PFM CONSULTING, INC. has sponsored the creation of one or more 401k plans.
Additional information about PFM CONSULTING, INC.
Submission information for form 5500 for 401k plan PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN
401k plan membership statisitcs for PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN
| Measure | Date | Value |
|---|
| 2022: PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
| 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 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 1 |
| Number of participants with account balances | 2022-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
| 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 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 1 |
| Number of participants with account balances | 2021-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
| 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 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 1 |
| Number of participants with account balances | 2020-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
| 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 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 1 |
| Number of participants with account balances | 2019-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
| 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 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 1 |
| Number of participants with account balances | 2018-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
| 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 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 1 |
| Number of participants with account balances | 2017-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
| 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 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 1 |
| Number of participants with account balances | 2016-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 1 |
| Number of participants with account balances | 2015-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 1 |
| Number of participants with account balances | 2014-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 1 |
| Number of participants with account balances | 2013-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 1 |
| Number of participants with account balances | 2012-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-118 |
| Total plan assets at end of year | 2022-12-31 | $184,300 |
| Total plan assets at beginning of year | 2022-12-31 | $184,418 |
| Other income received | 2022-12-31 | $-118 |
| Net income (gross income less expenses) | 2022-12-31 | $-118 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $184,300 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $184,418 |
| Assets. Value of employer securities | 2022-12-31 | $183,708 |
| 2021 : PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $106 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1 |
| Total plan assets at end of year | 2021-12-31 | $184,418 |
| Total plan assets at beginning of year | 2021-12-31 | $184,313 |
| Value of fidelity bond covering the plan | 2021-12-31 | $20,000 |
| Other income received | 2021-12-31 | $106 |
| Net income (gross income less expenses) | 2021-12-31 | $105 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $184,418 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $184,313 |
| Assets. Value of employer securities | 2021-12-31 | $183,708 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1 |
| 2020 : PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $73 |
| Total plan assets at end of year | 2020-12-31 | $184,313 |
| Total plan assets at beginning of year | 2020-12-31 | $184,240 |
| Value of fidelity bond covering the plan | 2020-12-31 | $20,000 |
| Other income received | 2020-12-31 | $73 |
| Net income (gross income less expenses) | 2020-12-31 | $73 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $184,313 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $184,240 |
| Assets. Value of employer securities | 2020-12-31 | $183,708 |
| 2019 : PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $102 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1 |
| Total plan assets at end of year | 2019-12-31 | $184,240 |
| Total plan assets at beginning of year | 2019-12-31 | $184,139 |
| Value of fidelity bond covering the plan | 2019-12-31 | $20,000 |
| Other income received | 2019-12-31 | $102 |
| Net income (gross income less expenses) | 2019-12-31 | $101 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $184,240 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $184,139 |
| Assets. Value of employer securities | 2019-12-31 | $183,708 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1 |
| 2018 : PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-1,814 |
| Total plan assets at end of year | 2018-12-31 | $184,139 |
| Total plan assets at beginning of year | 2018-12-31 | $185,953 |
| Value of fidelity bond covering the plan | 2018-12-31 | $20,000 |
| Other income received | 2018-12-31 | $-1,817 |
| Net income (gross income less expenses) | 2018-12-31 | $-1,814 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $184,139 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $185,953 |
| Assets. Value of employer securities | 2018-12-31 | $183,708 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $3 |
| 2017 : PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $72 |
| Total plan assets at end of year | 2017-12-31 | $185,953 |
| Total plan assets at beginning of year | 2017-12-31 | $185,881 |
| Value of fidelity bond covering the plan | 2017-12-31 | $20,000 |
| Other income received | 2017-12-31 | $72 |
| Net income (gross income less expenses) | 2017-12-31 | $72 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $185,953 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $185,881 |
| Assets. Value of employer securities | 2017-12-31 | $185,485 |
| 2016 : PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $11,745 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $185,881 |
| Total plan assets at beginning of year | 2016-12-31 | $174,136 |
| Value of fidelity bond covering the plan | 2016-12-31 | $20,000 |
| Other income received | 2016-12-31 | $11,745 |
| Net income (gross income less expenses) | 2016-12-31 | $11,745 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $185,881 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $174,136 |
| Assets. Value of employer securities | 2016-12-31 | $185,485 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| 2015 : PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2015 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $-19,506 |
| Total plan assets at end of year | 2015-12-31 | $174,136 |
| Total plan assets at beginning of year | 2015-12-31 | $193,642 |
| Value of fidelity bond covering the plan | 2015-12-31 | $20,000 |
| Other income received | 2015-12-31 | $-19,866 |
| Net income (gross income less expenses) | 2015-12-31 | $-19,506 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $174,136 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $193,642 |
| Assets. Value of employer securities | 2015-12-31 | $173,774 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $360 |
| 2014 : PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $193,642 |
| Total plan assets at beginning of year | 2014-12-31 | $193,642 |
| Value of fidelity bond covering the plan | 2014-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $0 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $193,642 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $193,642 |
| Assets. Value of employer securities | 2014-12-31 | $193,642 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| 2013 : PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $-4,818 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $193,642 |
| Total plan assets at beginning of year | 2013-12-31 | $198,460 |
| Value of fidelity bond covering the plan | 2013-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $-4,818 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $-4,818 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $193,642 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $198,460 |
| Assets. Value of employer securities | 2013-12-31 | $193,642 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| 2012 : PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $198,460 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $198,460 |
| Total plan assets at beginning of year | 2012-12-31 | $0 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $198,460 |
| Net income (gross income less expenses) | 2012-12-31 | $198,460 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $198,460 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $0 |
| Assets. Value of employer securities | 2012-12-31 | $198,460 |
| 2022: PFM CONSULTING, INC. - PENSION TRANSFER TRUST 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: PFM CONSULTING, INC. - PENSION TRANSFER TRUST 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: PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 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: PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 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: PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PFM CONSULTING, INC. - PENSION TRANSFER TRUST PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | First time form 5500 has been submitted | Yes |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 1260073-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 1260073-01 | | Number of Individuals Covered | 334 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 1260073-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 1260073-01 | | Number of Individuals Covered | 288 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 1260073-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 1260073-01 | | Number of Individuals Covered | 257 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $83 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $83 | | Insurance broker organization code? | 3 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 1260073-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 1260073-01 | | Number of Individuals Covered | 254 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $786 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $786 | | Insurance broker organization code? | 3 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 1260073-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 1260073-01 | | Number of Individuals Covered | 236 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $556 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $556 | | Insurance broker organization code? | 3 |
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| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 1260073-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 1260073-01 | | Number of Individuals Covered | 229 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $369 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $369 | | Insurance broker organization code? | 3 | | Insurance broker name | MERRIL LYNCH LIFE AGENCY, INC. |
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| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 1260073-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 1260073-01 | | Number of Individuals Covered | 235 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $420 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $420 | | Insurance broker organization code? | 3 | | Insurance broker name | MERRIL LYNCH LIFE AGENCY, INC. |
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