401k Plan data: PFSA 401(K) PLAN plan

PFSA 401(K) PLAN 401k Plan overview

Plan Name	PFSA 401(K) PLAN
Plan identification number	002

PFSA 401(K) PLAN Benefits

401k Plan Type

Defined 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

PORTUGUESE FRATERNAL SOCIETY OF AMERICA has sponsored the creation of one or more 401k plans.

Company Name: PORTUGUESE FRATERNAL SOCIETY OF AMERICA

Employer identification number (EIN): 940401320

NAIC Classification: 524290

Additional information about PORTUGUESE FRATERNAL SOCIETY OF AMERICA

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0013494

More information about PORTUGUESE FRATERNAL SOCIETY OF AMERICA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PFSA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01 JOHN SALVADOR 2021-04-12
002 2019-01-01 JOHN SALVADOR 2020-03-03
002 2018-01-01 JOHN SALVADOR 2019-04-11
002 2017-01-01 HELEN VIEIRA 2018-03-09
002 2016-01-01 HELEN VIEIRA 2017-02-24
002 2016-01-01 HELEN VIEIRA 2017-03-20
002 2015-01-01 HELEN D VIEIRA 2016-06-09 HELEN D VIEIRA 2016-06-09
002 2014-01-01 HELEN VIEIRA 2015-06-17 HELEN VIEIRA 2015-06-17
002 2013-01-01 HELEN VIEIRA 2014-11-20 HELEN VIEIRA 2014-11-20
002 2012-01-01 HELEN VIEIRA 2013-05-15 HELEN VIEIRA 2013-05-15
002 2011-01-01 HELEN VIEIRA 2012-06-01 HELEN VIEIRA 2012-06-01
002 2010-01-01 HELEN VIEIRA 2011-06-21 HELEN VIEIRA 2011-06-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01	JOHN SALVADOR	2021-04-12
002	2019-01-01	JOHN SALVADOR	2020-03-03
002	2018-01-01	JOHN SALVADOR	2019-04-11
002	2017-01-01	HELEN VIEIRA	2018-03-09
002	2016-01-01	HELEN VIEIRA	2017-02-24
002	2016-01-01	HELEN VIEIRA	2017-03-20
002	2015-01-01	HELEN D VIEIRA	2016-06-09	HELEN D VIEIRA	2016-06-09
002	2014-01-01	HELEN VIEIRA	2015-06-17	HELEN VIEIRA	2015-06-17
002	2013-01-01	HELEN VIEIRA	2014-11-20	HELEN VIEIRA	2014-11-20
002	2012-01-01	HELEN VIEIRA	2013-05-15	HELEN VIEIRA	2013-05-15
002	2011-01-01	HELEN VIEIRA	2012-06-01	HELEN VIEIRA	2012-06-01
002	2010-01-01	HELEN VIEIRA	2011-06-21	HELEN VIEIRA	2011-06-21

Financial Data on PFSA 401(K) PLAN

Measure	Date	Value
2013 : PFSA 401(K) PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$30,375
Expenses. Total of all expenses incurred	2013-12-31	$44,139
Benefits paid (including direct rollovers)	2013-12-31	$41,699
Total plan assets at end of year	2013-12-31	$153,083
Total plan assets at beginning of year	2013-12-31	$166,847
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,440
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$20,375
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-13,764
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$153,083
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$166,847
Total contributions received or receivable from employer(s)	2013-12-31	$10,000
2012 : PFSA 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$25,628
Expenses. Total of all expenses incurred	2012-12-31	$57,048
Benefits paid (including direct rollovers)	2012-12-31	$54,326
Total plan assets at end of year	2012-12-31	$166,847
Total plan assets at beginning of year	2012-12-31	$198,267
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$10
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$15,628
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-31,420
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$166,847
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$198,267
Total contributions received or receivable from employer(s)	2012-12-31	$10,000
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,712
2011 : PFSA 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$8,512
Expenses. Total of all expenses incurred	2011-12-31	$18,134
Benefits paid (including direct rollovers)	2011-12-31	$15,040
Total plan assets at end of year	2011-12-31	$198,267
Total plan assets at beginning of year	2011-12-31	$207,889
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-662
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-9,622
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$198,267
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$207,889
Total contributions received or receivable from employer(s)	2011-12-31	$9,174
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,094

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Company Name:	PORTUGUESE FRATERNAL SOCIETY OF AMERICA
Employer identification number (EIN):	940401320
NAIC Classification:	524290

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0013494