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PDS 401(K) SAVINGS PLAN 401k Plan overview

Plan NamePDS 401(K) SAVINGS PLAN
Plan identification number 001

PDS 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PERSONNEL DATA SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:PERSONNEL DATA SYSTEMS, INC.
Employer identification number (EIN):231925770
NAIC Classification:541214
NAIC Description:Payroll Services

Additional information about PERSONNEL DATA SYSTEMS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2004-03-05
Company Identification Number: 0800315706
Legal Registered Office Address: 470 NORRISTOWN RD STE 202

BLUE BELL
United States of America (USA)
19422

More information about PERSONNEL DATA SYSTEMS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PDS 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STEIDLE PENSION SOLUTIONS2024-09-23
0012022-01-01PATRICIA A PALMER2023-06-21 PATRICIA A PALMER2023-06-21
0012021-01-01PATRICIA ANN PALMER2022-07-15 PATRICIA ANN PALMER2022-07-15
0012020-01-01PATRICIA A PALMER2021-05-10 PATRICIA A PALMER2021-05-10
0012019-01-01PATRICIA A PALMER2020-05-18 PATRICIA A PALMER2020-05-18
0012018-01-01PATRICIA A PALMER2019-06-25 PATRICIA A PALMER2019-06-25
0012017-01-01CHARLES H JEFFERIES2018-05-17 CHARLES H JEFFERIES2018-05-17
0012016-01-01CHARLES H JEFFERIES2017-05-10 CHARLES H JEFFERIES2017-05-10
0012015-01-01CHARLES H JEFFERIES2016-06-29 CHARLES H JEFFERIES2016-06-29
0012014-01-01CHARLES H JEFFERIES2015-06-24 CHARLES H JEFFERIES2015-06-24
0012013-01-01CHARLES H JEFFERIES2014-06-18 CHARLES H. JEFFERIES2014-06-18
0012012-01-01CHARLES H JEFFERIES2013-06-13 CHARLES H JEFFERIES2013-06-13
0012011-01-01CHARLES H JEFFERIES2012-06-22
0012010-01-01CHARLES H JEFFERIES2011-06-29

Financial Data on PDS 401(K) SAVINGS PLAN

Measure Date Value
2024 : PDS 401(K) SAVINGS PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-230
Total expenses incurred by plan in this plan year2024-09-231415670
Net assets as of the end of the plan year2024-09-2310597580
Total assets as of the beginning of the plan year2024-09-239687966
Value of plan covered by a fidelity bond2024-09-23500000
Participant contributions to plan in this plan year2024-09-23375360
Value of participant loans at end of plan year2024-09-2388469
Other expenses paid from plan in this plan year2024-09-230
Other contributions to plan in this plan year2024-09-2315595
Other income to plan in this plan year2024-09-231800685
Plan net income in this plan year2024-09-23909614
Net assets as of the end of the plan year2024-09-2310597580
Net assets as of the beginning of the plan year2024-09-239687966
Employer contributions to plan in this plan year2024-09-23133644
Fees paid to broker by Benefit Provider2024-09-2317212
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-234115
2022 : PDS 401(K) SAVINGS PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-151336293
Net assets as of the end of the plan year2022-07-1512672467
Total assets as of the beginning of the plan year2022-07-1512282712
Value of plan covered by a fidelity bond2022-07-15500000
Participant contributions to plan in this plan year2022-07-15395860
Value of participant loans at end of plan year2022-07-1567268
Other income to plan in this plan year2022-07-151194676
Plan net income in this plan year2022-07-15389755
Net assets as of the end of the plan year2022-07-1512672467
Net assets as of the beginning of the plan year2022-07-1512282712
Employer contributions to plan in this plan year2022-07-15135512
Fees paid to broker by Benefit Provider2022-07-1530553
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-15560

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