401k Plan data: PENSION PARTNERS, LLC RETIREMENT PLAN plan

PENSION PARTNERS, LLC RETIREMENT PLAN 401k Plan overview

Plan Name	PENSION PARTNERS, LLC RETIREMENT PLAN
Plan identification number	001

PENSION PARTNERS, LLC RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan covering Self-Employed individuals.
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 PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: PENSION PARTNERS, LLC

Employer identification number (EIN): 223728883

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PARTNERS, LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-05-01
001 2017-05-01
001 2016-05-01
001 2015-05-01
001 2014-05-01
001 2013-05-01
001 2012-05-01 EDWARD DEMPSEY 2014-01-27 EDWARD DEMPSEY 2014-01-27

Plan Statistics for PENSION PARTNERS, LLC RETIREMENT PLAN

401k plan membership statisitcs for PENSION PARTNERS, LLC RETIREMENT PLAN

Measure Date Value
2018: PENSION PARTNERS, LLC RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-08-31 1,699,291
Acturial value of plan assets 2018-08-31 1,699,291
Funding target for retired participants and beneficiaries receiving payment 2018-08-31 0
Number of terminated vested participants 2018-08-31 1
Fundng target for terminated vested participants 2018-08-31 2,272
Active participant vested funding target 2018-08-31 1,281,551
Number of active participants 2018-08-31 2
Total funding liabilities for active participants 2018-08-31 1,281,551
Total participant count 2018-08-31 3
Total funding target for all participants 2018-08-31 1,283,823
Balance at beginning of prior year after applicable adjustments 2018-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-08-31 0
Prefunding balanced used to offset prior years funding requirement 2018-08-31 0
Amount remaining of carryover balance 2018-08-31 0
Amount remaining of prefunding balance 2018-08-31 0
Present value of excess contributions 2018-08-31 201,354
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-08-31 212,871
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-08-31 0
Reductions in caryover balances due to elections or deemed elections 2018-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-08-31 0
Balance of carryovers at beginning of current year 2018-08-31 0
Balance of prefunding at beginning of current year 2018-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-08-31 0
Unpaid minimum required contributions for all prior years 2018-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-08-31 0
Remaining amount of unpaid minimum required contributions 2018-08-31 0
Minimum required contributions for current year target normal cost 2018-08-31 0
Net shortfall amortization installment of oustanding balance 2018-08-31 0
Waiver amortization installment 2018-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-08-31 0
Carryover balance elected to use to offset funding requirement 2018-08-31 0
Prefunding balance elected to use to offset funding requirement 2018-08-31 0
Additional cash requirement 2018-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-08-31 0
Unpaid minimum required contributions for current year 2018-08-31 0
Unpaid minimum required contributions for all years 2018-08-31 0
Market value of plan assets 2018-04-30 1,201,923
Acturial value of plan assets 2018-04-30 1,201,923
Funding target for retired participants and beneficiaries receiving payment 2018-04-30 0
Number of terminated vested participants 2018-04-30 1
Fundng target for terminated vested participants 2018-04-30 2,110
Active participant vested funding target 2018-04-30 1,198,896
Number of active participants 2018-04-30 2
Total funding liabilities for active participants 2018-04-30 1,198,896
Total participant count 2018-04-30 3
Total funding target for all participants 2018-04-30 1,201,006
Balance at beginning of prior year after applicable adjustments 2018-04-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-04-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-04-30 0
Prefunding balanced used to offset prior years funding requirement 2018-04-30 0
Amount remaining of carryover balance 2018-04-30 0
Amount remaining of prefunding balance 2018-04-30 0
Present value of excess contributions 2018-04-30 16
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-04-30 17
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-04-30 0
