401k Plan data: PMG 401(K) PLAN plan

PMG 401(K) PLAN 401k Plan overview

Plan Name	PMG 401(K) PLAN
Plan identification number	001

PMG 401(K) PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

PENN MECHANICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: PENN MECHANICAL GROUP, INC.

Employer identification number (EIN): 264779114

NAIC Classification: 238900

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 TIM PAVLICK 2023-10-13
001 2021-01-01 TIM PAVLICK 2022-10-14 BECKY SHANK 2022-10-14
001 2020-01-01 TIMOTHY PAVLICK 2021-10-14 TIMOTHY PAVLICK 2021-10-14
001 2019-01-01 TIMOTHY PAVLICK 2020-10-08 TIMOTHY PAVLICK 2020-10-08
001 2018-01-01 TIMOTHY PAVLICK 2019-09-12 TIMOTHY PAVLICK 2019-09-12
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 TIMOTHY PAVLICK 2015-07-01
001 2013-01-01 TIMOTHY PAVLICK 2014-07-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	TIM PAVLICK	2023-10-13
001	2021-01-01	TIM PAVLICK	2022-10-14	BECKY SHANK	2022-10-14
001	2020-01-01	TIMOTHY PAVLICK	2021-10-14	TIMOTHY PAVLICK	2021-10-14
001	2019-01-01	TIMOTHY PAVLICK	2020-10-08	TIMOTHY PAVLICK	2020-10-08
001	2018-01-01	TIMOTHY PAVLICK	2019-09-12	TIMOTHY PAVLICK	2019-09-12
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	TIMOTHY PAVLICK	2015-07-01
001	2013-01-01	TIMOTHY PAVLICK	2014-07-16

Plan Statistics for PMG 401(K) PLAN

401k plan membership statisitcs for PMG 401(K) PLAN

Measure Date Value
2022: PMG 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 141
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 30
Total of all active and inactive participants 2022-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 171
Number of participants with account balances 2022-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PMG 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 142
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 30
Total of all active and inactive participants 2021-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 172
Number of participants with account balances 2021-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PMG 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 213
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 146
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 28
Total of all active and inactive participants 2020-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 174
Number of participants with account balances 2020-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: PMG 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 173
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 24
Total of all active and inactive participants 2019-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 197
Number of participants with account balances 2019-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: PMG 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 146
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 21
Total of all active and inactive participants 2018-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 167
Number of participants with account balances 2018-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: PMG 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 143
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 13
Total of all active and inactive participants 2017-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 156
Number of participants with account balances 2017-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 10
2016: PMG 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 124
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 18
Total of all active and inactive participants 2016-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 142
Number of participants with account balances 2016-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 13

Measure	Date	Value
2022: PMG 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	141
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	30
Total of all active and inactive participants	2022-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	171
Number of participants with account balances	2022-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PMG 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	142
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	30
Total of all active and inactive participants	2021-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	172
Number of participants with account balances	2021-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PMG 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	213
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	146
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	28
Total of all active and inactive participants	2020-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	174
Number of participants with account balances	2020-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: PMG 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	173
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	24
Total of all active and inactive participants	2019-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	197
Number of participants with account balances	2019-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: PMG 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	146
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	21
Total of all active and inactive participants	2018-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	167
Number of participants with account balances	2018-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: PMG 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	143
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	13
Total of all active and inactive participants	2017-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	156
Number of participants with account balances	2017-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	10
2016: PMG 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	124
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	18
Total of all active and inactive participants	2016-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	142
Number of participants with account balances	2016-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	13

