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PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

PENSION PLANNERS, INC. 401(K) PROFIT SHARING 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 PLANNERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:PENSION PLANNERS, INC.
Employer identification number (EIN):202053740
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about PENSION PLANNERS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2004-12-27
Company Identification Number: P04000171961
Legal Registered Office Address: 1045 CROSSPOINTE DR SUITE 1

NAPLES

34110

More information about PENSION PLANNERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAMES RALEY2024-02-15
0012021-01-01JAMES RALEY2023-03-14
0012020-01-01JAMES RALEY2021-10-15
0012019-01-01JAMES RALEY2020-10-15
0012018-01-01JAMES RALEY2019-10-15
0012017-01-01JAMES RALEY
0012016-01-01JAMES RALEY
0012015-01-01JAMES RALEY
0012014-01-01JAMES RALEY
0012013-01-01JAMES RALEY
0012012-01-01JAMES RALEY
0012011-01-01JAMES RALEY
0012009-01-01JAMES RALEY

Plan Statistics for PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-017
Total participants2017-01-017
Number of participants with account balances2017-01-017
2016: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-018
Total participants2015-01-018
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-017
Total participants2014-01-017
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-011
Total of all active and inactive participants2013-01-016
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-011
Total of all active and inactive participants2012-01-017
Total participants2012-01-017
Number of participants with account balances2012-01-016
2011: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-016
2009: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-017
Total participants2009-01-017
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$171,169
Expenses. Total of all expenses incurred2017-12-31$18,821
Benefits paid (including direct rollovers)2017-12-31$18,383
Total plan assets at end of year2017-12-31$614,208
Total plan assets at beginning of year2017-12-31$461,860
Value of fidelity bond covering the plan2017-12-31$10,000
Total contributions received or receivable from participants2017-12-31$59,983
Expenses. Other expenses not covered elsewhere2017-12-31$438
Other income received2017-12-31$48,912
Net income (gross income less expenses)2017-12-31$152,348
Net plan assets at end of year (total assets less liabilities)2017-12-31$614,208
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$461,860
Assets. Value of participant loans2017-12-31$11,187
Assets. Value of real-estate (other than employer real property)2017-12-31$17,550
Total contributions received or receivable from employer(s)2017-12-31$62,274
2016 : PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$103,979
Expenses. Total of all expenses incurred2016-12-31$11,619
Benefits paid (including direct rollovers)2016-12-31$10,860
Total plan assets at end of year2016-12-31$461,860
Total plan assets at beginning of year2016-12-31$369,500
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$54,180
Expenses. Other expenses not covered elsewhere2016-12-31$759
Other income received2016-12-31$-9,993
Net income (gross income less expenses)2016-12-31$92,360
Net plan assets at end of year (total assets less liabilities)2016-12-31$461,860
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$369,500
Assets. Value of participant loans2016-12-31$27,387
Assets. Value of real-estate (other than employer real property)2016-12-31$13,950
Total contributions received or receivable from employer(s)2016-12-31$59,792
2015 : PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$118,181
Expenses. Total of all expenses incurred2015-12-31$43,904
Benefits paid (including direct rollovers)2015-12-31$43,119
Total plan assets at end of year2015-12-31$369,500
Total plan assets at beginning of year2015-12-31$295,223
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$52,381
Expenses. Other expenses not covered elsewhere2015-12-31$397
Other income received2015-12-31$15,592
Net income (gross income less expenses)2015-12-31$74,277
Net plan assets at end of year (total assets less liabilities)2015-12-31$369,500
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$295,223
Assets. Value of participant loans2015-12-31$0
Assets. Value of real-estate (other than employer real property)2015-12-31$13,284
Total contributions received or receivable from employer(s)2015-12-31$50,208
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$388
2014 : PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$48,626
Expenses. Total of all expenses incurred2014-12-31$24,687
Benefits paid (including direct rollovers)2014-12-31$24,087
Total plan assets at end of year2014-12-31$295,223
Total plan assets at beginning of year2014-12-31$271,284
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$3,480
Expenses. Other expenses not covered elsewhere2014-12-31$600
Other income received2014-12-31$22,047
Net income (gross income less expenses)2014-12-31$23,939
Net plan assets at end of year (total assets less liabilities)2014-12-31$295,223
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$271,284
Assets. Value of participant loans2014-12-31$436
Assets. Value of real-estate (other than employer real property)2014-12-31$11,895
Total contributions received or receivable from employer(s)2014-12-31$23,099
2013 : PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$40,035
Expenses. Total of all expenses incurred2013-12-31$30,768
Benefits paid (including direct rollovers)2013-12-31$30,155
Total plan assets at end of year2013-12-31$271,284
Total plan assets at beginning of year2013-12-31$262,017
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$7,525
Expenses. Other expenses not covered elsewhere2013-12-31$325
Other income received2013-12-31$32,510
Net income (gross income less expenses)2013-12-31$9,267
Net plan assets at end of year (total assets less liabilities)2013-12-31$271,284
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$262,017
Assets. Value of participant loans2013-12-31$12,116
Assets. Value of real-estate (other than employer real property)2013-12-31$13,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$288
2012 : PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$8,700
Expenses. Total of all expenses incurred2012-12-31$40,411
Benefits paid (including direct rollovers)2012-12-31$39,825
Total plan assets at end of year2012-12-31$262,017
Total plan assets at beginning of year2012-12-31$293,728
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$6,250
Expenses. Other expenses not covered elsewhere2012-12-31$286
Other income received2012-12-31$2,450
Net income (gross income less expenses)2012-12-31$-31,711
Net plan assets at end of year (total assets less liabilities)2012-12-31$262,017
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$293,728
Assets. Value of participant loans2012-12-31$29,704
Assets. Value of real-estate (other than employer real property)2012-12-31$9,240
Total contributions received or receivable from employer(s)2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$300
2011 : PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$29,312
Expenses. Total of all expenses incurred2011-12-31$11,686
Benefits paid (including direct rollovers)2011-12-31$11,249
Total plan assets at end of year2011-12-31$293,728
Total plan assets at beginning of year2011-12-31$276,102
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$17,404
Expenses. Other expenses not covered elsewhere2011-12-31$437
Other income received2011-12-31$11,908
Net income (gross income less expenses)2011-12-31$17,626
Net plan assets at end of year (total assets less liabilities)2011-12-31$293,728
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$276,102
Assets. Value of participant loans2011-12-31$49,930
Assets. Value of real-estate (other than employer real property)2011-12-31$13,500
2010 : PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$59,560
Expenses. Total of all expenses incurred2010-12-31$150,605
Benefits paid (including direct rollovers)2010-12-31$150,178
Total plan assets at end of year2010-12-31$276,102
Total plan assets at beginning of year2010-12-31$367,147
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$13,488
Expenses. Other expenses not covered elsewhere2010-12-31$427
Other income received2010-12-31$16,114
Net income (gross income less expenses)2010-12-31$-91,045
Net plan assets at end of year (total assets less liabilities)2010-12-31$276,102
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$367,147
Assets. Value of participant loans2010-12-31$74,564
Assets. Value of real-estate (other than employer real property)2010-12-31$13,500
Total contributions received or receivable from employer(s)2010-12-31$29,958
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN

2017: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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