PERSONAL FINANCIAL SPECIALISTS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERSONAL FINANCIAL SPECIALISTS 401K PLAN
| Measure | Date | Value |
|---|
| 2014 : PERSONAL FINANCIAL SPECIALISTS 401K PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-07-29 | $0 |
| Total plan liabilities at end of year | 2014-07-29 | $0 |
| Total plan liabilities at beginning of year | 2014-07-29 | $0 |
| Total income from all sources | 2014-07-29 | $113 |
| Expenses. Total of all expenses incurred | 2014-07-29 | $50,248 |
| Benefits paid (including direct rollovers) | 2014-07-29 | $50,248 |
| Total plan assets at end of year | 2014-07-29 | $0 |
| Total plan assets at beginning of year | 2014-07-29 | $50,135 |
| Value of fidelity bond covering the plan | 2014-07-29 | $10,000 |
| Total contributions received or receivable from participants | 2014-07-29 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-07-29 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-07-29 | $0 |
| Other income received | 2014-07-29 | $113 |
| Noncash contributions received | 2014-07-29 | $0 |
| Net income (gross income less expenses) | 2014-07-29 | $-50,135 |
| Net plan assets at end of year (total assets less liabilities) | 2014-07-29 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-07-29 | $50,135 |
| Total contributions received or receivable from employer(s) | 2014-07-29 | $0 |
| Value of certain deemed distributions of participant loans | 2014-07-29 | $0 |
| Value of corrective distributions | 2014-07-29 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-07-29 | $0 |
| 2013 : PERSONAL FINANCIAL SPECIALISTS 401K PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $2,836 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $50,135 |
| Total plan assets at beginning of year | 2013-12-31 | $47,299 |
| Value of fidelity bond covering the plan | 2013-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $2,580 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $256 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $2,836 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $50,135 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $47,299 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| 2012 : PERSONAL FINANCIAL SPECIALISTS 401K PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $1,883 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $47,299 |
| Total plan assets at beginning of year | 2012-12-31 | $45,416 |
| Value of fidelity bond covering the plan | 2012-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $1,750 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $133 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $1,883 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $47,299 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $45,416 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| 2011 : PERSONAL FINANCIAL SPECIALISTS 401K PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $-15,350 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $45,416 |
| Total plan assets at beginning of year | 2011-12-31 | $60,766 |
| Value of fidelity bond covering the plan | 2011-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-15,350 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $-15,350 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $45,416 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $60,766 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| 2010 : PERSONAL FINANCIAL SPECIALISTS 401K PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $-10,110 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $60,766 |
| Total plan assets at beginning of year | 2010-12-31 | $70,876 |
| Value of fidelity bond covering the plan | 2010-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $-10,110 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $-10,110 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $60,766 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $70,876 |
| Assets. Value of participant loans | 2010-12-31 | $8,033 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| 2014: PERSONAL FINANCIAL SPECIALISTS 401K 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 | Yes |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 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: PERSONAL FINANCIAL SPECIALISTS 401K 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: PERSONAL FINANCIAL SPECIALISTS 401K 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: PERSONAL FINANCIAL SPECIALISTS 401K 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 |
| 2010: PERSONAL FINANCIAL SPECIALISTS 401K PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PERSONAL FINANCIAL SPECIALISTS 401K 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 |
