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PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan NamePENSION TRANSFER TRUST PLAN
Plan identification number 001

PENSION TRANSFER TRUST PLAN Benefits

401k Plan TypeDefined 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

THE COWAII COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE COWAII COMPANY
Employer identification number (EIN):264236436
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION TRANSFER TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012017-01-01CRAIG LIBSACK
0012016-01-01CRAIG LIBSACK
0012015-01-01CRAIG LIBSACK
0012014-01-01CRAIG LIBSACK
0012013-01-01CRAIG LIBSACK
0012012-01-01CRAIG LIBSACK
0012011-01-01CRAIG LIBSACK

Plan Statistics for PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for PENSION TRANSFER TRUST PLAN

Measure Date Value
2020: PENSION TRANSFER TRUST PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PENSION TRANSFER TRUST PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: PENSION TRANSFER TRUST PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PENSION TRANSFER TRUST PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENSION TRANSFER TRUST PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PENSION TRANSFER TRUST PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENSION TRANSFER TRUST PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENSION TRANSFER TRUST PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on PENSION TRANSFER TRUST PLAN

Measure Date Value
2020 : PENSION TRANSFER TRUST PLAN 2020 401k financial data
Total income from all sources2020-01-31$0
Expenses. Total of all expenses incurred2020-01-31$2,207
Benefits paid (including direct rollovers)2020-01-31$2,207
Total plan assets at end of year2020-01-31$0
Total plan assets at beginning of year2020-01-31$2,207
Value of fidelity bond covering the plan2020-01-31$10,000
Net income (gross income less expenses)2020-01-31$-2,207
Net plan assets at end of year (total assets less liabilities)2020-01-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-01-31$2,207
Assets. Value of employer securities2020-01-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-01-31$0
2019 : PENSION TRANSFER TRUST PLAN 2019 401k financial data
Total income from all sources2019-12-31$2,207
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$2,207
Total plan assets at beginning of year2019-12-31$0
Value of fidelity bond covering the plan2019-12-31$10,000
Other income received2019-12-31$2,207
Net income (gross income less expenses)2019-12-31$2,207
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,207
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$0
Assets. Value of employer securities2019-12-31$2,207
2018 : PENSION TRANSFER TRUST PLAN 2018 401k financial data
Total income from all sources2018-12-31$-43,673
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$43,673
Value of fidelity bond covering the plan2018-12-31$10,000
Other income received2018-12-31$-43,673
Net income (gross income less expenses)2018-12-31$-43,673
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$43,673
Assets. Value of employer securities2018-12-31$0
2017 : PENSION TRANSFER TRUST PLAN 2017 401k financial data
Total income from all sources2017-12-31$-13,637
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$43,673
Total plan assets at beginning of year2017-12-31$57,310
Value of fidelity bond covering the plan2017-12-31$10,000
Other income received2017-12-31$-13,637
Net income (gross income less expenses)2017-12-31$-13,637
Net plan assets at end of year (total assets less liabilities)2017-12-31$43,673
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$57,310
Assets. Value of employer securities2017-12-31$43,673
2016 : PENSION TRANSFER TRUST PLAN 2016 401k financial data
Total income from all sources2016-12-31$-48,996
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$57,310
Total plan assets at beginning of year2016-12-31$106,306
Value of fidelity bond covering the plan2016-12-31$10,000
Other income received2016-12-31$-48,996
Net income (gross income less expenses)2016-12-31$-48,996
Net plan assets at end of year (total assets less liabilities)2016-12-31$57,310
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$106,306
Assets. Value of employer securities2016-12-31$57,310
2015 : PENSION TRANSFER TRUST PLAN 2015 401k financial data
Total income from all sources2015-12-31$-63,871
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$106,306
Total plan assets at beginning of year2015-12-31$170,177
Value of fidelity bond covering the plan2015-12-31$20,000
Other income received2015-12-31$-63,871
Net income (gross income less expenses)2015-12-31$-63,871
Net plan assets at end of year (total assets less liabilities)2015-12-31$106,306
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$170,177
Assets. Value of employer securities2015-12-31$106,306
2014 : PENSION TRANSFER TRUST PLAN 2014 401k financial data
Total income from all sources2014-12-31$-80,147
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$170,177
Total plan assets at beginning of year2014-12-31$250,324
Value of fidelity bond covering the plan2014-12-31$50,000
Other income received2014-12-31$-80,147
Net income (gross income less expenses)2014-12-31$-80,147
Net plan assets at end of year (total assets less liabilities)2014-12-31$170,177
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$250,324
Assets. Value of employer securities2014-12-31$170,177
2013 : PENSION TRANSFER TRUST PLAN 2013 401k financial data
Total income from all sources2013-12-31$-227,027
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$250,324
Total plan assets at beginning of year2013-12-31$477,351
Value of fidelity bond covering the plan2013-12-31$50,000
Other income received2013-12-31$-227,027
Net income (gross income less expenses)2013-12-31$-227,027
Net plan assets at end of year (total assets less liabilities)2013-12-31$250,324
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$477,351
Assets. Value of employer securities2013-12-31$250,324
2012 : PENSION TRANSFER TRUST PLAN 2012 401k financial data
Total income from all sources2012-12-31$-21,528
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$477,351
Total plan assets at beginning of year2012-12-31$498,879
Value of fidelity bond covering the plan2012-12-31$50,000
Other income received2012-12-31$-21,528
Net income (gross income less expenses)2012-12-31$-21,528
Net plan assets at end of year (total assets less liabilities)2012-12-31$477,351
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$498,879
Assets. Value of employer securities2012-12-31$477,351
2011 : PENSION TRANSFER TRUST PLAN 2011 401k financial data
Total income from all sources2011-12-31$-161,728
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$498,879
Total plan assets at beginning of year2011-12-31$660,607
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$-161,728
Net income (gross income less expenses)2011-12-31$-161,728
Net plan assets at end of year (total assets less liabilities)2011-12-31$498,879
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$660,607
Assets. Value of employer securities2011-12-31$498,879

Form 5500 Responses for PENSION TRANSFER TRUST PLAN

2020: PENSION TRANSFER TRUST PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSION TRANSFER TRUST PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: PENSION TRANSFER TRUST PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION TRANSFER TRUST PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION TRANSFER TRUST PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION TRANSFER TRUST PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION TRANSFER TRUST PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION TRANSFER TRUST PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION TRANSFER TRUST PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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