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| Plan Name | DEFINED CONTRIBUTION PENSION PLAN OF PHI BETA SIGMA FRATERNITY, INC |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | PHI BETA SIGMA FRATERNITY, INC |
| Employer identification number (EIN): | 111709989 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | WILLIAM FRAISER,JR | 2024-07-24 | ||
| 001 | 2022-01-01 | WILLIAM FRAISER,JR | 2023-07-21 | ||
| 001 | 2021-01-01 | WILLIAM FRAISER,JR | 2022-07-29 | ||
| 001 | 2020-01-01 | WILLIAM FRAISER,JR | 2021-08-09 | ||
| 001 | 2019-01-01 | WILLIAM FRAISER,JR | 2020-07-28 | ||
| 001 | 2018-01-01 | WILLIAM FRAISER,JR | 2019-07-22 | ||
| 001 | 2017-01-01 | WILLIAM FRASIER JR | 2018-07-30 | WILLIAM FRASIER JR | 2018-07-30 |
| 001 | 2016-01-01 | CHARLES ELLIS, INT'L TREASURER | 2017-07-28 | CHARLES ELLIS, INT'L TREASURER | 2017-07-28 |
| 001 | 2015-01-01 | CHARLES ELLIS, INT'L TREASURER | 2016-10-18 | CHARLES ELLIS, INT'L TREASURER | 2016-10-18 |
| 001 | 2014-01-01 | DARYL A ANDERSON | 2015-10-13 | ||
| 001 | 2013-01-01 | DARYL A ANDERSON | 2014-07-08 | ||
| 001 | 2012-01-01 | DARYL A ANDERSON | 2013-10-01 | ||
| 001 | 2011-01-01 | DARYL A. ANDERSON | 2012-10-13 | ||
| 001 | 2009-01-01 | PHI BETA SIGMA FRATERNITY |
| Measure | Date | Value |
|---|---|---|
| 2009: DEFINED CONTRIBUTION PENSION PLAN OF PHI BETA SIGMA FRATERNITY, INC 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 7 |
| Number of participants with account balances | 2009-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2010 : DEFINED CONTRIBUTION PENSION PLAN OF PHI BETA SIGMA FRATERNITY, INC 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $15,296 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $121 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $121 |
| Total plan assets at end of year | 2010-12-31 | $58,375 |
| Total plan assets at beginning of year | 2010-12-31 | $43,200 |
| Other income received | 2010-12-31 | $1,780 |
| Net income (gross income less expenses) | 2010-12-31 | $15,175 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $58,375 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $43,200 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $13,516 |
| 2009: DEFINED CONTRIBUTION PENSION PLAN OF PHI BETA SIGMA FRATERNITY, INC 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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