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PSP OF PHILATELICS & NUMISMATICS OF GA 401k Plan overview

Plan NamePSP OF PHILATELICS & NUMISMATICS OF GA
Plan identification number 001

PSP OF PHILATELICS & NUMISMATICS OF GA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

PHILATELICS & NUMISMATICS OF GEORGIA INC has sponsored the creation of one or more 401k plans.

Company Name:PHILATELICS & NUMISMATICS OF GEORGIA INC
Employer identification number (EIN):581310080
NAIC Classification:423940
NAIC Description:Jewelry, Watch, Precious Stone, and Precious Metal Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PSP OF PHILATELICS & NUMISMATICS OF GA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BARBARA LAGER2023-07-12
0012021-01-01BARBARA LAGER2022-06-30 BARBARA LAGER2022-06-30
0012020-01-01BARBARA LAGER2021-07-02 BARBARA LAGER2021-07-02
0012019-01-01BARBARA LAGER2020-10-05 BARBARA LAGER2020-10-05
0012018-01-01BARBARA LAGER2019-10-11 BARBARA LAGER2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JAMES LAGER
0012011-01-01JAMES LAGER
0012009-01-01JAMES LAGER

Plan Statistics for PSP OF PHILATELICS & NUMISMATICS OF GA

401k plan membership statisitcs for PSP OF PHILATELICS & NUMISMATICS OF GA

Measure Date Value
2022: PSP OF PHILATELICS & NUMISMATICS OF GA 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PSP OF PHILATELICS & NUMISMATICS OF GA 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PSP OF PHILATELICS & NUMISMATICS OF GA 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Total of all active and inactive participants2020-01-012
Total participants2020-01-012
Number of participants with account balances2020-01-012
2019: PSP OF PHILATELICS & NUMISMATICS OF GA 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-014
Total of all active and inactive participants2019-01-014
Total participants2019-01-014
Number of participants with account balances2019-01-012
2018: PSP OF PHILATELICS & NUMISMATICS OF GA 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Total of all active and inactive participants2018-01-014
Total participants2018-01-014
Number of participants with account balances2018-01-012
2017: PSP OF PHILATELICS & NUMISMATICS OF GA 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Total of all active and inactive participants2017-01-014
Total participants2017-01-014
Number of participants with account balances2017-01-012
2016: PSP OF PHILATELICS & NUMISMATICS OF GA 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-014
Total of all active and inactive participants2016-01-014
Total participants2016-01-014
Number of participants with account balances2016-01-012
2015: PSP OF PHILATELICS & NUMISMATICS OF GA 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
Number of participants with account balances2015-01-012
2014: PSP OF PHILATELICS & NUMISMATICS OF GA 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-012
2013: PSP OF PHILATELICS & NUMISMATICS OF GA 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Number of participants with account balances2013-01-012
2012: PSP OF PHILATELICS & NUMISMATICS OF GA 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
2011: PSP OF PHILATELICS & NUMISMATICS OF GA 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
2009: PSP OF PHILATELICS & NUMISMATICS OF GA 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on PSP OF PHILATELICS & NUMISMATICS OF GA

