?>
Logo

PENSION PLAN OF POTEN & PARTNERS, INC. 401k Plan overview

Plan NamePENSION PLAN OF POTEN & PARTNERS, INC.
Plan identification number 012

PENSION PLAN OF POTEN & PARTNERS, INC. 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).
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

POTEN & PARTNERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:POTEN & PARTNERS, INC.
Employer identification number (EIN):132525652
NAIC Classification:488510
NAIC Description:Freight Transportation Arrangement

Additional information about POTEN & PARTNERS, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0578014

More information about POTEN & PARTNERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF POTEN & PARTNERS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0122009-02-01STEVEN MORLEY

Plan Statistics for PENSION PLAN OF POTEN & PARTNERS, INC.

401k plan membership statisitcs for PENSION PLAN OF POTEN & PARTNERS, INC.

Measure Date Value
2009: PENSION PLAN OF POTEN & PARTNERS, INC. 2009 401k membership
Total participants, beginning-of-year2009-02-0182
Total number of active participants reported on line 7a of the Form 55002009-02-0153
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-0125
Total of all active and inactive participants2009-02-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-0178
Number of participants with account balances2009-02-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-010

Financial Data on PENSION PLAN OF POTEN & PARTNERS, INC.

Measure Date Value
2011 : PENSION PLAN OF POTEN & PARTNERS, INC. 2011 401k financial data
Transfers to/from the plan2011-01-31$0
Total plan liabilities at end of year2011-01-31$0
Total plan liabilities at beginning of year2011-01-31$0
Total income from all sources2011-01-31$664,331
Expenses. Total of all expenses incurred2011-01-31$11,449,525
Benefits paid (including direct rollovers)2011-01-31$11,434,847
Total plan assets at end of year2011-01-31$0
Total plan assets at beginning of year2011-01-31$10,785,194
Value of fidelity bond covering the plan2011-01-31$500,000
Total contributions received or receivable from participants2011-01-31$0
Contributions received from other sources (not participants or employers)2011-01-31$0
Other income received2011-01-31$643,488
Noncash contributions received2011-01-31$0
Net income (gross income less expenses)2011-01-31$-10,785,194
Net plan assets at end of year (total assets less liabilities)2011-01-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-01-31$10,785,194
Assets. Value of participant loans2011-01-31$0
Total contributions received or receivable from employer(s)2011-01-31$20,843
Expenses. Administrative service providers (salaries,fees and commissions)2011-01-31$14,678
2010 : PENSION PLAN OF POTEN & PARTNERS, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-01-31$119,650
Funding deficiency by the employer to the plan for this plan year2010-01-31$0
Minimum employer required contribution for this plan year2010-01-31$0
Amount contributed by the employer to the plan for this plan year2010-01-31$0

Form 5500 Responses for PENSION PLAN OF POTEN & PARTNERS, INC.

2009: PENSION PLAN OF POTEN & PARTNERS, INC. 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3