Financial Data on PMG 401(K) PLAN

Measure	Date	Value
2022 : PMG 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-250,185
Total of all expenses incurred	2022-12-31	$209,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$203,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$512,624
Value of total assets at end of year	2022-12-31	$4,463,437
Value of total assets at beginning of year	2022-12-31	$4,923,248
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$6,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$324,306
Participant contributions at end of year	2022-12-31	$11,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-459,811
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,463,437
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,923,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,439,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,917,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$5,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$6,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$6,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-762,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$188,318
Employer contributions (assets) at end of year	2022-12-31	$7,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$203,483
Contract administrator fees	2022-12-31	$6,143
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	CLAY AND GASCOINE LLC
Accountancy firm EIN	2022-12-31	251807988
2021 : PMG 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,200,079
Total of all expenses incurred	2021-12-31	$385,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$380,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$512,434
Value of total assets at end of year	2021-12-31	$4,923,248
Value of total assets at beginning of year	2021-12-31	$4,109,161
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$5,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$322,655
Administrative expenses (other) incurred	2021-12-31	$700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$814,087
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,923,248
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,109,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$4,917,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,103,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$6,177
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$5,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$5,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$687,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$189,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$380,903
Contract administrator fees	2021-12-31	$4,389
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	CLAY AND GASCOINE LLC
Accountancy firm EIN	2021-12-31	251807988
2020 : PMG 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,099,099
Total of all expenses incurred	2020-12-31	$614,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$609,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$555,114
Value of total assets at end of year	2020-12-31	$4,109,161
Value of total assets at beginning of year	2020-12-31	$3,624,871
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$335,770
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$13,466
Administrative expenses (other) incurred	2020-12-31	$1,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$484,290
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,109,161
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,624,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,103,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,617,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$5,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$7,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$7,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$543,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$205,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$609,959
Contract administrator fees	2020-12-31	$3,075
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLAY AND GASCOINE, LLC
Accountancy firm EIN	2020-12-31	251807988
2019 : PMG 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,216,507
Total of all expenses incurred	2019-12-31	$185,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$172,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$548,353
Value of total assets at end of year	2019-12-31	$3,624,871
Value of total assets at beginning of year	2019-12-31	$2,594,001
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$13,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$6,300
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$332,040
Administrative expenses (other) incurred	2019-12-31	$4,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,030,870
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,624,871
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,594,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$2,519
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,617,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,578,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$7,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$15,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$15,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$668,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$216,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$172,147
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLAY AND GASCOINE, LLC
Accountancy firm EIN	2019-12-31	251807988
2018 : PMG 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$374,222
Total of all expenses incurred	2018-12-31	$185,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$178,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$552,788
Value of total assets at end of year	2018-12-31	$2,594,001
Value of total assets at beginning of year	2018-12-31	$2,405,189
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,675
Total interest from all sources	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$321,149
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$17,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$188,812
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,594,001
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,405,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$4,551
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,578,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,392,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$15,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$12,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$12,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-178,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$214,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$178,735
Contract administrator fees	2018-12-31	$2,124
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLAY AND GASCOINE, LLC
Accountancy firm EIN	2018-12-31	251807988
2017 : PMG 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$833,077
Total of all expenses incurred	2017-12-31	$248,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$241,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$507,276
Value of total assets at end of year	2017-12-31	$2,405,189
Value of total assets at beginning of year	2017-12-31	$1,820,797
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$301,842
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$946
Administrative expenses (other) incurred	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$584,392
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,405,189
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,820,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$1,692
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,392,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,800,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$12,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$19,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$19,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$325,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$204,488
Employer contributions (assets) at beginning of year	2017-12-31	$1,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$241,925
Contract administrator fees	2017-12-31	$5,068
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLAY AND GASCOINE, LLC
Accountancy firm EIN	2017-12-31	251807988
2016 : PMG 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$647,462
Total of all expenses incurred	2016-12-31	$77,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$73,318
Value of total corrective distributions	2016-12-31	$4,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$517,181
Value of total assets at end of year	2016-12-31	$1,820,797
Value of total assets at beginning of year	2016-12-31	$1,251,322
Total interest from all sources	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	No
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$305,086
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$3,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$569,475
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,820,797
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,251,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,800,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,234,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$19,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$16,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$16,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$130,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$208,306
Employer contributions (assets) at end of year	2016-12-31	$1,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$73,318
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLAY AND GASCOINE, LLC
Accountancy firm EIN	2016-12-31	251807988

Form 5500 Responses for PMG 401(K) PLAN

2022: PMG 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
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
2021: PMG 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PMG 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PMG 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PMG 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PMG 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PMG 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

352-80071

Policy instance

Insurance contract or identification number	352-80071
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $191
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $191
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

352-80071

Policy instance

Insurance contract or identification number	352-80071
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $169
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $169
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

352-80071

Policy instance

Insurance contract or identification number	352-80071
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $101
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $101
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

352-80071

Policy instance

Insurance contract or identification number	352-80071
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $16
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $3
Insurance broker organization code?	3

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PENN MECHANICAL GROUP, INC.
Employer identification number (EIN):	264779114
NAIC Classification:	238900