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PENSION PLANNING CONCEPTS, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePENSION PLANNING CONCEPTS, INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

PENSION PLANNING CONCEPTS, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined 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
  • 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 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.
  • 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

PENSION PLANNING CONCEPTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:PENSION PLANNING CONCEPTS, INC.
Employer identification number (EIN):061088073
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLANNING CONCEPTS, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-07-01WILLIAM C. BOND2016-09-16
0012015-07-01WILLIAM C. BOND2016-09-16 WILLIAM C. BOND
0012014-07-01WILLIAM C. BOND2016-01-18 WILLIAM C. BOND
0012013-07-01WILLIAM C. BOND2014-11-13 WILLIAM C. BOND2014-11-13
0012013-01-01ELLIOT R CLAUSS2014-10-15 ELLIOT R CLAUSS2014-10-15
0012012-07-01WILLIAM C. BOND2014-04-04 WILLIAM C. BOND2014-04-04
0012012-01-01ELLIOT R CLAUSS2013-10-11 ELLIOT R CLAUSS2013-10-11
0012011-07-01MARK FISHBEIN2013-04-12 MARK FISHBEIN2013-04-12
0012010-07-01MARK FISHBEIN2012-04-13 MARK FISHBEIN2012-04-13

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