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THE JAMES PETERS PENSION PLAN 401k Plan overview

Plan NameTHE JAMES PETERS PENSION PLAN
Plan identification number 001

THE JAMES PETERS PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

JAMES PETERS has sponsored the creation of one or more 401k plans.

Company Name:JAMES PETERS
Employer identification number (EIN):421263892
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JAMES PETERS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JAMES PETERS
0012017-01-01JAMES PETERS
0012016-01-01JAMES PETERS
0012015-01-01JAMES PETERS
0012015-01-01JAMES PETERS
0012015-01-01
0012014-01-01DENNIS PRINSEN
0012013-01-01DENNIS PRINSEN
0012012-01-01DENNIS PRINSEN
0012011-01-01DENNIS W PRINSEN
0012010-01-01DENNIS W PRINSEN
0012009-01-01DENNIS PRINSEN

Plan Statistics for THE JAMES PETERS PENSION PLAN

401k plan membership statisitcs for THE JAMES PETERS PENSION PLAN

Measure Date Value
2022: THE JAMES PETERS PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-012
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE JAMES PETERS PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE JAMES PETERS PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE JAMES PETERS PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
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 benefits2019-01-011
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE JAMES PETERS PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE JAMES PETERS PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
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 participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE JAMES PETERS PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
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 participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE JAMES PETERS PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
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 participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE JAMES PETERS PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: THE JAMES PETERS PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: THE JAMES PETERS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: THE JAMES PETERS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2010: THE JAMES PETERS PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: THE JAMES PETERS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on THE JAMES PETERS PENSION PLAN

