THE PENSION STUDIO CASH BALANCE PLAN 401k Plan overview

THE PENSION STUDIO CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	THE PENSION STUDIO
Employer identification number (EIN):	542154380
NAIC Classification:	541219
NAIC Description:	Other Accounting Services

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	MELANIE WILLIAMSON	2018-10-08
002	2016-01-01	MELANIE WILLIAMSON	2017-10-13
002	2015-01-01	MELANIE WILLIAMSON	2016-10-17
002	2014-01-01	MELANIE WILLIAMSON	2015-10-15

Plan Statistics for THE PENSION STUDIO CASH BALANCE PLAN

Measure	Date	Value
2019: THE PENSION STUDIO CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	805,489
Acturial value of plan assets	2019-12-31	805,489
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	9
Fundng target for terminated vested participants	2019-12-31	28,836
Active participant vested funding target	2019-12-31	763,040
Number of active participants	2019-12-31	50
Total funding liabilities for active participants	2019-12-31	774,606
Total participant count	2019-12-31	59
Total funding target for all participants	2019-12-31	803,442
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	39,591
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	37,646
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	37,646
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THE PENSION STUDIO CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	651,716
Acturial value of plan assets	2018-12-31	651,716
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	10
Fundng target for terminated vested participants	2018-12-31	24,829
Active participant vested funding target	2018-12-31	604,088
Number of active participants	2018-12-31	45
Total funding liabilities for active participants	2018-12-31	604,088
Total participant count	2018-12-31	55
Total funding target for all participants	2018-12-31	628,917
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	149,102
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	153,773
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	167,475
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	144,676
Additional cash requirement	2018-12-31	144,676
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	153,773
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THE PENSION STUDIO CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	505,679
Acturial value of plan assets	2017-12-31	505,679
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	5
Fundng target for terminated vested participants	2017-12-31	8,876
Active participant vested funding target	2017-12-31	426,688
Number of active participants	2017-12-31	44
Total funding liabilities for active participants	2017-12-31	427,332
Total participant count	2017-12-31	49
Total funding target for all participants	2017-12-31	436,208
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	182,158
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	185,312
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	151,783
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	82,312
Additional cash requirement	2017-12-31	82,312
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	185,312
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THE PENSION STUDIO CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	314,263
Acturial value of plan assets	2016-12-31	314,263
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	767
Active participant vested funding target	2016-12-31	262,392
Number of active participants	2016-12-31	41
Total funding liabilities for active participants	2016-12-31	263,787
Total participant count	2016-12-31	44
Total funding target for all participants	2016-12-31	264,554
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	156,342
Total employee contributions	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	154,175
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	142,688
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	92,979
Additional cash requirement	2016-12-31	92,979
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	154,175
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

