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PERSONAL BUSINESS MANAGEMENT GROUP, LTD. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NamePERSONAL BUSINESS MANAGEMENT GROUP, LTD. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

PERSONAL BUSINESS MANAGEMENT GROUP, LTD. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

PERSONAL BUSINESS MANAGEMENT GROUP, LTD. has sponsored the creation of one or more 401k plans.

Company Name:PERSONAL BUSINESS MANAGEMENT GROUP, LTD.
Employer identification number (EIN):061040368
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONAL BUSINESS MANAGEMENT GROUP, LTD. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012009-01-01CARL FRIEDMAN

Financial Data on PERSONAL BUSINESS MANAGEMENT GROUP, LTD. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2010 : PERSONAL BUSINESS MANAGEMENT GROUP, LTD. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$-27,195
Expenses. Total of all expenses incurred2010-12-31$901,054
Benefits paid (including direct rollovers)2010-12-31$901,054
Total plan assets at end of year2010-12-31$0
Total plan assets at beginning of year2010-12-31$928,249
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$-27,195
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-928,249
Net plan assets at end of year (total assets less liabilities)2010-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$928,249
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : PERSONAL BUSINESS MANAGEMENT GROUP, LTD. DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PERSONAL BUSINESS MANAGEMENT GROUP, LTD. DEFINED BENEFIT PENSION PLAN

2009: PERSONAL BUSINESS MANAGEMENT GROUP, LTD. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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