THE PENSION SERVICE, INC. 401(K) SAVINGS & INCENTIVE PLAN 401k Plan overview

THE PENSION SERVICE, INC. 401(K) SAVINGS & INCENTIVE PLAN Benefits

401k Sponsoring company profile

Company Name:	THE PENSION SERVICE, INC.
Employer identification number (EIN):	060874395
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	JAMES CANTEY	2024-08-19	JAMES CANTEY	2024-08-19
002	2022-01-01	JAMES CANTEY	2023-09-12	JAMES CANTEY	2023-09-12
002	2021-01-01	JAMES CANTEY	2022-10-07	JAMES CANTEY	2022-10-07
002	2020-01-01	JAMES CANTEY	2021-07-23	JAMES CANTEY	2021-07-23
002	2019-01-01	JAMES CANTEY	2020-10-06	JAMES CANTEY	2020-10-06
002	2018-01-01	MICHELE HENRY	2019-07-25	MICHELE HENRY	2019-07-25
002	2017-01-01	JAMES CANTEY	2018-10-02	JAMES CANTEY	2018-10-02
002	2016-01-01	JAMES CANTEY	2017-10-10	JAMES CANTEY	2017-10-10
002	2015-01-01	MICHELE HENRY	2016-10-13	MICHELE HENRY	2016-10-13
002	2014-01-01	MICHELE HENRY	2015-07-24	MICHELE HENRY	2015-07-24
002	2013-01-01	MICHELE HENRY	2014-07-22	MICHELE HENRY	2014-07-22
002	2012-01-01	MICHELE HENRY	2013-07-30	MICHELE HENRY	2013-07-30
002	2011-01-01	MICHELE A. HENRY	2012-10-11	MICHELE A. HENRY	2012-10-11
002	2010-01-01	MICHELE A. HENRY	2011-07-27	MICHELE A. HENRY	2011-07-27

Plan Statistics for THE PENSION SERVICE, INC. 401(K) SAVINGS & INCENTIVE PLAN

Measure	Date	Value
2025: THE PENSION SERVICE, INC. 401(K) SAVINGS & INCENTIVE PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-05-15	59
Total number of particpants at end of year	2025-05-15	50
Number of Participants With Account Balances	2025-05-15	48
2024: THE PENSION SERVICE, INC. 401(K) SAVINGS & INCENTIVE PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-08-19	57
Total number of particpants at end of year	2024-08-19	59
Number of Participants With Account Balances	2024-08-19	55
2022: THE PENSION SERVICE, INC. 401(K) SAVINGS & INCENTIVE PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-10-07	62
Total number of particpants at end of year	2022-10-07	58
Number of Participants With Account Balances	2022-10-07	58

Financial Data on THE PENSION SERVICE, INC. 401(K) SAVINGS & INCENTIVE PLAN

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