2015-01-01 3
Total participants 2015-01-01 3
2014: PLOURD & BREEZE, PSP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 4
Total participants 2014-01-01 4
2013: PLOURD & BREEZE, PSP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
2012: PLOURD & BREEZE, PSP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
2011: PLOURD & BREEZE, PSP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
2009: PLOURD & BREEZE, PSP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4

Measure	Date	Value
2015: PLOURD & BREEZE, PSP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Total of all active and inactive participants	2015-01-01	3
Total participants	2015-01-01	3
2014: PLOURD & BREEZE, PSP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	4
Total participants	2014-01-01	4
2013: PLOURD & BREEZE, PSP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
2012: PLOURD & BREEZE, PSP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
2011: PLOURD & BREEZE, PSP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
2009: PLOURD & BREEZE, PSP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4

Financial Data on PLOURD & BREEZE, PSP

Measure	Date	Value
2015 : PLOURD & BREEZE, PSP 2015 401k financial data
Total income from all sources	2015-12-31	$26,907
Expenses. Total of all expenses incurred	2015-12-31	$45,050
Benefits paid (including direct rollovers)	2015-12-31	$45,000
Total plan assets at end of year	2015-12-31	$768,591
Total plan assets at beginning of year	2015-12-31	$786,734
Assets. Value of loans (other than to participants)	2015-12-31	$66,550
Expenses. Other expenses not covered elsewhere	2015-12-31	$50
Other income received	2015-12-31	$26,907
Net income (gross income less expenses)	2015-12-31	$-18,143
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$768,591
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$786,734
Assets. Value of participant loans	2015-12-31	$75,423
2014 : PLOURD & BREEZE, PSP 2014 401k financial data
Total income from all sources	2014-12-31	$32,022
Expenses. Total of all expenses incurred	2014-12-31	$25,034
Benefits paid (including direct rollovers)	2014-12-31	$25,000
Total plan assets at end of year	2014-12-31	$786,734
Total plan assets at beginning of year	2014-12-31	$779,746
Expenses. Other expenses not covered elsewhere	2014-12-31	$34
Other income received	2014-12-31	$32,022
Net income (gross income less expenses)	2014-12-31	$6,988
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$786,734
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$779,746
2013 : PLOURD & BREEZE, PSP 2013 401k financial data
Total income from all sources	2013-12-31	$34,038
Expenses. Total of all expenses incurred	2013-12-31	$10,053
Benefits paid (including direct rollovers)	2013-12-31	$10,000
Total plan assets at end of year	2013-12-31	$779,746
Total plan assets at beginning of year	2013-12-31	$755,761
Expenses. Other expenses not covered elsewhere	2013-12-31	$53
Other income received	2013-12-31	$34,038
Net income (gross income less expenses)	2013-12-31	$23,985
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$779,746
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$755,761
Assets. Value of participant loans	2013-12-31	$86,929
2012 : PLOURD & BREEZE, PSP 2012 401k financial data
Total income from all sources	2012-12-31	$34,405
Expenses. Total of all expenses incurred	2012-12-31	$10,050
Benefits paid (including direct rollovers)	2012-12-31	$10,000
Total plan assets at end of year	2012-12-31	$755,761
Total plan assets at beginning of year	2012-12-31	$731,406
Assets. Value of loans (other than to participants)	2012-12-31	$79,190
Expenses. Other expenses not covered elsewhere	2012-12-31	$50
Other income received	2012-12-31	$34,405
Net income (gross income less expenses)	2012-12-31	$24,355
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$755,761
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$731,406
Assets. Value of participant loans	2012-12-31	$92,185
2011 : PLOURD & BREEZE, PSP 2011 401k financial data
Total income from all sources	2011-12-31	$28,514
Expenses. Total of all expenses incurred	2011-12-31	$5,050
Benefits paid (including direct rollovers)	2011-12-31	$5,000
Total plan assets at end of year	2011-12-31	$731,406
Total plan assets at beginning of year	2011-12-31	$707,942
Assets. Value of loans (other than to participants)	2011-12-31	$83,588
Expenses. Other expenses not covered elsewhere	2011-12-31	$50
Other income received	2011-12-31	$28,514
Net income (gross income less expenses)	2011-12-31	$23,464
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$731,406
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$707,942
Assets. Value of participant loans	2011-12-31	$97,136
2010 : PLOURD & BREEZE, PSP 2010 401k financial data
Total income from all sources	2010-12-31	$19,448
Expenses. Total of all expenses incurred	2010-12-31	$50
Total plan assets at end of year	2010-12-31	$707,942
Total plan assets at beginning of year	2010-12-31	$688,544
Assets. Value of loans (other than to participants)	2010-12-31	$6,362
Expenses. Other expenses not covered elsewhere	2010-12-31	$50
Other income received	2010-12-31	$19,448
Net income (gross income less expenses)	2010-12-31	$19,398
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$707,942
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$688,544
Assets. Value of participant loans	2010-12-31	$101,800

Form 5500 Responses for PLOURD & BREEZE, PSP

2015: PLOURD & BREEZE, PSP 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PLOURD & BREEZE, PSP 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PLOURD & BREEZE, PSP 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PLOURD & BREEZE, PSP 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PLOURD & BREEZE, PSP 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PLOURD & BREEZE, PSP 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA OCCIDENTAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67121 )

Policy contract number

08010971

Policy instance

Insurance contract or identification number	08010971
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA OCCIDENTAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67121 )

Policy contract number

08010971

Policy instance

Insurance contract or identification number	08010971
Number of Individuals Covered	3
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA OCCIDENTAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67121 )

Policy contract number

08010971

Policy instance

Insurance contract or identification number	08010971
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA OCCIDENTAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67121 )

Policy contract number

08010971

Policy instance

Insurance contract or identification number	08010971
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA OCCIDENTAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67121 )

Policy contract number

08010971

Policy instance

Insurance contract or identification number	08010971
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA OCCIDENTAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67121 )

Policy contract number

08010971

Policy instance

Insurance contract or identification number	08010971
Number of Individuals Covered	4
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	PLOURD & BREEZE, APC
Employer identification number (EIN):	952810528
NAIC Classification:	541190