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PDS 401(K) PLAN 401k Plan overview

Plan NamePDS 401(K) PLAN
Plan identification number 002

PDS 401(K) 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

PLANNED DEVELOPMENT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PLANNED DEVELOPMENT SERVICES, INC.
Employer identification number (EIN):860804535
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PDS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DIANA WOJCIK2024-07-19
0022022-01-01MS. DIANA WOJCIK2023-05-10
0022021-01-01MS. DIANA WOJCIK2022-08-17
0022020-01-01MS. DIANA WOJCIK2021-07-23
0022019-01-01MS. DIANA WOJCIK2020-08-20
0022018-01-01DIANA WOJCIK2019-08-28 DIANA WOJCIK2019-08-28
0022017-01-01DIANA WOJCIK2018-08-01 DIANA WOJCIK2018-08-01
0022016-01-01DIANA WOJCIK2017-10-16 DIANA WOJCIK2017-10-16

Financial Data on PDS 401(K) PLAN

Measure Date Value
2025 : PDS 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-02-21242037
Net assets as of the end of the plan year2025-02-212298567
Total assets as of the beginning of the plan year2025-02-212039244
Value of plan covered by a fidelity bond2025-02-21500000
Participant contributions to plan in this plan year2025-02-21196133
Value of participant loans at end of plan year2025-02-212764
Other expenses paid from plan in this plan year2025-02-2129910
Other income to plan in this plan year2025-02-21260156
Plan net income in this plan year2025-02-21259323
Net assets as of the end of the plan year2025-02-212298567
Net assets as of the beginning of the plan year2025-02-212039244
Employer contributions to plan in this plan year2025-02-2145071
Fees paid to broker by Benefit Provider2025-02-216745
2024 : PDS 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-190
Total liabilities as of the end of the plan year2024-07-190
Total liabilities as of the beginning of the plan year2024-07-190
Total expenses incurred by plan in this plan year2024-07-1962006
Net assets as of the end of the plan year2024-07-192039244
Total assets as of the beginning of the plan year2024-07-191631803
Value of plan covered by a fidelity bond2024-07-19500000
Participant contributions to plan in this plan year2024-07-19173378
Value of participant loans at end of plan year2024-07-194788
Other expenses paid from plan in this plan year2024-07-190
Other contributions to plan in this plan year2024-07-190
Other income to plan in this plan year2024-07-19277902
Plan net income in this plan year2024-07-19407441
Net assets as of the end of the plan year2024-07-192039244
Net assets as of the beginning of the plan year2024-07-191631803
Employer contributions to plan in this plan year2024-07-1918167
Fees paid to broker by Benefit Provider2024-07-194479
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-190

Potentially related plans

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