401k Plan data: THE PLANNED APPROACH INC 401K PLAN plan

THE PLANNED APPROACH INC 401K PLAN 401k Plan overview

Plan Name	THE PLANNED APPROACH INC 401K PLAN
Plan identification number	001

THE PLANNED APPROACH INC 401K PLAN 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.
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.

401k Sponsoring company profile

THE PLANNED APPROACH INC has sponsored the creation of one or more 401k plans.

Company Name: THE PLANNED APPROACH INC

Employer identification number (EIN): 320040621

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PLANNED APPROACH INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 STACI PETERSON 2022-07-26 STACI PETERSON 2022-07-26
001 2020-01-01 STACI PETERSON 2021-07-06 STACI PETERSON 2021-07-06
001 2019-01-01 STACI PETERSON 2020-08-12 STACI PETERSON 2020-08-12
001 2018-01-01 STACI PETERSON 2019-09-12 STACI PETERSON 2019-09-12
001 2017-01-01 STACI PETERSON 2018-06-13 STACI PETERSON 2018-06-13
001 2016-01-01 KELLY HOKANSON 2017-07-26 KELLY HOKANSON 2017-07-26
001 2015-01-01 KELLY HOKANSON 2016-08-22 KELLY HOKANSON 2016-08-22
001 2014-01-01 KELLY HOKANSON 2015-07-29 KELLY HOKANSON 2015-07-29
001 2013-01-01 KELLY VOITENKO 2014-07-29 KELLY VOITENKO 2014-07-29
001 2012-01-01 KELLY VOITENKO 2013-07-29 KELLY VOITENKO 2013-07-29
001 2011-01-01 KELLY VOITENKO 2012-05-22 KELLY VOITENKO 2012-05-22
001 2010-01-01 KELLY VOITENKO 2011-07-25 KELLY VOITENKO 2011-07-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	STACI PETERSON	2022-07-26	STACI PETERSON	2022-07-26
001	2020-01-01	STACI PETERSON	2021-07-06	STACI PETERSON	2021-07-06
001	2019-01-01	STACI PETERSON	2020-08-12	STACI PETERSON	2020-08-12
001	2018-01-01	STACI PETERSON	2019-09-12	STACI PETERSON	2019-09-12
001	2017-01-01	STACI PETERSON	2018-06-13	STACI PETERSON	2018-06-13
001	2016-01-01	KELLY HOKANSON	2017-07-26	KELLY HOKANSON	2017-07-26
001	2015-01-01	KELLY HOKANSON	2016-08-22	KELLY HOKANSON	2016-08-22
001	2014-01-01	KELLY HOKANSON	2015-07-29	KELLY HOKANSON	2015-07-29
001	2013-01-01	KELLY VOITENKO	2014-07-29	KELLY VOITENKO	2014-07-29
001	2012-01-01	KELLY VOITENKO	2013-07-29	KELLY VOITENKO	2013-07-29
001	2011-01-01	KELLY VOITENKO	2012-05-22	KELLY VOITENKO	2012-05-22
001	2010-01-01	KELLY VOITENKO	2011-07-25	KELLY VOITENKO	2011-07-25

Financial Data on THE PLANNED APPROACH INC 401K PLAN

Measure	Date	Value
2022 : THE PLANNED APPROACH INC 401K PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year	2022-07-26	21
Total expenses incurred by plan in this plan year	2022-07-26	1637152
Net assets as of the end of the plan year	2022-07-26	0
Total assets as of the beginning of the plan year	2022-07-26	1428842
Value of plan covered by a fidelity bond	2022-07-26	265000
Participant contributions to plan in this plan year	2022-07-26	74046
Other expenses paid from plan in this plan year	2022-07-26	280
Other income to plan in this plan year	2022-07-26	110599
Plan net income in this plan year	2022-07-26	-1428821
Net assets as of the end of the plan year	2022-07-26	0
Net assets as of the beginning of the plan year	2022-07-26	1428821
Employer contributions to plan in this plan year	2022-07-26	23686

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Company Name:	THE PLANNED APPROACH INC
Employer identification number (EIN):	320040621
NAIC Classification:	523900