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| Plan Name | PDS 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | PENSION DESIGN SERVICES, INC. |
| Employer identification number (EIN): | 112854627 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about PENSION DESIGN SERVICES, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1987-03-12 |
| Company Identification Number: | 1152566 |
| Legal Registered Office Address: |
14805 HIGH BLUFF CT Nassau CHARLOTTE United States of America (USA) 28278 |
More information about PENSION DESIGN SERVICES, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | STEVEN I. ALIN | 2023-02-21 | ||
| 001 | 2021-01-01 | STEVEN I. ALIN | 2022-08-09 | ||
| 001 | 2020-01-01 | STEVEN I. ALIN | 2021-08-20 | ||
| 001 | 2019-01-01 | STEVEN I. ALIN | 2020-07-06 | ||
| 001 | 2018-01-01 | STEVEN I. ALIN | 2019-07-22 | ||
| 001 | 2017-01-01 | STEVEN I. ALIN | 2018-07-18 | ||
| 001 | 2016-01-01 | STEVEN I. ALIN | 2017-07-14 | ||
| 001 | 2015-01-01 | STEVEN I. ALIN | 2016-09-02 | ||
| 001 | 2014-01-01 | STEVEN I. ALIN | 2015-07-16 | ||
| 001 | 2013-01-01 | STEVEN ALIN | 2014-09-17 | ||
| 001 | 2012-01-01 | STEVEN ALIN | 2013-07-30 | STEVEN ALIN | 2013-07-30 |
| 001 | 2011-01-01 | STEVEN ALIN | 2012-07-31 | ||
| 001 | 2010-01-01 | STEVEN ALIN | 2011-07-21 |
| Measure | Date | Value |
|---|---|---|
| 2022 : PDS 401(K) PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-08-09 | 166988 |
| Net assets as of the end of the plan year | 2022-08-09 | 4307421 |
| Total assets as of the beginning of the plan year | 2022-08-09 | 4031022 |
| Value of plan covered by a fidelity bond | 2022-08-09 | 375000 |
| Other income to plan in this plan year | 2022-08-09 | 443387 |
| Plan net income in this plan year | 2022-08-09 | 276399 |
| Net assets as of the end of the plan year | 2022-08-09 | 4307421 |
| Net assets as of the beginning of the plan year | 2022-08-09 | 4031022 |
| Fees paid to broker by Benefit Provider | 2022-08-09 | 15800 |
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