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THE PENNANT COMPANIES RETIREMENT PLAN 401k Plan overview

Plan NameTHE PENNANT COMPANIES RETIREMENT PLAN
Plan identification number 001

THE PENNANT COMPANIES RETIREMENT 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.
  • 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.
  • 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 PENNANT COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE PENNANT COMPANIES, INC.
Employer identification number (EIN):311677135
NAIC Classification:332110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PENNANT COMPANIES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01DONALD E ISON II
0012014-01-01DONALD E ISON II
0012013-01-01JERRI STANFORTH2014-08-12
0012012-01-01JERRI STANFORTH2013-07-16
0012011-01-01DONALD E ISON
0012009-01-01DONALD E ISON
0012009-01-01DONALD E ISON

Financial Data on THE PENNANT COMPANIES RETIREMENT PLAN

Measure Date Value
2015 : THE PENNANT COMPANIES RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$234,079
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$97,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$79,833
Expenses. Certain deemed distributions of participant loans2015-12-31$5,802
Value of total corrective distributions2015-12-31$10,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$259,580
Value of total assets at end of year2015-12-31$2,995,523
Value of total assets at beginning of year2015-12-31$2,859,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,984
Total interest from all sources2015-12-31$2,728
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$94,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$94,109
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$286,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$184,124
Participant contributions at end of year2015-12-31$60,419
Participant contributions at beginning of year2015-12-31$38,252
Administrative expenses (other) incurred2015-12-31$1,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$136,253
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,995,523
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,859,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,362,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,311,050
Interest on participant loans2015-12-31$2,728
Value of interest in common/collective trusts at end of year2015-12-31$1,572,840
Value of interest in common/collective trusts at beginning of year2015-12-31$1,509,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-89,683
Net investment gain or loss from common/collective trusts2015-12-31$-32,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$75,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$79,833
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2015-12-31341310124
2014 : THE PENNANT COMPANIES RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$408,769
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$239,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$229,276
Expenses. Certain deemed distributions of participant loans2014-12-31$152
Value of total corrective distributions2014-12-31$7,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$246,775
Value of total assets at end of year2014-12-31$2,859,270
Value of total assets at beginning of year2014-12-31$2,690,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,365
Total interest from all sources2014-12-31$2,108
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$119,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$119,879
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$270,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$169,484
Participant contributions at end of year2014-12-31$38,252
Participant contributions at beginning of year2014-12-31$38,493
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$17,446
Administrative expenses (other) incurred2014-12-31$2,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$169,064
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,859,270
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,690,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,311,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,277,134
Interest on participant loans2014-12-31$2,108
Value of interest in common/collective trusts at end of year2014-12-31$1,509,968
Value of interest in common/collective trusts at beginning of year2014-12-31$1,374,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-41,732
Net investment gain or loss from common/collective trusts2014-12-31$81,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$59,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$229,276
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2014-12-31341310124
2011 : THE PENNANT COMPANIES RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$216,698
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$262,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$260,266
Expenses. Certain deemed distributions of participant loans2011-12-31$460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$208,204
Value of total assets at end of year2011-12-31$1,989,042
Value of total assets at beginning of year2011-12-31$2,034,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,556
Total interest from all sources2011-12-31$1,754
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$45,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$45,899
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$204,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$153,776
Participant contributions at end of year2011-12-31$25,071
Participant contributions at beginning of year2011-12-31$39,006
Administrative expenses (other) incurred2011-12-31$1,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-45,584
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,989,042
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,034,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,051,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,152,507
Interest on participant loans2011-12-31$1,754
Value of interest in common/collective trusts at end of year2011-12-31$912,427
Value of interest in common/collective trusts at beginning of year2011-12-31$843,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-55,191
Net investment gain or loss from common/collective trusts2011-12-31$16,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$54,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$260,266
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2011-12-31341310124
2010 : THE PENNANT COMPANIES RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$472,481
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$304,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$294,460
Expenses. Certain deemed distributions of participant loans2010-12-31$7,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$209,697
Value of total assets at end of year2010-12-31$2,034,626
Value of total assets at beginning of year2010-12-31$1,867,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,137
Total interest from all sources2010-12-31$3,211
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$44,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$44,424
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$187,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$155,204
Participant contributions at end of year2010-12-31$39,006
Participant contributions at beginning of year2010-12-31$65,971
Administrative expenses (other) incurred2010-12-31$3,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$167,593
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,034,626
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,867,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,152,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$827,345
Interest on participant loans2010-12-31$3,211
Value of interest in common/collective trusts at end of year2010-12-31$843,113
Value of interest in common/collective trusts at beginning of year2010-12-31$973,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$100,484
Net investment gain or loss from common/collective trusts2010-12-31$114,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$54,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$294,460
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2010-12-31341310124
2009 : THE PENNANT COMPANIES RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE PENNANT COMPANIES RETIREMENT PLAN

2015: THE PENNANT COMPANIES RETIREMENT 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: THE PENNANT COMPANIES RETIREMENT 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
2011: THE PENNANT COMPANIES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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
2009: THE PENNANT COMPANIES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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