401k Plan data: PM GROUP, L.L.C. 401(K) PROFIT SHARING PLAN plan

PM GROUP, L.L.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PM GROUP, L.L.C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

PM GROUP, L.L.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PM GROUP, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: PM GROUP, L.L.C.

Employer identification number (EIN): 730758735

NAIC Classification: 423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PM GROUP, L.L.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01 CORI TWELVES
001 2017-01-01 CORI TWELVES
001 2016-01-01 CORI TWELVES
001 2015-01-01 GERALD SCHMITZ
001 2014-01-01 GERALD SCHMITZ
001 2013-01-01 GERALD SCHMITZ
001 2012-01-01 GERALD SCHMITZ GERALD SCHMITZ 2013-04-16
001 2011-01-01 GERALD SCHMITZ
001 2010-01-01 GERALD SCHMITZ 2011-03-28 GERALD SCHMITZ 2011-03-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01	CORI TWELVES
001	2017-01-01	CORI TWELVES
001	2016-01-01	CORI TWELVES
001	2015-01-01	GERALD SCHMITZ
001	2014-01-01	GERALD SCHMITZ
001	2013-01-01	GERALD SCHMITZ
001	2012-01-01	GERALD SCHMITZ		GERALD SCHMITZ	2013-04-16
001	2011-01-01	GERALD SCHMITZ
001	2010-01-01	GERALD SCHMITZ	2011-03-28	GERALD SCHMITZ	2011-03-28

Financial Data on PM GROUP, L.L.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2020 : PM GROUP, L.L.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,778,132
Expenses. Total of all expenses incurred	2020-12-31	$1,029,100
Benefits paid (including direct rollovers)	2020-12-31	$1,028,950
Total plan assets at end of year	2020-12-31	$9,845,478
Total plan assets at beginning of year	2020-12-31	$9,096,446
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$315,813
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,256,932
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$749,032
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$9,845,478
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$9,096,446
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$205,387
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$150
2019 : PM GROUP, L.L.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$2,044,748
Expenses. Total of all expenses incurred	2019-12-31	$370,166
Benefits paid (including direct rollovers)	2019-12-31	$367,303
Total plan assets at end of year	2019-12-31	$9,096,446
Total plan assets at beginning of year	2019-12-31	$7,421,864
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$291,089
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,579,343
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,674,582
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$9,096,446
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$7,421,864
Total contributions received or receivable from employer(s)	2019-12-31	$174,316
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$2,713
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$150
2018 : PM GROUP, L.L.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-64,566
Expenses. Total of all expenses incurred	2018-12-31	$462,013
Benefits paid (including direct rollovers)	2018-12-31	$461,388
Total plan assets at end of year	2018-12-31	$7,421,864
Total plan assets at beginning of year	2018-12-31	$7,948,443
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$260,362
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-517,696
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-526,579
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,421,864
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,948,443
Total contributions received or receivable from employer(s)	2018-12-31	$192,768
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$500
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$125
2017 : PM GROUP, L.L.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,664,810
Expenses. Total of all expenses incurred	2017-12-31	$4,432,582
Benefits paid (including direct rollovers)	2017-12-31	$4,432,457
Total plan assets at end of year	2017-12-31	$7,948,443
Total plan assets at beginning of year	2017-12-31	$10,716,215
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$230,942
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$1,249,689
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-2,767,772
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,948,443
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$10,716,215
Total contributions received or receivable from employer(s)	2017-12-31	$184,179
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$125
2016 : PM GROUP, L.L.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,157,596
Expenses. Total of all expenses incurred	2016-12-31	$97,019
Benefits paid (including direct rollovers)	2016-12-31	$84,069
Total plan assets at end of year	2016-12-31	$10,716,215
Total plan assets at beginning of year	2016-12-31	$9,655,638
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$208,437
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$771,900
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$1,060,577
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$10,716,215
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$9,655,638
Total contributions received or receivable from employer(s)	2016-12-31	$177,259
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$12,900
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$50
2015 : PM GROUP, L.L.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$249,811
Expenses. Total of all expenses incurred	2015-12-31	$45,101
Benefits paid (including direct rollovers)	2015-12-31	$36,542
Total plan assets at end of year	2015-12-31	$9,655,638
Total plan assets at beginning of year	2015-12-31	$9,450,928
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$174,091
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-128,742
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$204,710
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$9,655,638
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$9,450,928
Total contributions received or receivable from employer(s)	2015-12-31	$204,462
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$8,509
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$50
2014 : PM GROUP, L.L.C. 401(K) PROFIT SHARING 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	$788,758
Expenses. Total of all expenses incurred	2014-12-31	$294,080
Benefits paid (including direct rollovers)	2014-12-31	$284,128
Total plan assets at end of year	2014-12-31	$9,450,928
Total plan assets at beginning of year	2014-12-31	$8,956,250
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$199,291
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	$389,643
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$494,678
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$9,450,928
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$8,956,250
Total contributions received or receivable from employer(s)	2014-12-31	$199,824
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$9,700
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$252
2013 : PM GROUP, L.L.C. 401(K) PROFIT SHARING 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 income from all sources	2013-12-31	$1,823,437
Expenses. Total of all expenses incurred	2013-12-31	$245,572
Benefits paid (including direct rollovers)	2013-12-31	$230,362
Total plan assets at end of year	2013-12-31	$8,956,250
Total plan assets at beginning of year	2013-12-31	$7,378,385
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$184,277
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$6,330
Other income received	2013-12-31	$1,436,760
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,577,865
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$8,956,250
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,378,385
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$6,470
Total contributions received or receivable from employer(s)	2013-12-31	$196,070
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$15,104
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$106
2012 : PM GROUP, L.L.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,206,258
Expenses. Total of all expenses incurred	2012-12-31	$146,533
Benefits paid (including direct rollovers)	2012-12-31	$135,550
Total plan assets at end of year	2012-12-31	$7,378,385
Total plan assets at beginning of year	2012-12-31	$6,318,660
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$171,820
Other income received	2012-12-31	$841,513
Net income (gross income less expenses)	2012-12-31	$1,059,725
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$7,378,385
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,318,660
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$6,470
Total contributions received or receivable from employer(s)	2012-12-31	$192,925
Value of corrective distributions	2012-12-31	$10,907
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$76
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PM GROUP, L.L.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$3,273
Expenses. Total of all expenses incurred	2011-12-31	$82,781
Benefits paid (including direct rollovers)	2011-12-31	$82,731
Total plan assets at end of year	2011-12-31	$6,318,660
Total plan assets at beginning of year	2011-12-31	$6,398,168
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$173,664
Other income received	2011-12-31	$-213,901
Net income (gross income less expenses)	2011-12-31	$-79,508
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,318,660
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,398,168
Total contributions received or receivable from employer(s)	2011-12-31	$43,510
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for PM GROUP, L.L.C. 401(K) PROFIT SHARING PLAN

2020: PM GROUP, L.L.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PM GROUP, L.L.C. 401(K) PROFIT SHARING 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PM GROUP, L.L.C. 401(K) PROFIT SHARING 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: PM GROUP, L.L.C. 401(K) PROFIT SHARING 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: PM GROUP, L.L.C. 401(K) PROFIT SHARING 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
2015: PM GROUP, L.L.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PM GROUP, L.L.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PM GROUP, L.L.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PM GROUP, L.L.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PM GROUP, L.L.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PM GROUP, L.L.C.
Employer identification number (EIN):	730758735
NAIC Classification:	423800