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TAX DEFERRED ANNUITY PLAN OF PEOPLE COORDINATED SERVICES 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF PEOPLE COORDINATED SERVICES
Plan identification number 004

TAX DEFERRED ANNUITY PLAN OF PEOPLE COORDINATED SERVICES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

PEOPLE COORDINATED SERVICES has sponsored the creation of one or more 401k plans.

Company Name:PEOPLE COORDINATED SERVICES
Employer identification number (EIN):952644231
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF PEOPLE COORDINATED SERVICES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01VIRGIE WALKER2024-10-04
0042022-01-01VIRGIE WALKER2023-10-10
0042021-01-01VIRGIE WALKER2022-07-28
0042020-01-01VIRGIE WALKER2021-07-29
0042019-01-01VIRGIE WALKER2020-10-14
0042018-01-01VIRGIE WALKER2019-07-30
0042017-01-01VIRGIE P. WALKER2018-07-20 VIRGIE P. WALKER2018-07-20
0042016-01-01VIRGIE P. WALKER2017-04-17 VIRGIE P. WALKER2017-04-17
0042015-01-01VIRGIE P. WALKER2016-07-26 VIRGIE P. WALKER2016-07-26
0042014-01-01VIRGIE P. WALKER2015-07-23 VIRGIE P. WALKER2015-07-23
0042013-01-01JEFFREY CAPERTON2014-07-01 JEFFREY CAPERTON2014-07-01
0042012-01-01JEFFREY CAPERTON2013-07-22 JEFFREY CAPERTON2013-07-22
0042011-01-01JEFFREY CAPERTON2012-07-10 JEFFREY CAPERTON2012-07-10
0042010-01-01JEFFREY CAPERTON2011-07-27 JEFFREY CAPERTON2011-07-27

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF PEOPLE COORDINATED SERVICES

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF PEOPLE COORDINATED SERVICES

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF PEOPLE COORDINATED SERVICES 2025 401k membership
Total number of particpants at beginning of year2025-10-144
Total number of particpants at end of year2025-10-143
Number of Participants With Account Balances2025-10-143
2024: TAX DEFERRED ANNUITY PLAN OF PEOPLE COORDINATED SERVICES 2024 401k membership
Total number of particpants at beginning of year2024-10-044
Total number of particpants at end of year2024-10-044
Number of Participants With Account Balances2024-10-044
2022: TAX DEFERRED ANNUITY PLAN OF PEOPLE COORDINATED SERVICES 2022 401k membership
Total number of particpants at beginning of year2022-07-284
Total number of particpants at end of year2022-07-284
Number of Participants With Account Balances2022-07-284

Financial Data on TAX DEFERRED ANNUITY PLAN OF PEOPLE COORDINATED SERVICES

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF PEOPLE COORDINATED SERVICES 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-140
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-141182
Net assets as of the end of the plan year2025-10-14101596
Total assets as of the beginning of the plan year2025-10-1487966
Value of plan covered by a fidelity bond2025-10-14100000
Participant contributions to plan in this plan year2025-10-1412000
Value of participant loans at end of plan year2025-10-143337
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-142812
Plan net income in this plan year2025-10-1413630
Net assets as of the end of the plan year2025-10-14101596
Net assets as of the beginning of the plan year2025-10-1487966
Employer contributions to plan in this plan year2025-10-140
Fees paid to broker by Benefit Provider2025-10-146
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1430
2024 : TAX DEFERRED ANNUITY PLAN OF PEOPLE COORDINATED SERVICES 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-040
Total liabilities as of the end of the plan year2024-10-040
Total liabilities as of the beginning of the plan year2024-10-040
Total expenses incurred by plan in this plan year2024-10-041108
Net assets as of the end of the plan year2024-10-0487966
Total assets as of the beginning of the plan year2024-10-0474672
Value of plan covered by a fidelity bond2024-10-04100000
Participant contributions to plan in this plan year2024-10-0412000
Other expenses paid from plan in this plan year2024-10-040
Other contributions to plan in this plan year2024-10-040
Other income to plan in this plan year2024-10-042402
Plan net income in this plan year2024-10-0413294
Net assets as of the end of the plan year2024-10-0487966
Net assets as of the beginning of the plan year2024-10-0474672
Employer contributions to plan in this plan year2024-10-040
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-040
2022 : TAX DEFERRED ANNUITY PLAN OF PEOPLE COORDINATED SERVICES 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-280
Total liabilities as of the end of the plan year2022-07-280
Total liabilities as of the beginning of the plan year2022-07-280
Total expenses incurred by plan in this plan year2022-07-281168
Net assets as of the end of the plan year2022-07-2862090
Total assets as of the beginning of the plan year2022-07-2850192
Value of plan covered by a fidelity bond2022-07-28100000
Participant contributions to plan in this plan year2022-07-2812000
Other expenses paid from plan in this plan year2022-07-2824
Other contributions to plan in this plan year2022-07-280
Other income to plan in this plan year2022-07-281066
Plan net income in this plan year2022-07-2811898
Net assets as of the end of the plan year2022-07-2862090
Net assets as of the beginning of the plan year2022-07-2850192
Employer contributions to plan in this plan year2022-07-280
Fees paid to broker by Benefit Provider2022-07-2857

Potentially related plans

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