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PERSONAL AG MANAGEMENT SERVICES, LLC CASH BALANCE PENSION PLAN 401k Plan overview

Plan NamePERSONAL AG MANAGEMENT SERVICES, LLC CASH BALANCE PENSION PLAN
Plan identification number 003

PERSONAL AG MANAGEMENT SERVICES, LLC CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

PERSONAL AG MANAGEMENT SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:PERSONAL AG MANAGEMENT SERVICES, LLC
Employer identification number (EIN):770545793
NAIC Classification:524150

Additional information about PERSONAL AG MANAGEMENT SERVICES, LLC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: 200016510092

More information about PERSONAL AG MANAGEMENT SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONAL AG MANAGEMENT SERVICES, LLC CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01

Financial Data on PERSONAL AG MANAGEMENT SERVICES, LLC CASH BALANCE PENSION PLAN

Measure Date Value
2025 : PERSONAL AG MANAGEMENT SERVICES, LLC CASH BALANCE PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-11239572
Net assets as of the end of the plan year2025-09-11103862
Total assets as of the beginning of the plan year2025-09-11335924
Value of plan covered by a fidelity bond2025-09-11100000
Other income to plan in this plan year2025-09-117510
Plan net income in this plan year2025-09-11-232062
Net assets as of the end of the plan year2025-09-11103862
Net assets as of the beginning of the plan year2025-09-11335924
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-11714
2024 : PERSONAL AG MANAGEMENT SERVICES, LLC CASH BALANCE PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-08243957
Net assets as of the end of the plan year2024-10-08335924
Total assets as of the beginning of the plan year2024-10-08377951
Value of plan covered by a fidelity bond2024-10-08100000
Other income to plan in this plan year2024-10-088683
Plan net income in this plan year2024-10-08-42027
Net assets as of the end of the plan year2024-10-08335924
Net assets as of the beginning of the plan year2024-10-08377951
Employer contributions to plan in this plan year2024-10-08193247
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-082667
2022 : PERSONAL AG MANAGEMENT SERVICES, LLC CASH BALANCE PENSION PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-17304945
Net assets as of the end of the plan year2022-05-17372797
Total assets as of the beginning of the plan year2022-05-17357404
Value of plan covered by a fidelity bond2022-05-17100000
Other expenses paid from plan in this plan year2022-05-1725
Other income to plan in this plan year2022-05-174564
Plan net income in this plan year2022-05-1715393
Net assets as of the end of the plan year2022-05-17372797
Net assets as of the beginning of the plan year2022-05-17357404
Employer contributions to plan in this plan year2022-05-17315774
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-172005

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