| Plan Name | SECURE CHOICE 401(K) PLAN |
| Plan identification number | 020 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | PLAN COMPLIANCE SERVICES, INC.002 |
| Employer identification number (EIN): | 593708427 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 020 | 2022-01-01 | TERRANCE P. POWER | 2024-05-16 |
| Measure | Date | Value |
|---|---|---|
| 2022 : SECURE CHOICE 401(K) PLAN 2022 401k financial data | ||
| Total income from all sources | 2022-12-31 | $951,809 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $18,108 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $15,597 |
| Total plan assets at end of year | 2022-12-31 | $933,701 |
| Total plan assets at beginning of year | 2022-12-31 | $0 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $192,533 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $623,372 |
| Other income received | 2022-12-31 | $38,067 |
| Net income (gross income less expenses) | 2022-12-31 | $933,701 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $933,701 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $97,837 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,511 |
| 2022: SECURE CHOICE 401(K) PLAN 2022 form 5500 responses | ||
|---|---|---|
| 2022-01-01 | Type of plan entity | Mulitple employer plan |
| 2022-01-01 | First time form 5500 has been submitted | Yes |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 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 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | 861543 |
| Policy instance | 1 |