401k Plan data: EMPLOYEE BENEFITS PLAN OF PROFESSIONAL EXAMINATION SERVICE plan

EMPLOYEE BENEFITS PLAN OF PROFESSIONAL EXAMINATION SERVICE 401k Plan overview

Plan Name	EMPLOYEE BENEFITS PLAN OF PROFESSIONAL EXAMINATION SERVICE
Plan identification number	002

EMPLOYEE BENEFITS PLAN OF PROFESSIONAL EXAMINATION SERVICE Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PROFESSIONAL EXAMINATION SERVICE has sponsored the creation of one or more 401k plans.

Company Name: PROFESSIONAL EXAMINATION SERVICE

Employer identification number (EIN): 237097173

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF PROFESSIONAL EXAMINATION SERVICE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2021-01-01 KIMM GILMORE
002 2020-01-01
002 2019-01-01
002 2018-01-01 SANDRA LOGORDA 2019-08-29 SANDRA LOGORDA 2019-08-29
002 2017-01-01 SANDRA LOGORDA 2018-06-13 SANDRA LOGORDA 2018-06-13
002 2016-01-01 SANDRA LOGORDA 2017-06-27 SANDRA LOGORDA 2017-06-27
002 2015-01-01 SANDRA LOGORDA 2016-06-23 SANDRA LOGORDA 2016-06-23
002 2014-01-01 SANDRA LOGORDA 2015-07-09 SANDRA LOGORDA 2015-07-09
002 2013-01-01 SANDRA LOGORDA 2014-08-18 SANDRA LOGORDA 2014-08-18
002 2012-01-01 SANDRA LOGORDA 2013-08-02
002 2011-01-01 JEFFREY P. MOHN 2012-10-12 MAUREEN TILLWITZ 2012-10-15
002 2010-01-01 MAUREEN TILLWITZ JEFFERY P. MOHN 2011-10-12
002 2009-01-01 MAUREEN TILLWITZ JEFFERY P. MOHN 2010-09-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01
002	2021-01-01	KIMM GILMORE
002	2020-01-01
002	2019-01-01
002	2018-01-01	SANDRA LOGORDA	2019-08-29	SANDRA LOGORDA	2019-08-29
002	2017-01-01	SANDRA LOGORDA	2018-06-13	SANDRA LOGORDA	2018-06-13
002	2016-01-01	SANDRA LOGORDA	2017-06-27	SANDRA LOGORDA	2017-06-27
002	2015-01-01	SANDRA LOGORDA	2016-06-23	SANDRA LOGORDA	2016-06-23
002	2014-01-01	SANDRA LOGORDA	2015-07-09	SANDRA LOGORDA	2015-07-09
002	2013-01-01	SANDRA LOGORDA	2014-08-18	SANDRA LOGORDA	2014-08-18
002	2012-01-01	SANDRA LOGORDA	2013-08-02
002	2011-01-01	JEFFREY P. MOHN	2012-10-12	MAUREEN TILLWITZ	2012-10-15
002	2010-01-01	MAUREEN TILLWITZ		JEFFERY P. MOHN	2011-10-12
002	2009-01-01	MAUREEN TILLWITZ		JEFFERY P. MOHN	2010-09-29

Financial Data on EMPLOYEE BENEFITS PLAN OF PROFESSIONAL EXAMINATION SERVICE

Measure	Date	Value
2021 : EMPLOYEE BENEFITS PLAN OF PROFESSIONAL EXAMINATION SERVICE 2021 401k financial data
Total income from all sources	2021-12-31	$412,223
Expenses. Total of all expenses incurred	2021-12-31	$134,884
Benefits paid (including direct rollovers)	2021-12-31	$132,518
Total plan assets at end of year	2021-12-31	$3,940,613
Total plan assets at beginning of year	2021-12-31	$3,663,274
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$412,223
Net income (gross income less expenses)	2021-12-31	$277,339
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,940,613
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,663,274
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$2,366
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : EMPLOYEE BENEFITS PLAN OF PROFESSIONAL EXAMINATION SERVICE 2020 401k financial data
Total income from all sources	2020-12-31	$486,914
Expenses. Total of all expenses incurred	2020-12-31	$884,397
Benefits paid (including direct rollovers)	2020-12-31	$870,180
Total plan assets at end of year	2020-12-31	$3,663,274
Total plan assets at beginning of year	2020-12-31	$4,060,757
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$476,895
Net income (gross income less expenses)	2020-12-31	$-397,483
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,663,274
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,060,757
Total contributions received or receivable from employer(s)	2020-12-31	$10,019
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$14,217
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : EMPLOYEE BENEFITS PLAN OF PROFESSIONAL EXAMINATION SERVICE 2019 401k financial data
Total income from all sources	2019-12-31	$704,082
Expenses. Total of all expenses incurred	2019-12-31	$292,478
Benefits paid (including direct rollovers)	2019-12-31	$290,196
Total plan assets at end of year	2019-12-31	$4,060,757
Total plan assets at beginning of year	2019-12-31	$3,649,153
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$644,554
Net income (gross income less expenses)	2019-12-31	$411,604
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,060,757
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,649,153
Total contributions received or receivable from employer(s)	2019-12-31	$59,528
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,282
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2010 : EMPLOYEE BENEFITS PLAN OF PROFESSIONAL EXAMINATION SERVICE 2010 401k financial data
Total income from all sources	2010-12-31	$650,931
Expenses. Total of all expenses incurred	2010-12-31	$184,302
Benefits paid (including direct rollovers)	2010-12-31	$184,202
Total plan assets at end of year	2010-12-31	$4,390,109
Total plan assets at beginning of year	2010-12-31	$3,923,480
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Contributions received from other sources (not participants or employers)	2010-12-31	$14,761
Other income received	2010-12-31	$367,922
Net income (gross income less expenses)	2010-12-31	$466,629
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,390,109
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,923,480
Total contributions received or receivable from employer(s)	2010-12-31	$268,248
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$268,248
Amount contributed by the employer to the plan for this plan year	2010-12-31	$268,248
2009 : EMPLOYEE BENEFITS PLAN OF PROFESSIONAL EXAMINATION SERVICE 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$298,070
Amount contributed by the employer to the plan for this plan year	2009-12-31	$298,070

Form 5500 Responses for EMPLOYEE BENEFITS PLAN OF PROFESSIONAL EXAMINATION SERVICE

2021: EMPLOYEE BENEFITS PLAN OF PROFESSIONAL EXAMINATION SERVICE 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EMPLOYEE BENEFITS PLAN OF PROFESSIONAL EXAMINATION SERVICE 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EMPLOYEE BENEFITS PLAN OF PROFESSIONAL EXAMINATION SERVICE 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2010: EMPLOYEE BENEFITS PLAN OF PROFESSIONAL EXAMINATION SERVICE 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 – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: EMPLOYEE BENEFITS PLAN OF PROFESSIONAL EXAMINATION SERVICE 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 – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	MR 61042
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	MR 61042
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	MR 61042
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	051090G
Policy instance	1

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PROFESSIONAL EXAMINATION SERVICE
Employer identification number (EIN):	237097173
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services