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PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan NamePENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN
Plan identification number 002

PENSION TRANSFER ADVISORS, LLC 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.

401k Sponsoring company profile

PENSION TRANSFER ADVISORS, LLC has sponsored the creation of one or more 401k plans.

Company Name:PENSION TRANSFER ADVISORS, LLC
Employer identification number (EIN):453113208
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MICKEY PARKER2024-09-19
0022022-01-01MICKEY PARKER2023-09-25
0022021-01-01MICKEY PARKER2022-09-22
0022020-01-01MICKEY PARKER2021-07-26
0022019-01-01MICKEY PARKER2020-09-28
0022018-01-01MICKEY PARKER2019-10-03
0022017-01-01MICKEY PARKER2018-07-27
0022016-01-01MICKEY PARKER2017-10-16
0022015-01-01MICKEY PARKER2017-10-16

Plan Statistics for PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN

Measure Date Value
2025: PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-291
Total number of particpants at end of year2025-09-292
Number of Participants With Account Balances2025-09-292
2024: PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-191
Total number of particpants at end of year2024-09-191
Number of Participants With Account Balances2024-09-191
2022: PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-221
Total number of particpants at end of year2022-09-221
Number of Participants With Account Balances2022-09-221

Financial Data on PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN

Measure Date Value
2025 : PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-2927
Net assets as of the end of the plan year2025-09-297649
Total assets as of the beginning of the plan year2025-09-296444
Value of plan covered by a fidelity bond2025-09-2910000
Other income to plan in this plan year2025-09-29982
Plan net income in this plan year2025-09-291205
Net assets as of the end of the plan year2025-09-297649
Net assets as of the beginning of the plan year2025-09-296444
Employer contributions to plan in this plan year2025-09-29250
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2927
2024 : PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-1922
Net assets as of the end of the plan year2024-09-196444
Total assets as of the beginning of the plan year2024-09-194443
Value of plan covered by a fidelity bond2024-09-1910000
Other income to plan in this plan year2024-09-19523
Plan net income in this plan year2024-09-192001
Net assets as of the end of the plan year2024-09-196444
Net assets as of the beginning of the plan year2024-09-194443
Employer contributions to plan in this plan year2024-09-191500
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1922
2022 : PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-223
Net assets as of the end of the plan year2022-09-224968
Total assets as of the beginning of the plan year2022-09-223749
Value of plan covered by a fidelity bond2022-09-2210000
Other income to plan in this plan year2022-09-22972
Plan net income in this plan year2022-09-221219
Net assets as of the end of the plan year2022-09-224968
Net assets as of the beginning of the plan year2022-09-223749
Employer contributions to plan in this plan year2022-09-22250
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-223

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