401k Plan data: PERSONAL FINANCIAL CONSULTANTS, INC. CASH BALANCE PENSION PLAN plan

PERSONAL FINANCIAL CONSULTANTS, INC. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	PERSONAL FINANCIAL CONSULTANTS, INC. CASH BALANCE PENSION PLAN
Plan identification number	002

PERSONAL FINANCIAL CONSULTANTS, INC. CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

PERSONAL FINANCIAL CONSULTANTS, INC has sponsored the creation of one or more 401k plans.

Company Name: PERSONAL FINANCIAL CONSULTANTS, INC

Employer identification number (EIN): 205573935

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONAL FINANCIAL CONSULTANTS, INC. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 LOREN KAYFETZ 2021-09-29
002 2019-01-01 LOREN KAYFETZ 2020-10-12
002 2018-01-01 LOREN KAYFETZ 2019-09-23
002 2017-01-01 LOREN KAYFETZ 2018-10-11
002 2016-01-01 LOREN KAYFETZ 2017-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2020-01-01	LOREN KAYFETZ	2021-09-29
002	2019-01-01	LOREN KAYFETZ	2020-10-12
002	2018-01-01	LOREN KAYFETZ	2019-09-23
002	2017-01-01	LOREN KAYFETZ	2018-10-11
002	2016-01-01	LOREN KAYFETZ	2017-10-13

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Company Name:	PERSONAL FINANCIAL CONSULTANTS, INC
Employer identification number (EIN):	205573935
NAIC Classification:	523120
NAIC Description:	Securities Brokerage