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PEARSON AND PEARSON, INCORPORATED 401(K) PLAN 401k Plan overview

Plan NamePEARSON AND PEARSON, INCORPORATED 401(K) PLAN
Plan identification number 001

PEARSON AND PEARSON, INCORPORATED 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.
  • 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

PEARSON AND PEARSON, INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:PEARSON AND PEARSON, INCORPORATED
Employer identification number (EIN):880323317
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEARSON AND PEARSON, INCORPORATED 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SAMUEL PEARSON2024-06-06
0012022-01-01SAMUEL PEARSON2023-10-12
0012021-01-01SAMUEL PEARSON2022-04-07
0012020-01-01SAMUEL PEARSON2021-04-01
0012019-01-01SAMUEL PEARSON2020-05-27
0012018-01-01SAMUEL PEARSON2019-03-11
0012017-01-01SAMUEL PEARSON2018-08-09

Plan Statistics for PEARSON AND PEARSON, INCORPORATED 401(K) PLAN

401k plan membership statisitcs for PEARSON AND PEARSON, INCORPORATED 401(K) PLAN

Measure Date Value
2025: PEARSON AND PEARSON, INCORPORATED 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-084
Total number of particpants at end of year2025-10-084
Number of Participants With Account Balances2025-10-084
2024: PEARSON AND PEARSON, INCORPORATED 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-064
Total number of particpants at end of year2024-06-064
Number of Participants With Account Balances2024-06-064
2022: PEARSON AND PEARSON, INCORPORATED 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-04-074
Total number of particpants at end of year2022-04-074
Number of Participants With Account Balances2022-04-074

Financial Data on PEARSON AND PEARSON, INCORPORATED 401(K) PLAN

Measure Date Value
2025 : PEARSON AND PEARSON, INCORPORATED 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-080
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-080
Net assets as of the end of the plan year2025-10-08596587
Total assets as of the beginning of the plan year2025-10-08458381
Value of plan covered by a fidelity bond2025-10-0846000
Participant contributions to plan in this plan year2025-10-0861000
Other income to plan in this plan year2025-10-0849118
Plan net income in this plan year2025-10-08138206
Net assets as of the end of the plan year2025-10-08596587
Net assets as of the beginning of the plan year2025-10-08458381
Employer contributions to plan in this plan year2025-10-0828088
2024 : PEARSON AND PEARSON, INCORPORATED 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-060
Total liabilities as of the end of the plan year2024-06-060
Total liabilities as of the beginning of the plan year2024-06-060
Total expenses incurred by plan in this plan year2024-06-060
Net assets as of the end of the plan year2024-06-06458381
Total assets as of the beginning of the plan year2024-06-06345403
Value of plan covered by a fidelity bond2024-06-0635000
Participant contributions to plan in this plan year2024-06-0645000
Other expenses paid from plan in this plan year2024-06-060
Other contributions to plan in this plan year2024-06-060
Other income to plan in this plan year2024-06-0649459
Plan net income in this plan year2024-06-06112978
Net assets as of the end of the plan year2024-06-06458381
Net assets as of the beginning of the plan year2024-06-06345403
Employer contributions to plan in this plan year2024-06-0618519
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-060
2022 : PEARSON AND PEARSON, INCORPORATED 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-070
Net assets as of the end of the plan year2022-04-07340543
Total assets as of the beginning of the plan year2022-04-07259649
Value of plan covered by a fidelity bond2022-04-0735000
Participant contributions to plan in this plan year2022-04-0739000
Other income to plan in this plan year2022-04-0727077
Plan net income in this plan year2022-04-0780894
Net assets as of the end of the plan year2022-04-07340543
Net assets as of the beginning of the plan year2022-04-07259649
Employer contributions to plan in this plan year2022-04-0714817

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