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VOYAGER PEP 401k Plan overview

Plan NameVOYAGER PEP
Plan identification number 001

VOYAGER PEP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

401(K) ADMINISTRATIVE MANAGEMENT PROGRAM, INC. has sponsored the creation of one or more 401k plans.

Company Name:401(K) ADMINISTRATIVE MANAGEMENT PROGRAM, INC.
Employer identification number (EIN):854019239
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VOYAGER PEP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01ALYSSA CHELLEW
0012023-01-01
0012023-01-01ALYSSA CHELLEW
0012022-01-01
0012022-01-01
0012022-01-01SUSAN HARGROVE

Financial Data on VOYAGER PEP

Measure Date Value
2023 : VOYAGER PEP 2023 401k financial data
Transfers to/from the plan2023-12-31$19,697,688
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$5,440,043
Expenses. Total of all expenses incurred2023-12-31$1,248,585
Benefits paid (including direct rollovers)2023-12-31$1,178,752
Total plan assets at end of year2023-12-31$24,003,371
Total plan assets at beginning of year2023-12-31$114,225
Value of fidelity bond covering the plan2023-12-31$11,423
Total contributions received or receivable from participants2023-12-31$2,578,168
Contributions received from other sources (not participants or employers)2023-12-31$192,500
Other income received2023-12-31$1,710,704
Net income (gross income less expenses)2023-12-31$4,191,458
Net plan assets at end of year (total assets less liabilities)2023-12-31$24,003,371
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$114,225
Assets. Value of participant loans2023-12-31$461,584
Total contributions received or receivable from employer(s)2023-12-31$958,671
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$69,833
2022 : VOYAGER PEP 2022 401k financial data
Transfers to/from the plan2022-12-31$108,420
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$6,363
Expenses. Total of all expenses incurred2022-12-31$558
Benefits paid (including direct rollovers)2022-12-31$374
Total plan assets at end of year2022-12-31$114,225
Total plan assets at beginning of year2022-12-31$0
Value of fidelity bond covering the plan2022-12-31$2,500,000
Total contributions received or receivable from participants2022-12-31$7,270
Other income received2022-12-31$-907
Net income (gross income less expenses)2022-12-31$5,805
Net plan assets at end of year (total assets less liabilities)2022-12-31$114,225
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$184

Form 5500 Responses for VOYAGER PEP

2023: VOYAGER PEP 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: VOYAGER PEP 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01First time form 5500 has been submittedYes
2022-01-01Submission has been amendedYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number862322
Policy instance 10
Insurance contract or identification number862322
Number of Individuals Covered16
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number862226
Policy instance 9
Insurance contract or identification number862226
Number of Individuals Covered7
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number861990
Policy instance 8
Insurance contract or identification number861990
Number of Individuals Covered147
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number862072
Policy instance 7
Insurance contract or identification number862072
Number of Individuals Covered127
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $628
Total amount of fees paid to insurance companyUSD $0
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number861874
Policy instance 6
Insurance contract or identification number861874
Number of Individuals Covered60
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number861829
Policy instance 5
Insurance contract or identification number861829
Number of Individuals Covered169
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number861797
Policy instance 4
Insurance contract or identification number861797
Number of Individuals Covered54
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $910
Total amount of fees paid to insurance companyUSD $0
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number861835
Policy instance 3
Insurance contract or identification number861835
Number of Individuals Covered98
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number861702
Policy instance 2
Insurance contract or identification number861702
Number of Individuals Covered42
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number861562
Policy instance 1
Insurance contract or identification number861562
Number of Individuals Covered86
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $1
Total amount of fees paid to insurance companyUSD $0
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number861562
Policy instance 1
Insurance contract or identification number861562
Number of Individuals Covered69
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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

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