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| Plan Name | 403B THRIFT PLAN OF PROFESSIONAL EXAMINATION SRVC |
| Plan identification number | 004 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | PROFESSIONAL EXAMINATION SERVICE |
| Employer identification number (EIN): | 237097173 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 004 | 2022-01-01 | KIMM GILMORE | 2023-10-16 | KIMM GILMORE | 2023-10-16 |
| 004 | 2021-01-01 | KIMM GILMORE | 2022-10-13 | KIMM GILMORE | 2022-10-13 |
| 004 | 2020-01-01 | KIMM GILMORE | 2021-10-15 | KIMM GILMORE | 2021-10-15 |
| 004 | 2020-01-01 | KIMM GILMORE | 2021-10-15 | KIMM GILMORE | 2021-10-15 |
| 004 | 2019-01-01 | KIMM GILMORE | 2020-10-14 | KIMM GILMORE | 2020-10-14 |
| 004 | 2018-01-01 | SANDRA LOGORDA | 2019-08-29 | SANDRA LOGORDA | 2019-08-29 |
| 004 | 2017-01-01 | SANDRA LOGORDA | 2018-06-13 | SANDRA LOGORDA | 2018-06-13 |
| 004 | 2016-01-01 | SANDRA LOGORDA | 2017-06-27 | SANDRA LOGORDA | 2017-06-27 |
| 004 | 2015-01-01 | SANDRA LOGORDA | 2017-05-09 | SANDRA LOGORDA | 2017-05-09 |
| 004 | 2015-01-01 | SANDRA LOGORDA | 2016-06-23 | SANDRA LOGORDA | 2016-06-23 |
| 004 | 2014-01-01 | SANDRA LOGORDA | 2017-05-08 | SANDRA LOGORDA | 2017-05-08 |
| 004 | 2014-01-01 | SANDRA LOGORDA | 2015-07-09 | SANDRA LOGORDA | 2015-07-09 |
| 004 | 2013-01-01 | SANDRA LOGORDA | 2017-05-08 | SANDRA LOGORDA | 2017-05-08 |
| 004 | 2012-01-01 | SANDRA LOGORDA | 2013-07-31 | ||
| 004 | 2011-01-01 | JEFFREY P. MOHN | 2012-10-12 | MAUREEN TILLWITZ | 2012-10-15 |
| 004 | 2009-01-01 | MAUREEN TILLWITZ | JEFFERY P. MOHN | 2011-02-18 | |
| 004 | 2009-01-01 | MAUREEN TILLWITZ | JEFFERY P. MOHN | 2010-09-29 |
| Measure | Date | Value |
|---|---|---|
| 2009: 403B THRIFT PLAN OF PROFESSIONAL EXAMINATION SRVC 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 75 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 66 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 12 |
| Total of all active and inactive participants | 2009-01-01 | 78 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 78 |
| Number of participants with account balances | 2009-01-01 | 78 |
| Measure | Date | Value |
|---|---|---|
| 2010 : 403B THRIFT PLAN OF PROFESSIONAL EXAMINATION SRVC 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $1,297,720 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $171,894 |
| Total plan assets at end of year | 2010-12-31 | $3,711,074 |
| Total plan assets at beginning of year | 2010-12-31 | $2,585,248 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $335,360 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $171,894 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $496,016 |
| Other income received | 2010-12-31 | $414,035 |
| Net income (gross income less expenses) | 2010-12-31 | $1,125,826 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,711,074 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,585,248 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $52,309 |
| 2009: 403B THRIFT PLAN OF PROFESSIONAL EXAMINATION SRVC 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 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 – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 051090G | ||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
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