401k Plan data: THE PHILIPPE INVESTMENT MANAGEMENT, INC. PENSION TRUST plan

THE PHILIPPE INVESTMENT MANAGEMENT, INC. PENSION TRUST 401k Plan overview

Plan Name	THE PHILIPPE INVESTMENT MANAGEMENT, INC. PENSION TRUST
Plan identification number	001

THE PHILIPPE INVESTMENT MANAGEMENT, INC. PENSION TRUST Benefits

401k Plan Type

Defined 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).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Health (other than dental or vision)
Life insurance

401k Sponsoring company profile

PHILIPPE INVESTMENT MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name: PHILIPPE INVESTMENT MANAGEMENT

Employer identification number (EIN): 133094763

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PHILIPPE INVESTMENT MANAGEMENT, INC. PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 PATRICIA REISCHOUR 2017-07-12
001 2016-01-01 PATRICIA REISCHOUR 2017-07-12
001 2015-01-01 PATRICIA REISCHOUR 2016-09-20
001 2014-01-01 PATRICIA REISCHOUR 2015-09-15
001 2013-01-01 PATRICIA REISCHOUR 2014-10-02
001 2012-01-01 PATRICIA REISCHOUR 2013-09-18
001 2011-01-01 PATRICIA REISCHOUR 2012-10-09
001 2010-01-01 PATRICIA REISCHOUR 2011-09-14
001 2009-01-01 PHILIPPE INVESTMENT MANAGEMENT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-01-01	PATRICIA REISCHOUR	2017-07-12
001	2016-01-01	PATRICIA REISCHOUR	2017-07-12
001	2015-01-01	PATRICIA REISCHOUR	2016-09-20
001	2014-01-01	PATRICIA REISCHOUR	2015-09-15
001	2013-01-01	PATRICIA REISCHOUR	2014-10-02
001	2012-01-01	PATRICIA REISCHOUR	2013-09-18
001	2011-01-01	PATRICIA REISCHOUR	2012-10-09
001	2010-01-01	PATRICIA REISCHOUR	2011-09-14
001	2009-01-01	PHILIPPE INVESTMENT MANAGEMENT

Financial Data on THE PHILIPPE INVESTMENT MANAGEMENT, INC. PENSION TRUST

Measure	Date	Value
2010 : THE PHILIPPE INVESTMENT MANAGEMENT, INC. PENSION TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$85,431
Expenses. Total of all expenses incurred	2010-12-31	$72,128
Benefits paid (including direct rollovers)	2010-12-31	$72,088
Total plan assets at end of year	2010-12-31	$381,678
Total plan assets at beginning of year	2010-12-31	$368,375
Value of fidelity bond covering the plan	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$26,433
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$48,531
Net income (gross income less expenses)	2010-12-31	$13,303
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$381,678
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$368,375
Assets. Value of participant loans	2010-12-31	$12,668
Total contributions received or receivable from employer(s)	2010-12-31	$10,467
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$40

Form 5500 Responses for THE PHILIPPE INVESTMENT MANAGEMENT, INC. PENSION TRUST

2009: THE PHILIPPE INVESTMENT MANAGEMENT, INC. PENSION TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PHILIPPE INVESTMENT MANAGEMENT
Employer identification number (EIN):	133094763
NAIC Classification:	523900