Measure Date Value
2022 : PSP OF PHILATELICS & NUMISMATICS OF GA 2022 401k financial data
Total income from all sources2022-12-31$228,265
Expenses. Total of all expenses incurred2022-12-31$265,170
Benefits paid (including direct rollovers)2022-12-31$265,000
Total plan assets at end of year2022-12-31$6,252,262
Total plan assets at beginning of year2022-12-31$6,289,167
Value of fidelity bond covering the plan2022-12-31$700,000
Assets. Value of loans (other than to participants)2022-12-31$4,657,997
Other income received2022-12-31$228,265
Net income (gross income less expenses)2022-12-31$-36,905
Net plan assets at end of year (total assets less liabilities)2022-12-31$6,252,262
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$6,289,167
Value of certain deemed distributions of participant loans2022-12-31$170
2021 : PSP OF PHILATELICS & NUMISMATICS OF GA 2021 401k financial data
Total income from all sources2021-12-31$88,703
Expenses. Total of all expenses incurred2021-12-31$300,403
Benefits paid (including direct rollovers)2021-12-31$300,000
Total plan assets at end of year2021-12-31$6,289,167
Total plan assets at beginning of year2021-12-31$6,500,867
Value of fidelity bond covering the plan2021-12-31$700,000
Other income received2021-12-31$88,703
Net income (gross income less expenses)2021-12-31$-211,700
Net plan assets at end of year (total assets less liabilities)2021-12-31$6,289,167
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,500,867
Assets. Value of participant loans2021-12-31$2,578,332
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$403
2020 : PSP OF PHILATELICS & NUMISMATICS OF GA 2020 401k financial data
Total income from all sources2020-12-31$979,574
Expenses. Total of all expenses incurred2020-12-31$610
Total plan assets at end of year2020-12-31$6,500,867
Total plan assets at beginning of year2020-12-31$5,521,903
Value of fidelity bond covering the plan2020-12-31$700,000
Assets. Value of loans (other than to participants)2020-12-31$3,223,280
Contributions received from other sources (not participants or employers)2020-12-31$619,160
Other income received2020-12-31$360,414
Net income (gross income less expenses)2020-12-31$978,964
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,500,867
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$5,521,903
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$610
2019 : PSP OF PHILATELICS & NUMISMATICS OF GA 2019 401k financial data
Total income from all sources2019-12-31$336,501
Expenses. Total of all expenses incurred2019-12-31$235,880
Benefits paid (including direct rollovers)2019-12-31$235,000
Total plan assets at end of year2019-12-31$5,521,903
Total plan assets at beginning of year2019-12-31$5,421,282
Value of fidelity bond covering the plan2019-12-31$700,000
Assets. Value of loans (other than to participants)2019-12-31$3,223,280
Other income received2019-12-31$336,501
Net income (gross income less expenses)2019-12-31$100,621
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,521,903
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,421,282
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$880
2018 : PSP OF PHILATELICS & NUMISMATICS OF GA 2018 401k financial data
Total income from all sources2018-12-31$-1,023,818
Expenses. Total of all expenses incurred2018-12-31$400,905
Benefits paid (including direct rollovers)2018-12-31$400,000
Total plan assets at end of year2018-12-31$5,421,282
Total plan assets at beginning of year2018-12-31$6,846,005
Value of fidelity bond covering the plan2018-12-31$700,000
Assets. Value of loans (other than to participants)2018-12-31$3,245,634
Other income received2018-12-31$-1,023,818
Net income (gross income less expenses)2018-12-31$-1,424,723
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,421,282
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,846,005
Assets. Value of assets in partnership/joint-venture interests2018-12-31$421,785
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$905
2017 : PSP OF PHILATELICS & NUMISMATICS OF GA 2017 401k financial data
Total income from all sources2017-12-31$349,320
Expenses. Total of all expenses incurred2017-12-31$301,623
Benefits paid (including direct rollovers)2017-12-31$300,000
Total plan assets at end of year2017-12-31$6,846,005
Total plan assets at beginning of year2017-12-31$6,798,308
Value of fidelity bond covering the plan2017-12-31$700,000
Assets. Value of loans (other than to participants)2017-12-31$2,243,828
Other income received2017-12-31$349,320
Net income (gross income less expenses)2017-12-31$47,697
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,846,005
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,798,308
Assets. Value of assets in partnership/joint-venture interests2017-12-31$1,591,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,623
2016 : PSP OF PHILATELICS & NUMISMATICS OF GA 2016 401k financial data
Total income from all sources2016-12-31$319,098
Expenses. Total of all expenses incurred2016-12-31$300,523
Benefits paid (including direct rollovers)2016-12-31$300,000
Total plan assets at end of year2016-12-31$6,798,308
Total plan assets at beginning of year2016-12-31$6,779,733
Value of fidelity bond covering the plan2016-12-31$700,000
Assets. Value of loans (other than to participants)2016-12-31$2,532,675
Other income received2016-12-31$319,098
Net income (gross income less expenses)2016-12-31$18,575
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,798,308
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,779,733
Assets. Value of assets in partnership/joint-venture interests2016-12-31$1,591,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$523
2015 : PSP OF PHILATELICS & NUMISMATICS OF GA 2015 401k financial data
Total income from all sources2015-12-31$398,195
Expenses. Total of all expenses incurred2015-12-31$177,441
Benefits paid (including direct rollovers)2015-12-31$150,000
Total plan assets at end of year2015-12-31$6,779,733