Measure Date Value
2022 : THE JAMES PETERS PENSION PLAN 2022 401k financial data
Total income from all sources2022-12-31$43,690
Expenses. Total of all expenses incurred2022-12-31$9,505
Benefits paid (including direct rollovers)2022-12-31$9,505
Total plan assets at end of year2022-12-31$1,684,068
Total plan assets at beginning of year2022-12-31$1,649,883
Other income received2022-12-31$43,690
Net income (gross income less expenses)2022-12-31$34,185
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,684,068
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,649,883
2021 : THE JAMES PETERS PENSION PLAN 2021 401k financial data
Total income from all sources2021-12-31$775,909
Expenses. Total of all expenses incurred2021-12-31$180,235
Benefits paid (including direct rollovers)2021-12-31$180,235
Total plan assets at end of year2021-12-31$1,649,883
Total plan assets at beginning of year2021-12-31$1,054,209
Contributions received from other sources (not participants or employers)2021-12-31$702,806
Other income received2021-12-31$69,353
Net income (gross income less expenses)2021-12-31$595,674
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,649,883
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,054,209
Total contributions received or receivable from employer(s)2021-12-31$3,750
2020 : THE JAMES PETERS PENSION PLAN 2020 401k financial data
Total income from all sources2020-12-31$61,752
Total plan assets at end of year2020-12-31$1,054,209
Total plan assets at beginning of year2020-12-31$992,457
Other income received2020-12-31$28,152
Net income (gross income less expenses)2020-12-31$61,752
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,054,209
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$992,457
Total contributions received or receivable from employer(s)2020-12-31$33,600
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$34,200
Amount contributed by the employer to the plan for this plan year2020-12-31$34,200
2019 : THE JAMES PETERS PENSION PLAN 2019 401k financial data
Total income from all sources2019-12-31$60,280
Total plan assets at end of year2019-12-31$992,457
Total plan assets at beginning of year2019-12-31$932,177
Other income received2019-12-31$22,480
Net income (gross income less expenses)2019-12-31$60,280
Net plan assets at end of year (total assets less liabilities)2019-12-31$992,457
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$932,177
Total contributions received or receivable from employer(s)2019-12-31$37,800
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$33,600
Amount contributed by the employer to the plan for this plan year2019-12-31$33,600
2018 : THE JAMES PETERS PENSION PLAN 2018 401k financial data
Total income from all sources2018-12-31$66,891
Total plan assets at end of year2018-12-31$932,177
Total plan assets at beginning of year2018-12-31$865,286
Other income received2018-12-31$27,561
Net income (gross income less expenses)2018-12-31$66,891
Net plan assets at end of year (total assets less liabilities)2018-12-31$932,177
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$865,286
Total contributions received or receivable from employer(s)2018-12-31$39,330
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$37,800
Amount contributed by the employer to the plan for this plan year2018-12-31$37,800
2017 : THE JAMES PETERS PENSION PLAN 2017 401k financial data
Total income from all sources2017-12-31$65,441
Total plan assets at end of year2017-12-31$865,286
Total plan assets at beginning of year2017-12-31$799,845
Other income received2017-12-31$26,891
Net income (gross income less expenses)2017-12-31$65,441
Net plan assets at end of year (total assets less liabilities)2017-12-31$865,286
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$799,845
Total contributions received or receivable from employer(s)2017-12-31$38,550
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$39,330
Amount contributed by the employer to the plan for this plan year2017-12-31$39,330
2016 : THE JAMES PETERS PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$59,353
Total plan assets at end of year2016-12-31$799,845
Total plan assets at beginning of year2016-12-31$740,492
Other income received2016-12-31$21,073
Net income (gross income less expenses)2016-12-31$59,353
Net plan assets at end of year (total assets less liabilities)2016-12-31$799,845
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$740,492
Total contributions received or receivable from employer(s)2016-12-31$38,280
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$38,550
Amount contributed by the employer to the plan for this plan year2016-12-31$38,550
2015 : THE JAMES PETERS PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$44,541
Total plan assets at end of year2015-12-31$740,492
Total plan assets at beginning of year2015-12-31$695,951
Other income received2015-12-31$7,041
Net income (gross income less expenses)2015-12-31$44,541
Net plan assets at end of year (total assets less liabilities)2015-12-31$740,492
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$695,951
Total contributions received or receivable from employer(s)2015-12-31$37,500
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$38,280
Amount contributed by the employer to the plan for this plan year2015-12-31$38,280
2014 : THE JAMES PETERS PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$45,631
Total plan assets at end of year2014-12-31$695,951
Total plan assets at beginning of year2014-12-31$650,320
Other income received2014-12-31$13,843
Net income (gross income less expenses)2014-12-31$45,631
Net plan assets at end of year (total assets less liabilities)2014-12-31$695,951
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$650,320
Total contributions received or receivable from employer(s)2014-12-31$31,788
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Minimum employer required contribution for this plan year2014-12-31$37,500
Amount contributed by the employer to the plan for this plan year2014-12-31$37,500
2013 : THE JAMES PETERS PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$44,733
Total plan assets at end of year2013-12-31$650,320
Total plan assets at beginning of year2013-12-31$605,587
Other income received2013-12-31$9,063
Net income (gross income less expenses)2013-12-31$44,733
Net plan assets at end of year (total assets less liabilities)2013-12-31$650,320
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$605,587
Total contributions received or receivable from employer(s)2013-12-31$35,670
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Minimum employer required contribution for this plan year2013-12-31$31,788
Amount contributed by the employer to the plan for this plan year2013-12-31$31,788
2012 : THE JAMES PETERS PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$94,688
Total plan assets at end of year2012-12-31$605,587
Total plan assets at beginning of year2012-12-31$510,899
Other income received2012-12-31$59,888
Net income (gross income less expenses)2012-12-31$94,688
Net plan assets at end of year (total assets less liabilities)2012-12-31$605,587
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$510,899
Total contributions received or receivable from employer(s)2012-12-31$34,800
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Minimum employer required contribution for this plan year2012-12-31$35,670
Amount contributed by the employer to the plan for this plan year2012-12-31$35,670
2011 : THE JAMES PETERS PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$51,252
Total plan assets at end of year2011-12-31$510,899
Total plan assets at beginning of year2011-12-31$459,647
Other income received2011-12-31$16,632
Net income (gross income less expenses)2011-12-31$51,252
Net plan assets at end of year (total assets less liabilities)2011-12-31$510,899
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$459,647
Total contributions received or receivable from employer(s)2011-12-31$34,620
Minimum employer required contribution for this plan year2011-12-31$34,800
Amount contributed by the employer to the plan for this plan year2011-12-31$34,800
2010 : THE JAMES PETERS PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$55,812
Total plan assets at end of year2010-12-31$459,647
Total plan assets at beginning of year2010-12-31$403,835
Other income received2010-12-31$21,426
Net income (gross income less expenses)2010-12-31$55,812
Net plan assets at end of year (total assets less liabilities)2010-12-31$459,647
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$403,835
Total contributions received or receivable from employer(s)2010-12-31$34,386
Minimum employer required contribution for this plan year2010-12-31$34,620
Amount contributed by the employer to the plan for this plan year2010-12-31$34,620
2009 : THE JAMES PETERS PENSION PLAN 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$34,386
Amount contributed by the employer to the plan for this plan year2009-12-31$34,386

Form 5500 Responses for THE JAMES PETERS PENSION PLAN

2022: THE JAMES PETERS PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE JAMES PETERS PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE JAMES PETERS PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE JAMES PETERS PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE JAMES PETERS PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE JAMES PETERS PENSION 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: THE JAMES PETERS PENSION 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: THE JAMES PETERS PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE JAMES PETERS PENSION 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: THE JAMES PETERS PENSION 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: THE JAMES PETERS PENSION 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: THE JAMES PETERS PENSION 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
2010: THE JAMES PETERS PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE JAMES PETERS PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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