401k Plan data: THE PENSION COMPANY 401(K) PROFIT SHARING PLAN plan

THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE PENSION COMPANY 401(K) PROFIT SHARING PLAN
Plan identification number	001

THE PENSION COMPANY 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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 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.

401k Sponsoring company profile

THE PENSION COMPANY has sponsored the creation of one or more 401k plans.

Company Name: THE PENSION COMPANY

Employer identification number (EIN): 742394560

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PENSION COMPANY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2022-01-01 ROBBIE CHRISTOPHER
001 2021-01-01
001 2021-01-01 ROBBIE CHRISTOPHER
001 2020-01-01
001 2019-01-01
001 2018-01-01 ROBBIE CHRISTOPHER
001 2017-01-01 ROBBIE CHRISTOPHER
001 2016-01-01 ROBBIE CHRISTOPHER

Plan Statistics for THE PENSION COMPANY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE PENSION COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 8
Total participants 2021-01-01 8
Number of participants with account balances 2021-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 9
Total of all active and inactive participants 2020-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 12
Number of participants with account balances 2020-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 10
Total of all active and inactive participants 2019-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 15
Number of participants with account balances 2019-01-01 15
2018: THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 10
Number of other retired or separated participants entitled to future benefits 2018-01-01 8
Total of all active and inactive participants 2018-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 19
Number of participants with account balances 2018-01-01 19
2017: THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Number of other retired or separated participants entitled to future benefits 2017-01-01 10
Total of all active and inactive participants 2017-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 20
Number of participants with account balances 2017-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 18
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 29
Number of participants with account balances 2016-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	8
Total participants	2021-01-01	8
Number of participants with account balances	2021-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	9
Total of all active and inactive participants	2020-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	12
Number of participants with account balances	2020-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	10
Total of all active and inactive participants	2019-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	15
Number of participants with account balances	2019-01-01	15
2018: THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	10
Number of other retired or separated participants entitled to future benefits	2018-01-01	8
Total of all active and inactive participants	2018-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	19
Number of participants with account balances	2018-01-01	19
2017: THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Number of other retired or separated participants entitled to future benefits	2017-01-01	10
Total of all active and inactive participants	2017-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	20
Number of participants with account balances	2017-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	18
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	29
Number of participants with account balances	2016-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on THE PENSION COMPANY 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-62,026
Expenses. Total of all expenses incurred	2022-12-31	$684,767
Benefits paid (including direct rollovers)	2022-12-31	$683,967
Total plan assets at end of year	2022-12-31	$0
Total plan assets at beginning of year	2022-12-31	$746,793
Value of fidelity bond covering the plan	2022-12-31	$50,000
Total contributions received or receivable from participants	2022-12-31	$0
Other income received	2022-12-31	$-62,026
Net income (gross income less expenses)	2022-12-31	$-746,793
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	$746,793
Total contributions received or receivable from employer(s)	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$800
2021 : THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$79,857
Expenses. Total of all expenses incurred	2021-12-31	$198,901
Benefits paid (including direct rollovers)	2021-12-31	$198,501
Total plan assets at end of year	2021-12-31	$746,793
Total plan assets at beginning of year	2021-12-31	$865,837
Value of fidelity bond covering the plan	2021-12-31	$50,000
Other income received	2021-12-31	$56,597
Noncash contributions received	2021-12-31	$201
Net income (gross income less expenses)	2021-12-31	$-119,044
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$746,793
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$865,837
Assets. Value of participant loans	2021-12-31	$9,245
Total contributions received or receivable from employer(s)	2021-12-31	$23,059
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$400
2020 : THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$102,853
Expenses. Total of all expenses incurred	2020-12-31	$464,963
Benefits paid (including direct rollovers)	2020-12-31	$464,503
Total plan assets at end of year	2020-12-31	$865,837
Total plan assets at beginning of year	2020-12-31	$1,227,947
Value of fidelity bond covering the plan	2020-12-31	$50,000
Total contributions received or receivable from participants	2020-12-31	$34,523
Other income received	2020-12-31	$68,330
Net income (gross income less expenses)	2020-12-31	$-362,110
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$865,837
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,227,947
Assets. Value of participant loans	2020-12-31	$22,055
Value of certain deemed distributions of participant loans	2020-12-31	$460
2019 : THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$196,065
Expenses. Total of all expenses incurred	2019-12-31	$66,997
Benefits paid (including direct rollovers)	2019-12-31	$66,647
Total plan assets at end of year	2019-12-31	$1,227,947
Total plan assets at beginning of year	2019-12-31	$1,098,879
Value of fidelity bond covering the plan	2019-12-31	$50,000
Other income received	2019-12-31	$133,939
Net income (gross income less expenses)	2019-12-31	$129,068
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,227,947
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,098,879
Assets. Value of participant loans	2019-12-31	$6,441
Total contributions received or receivable from employer(s)	2019-12-31	$62,126
Value of certain deemed distributions of participant loans	2019-12-31	$350
2018 : THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$52,791
Expenses. Total of all expenses incurred	2018-12-31	$166,598
Benefits paid (including direct rollovers)	2018-12-31	$166,278
Total plan assets at end of year	2018-12-31	$1,098,879
Total plan assets at beginning of year	2018-12-31	$1,212,686
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$67,156
Other income received	2018-12-31	$-14,365
Net income (gross income less expenses)	2018-12-31	$-113,807
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,098,879
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,212,686
Assets. Value of participant loans	2018-12-31	$7,079
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$320
2017 : THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$168,620
Expenses. Total of all expenses incurred	2017-12-31	$349,897
Benefits paid (including direct rollovers)	2017-12-31	$349,337
Total plan assets at end of year	2017-12-31	$1,212,686
Total plan assets at beginning of year	2017-12-31	$1,393,963
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$75,609
Expenses. Other expenses not covered elsewhere	2017-12-31	$560
Other income received	2017-12-31	$93,011
Net income (gross income less expenses)	2017-12-31	$-181,277
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,212,686
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,393,963
Assets. Value of participant loans	2017-12-31	$9,438
2016 : THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$361,058
Expenses. Total of all expenses incurred	2016-12-31	$205,557
Benefits paid (including direct rollovers)	2016-12-31	$204,397
Total plan assets at end of year	2016-12-31	$1,393,963
Total plan assets at beginning of year	2016-12-31	$1,238,462
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$168,792
Assets. Value of loans (other than to participants)	2016-12-31	$40,937
Contributions received from other sources (not participants or employers)	2016-12-31	$54,769
Other income received	2016-12-31	$85,246
Net income (gross income less expenses)	2016-12-31	$155,501
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,393,963
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,238,462
Total contributions received or receivable from employer(s)	2016-12-31	$52,251
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,160

Form 5500 Responses for THE PENSION COMPANY 401(K) PROFIT SHARING PLAN

2022: THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE PENSION COMPANY 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE PENSION COMPANY
Employer identification number (EIN):	742394560
NAIC Classification:	524290

Plan id#	Filing Submission Date	Name of Administrator
001	2022-01-01
001	2022-01-01	ROBBIE CHRISTOPHER
001	2021-01-01
001	2021-01-01	ROBBIE CHRISTOPHER
001	2020-01-01
001	2019-01-01
001	2018-01-01	ROBBIE CHRISTOPHER
001	2017-01-01	ROBBIE CHRISTOPHER
001	2016-01-01	ROBBIE CHRISTOPHER