Total plan assets at beginning of year2015-12-31$6,558,979
Value of fidelity bond covering the plan2015-12-31$700,000
Assets. Value of loans (other than to participants)2015-12-31$2,232,625
Expenses. Other expenses not covered elsewhere2015-12-31$27,126
Contributions received from other sources (not participants or employers)2015-12-31$65,042
Other income received2015-12-31$333,153
Net income (gross income less expenses)2015-12-31$220,754
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,779,733
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,558,979
Assets. Value of assets in partnership/joint-venture interests2015-12-31$1,650,000
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$315
2014 : PSP OF PHILATELICS & NUMISMATICS OF GA 2014 401k financial data
Total income from all sources2014-12-31$320,680
Expenses. Total of all expenses incurred2014-12-31$267
Total plan assets at end of year2014-12-31$6,558,979
Total plan assets at beginning of year2014-12-31$6,238,566
Value of fidelity bond covering the plan2014-12-31$700,000
Assets. Value of loans (other than to participants)2014-12-31$2,446,861
Other income received2014-12-31$320,680
Net income (gross income less expenses)2014-12-31$320,413
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,558,979
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,238,566
Assets. Value of assets in partnership/joint-venture interests2014-12-31$1,650,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$267
2013 : PSP OF PHILATELICS & NUMISMATICS OF GA 2013 401k financial data
Total income from all sources2013-12-31$50,784
Expenses. Total of all expenses incurred2013-12-31$51,638
Benefits paid (including direct rollovers)2013-12-31$51,384
Total plan assets at end of year2013-12-31$6,238,566
Total plan assets at beginning of year2013-12-31$6,239,420
Value of fidelity bond covering the plan2013-12-31$700,000
Assets. Value of loans (other than to participants)2013-12-31$2,176,736
Other income received2013-12-31$50,784
Net income (gross income less expenses)2013-12-31$-854
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,238,566
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,239,420
Assets. Value of assets in partnership/joint-venture interests2013-12-31$1,650,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$254
2012 : PSP OF PHILATELICS & NUMISMATICS OF GA 2012 401k financial data
Total income from all sources2012-12-31$361,742
Expenses. Total of all expenses incurred2012-12-31$162
Total plan assets at end of year2012-12-31$6,239,420
Total plan assets at beginning of year2012-12-31$5,877,840
Value of fidelity bond covering the plan2012-12-31$700,000
Assets. Value of loans (other than to participants)2012-12-31$2,486,236
Other income received2012-12-31$361,742
Net income (gross income less expenses)2012-12-31$361,580
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,239,420
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,877,840
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$162
2011 : PSP OF PHILATELICS & NUMISMATICS OF GA 2011 401k financial data
Total income from all sources2011-12-31$182,538
Expenses. Total of all expenses incurred2011-12-31$217
Total plan assets at end of year2011-12-31$5,877,840
Total plan assets at beginning of year2011-12-31$5,695,519
Value of fidelity bond covering the plan2011-12-31$600,000
Assets. Value of tangible personal property2011-12-31$1,113,000
Assets. Value of loans (other than to participants)2011-12-31$2,440,000
Other income received2011-12-31$147,004
Net income (gross income less expenses)2011-12-31$182,321
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,877,840
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,695,519
Total contributions received or receivable from employer(s)2011-12-31$35,534
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$217
2010 : PSP OF PHILATELICS & NUMISMATICS OF GA 2010 401k financial data
Total income from all sources2010-12-31$549,745
Expenses. Total of all expenses incurred2010-12-31$13
Total plan assets at end of year2010-12-31$5,695,519
Total plan assets at beginning of year2010-12-31$5,145,787
Value of fidelity bond covering the plan2010-12-31$600,000
Assets. Value of tangible personal property2010-12-31$311,450
Assets. Value of loans (other than to participants)2010-12-31$2,622,000
Other income received2010-12-31$473,050
Net income (gross income less expenses)2010-12-31$549,732
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,695,519
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$5,145,787
Total contributions received or receivable from employer(s)2010-12-31$76,695
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$13

Form 5500 Responses for PSP OF PHILATELICS & NUMISMATICS OF GA

2022: PSP OF PHILATELICS & NUMISMATICS OF GA 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PSP OF PHILATELICS & NUMISMATICS OF GA 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PSP OF PHILATELICS & NUMISMATICS OF GA 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PSP OF PHILATELICS & NUMISMATICS OF GA 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PSP OF PHILATELICS & NUMISMATICS OF GA 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PSP OF PHILATELICS & NUMISMATICS OF GA 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PSP OF PHILATELICS & NUMISMATICS OF GA 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PSP OF PHILATELICS & NUMISMATICS OF GA 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PSP OF PHILATELICS & NUMISMATICS OF GA 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PSP OF PHILATELICS & NUMISMATICS OF GA 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PSP OF PHILATELICS & NUMISMATICS OF GA 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PSP OF PHILATELICS & NUMISMATICS OF GA 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PSP OF PHILATELICS & NUMISMATICS OF GA 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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