Reductions in caryover balances due to elections or deemed elections 2018-04-30 0
Reductions in prefunding balances due to elections or deemed elections 2018-04-30 0
Balance of carryovers at beginning of current year 2018-04-30 0
Balance of prefunding at beginning of current year 2018-04-30 0
Total employer contributions 2018-04-30 214,829
Total employee contributions 2018-04-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-04-30 0
Contributions made to avoid restrictions adjusted to valuation date 2018-04-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-04-30 201,354
Liquidity shortfalls end of Q1 2018-04-30 0
Liquidity shortfalls end of Q2 2018-04-30 0
Liquidity shortfalls end of Q3 2018-04-30 0
Liquidity shortfalls end of Q4 2018-04-30 0
Unpaid minimum required contributions for all prior years 2018-04-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-04-30 0
Remaining amount of unpaid minimum required contributions 2018-04-30 0
Minimum required contributions for current year target normal cost 2018-04-30 0
Net shortfall amortization installment of oustanding balance 2018-04-30 0
Waiver amortization installment 2018-04-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-04-30 0
Carryover balance elected to use to offset funding requirement 2018-04-30 0
Prefunding balance elected to use to offset funding requirement 2018-04-30 0
Additional cash requirement 2018-04-30 0
Contributions allocatedtoward minimum required contributions for current year 2018-04-30 201,354
Unpaid minimum required contributions for current year 2018-04-30 0
Unpaid minimum required contributions for all years 2018-04-30 0
2017: PENSION PARTNERS, LLC RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-04-30 994,958
Acturial value of plan assets 2017-04-30 994,958
Funding target for retired participants and beneficiaries receiving payment 2017-04-30 0
Number of terminated vested participants 2017-04-30 1
Fundng target for terminated vested participants 2017-04-30 1,955
Active participant vested funding target 2017-04-30 1,118,191
Number of active participants 2017-04-30 2
Total funding liabilities for active participants 2017-04-30 1,118,191
Total participant count 2017-04-30 3
Total funding target for all participants 2017-04-30 1,120,146
Balance at beginning of prior year after applicable adjustments 2017-04-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-04-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-04-30 0
Prefunding balanced used to offset prior years funding requirement 2017-04-30 0
Amount remaining of carryover balance 2017-04-30 0
Amount remaining of prefunding balance 2017-04-30 0
Present value of excess contributions 2017-04-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-04-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-04-30 0
Reductions in caryover balances due to elections or deemed elections 2017-04-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-04-30 0
Balance of carryovers at beginning of current year 2017-04-30 0
Balance of prefunding at beginning of current year 2017-04-30 0
Total employer contributions 2017-04-30 22,817
Total employee contributions 2017-04-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-04-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-04-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-04-30 20,700
Unpaid minimum required contributions for all prior years 2017-04-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-04-30 0
Remaining amount of unpaid minimum required contributions 2017-04-30 0
Minimum required contributions for current year target normal cost 2017-04-30 0
Net shortfall amortization installment of oustanding balance 2017-04-30 125,188
Waiver amortization installment 2017-04-30 0
Waived amount of outstanding balance 2017-04-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-04-30 20,684
Carryover balance elected to use to offset funding requirement 2017-04-30 0
Prefunding balance elected to use to offset funding requirement 2017-04-30 0
Additional cash requirement 2017-04-30 20,684
Contributions allocatedtoward minimum required contributions for current year 2017-04-30 20,700
Unpaid minimum required contributions for current year 2017-04-30 0
Unpaid minimum required contributions for all years 2017-04-30 0

