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PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NamePARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN
Plan identification number 001

PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

PARTNERS IN FINANCIAL PLANNING, LLC has sponsored the creation of one or more 401k plans.

Company Name:PARTNERS IN FINANCIAL PLANNING, LLC
Employer identification number (EIN):271047485
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about PARTNERS IN FINANCIAL PLANNING, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4736420

More information about PARTNERS IN FINANCIAL PLANNING, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAMES PEARMAN2023-03-17
0012021-01-01JAMES PEARMAN2022-03-30
0012020-01-01JAMES PEARMAN2021-03-24
0012019-01-01JAMES PEARMAN2020-04-23
0012018-01-01JAMES PEARMAN2019-05-20
0012017-01-01JAMES E PEARMAN JR
0012016-01-01JAMES E PEARMAN JR
0012015-01-01JAMES E PEARMAN JR
0012014-01-01JAMES E PEARMAN JR
0012013-01-01JAMES E PEARMAN JR
0012012-01-01JAMES E PEARMAN JR
0012011-01-01JAMES E PEARMAN JR

Plan Statistics for PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN

Measure Date Value
2017: PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Total of all active and inactive participants2017-01-0110
Total participants2017-01-0110
Number of participants with account balances2017-01-0110
2016: PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-019
Total of all active and inactive participants2016-01-019
Total participants2016-01-019
Number of participants with account balances2016-01-019
2015: PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-018
Total of all active and inactive participants2015-01-018
Total participants2015-01-018
Number of participants with account balances2015-01-018
2014: PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-016
Total of all active and inactive participants2014-01-016
Total participants2014-01-016
Number of participants with account balances2014-01-016
2013: PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Number of participants with account balances2013-01-015
2012: PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
2011: PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014

Financial Data on PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN

Measure Date Value
2017 : PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$614
Total income from all sources2017-12-31$440,679
Expenses. Total of all expenses incurred2017-12-31$30
Total plan assets at end of year2017-12-31$2,862,868
Total plan assets at beginning of year2017-12-31$2,421,605
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$72,487
Other income received2017-12-31$270,335
Net income (gross income less expenses)2017-12-31$440,649
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,862,868
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,421,605
Total contributions received or receivable from employer(s)2017-12-31$97,857
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$30
2016 : PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$24,612
Total income from all sources2016-12-31$284,886
Expenses. Total of all expenses incurred2016-12-31$144
Total plan assets at end of year2016-12-31$2,421,605
Total plan assets at beginning of year2016-12-31$2,112,251
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$72,096
Other income received2016-12-31$141,331
Net income (gross income less expenses)2016-12-31$284,742
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,421,605
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,112,251
Total contributions received or receivable from employer(s)2016-12-31$71,459
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$144
2015 : PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$156,675
Expenses. Total of all expenses incurred2015-12-31$640
Total plan assets at end of year2015-12-31$2,112,251
Total plan assets at beginning of year2015-12-31$1,956,216
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$75,180
Other income received2015-12-31$16,332
Net income (gross income less expenses)2015-12-31$156,035
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,112,251
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,956,216
Total contributions received or receivable from employer(s)2015-12-31$65,163
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$640
2014 : PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$283,054
Expenses. Total of all expenses incurred2014-12-31$346
Total plan assets at end of year2014-12-31$1,956,216
Total plan assets at beginning of year2014-12-31$1,673,508
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$47,910
Expenses. Other expenses not covered elsewhere2014-12-31$346
Other income received2014-12-31$147,056
Net income (gross income less expenses)2014-12-31$282,708
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,956,216
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,673,508
Total contributions received or receivable from employer(s)2014-12-31$88,088
2013 : PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$257,430
Expenses. Total of all expenses incurred2013-12-31$418
Total plan assets at end of year2013-12-31$1,673,508
Total plan assets at beginning of year2013-12-31$1,416,496
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$44,672
Expenses. Other expenses not covered elsewhere2013-12-31$418
Other income received2013-12-31$140,170
Net income (gross income less expenses)2013-12-31$257,012
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,673,508
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,416,496
Total contributions received or receivable from employer(s)2013-12-31$72,588
2012 : PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$232,338
Expenses. Total of all expenses incurred2012-12-31$1,022
Total plan assets at end of year2012-12-31$1,416,496
Total plan assets at beginning of year2012-12-31$1,185,180
Total contributions received or receivable from participants2012-12-31$41,666
Other income received2012-12-31$122,771
Net income (gross income less expenses)2012-12-31$231,316
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,416,496
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,185,180
Total contributions received or receivable from employer(s)2012-12-31$67,901
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,022
2011 : PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$-112,924
Total income from all sources2011-12-31$118,807
Expenses. Total of all expenses incurred2011-12-31$285
Total plan assets at end of year2011-12-31$1,185,180
Total plan assets at beginning of year2011-12-31$1,179,582
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$40,031
Other income received2011-12-31$13,912
Net income (gross income less expenses)2011-12-31$118,522
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,185,180
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,179,582
Total contributions received or receivable from employer(s)2011-12-31$64,864
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$285
2010 : PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$977,584
Total income from all sources2010-12-31$203,342
Expenses. Total of all expenses incurred2010-12-31$1,345
Total plan assets at end of year2010-12-31$1,179,581
Total contributions received or receivable from participants2010-12-31$42,573
Other income received2010-12-31$114,002
Net income (gross income less expenses)2010-12-31$201,997
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,179,581
Total contributions received or receivable from employer(s)2010-12-31$46,767
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,345

Form 5500 Responses for PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN

2017: PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PARTNERS IN FINANCIAL PLANNING LLC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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