• THE PENSION COMPANY 401(K) PLAN AND TRUST [EIN = 752394560]
• THE PENSION PLAN FOR PRODUCTION AND MAINTENANCE EMPLOYEES OF THE FROG, SWITCH & MANUFACTURING COMPANY [EIN = 230605220]
• THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO [EIN = 310536968]
• THE PENSION PLAN FOR EMPLOYEES OF THE ARC BALTIMORE, INC. [EIN = 520671428]
• THE PENSION PLAN OF UNITED WAY OF GREATER ATLANTA, INC. [EIN = 580566194]
• THE PENSION PLAN FOR EMPLOYEES OF WINDHAM FOUNDATION, INC. [EIN = 136142024]
• THE PENSION PLAN FOR HOURLY EMPLOYEES OF THE SALEM GRAVURE DIVISION OF QUAD/GRAPHICS PRINTING CORP. [EIN = 522009152]
• THE PENSION PLAN OF LEGAL AID BUREAU, INC. [EIN = 520591621]
• THE PENSION PLAN FOR THE MOTT CHILDREN'S HEALTH CENTER [EIN = 381878678]
• THE PENSION VALUE PLAN FOR EMPLOYEES OF THE BOEING COMPANY [EIN = 910425694]
• THE PENSION PLAN FOR SEAGRAM UNION EMPLOYEES [EIN = 061067908]
• THE PENSION PLAN FOR HOURLY PAID EMPLOYEES OF DIAGEO NORTH AMERICA, INC. AT ITS PLANT AT PLAINFIELD, IL [EIN = 061067908]
• THE PENSION PLAN OF COMMUNITY ACTION ORGANIZATION OF ERIE COUNTY, INC [EIN = 160911473]
• THE PENSION PLAN FOR EMPLOYEES OF BIJUR LUBRICATING CORP. REPRESENTED BY LOCAL 295 [EIN = 030348182]
• THE PENSION PLAN FOR MEMBERS OF THE MOUNT SINAI HOSPITAL PHARMACY ASSOCIATION [EIN = 131624096]
• THE PENSION PLAN OF ARCH CHEMICALS [EIN = 061526315]
• THE PENSION PLAN FOR THE EMPLOYEES OF SHIELD OF DAVID, INC. [EIN = 131740041]
• THE PENSION PLAN FOR EMPLOYEES OF MOUNT IDA COLLEGE [EIN = 042104736]
• THE PENSION COMPANY 401(K) PLAN [EIN = 550828085]
• THE PENSION PLAN FOR THE OREGON-WASHINGTON CARPENTERS-EMPLOYERS PENSION TRUST FUND [EIN = 516077555]
• THE PENSION PLAN FOR INSURANCE ORGANIZATIONS [EIN = 270131295]
• THE PENSION PLAN OF NATIONAL MULTIPLE SCLEROSIS SOCIETY-NYC/SNY CHAPTER [EIN = 132835721]
• THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN [EIN = 363592542]
• THE PENSION PLAN OF SHREVEPORT CLUB, INC. [EIN = 720375810]
• THE PENSION SPECIALISTS, LTD. MONEY PURCHASE PENSION PLAN [EIN = 363592542]
• THE PENSION DEPARTMENT, INC 401K [EIN = 112728120]
• THE PENSION SERVICE, INC. 401(K) SAVINGS & INCENTIVE PLAN [EIN = 060874395]
• THE PENSION COMPANY 401(K) [EIN = 232146574]
• THE PENSION SOURCE 401(K) TRUST [EIN = 650420375]
• THE PENSION PLAN FOR THE EMPLOYEES OF LINCOLN FABRICS, INC. [EIN = 980389180]
• THE PENSION CENTER OF FLORIDA, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN [EIN = 593560915]
• THE PENSION PLAN FOR EMPLOYEES OF G & W SERVICE COMPANY [EIN = 741614192]
• THE PENSION DESIGN GROUP 401(K) PROFIT SHARING PLAN [EIN = 462028188]
• THE PENSION CENTER, INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN [EIN = 710599934]
• THE PENSION PLAN FOR CERTAIN UNIONIZED EMPLOYEES OF MINTEQ INT. [EIN = 133678718]
• THE PENSION DESIGN GROUP, LLC 401(K) PROFIT SHARING PLAN [EIN = 113688730]
• THE PENSION PLAN OF CHILDRENS HOME SOCIETY OF VIRGINIA [EIN = 540505884]
• THE PENSION GROUP, INC. PROFIT SHARING/401(K) PLAN [EIN = 330043744]
• THE PENSION PLAN FOR EMPLOYEES OF FRANK J. STOLITZKA & SON [EIN = 341718268]
• THE PENSION PLAN FOR EMPLOYEES OF UNISOURCE ENERGY [EIN = 860062700]
• THE PENSION PLAN OF ARROWOOD INDEMNITY COMPANY [EIN = 562003160]
• THE PENSION PLAN OF THE GOOD SAMARITAN HOSPITAL [EIN = 230794160]
• THE PENSION PLAN OF UNITED WAY WORLDWIDE [EIN = 131635294]
• THE PENSION PLAN FOR EMPLOYEES OF THE OHIO NATIONAL LIFE INSURANCE COMPANY [EIN = 310397080]
• THE PENSION PLAN FOR EMPLOYEES OF KBC BANK N. V., NEW YORK BRANCH [EIN = 522100337]
• THE PENSION PLAN OF NYRSTAR CLARKSVILLE INC. FOR BARGAINING UNIT EMPLOYEES [EIN = 521056429]
• THE PENSION COMPANY 401(K) PROFIT SHARING PLAN [EIN = 742394560]
• THE PENSION TRUST ESTATE FOR SHOPMEN'S LOCAL UNION NO. 473 [EIN = 362427068]
• THE PENSION PLAN FOR EMPLOYEES OF COPERION CORPORATION [EIN = 261342272]
• THE PENSION PLAN OF ENSIGN-BICKFORD INDUSTRIES, INC. [EIN = 060876668]
• THE PENSION PLAN FOR HOURLY-RATE EMPLOYEES OF THE HELI-COIL DIVISION [EIN = 521127357]
• THE PENSION PLAN FOR EMPLOYEES OF COPERION CORPORATION [EIN = 261342272]
• THE PENSION PLAN FOR EMPLOYEES OF COPERION CORPORATION [EIN = 362737051]
• THE PENSION PLAN OF CHILD GUIDANCE CLINIC OF WATERBURY, INC. [EIN = 060669107]
• THE PENSION PLAN FOR HOURLY-PAID EMPLOYEES OF BASF CATALYSTS, LLC IN NORTHERN OHIO [EIN = 221586002]
• THE PENSION GROUP, INC. PROFIT SHARING/401(K) PLAN [EIN = 261394265]
• THE PENSION PLAN FOR THE EMPLOYEES OF THE INSTITUTES OF RELIGION & HEALTH [EIN = 135647408]
• THE PENSION PLAN FOR MEMBERS OF UNITED STEEL WORKERS OF AMERICA, AFL-CIO-CLC LOCAL UNION 3355, DEMAG DELAVAL TURBOMACHINERY CORPORATION [EIN = 251563806]
• THE PENSION COMPANY SALARY SAVINGS PLAN [EIN = 550828085]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping