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TAX DEFERRED ANNUITY PLAN OF PICKERSGILL, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF PICKERSGILL, INC.
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF PICKERSGILL, INC. 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

PICKERSGILL, INC. has sponsored the creation of one or more 401k plans.

Company Name:PICKERSGILL, INC.
Employer identification number (EIN):520591530
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF PICKERSGILL, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01KEN GERBERG2024-05-15
0032022-01-01KEN GERBERG2023-05-27
0032021-01-01KEN GERBERG2022-05-11
0032020-01-01KEN GERBERG2021-02-24
0032019-01-01KEN GERBERG2020-03-02
0032019-01-01KEN GERBERG2020-03-02
0032018-01-01KEN GERBERG2019-04-18
0032017-01-01KEN GERBERG2018-03-26 KEN GERBERG2018-03-26
0032016-01-01KEN GERBERG2017-03-30 KEN GERBERG2017-03-30
0032015-01-01KEN GERBERG2016-04-07 KEN GERBERG2016-04-07
0032014-01-01KEN GERBERG2015-04-10 KEN GERBERG2015-04-10
0032013-01-01KEN GERBERG2014-05-14 KEN GERBERG2014-05-14
0032012-01-01KEN GERBERG2013-04-16 KEN GERBERG2013-04-16
0032011-01-01KEN GERBERG2012-05-07 KEN GERBERG2012-05-07
0032010-01-01KEN GERBERG2011-05-26 KEN GERBERG2011-05-26

Financial Data on TAX DEFERRED ANNUITY PLAN OF PICKERSGILL, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF PICKERSGILL, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-160
Total liabilities as of the end of the plan year2025-04-160
Total liabilities as of the beginning of the plan year2025-04-160
Total expenses incurred by plan in this plan year2025-04-1621
Net assets as of the end of the plan year2025-04-16311172
Total assets as of the beginning of the plan year2025-04-16256270
Value of plan covered by a fidelity bond2025-04-16350000
Participant contributions to plan in this plan year2025-04-1630525
Value of participant loans at end of plan year2025-04-165967
Other expenses paid from plan in this plan year2025-04-160
Other contributions to plan in this plan year2025-04-160
Other income to plan in this plan year2025-04-1624398
Plan net income in this plan year2025-04-1654902
Net assets as of the end of the plan year2025-04-16311172
Net assets as of the beginning of the plan year2025-04-16256270
Employer contributions to plan in this plan year2025-04-160
Fees paid to broker by Benefit Provider2025-04-1684
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-1621
2024 : TAX DEFERRED ANNUITY PLAN OF PICKERSGILL, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-150
Total liabilities as of the end of the plan year2024-05-150
Total liabilities as of the beginning of the plan year2024-05-150
Total expenses incurred by plan in this plan year2024-05-150
Net assets as of the end of the plan year2024-05-15256270
Total assets as of the beginning of the plan year2024-05-15198709
Value of plan covered by a fidelity bond2024-05-15250000
Participant contributions to plan in this plan year2024-05-1530000
Other expenses paid from plan in this plan year2024-05-150
Other contributions to plan in this plan year2024-05-150
Other income to plan in this plan year2024-05-1527561
Plan net income in this plan year2024-05-1557561
Net assets as of the end of the plan year2024-05-15256270
Net assets as of the beginning of the plan year2024-05-15198709
Employer contributions to plan in this plan year2024-05-150
Fees paid to broker by Benefit Provider2024-05-1573
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-150
2022 : TAX DEFERRED ANNUITY PLAN OF PICKERSGILL, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-110
Total liabilities as of the end of the plan year2022-05-110
Total liabilities as of the beginning of the plan year2022-05-110
Total expenses incurred by plan in this plan year2022-05-1128
Net assets as of the end of the plan year2022-05-11204070
Total assets as of the beginning of the plan year2022-05-11157848
Value of plan covered by a fidelity bond2022-05-11250000
Participant contributions to plan in this plan year2022-05-1126000
Other expenses paid from plan in this plan year2022-05-1128
Other contributions to plan in this plan year2022-05-110
Other income to plan in this plan year2022-05-1120250
Plan net income in this plan year2022-05-1146222
Net assets as of the end of the plan year2022-05-11204070
Net assets as of the beginning of the plan year2022-05-11157848
Employer contributions to plan in this plan year2022-05-110
Fees paid to broker by Benefit Provider2022-05-1152

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