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Plan Name | PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | PENNINGTON & ASSOCIATES |
Employer identification number (EIN): | 521494930 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about PENNINGTON & ASSOCIATES
Jurisdiction of Incorporation: | Nevada Department of State |
Incorporation Date: | 1991-03-11 |
Company Identification Number: | 19911017549 |
Legal Registered Office Address: |
6900 S MCCARRAN STE 3030 RENO United States of America (USA) 89509 |
More information about PENNINGTON & ASSOCIATES
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | WILLIAM B PENNINGTON | |||
002 | 2016-01-01 | WILLIAM B PENNINGTON | |||
002 | 2015-01-01 | WILLIAM B PENNINGTON | |||
002 | 2014-01-01 | WILLIAM B PENNINGTON | |||
002 | 2013-01-01 | WILLIAM B PENNINGTON | |||
002 | 2012-01-01 | WILLIAM B PENNINGTON | |||
002 | 2011-01-01 | WILLIAM B PENNINGTON |
Measure | Date | Value |
---|---|---|
2022: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
Number of participants with account balances | 2022-01-01 | 0 |
2021: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 2 |
Total participants | 2021-01-01 | 2 |
Number of participants with account balances | 2021-01-01 | 2 |
2020: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 2 |
Number of participants with account balances | 2020-01-01 | 2 |
2019: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 2 |
Number of participants with account balances | 2019-01-01 | 2 |
2018: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 2 |
2017: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 2 |
Number of participants with account balances | 2017-01-01 | 2 |
2016: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
2015: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 2 |
Number of participants with account balances | 2015-01-01 | 2 |
2014: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
2013: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 2 |
2012: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 2 |
2011: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 2 |
Number of participants with account balances | 2011-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2022 : PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2022 401k financial data | ||
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $4,979 |
Total income from all sources | 2022-12-31 | $-80,466 |
Expenses. Total of all expenses incurred | 2022-12-31 | $766,034 |
Benefits paid (including direct rollovers) | 2022-12-31 | $761,841 |
Total plan assets at end of year | 2022-12-31 | $0 |
Total plan assets at beginning of year | 2022-12-31 | $851,479 |
Other income received | 2022-12-31 | $-80,466 |
Net income (gross income less expenses) | 2022-12-31 | $-846,500 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $846,500 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $4,193 |
2021 : PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2021 401k financial data | ||
Total plan liabilities at end of year | 2021-12-31 | $4,979 |
Total income from all sources | 2021-12-31 | $65,286 |
Expenses. Total of all expenses incurred | 2021-12-31 | $3,893 |
Total plan assets at end of year | 2021-12-31 | $851,479 |
Total plan assets at beginning of year | 2021-12-31 | $785,107 |
Other income received | 2021-12-31 | $55,163 |
Net income (gross income less expenses) | 2021-12-31 | $61,393 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $846,500 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $785,107 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $26,653 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $10,123 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $3,893 |
2020 : PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2020 401k financial data | ||
Total income from all sources | 2020-12-31 | $42,182 |
Expenses. Total of all expenses incurred | 2020-12-31 | $3,297 |
Total plan assets at end of year | 2020-12-31 | $785,107 |
Total plan assets at beginning of year | 2020-12-31 | $746,222 |
Other income received | 2020-12-31 | $32,182 |
Net income (gross income less expenses) | 2020-12-31 | $38,885 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $785,107 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $746,222 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $43,602 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $10,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $3,297 |
2019 : PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $104,626 |
Expenses. Total of all expenses incurred | 2019-12-31 | $3,188 |
Total plan assets at end of year | 2019-12-31 | $746,222 |
Total plan assets at beginning of year | 2019-12-31 | $644,784 |
Other income received | 2019-12-31 | $97,126 |
Net income (gross income less expenses) | 2019-12-31 | $101,438 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $746,222 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $644,784 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $43,602 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $7,500 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $3,188 |
2018 : PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $-10,681 |
Expenses. Total of all expenses incurred | 2018-12-31 | $3,051 |
Total plan assets at end of year | 2018-12-31 | $644,784 |
Total plan assets at beginning of year | 2018-12-31 | $658,516 |
Other income received | 2018-12-31 | $-20,681 |
Net income (gross income less expenses) | 2018-12-31 | $-13,732 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $644,784 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $658,516 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $30,581 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $10,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,051 |
