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PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN
Plan identification number 001

PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

PENSION BENEFIT CONSULTANTS has sponsored the creation of one or more 401k plans.

Company Name:PENSION BENEFIT CONSULTANTS
Employer identification number (EIN):680307062
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about PENSION BENEFIT CONSULTANTS

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1993-07-01
Company Identification Number: C1861026
Legal Registered Office Address: 201 Fourth Street, Suite 202

Oakland
United States of America (USA)
94607

More information about PENSION BENEFIT CONSULTANTS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01THEODORE KAO2023-10-14 THEODORE KAO2023-10-14
0012021-01-01THEODORE KAO2022-10-17 THEODORE KAO2022-10-17
0012020-01-01THEODORE KAO2021-10-13 THEODORE KAO2021-10-13
0012019-01-01THEODORE KAO2020-09-28 THEODORE KAO2020-09-28
0012018-01-01THEODORE KAO2019-10-15 THEODORE KAO2019-10-15
0012017-01-01THEODORE KAO2018-10-06
0012016-01-01THEODORE KAO THEODORE KAO2017-10-13
0012015-01-01THEODORE KAO THEODORE KAO2016-09-30
0012014-01-01THEODORE KAO THEODORE KAO2015-07-30
0012013-01-01THEODORE KAO THEODORE KAO2014-10-02
0012012-01-01THEODORE KAO THEODORE KAO2013-10-11
0012011-01-01THEODORE KAO
0012010-01-01THEODORE KAO2011-09-15

Plan Statistics for PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-0110
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 participants2016-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0110
Number of participants with account balances2016-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-018
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 participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011

Financial Data on PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$244,642
Expenses. Total of all expenses incurred2016-12-31$12,561
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,824,127
Total plan assets at beginning of year2016-12-31$1,592,046
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$73,248
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$138,785
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$232,081
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,824,127
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,592,046
Assets. Value of participant loans2016-12-31$25,208
Assets. Value of assets in partnership/joint-venture interests2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$32,609
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$12,561
2015 : PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total income from all sources2015-12-31$99,683
Expenses. Total of all expenses incurred2015-12-31$41,608
Benefits paid (including direct rollovers)2015-12-31$29,617
Total plan assets at end of year2015-12-31$1,592,046
Total plan assets at beginning of year2015-12-31$1,533,971
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$68,904
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-738
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$58,075
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,592,046
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,533,971
Assets. Value of participant loans2015-12-31$43,598
Assets. Value of assets in partnership/joint-venture interests2015-12-31$7,438
Total contributions received or receivable from employer(s)2015-12-31$31,517
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$11,991
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$143,052
Expenses. Total of all expenses incurred2014-12-31$11,358
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,533,971
Total plan assets at beginning of year2014-12-31$1,402,277
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$62,030
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$45,819
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$131,694
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,533,971
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,402,277
Assets. Value of participant loans2014-12-31$54,532
Assets. Value of assets in partnership/joint-venture interests2014-12-31$12,241
Total contributions received or receivable from employer(s)2014-12-31$35,203
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$11,358
2013 : PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$192
Total income from all sources2013-12-31$345,183
Expenses. Total of all expenses incurred2013-12-31$123,234
Benefits paid (including direct rollovers)2013-12-31$112,951
Total plan assets at end of year2013-12-31$1,402,277
Total plan assets at beginning of year2013-12-31$1,180,520
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$35,163
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$58,880
Other income received2013-12-31$247,624
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$221,949
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,402,277
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,180,328
Assets. Value of participant loans2013-12-31$64,316
Assets. Value of assets in partnership/joint-venture interests2013-12-31$40,087
Total contributions received or receivable from employer(s)2013-12-31$3,516
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$10,283
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$192
Total plan liabilities at beginning of year2012-12-31$192
Total income from all sources2012-12-31$166,770
Expenses. Total of all expenses incurred2012-12-31$9,631
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,180,520
Total plan assets at beginning of year2012-12-31$1,023,381
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$39,856
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$2,302
Other income received2012-12-31$109,626
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$157,139
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,180,328
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,023,189
Assets. Value of participant loans2012-12-31$33,836
Assets. Value of assets in partnership/joint-venture interests2012-12-31$44,839
Total contributions received or receivable from employer(s)2012-12-31$14,986
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$9,631
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$192
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$83,042
Expenses. Total of all expenses incurred2011-12-31$8,705
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,023,381
Total plan assets at beginning of year2011-12-31$948,852
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$28,392
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$57,579
Other income received2011-12-31$-15,768
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$74,337
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,023,189
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$948,852
Assets. Value of participant loans2011-12-31$32,472
Assets. Value of assets in partnership/joint-venture interests2011-12-31$44,839
Total contributions received or receivable from employer(s)2011-12-31$12,839
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$8,705
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN

2016: PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION BENEFIT CONSULTANTS 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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