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| Plan Name | THE GRATITUDE PEP |
| Plan identification number | 007 |
| 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 |
|---|---|---|---|---|---|
| 007 | 2022-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2022: THE GRATITUDE PEP 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 | 58 |
| 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 | 22 |
| Total of all active and inactive participants | 2022-01-01 | 80 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 80 |
| Number of participants with account balances | 2022-01-01 | 61 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 22 |
| Measure | Date | Value |
|---|---|---|
| 2022 : THE GRATITUDE PEP 2022 401k financial data | ||
| Total income from all sources | 2022-12-31 | $5,922,173 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $472,808 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $458,400 |
| Total plan assets at end of year | 2022-12-31 | $5,449,365 |
| 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 | $181,917 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $5,608,740 |
| Other income received | 2022-12-31 | $-86,841 |
| Noncash contributions received | 2022-12-31 | $145,460 |
| Net income (gross income less expenses) | 2022-12-31 | $5,449,365 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,449,365 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
| Assets. Value of participant loans | 2022-12-31 | $138,862 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $72,897 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $14,408 |
| 2022: THE GRATITUDE PEP 2022 form 5500 responses | ||
|---|---|---|
| 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 | 516533-01 | ||||||||||||||||||||||||||||||||||||||||||
| 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 | 516801-01 | ||||||||||||||||||||||||||||||||||||||||||
| 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 | 517128-01 | ||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 3 | ||||||||||||||||||||||||||||||||||||||||||
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| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) | |||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 517131-01 | ||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 4 | ||||||||||||||||||||||||||||||||||||||||||
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| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) | |||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 517518-01 | ||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 5 | ||||||||||||||||||||||||||||||||||||||||||
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