2017 : PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $72,892 |
Expenses. Total of all expenses incurred | 2017-12-31 | $2,642 |
Total plan assets at end of year | 2017-12-31 | $658,516 |
Total plan assets at beginning of year | 2017-12-31 | $588,266 |
Other income received | 2017-12-31 | $50,392 |
Net income (gross income less expenses) | 2017-12-31 | $70,250 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $658,516 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $588,266 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $37,879 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $22,500 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $2,642 |
2016 : PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $47,444 |
Expenses. Total of all expenses incurred | 2016-12-31 | $2,656 |
Total plan assets at end of year | 2016-12-31 | $588,266 |
Total plan assets at beginning of year | 2016-12-31 | $543,478 |
Other income received | 2016-12-31 | $25,475 |
Net income (gross income less expenses) | 2016-12-31 | $44,788 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $588,266 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $543,478 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $33,838 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $21,969 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,656 |
2015 : PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $-6,309 |
Expenses. Total of all expenses incurred | 2015-12-31 | $2,585 |
Total plan assets at end of year | 2015-12-31 | $543,478 |
Total plan assets at beginning of year | 2015-12-31 | $552,372 |
Other income received | 2015-12-31 | $-27,244 |
Net income (gross income less expenses) | 2015-12-31 | $-8,894 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $543,478 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $552,372 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $44,183 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $20,935 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,585 |
2014 : PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $36,591 |
Expenses. Total of all expenses incurred | 2014-12-31 | $4,814 |
Total plan assets at end of year | 2014-12-31 | $552,372 |
Total plan assets at beginning of year | 2014-12-31 | $520,595 |
Other income received | 2014-12-31 | $21,474 |
Net income (gross income less expenses) | 2014-12-31 | $31,777 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $552,372 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $520,595 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $46,099 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $15,117 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $4,814 |
2013 : PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $36,912 |
Expenses. Total of all expenses incurred | 2013-12-31 | $4,555 |
Total plan assets at end of year | 2013-12-31 | $520,595 |
Total plan assets at beginning of year | 2013-12-31 | $488,238 |
Other income received | 2013-12-31 | $20,904 |
Net income (gross income less expenses) | 2013-12-31 | $32,357 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $520,595 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $488,238 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $8,765 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $16,008 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $4,555 |
2012 : PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $36,983 |
Expenses. Total of all expenses incurred | 2012-12-31 | $4,395 |
Total plan assets at end of year | 2012-12-31 | $488,238 |
Total plan assets at beginning of year | 2012-12-31 | $455,649 |
Other income received | 2012-12-31 | $21,058 |
Net income (gross income less expenses) | 2012-12-31 | $32,588 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $488,238 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $455,649 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $15,925 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $4,395 |
2011 : PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $26,594 |
Expenses. Total of all expenses incurred | 2011-12-31 | $4,172 |
Total plan assets at end of year | 2011-12-31 | $455,649 |
Total plan assets at beginning of year | 2011-12-31 | $433,227 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $4,172 |
Other income received | 2011-12-31 | $9,196 |
Net income (gross income less expenses) | 2011-12-31 | $22,422 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $455,649 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $433,227 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $17,398 |
2010 : PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2010 401k financial data | ||
Total plan liabilities at beginning of year | 2010-12-31 | $3,712 |
Total income from all sources | 2010-12-31 | $48,459 |
Expenses. Total of all expenses incurred | 2010-12-31 | $4,165 |
Total plan assets at end of year | 2010-12-31 | $433,227 |
Total plan assets at beginning of year | 2010-12-31 | $392,645 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $4,165 |
Other income received | 2010-12-31 | $33,628 |
Net income (gross income less expenses) | 2010-12-31 | $44,294 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $433,227 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $388,933 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $14,831 |
2022: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | Yes |
2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PENNINGTON & ASSOCIATES MONEY PURCHASE PENSION PLAN & TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |