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Plan Name | PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | JAMES RALEY | 2024-02-15 | ||
001 | 2021-01-01 | JAMES RALEY | 2023-03-14 | ||
001 | 2020-01-01 | JAMES RALEY | 2021-10-15 | ||
001 | 2019-01-01 | JAMES RALEY | 2020-10-15 | ||
001 | 2018-01-01 | JAMES RALEY | 2019-10-15 | ||
001 | 2017-01-01 | JAMES RALEY | |||
001 | 2016-01-01 | JAMES RALEY | |||
001 | 2015-01-01 | JAMES RALEY | |||
001 | 2014-01-01 | JAMES RALEY | |||
001 | 2013-01-01 | JAMES RALEY | |||
001 | 2012-01-01 | JAMES RALEY | |||
001 | 2011-01-01 | JAMES RALEY | |||
001 | 2009-01-01 | JAMES RALEY |
Measure | Date | Value |
---|---|---|
2017: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 7 |
Total participants | 2017-01-01 | 7 |
Number of participants with account balances | 2017-01-01 | 7 |
2016: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 7 |
Number of participants with account balances | 2016-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 8 |
Total participants | 2015-01-01 | 8 |
Number of participants with account balances | 2015-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 7 |
Total participants | 2014-01-01 | 7 |
Number of participants with account balances | 2014-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 6 |
Total participants | 2013-01-01 | 6 |
Number of participants with account balances | 2013-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 7 |
Total participants | 2012-01-01 | 7 |
Number of participants with account balances | 2012-01-01 | 6 |
2011: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 6 |
Total participants | 2011-01-01 | 6 |
Number of participants with account balances | 2011-01-01 | 6 |
2009: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 7 |
Total participants | 2009-01-01 | 7 |
Number of participants with account balances | 2009-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2017 : PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $171,169 |
Expenses. Total of all expenses incurred | 2017-12-31 | $18,821 |
Benefits paid (including direct rollovers) | 2017-12-31 | $18,383 |
Total plan assets at end of year | 2017-12-31 | $614,208 |
Total plan assets at beginning of year | 2017-12-31 | $461,860 |
Value of fidelity bond covering the plan | 2017-12-31 | $10,000 |
Total contributions received or receivable from participants | 2017-12-31 | $59,983 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $438 |
Other income received | 2017-12-31 | $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 loans | 2017-12-31 | $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 sources | 2016-12-31 | $103,979 |
Expenses. Total of all expenses incurred | 2016-12-31 | $11,619 |
Benefits paid (including direct rollovers) | 2016-12-31 | $10,860 |
Total plan assets at end of year | 2016-12-31 | $461,860 |
Total plan assets at beginning of year | 2016-12-31 | $369,500 |
Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
Total contributions received or receivable from participants | 2016-12-31 | $54,180 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $759 |
Other income received | 2016-12-31 | $-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 loans | 2016-12-31 | $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 sources | 2015-12-31 | $118,181 |
Expenses. Total of all expenses incurred | 2015-12-31 | $43,904 |
Benefits paid (including direct rollovers) | 2015-12-31 | $43,119 |
Total plan assets at end of year | 2015-12-31 | $369,500 |
Total plan assets at beginning of year | 2015-12-31 | $295,223 |
Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
Total contributions received or receivable from participants | 2015-12-31 | $52,381 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $397 |
Other income received | 2015-12-31 | $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 loans | 2015-12-31 | $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 sources | 2014-12-31 | $48,626 |
Expenses. Total of all expenses incurred | 2014-12-31 | $24,687 |
Benefits paid (including direct rollovers) | 2014-12-31 | $24,087 |
Total plan assets at end of year | 2014-12-31 | $295,223 |
Total plan assets at beginning of year | 2014-12-31 | $271,284 |
Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
Total contributions received or receivable from participants | 2014-12-31 | $3,480 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $600 |
Other income received | 2014-12-31 | $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 loans | 2014-12-31 | $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 sources | 2013-12-31 | $40,035 |
Expenses. Total of all expenses incurred | 2013-12-31 | $30,768 |
Benefits paid (including direct rollovers) | 2013-12-31 | $30,155 |
Total plan assets at end of year | 2013-12-31 | $271,284 |
Total plan assets at beginning of year | 2013-12-31 | $262,017 |
Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
Total contributions received or receivable from participants | 2013-12-31 | $7,525 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $325 |
Other income received | 2013-12-31 | $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 loans | 2013-12-31 | $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 sources | 2012-12-31 | $8,700 |
Expenses. Total of all expenses incurred | 2012-12-31 | $40,411 |
Benefits paid (including direct rollovers) | 2012-12-31 | $39,825 |
Total plan assets at end of year | 2012-12-31 | $262,017 |
Total plan assets at beginning of year | 2012-12-31 | $293,728 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $6,250 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $286 |
Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $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 sources | 2011-12-31 | $29,312 |
Expenses. Total of all expenses incurred | 2011-12-31 | $11,686 |
Benefits paid (including direct rollovers) | 2011-12-31 | $11,249 |
Total plan assets at end of year | 2011-12-31 | $293,728 |
Total plan assets at beginning of year | 2011-12-31 | $276,102 |
Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
Total contributions received or receivable from participants | 2011-12-31 | $17,404 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $437 |
Other income received | 2011-12-31 | $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 loans | 2011-12-31 | $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 sources | 2010-12-31 | $59,560 |
Expenses. Total of all expenses incurred | 2010-12-31 | $150,605 |
Benefits paid (including direct rollovers) | 2010-12-31 | $150,178 |
Total plan assets at end of year | 2010-12-31 | $276,102 |
Total plan assets at beginning of year | 2010-12-31 | $367,147 |
Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
Total contributions received or receivable from participants | 2010-12-31 | $13,488 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $427 |
Other income received | 2010-12-31 | $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 loans | 2010-12-31 | $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 securities | 2010-12-31 | $0 |
2017: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
---|---|---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |