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Plan Name | THE 401(K) PLAN |
Plan identification number | 006 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | PENTEGRA SERVICES, INCL |
Employer identification number (EIN): | 133745616 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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006 | 2022-01-01 |
Measure | Date | Value |
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2022: THE 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 836 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 67 |
Total of all active and inactive participants | 2022-01-01 | 903 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 903 |
Number of participants with account balances | 2022-01-01 | 831 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : THE 401(K) PLAN 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $877,386 |
Total income from all sources | 2022-12-31 | $515,016 |
Expenses. Total of all expenses incurred | 2022-12-31 | $31,247 |
Benefits paid (including direct rollovers) | 2022-12-31 | $29,917 |
Total plan assets at end of year | 2022-12-31 | $1,361,155 |
Total plan assets at beginning of year | 2022-12-31 | $0 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $277,717 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $150,680 |
Other income received | 2022-12-31 | $-11,350 |
Net income (gross income less expenses) | 2022-12-31 | $483,769 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,361,155 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
Assets. Value of participant loans | 2022-12-31 | $3,640 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $97,969 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,330 |
2022: THE 401(K) PLAN 2022 form 5500 responses | ||
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2022-01-01 | Type of plan entity | Mulitple employer plan |
2022-01-01 | First time form 5500 has been submitted | Yes |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) | |||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 517752-01 | ||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) | |||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 517641-01 | ||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) | |||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 517906-01 | ||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 3 | ||||||||||||||||||||||||||||||||||||||||||||
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