Measure	Date	Value
2018: PENSION PARTNERS, LLC RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-08-31	1,699,291
Acturial value of plan assets	2018-08-31	1,699,291
Funding target for retired participants and beneficiaries receiving payment	2018-08-31	0
Number of terminated vested participants	2018-08-31	1
Fundng target for terminated vested participants	2018-08-31	2,272
Active participant vested funding target	2018-08-31	1,281,551
Number of active participants	2018-08-31	2
Total funding liabilities for active participants	2018-08-31	1,281,551
Total participant count	2018-08-31	3
Total funding target for all participants	2018-08-31	1,283,823
Balance at beginning of prior year after applicable adjustments	2018-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-08-31	0
Prefunding balanced used to offset prior years funding requirement	2018-08-31	0
Amount remaining of carryover balance	2018-08-31	0
Amount remaining of prefunding balance	2018-08-31	0
Present value of excess contributions	2018-08-31	201,354
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-08-31	212,871
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-08-31	0
Reductions in caryover balances due to elections or deemed elections	2018-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-08-31	0
Balance of carryovers at beginning of current year	2018-08-31	0
Balance of prefunding at beginning of current year	2018-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-08-31	0
Unpaid minimum required contributions for all prior years	2018-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-08-31	0
Remaining amount of unpaid minimum required contributions	2018-08-31	0
Minimum required contributions for current year target normal cost	2018-08-31	0
Net shortfall amortization installment of oustanding balance	2018-08-31	0
Waiver amortization installment	2018-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-08-31	0
Carryover balance elected to use to offset funding requirement	2018-08-31	0
Prefunding balance elected to use to offset funding requirement	2018-08-31	0
Additional cash requirement	2018-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-08-31	0
Unpaid minimum required contributions for current year	2018-08-31	0
Unpaid minimum required contributions for all years	2018-08-31	0
Market value of plan assets	2018-04-30	1,201,923
Acturial value of plan assets	2018-04-30	1,201,923
Funding target for retired participants and beneficiaries receiving payment	2018-04-30	0
Number of terminated vested participants	2018-04-30	1
Fundng target for terminated vested participants	2018-04-30	2,110
Active participant vested funding target	2018-04-30	1,198,896
Number of active participants	2018-04-30	2
Total funding liabilities for active participants	2018-04-30	1,198,896
Total participant count	2018-04-30	3
Total funding target for all participants	2018-04-30	1,201,006
Balance at beginning of prior year after applicable adjustments	2018-04-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-04-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-04-30	0
Prefunding balanced used to offset prior years funding requirement	2018-04-30	0
Amount remaining of carryover balance	2018-04-30	0
Amount remaining of prefunding balance	2018-04-30	0
Present value of excess contributions	2018-04-30	16
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-04-30	17
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-04-30	0
Reductions in caryover balances due to elections or deemed elections	2018-04-30	0
Reductions in prefunding balances due to elections or deemed elections	2018-04-30	0
Balance of carryovers at beginning of current year	2018-04-30	0
Balance of prefunding at beginning of current year	2018-04-30	0
Total employer contributions	2018-04-30	214,829
Total employee contributions	2018-04-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-04-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-04-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-04-30	201,354
Liquidity shortfalls end of Q1	2018-04-30	0
Liquidity shortfalls end of Q2	2018-04-30	0
Liquidity shortfalls end of Q3	2018-04-30	0
Liquidity shortfalls end of Q4	2018-04-30	0
Unpaid minimum required contributions for all prior years	2018-04-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-04-30	0
Remaining amount of unpaid minimum required contributions	2018-04-30	0
Minimum required contributions for current year target normal cost	2018-04-30	0
Net shortfall amortization installment of oustanding balance	2018-04-30	0
Waiver amortization installment	2018-04-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-04-30	0
Carryover balance elected to use to offset funding requirement	2018-04-30	0
Prefunding balance elected to use to offset funding requirement	2018-04-30	0
Additional cash requirement	2018-04-30	0
Contributions allocatedtoward minimum required contributions for current year	2018-04-30	201,354
Unpaid minimum required contributions for current year	2018-04-30	0
Unpaid minimum required contributions for all years	2018-04-30	0
2017: PENSION PARTNERS, LLC RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-04-30	994,958
Acturial value of plan assets	2017-04-30	994,958
Funding target for retired participants and beneficiaries receiving payment	2017-04-30	0
Number of terminated vested participants	2017-04-30	1
Fundng target for terminated vested participants	2017-04-30	1,955
Active participant vested funding target	2017-04-30	1,118,191
Number of active participants	2017-04-30	2
Total funding liabilities for active participants	2017-04-30	1,118,191
Total participant count	2017-04-30	3
Total funding target for all participants	2017-04-30	1,120,146
Balance at beginning of prior year after applicable adjustments	2017-04-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-04-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-04-30	0
Prefunding balanced used to offset prior years funding requirement	2017-04-30	0
Amount remaining of carryover balance	2017-04-30	0
Amount remaining of prefunding balance	2017-04-30	0
Present value of excess contributions	2017-04-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-04-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-04-30	0
Reductions in caryover balances due to elections or deemed elections	2017-04-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-04-30	0
Balance of carryovers at beginning of current year	2017-04-30	0
Balance of prefunding at beginning of current year	2017-04-30	0
Total employer contributions	2017-04-30	22,817
Total employee contributions	2017-04-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-04-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-04-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-04-30	20,700
Unpaid minimum required contributions for all prior years	2017-04-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-04-30	0
Remaining amount of unpaid minimum required contributions	2017-04-30	0
Minimum required contributions for current year target normal cost	2017-04-30	0
Net shortfall amortization installment of oustanding balance	2017-04-30	125,188
Waiver amortization installment	2017-04-30	0
Waived amount of outstanding balance	2017-04-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-04-30	20,684
Carryover balance elected to use to offset funding requirement	2017-04-30	0
Prefunding balance elected to use to offset funding requirement	2017-04-30	0
Additional cash requirement	2017-04-30	20,684
Contributions allocatedtoward minimum required contributions for current year	2017-04-30	20,700
Unpaid minimum required contributions for current year	2017-04-30	0
Unpaid minimum required contributions for all years	2017-04-30	0

Potentially related plans

PENSION PARTNERS, INC. 401(K) SALARY SAVINGS PLAN [EIN = 640802797]

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Company Name:	PENSION PARTNERS, LLC
Employer identification number (EIN):	223728883
NAIC Classification:	523900

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-05-01
001	2017-05-01
001	2016-05-01
001	2015-05-01
001	2014-05-01
001	2013-05-01
001	2012-05-01	EDWARD DEMPSEY	2014-01-27	EDWARD DEMPSEY	2014-01-27