401k Plan data: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN plan

PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

PENSION PLANNERS, INC. 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

PENSION PLANNERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: PENSION PLANNERS, INC.

Employer identification number (EIN): 202053740

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about PENSION PLANNERS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2004-12-27

Company Identification Number: P04000171961

Legal Registered Office Address: 1045 CROSSPOINTE DR SUITE 1

NAPLES

34110

More information about PENSION PLANNERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JAMES RALEY 2024-02-15
001 2021-01-01 JAMES RALEY 2023-03-14
001 2020-01-01 JAMES RALEY 2021-10-15
001 2019-01-01 JAMES RALEY 2020-10-15
001 2018-01-01 JAMES RALEY 2019-10-15
001 2017-01-01 JAMES RALEY
001 2016-01-01 JAMES RALEY
001 2015-01-01 JAMES RALEY
001 2014-01-01 JAMES RALEY
001 2013-01-01 JAMES RALEY
001 2012-01-01 JAMES RALEY
001 2011-01-01 JAMES RALEY
001 2009-01-01 JAMES RALEY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	JAMES RALEY	2024-02-15
001	2021-01-01	JAMES RALEY	2023-03-14
001	2020-01-01	JAMES RALEY	2021-10-15
001	2019-01-01	JAMES RALEY	2020-10-15
001	2018-01-01	JAMES RALEY	2019-10-15
001	2017-01-01	JAMES RALEY
001	2016-01-01	JAMES RALEY
001	2015-01-01	JAMES RALEY
001	2014-01-01	JAMES RALEY
001	2013-01-01	JAMES RALEY
001	2012-01-01	JAMES RALEY
001	2011-01-01	JAMES RALEY
001	2009-01-01	JAMES RALEY

Plan Statistics for PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 7
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
2016: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 8
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 7
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 6
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 7
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 6
2011: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 6
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
2009: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	7
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
2016: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	8
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	7
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	6
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	7
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	6
2011: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	6
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
2009: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2017 : PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$171,169
Expenses. Total of all expenses incurred	2017-12-31	$18,821
Benefits paid (including direct rollovers)	2017-12-31	$18,383
Total plan assets at end of year	2017-12-31	$614,208
Total plan assets at beginning of year	2017-12-31	$461,860
Value of fidelity bond covering the plan	2017-12-31	$10,000
Total contributions received or receivable from participants	2017-12-31	$59,983
Expenses. Other expenses not covered elsewhere	2017-12-31	$438
Other income received	2017-12-31	$48,912
Net income (gross income less expenses)	2017-12-31	$152,348
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$614,208
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$461,860
Assets. Value of participant loans	2017-12-31	$11,187
Assets. Value of real-estate (other than employer real property)	2017-12-31	$17,550
Total contributions received or receivable from employer(s)	2017-12-31	$62,274
2016 : PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$103,979
Expenses. Total of all expenses incurred	2016-12-31	$11,619
Benefits paid (including direct rollovers)	2016-12-31	$10,860
Total plan assets at end of year	2016-12-31	$461,860
Total plan assets at beginning of year	2016-12-31	$369,500
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$54,180
Expenses. Other expenses not covered elsewhere	2016-12-31	$759
Other income received	2016-12-31	$-9,993
Net income (gross income less expenses)	2016-12-31	$92,360
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$461,860
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$369,500
Assets. Value of participant loans	2016-12-31	$27,387
Assets. Value of real-estate (other than employer real property)	2016-12-31	$13,950
Total contributions received or receivable from employer(s)	2016-12-31	$59,792
2015 : PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$118,181
Expenses. Total of all expenses incurred	2015-12-31	$43,904
Benefits paid (including direct rollovers)	2015-12-31	$43,119
Total plan assets at end of year	2015-12-31	$369,500
Total plan assets at beginning of year	2015-12-31	$295,223
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$52,381
Expenses. Other expenses not covered elsewhere	2015-12-31	$397
Other income received	2015-12-31	$15,592
Net income (gross income less expenses)	2015-12-31	$74,277
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$369,500
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$295,223
Assets. Value of participant loans	2015-12-31	$0
Assets. Value of real-estate (other than employer real property)	2015-12-31	$13,284
Total contributions received or receivable from employer(s)	2015-12-31	$50,208
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$388
2014 : PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$48,626
Expenses. Total of all expenses incurred	2014-12-31	$24,687
Benefits paid (including direct rollovers)	2014-12-31	$24,087
Total plan assets at end of year	2014-12-31	$295,223
Total plan assets at beginning of year	2014-12-31	$271,284
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$3,480
Expenses. Other expenses not covered elsewhere	2014-12-31	$600
Other income received	2014-12-31	$22,047
Net income (gross income less expenses)	2014-12-31	$23,939
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$295,223
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$271,284
Assets. Value of participant loans	2014-12-31	$436
Assets. Value of real-estate (other than employer real property)	2014-12-31	$11,895
Total contributions received or receivable from employer(s)	2014-12-31	$23,099
2013 : PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$40,035
Expenses. Total of all expenses incurred	2013-12-31	$30,768
Benefits paid (including direct rollovers)	2013-12-31	$30,155
Total plan assets at end of year	2013-12-31	$271,284
Total plan assets at beginning of year	2013-12-31	$262,017
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$7,525
Expenses. Other expenses not covered elsewhere	2013-12-31	$325
Other income received	2013-12-31	$32,510
Net income (gross income less expenses)	2013-12-31	$9,267
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$271,284
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$262,017
Assets. Value of participant loans	2013-12-31	$12,116
Assets. Value of real-estate (other than employer real property)	2013-12-31	$13,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$288
2012 : PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$8,700
Expenses. Total of all expenses incurred	2012-12-31	$40,411
Benefits paid (including direct rollovers)	2012-12-31	$39,825
Total plan assets at end of year	2012-12-31	$262,017
Total plan assets at beginning of year	2012-12-31	$293,728
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$6,250
Expenses. Other expenses not covered elsewhere	2012-12-31	$286
Other income received	2012-12-31	$2,450
Net income (gross income less expenses)	2012-12-31	$-31,711
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$262,017
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$293,728
Assets. Value of participant loans	2012-12-31	$29,704
Assets. Value of real-estate (other than employer real property)	2012-12-31	$9,240
Total contributions received or receivable from employer(s)	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$300
2011 : PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$29,312
Expenses. Total of all expenses incurred	2011-12-31	$11,686
Benefits paid (including direct rollovers)	2011-12-31	$11,249
Total plan assets at end of year	2011-12-31	$293,728
Total plan assets at beginning of year	2011-12-31	$276,102
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$17,404
Expenses. Other expenses not covered elsewhere	2011-12-31	$437
Other income received	2011-12-31	$11,908
Net income (gross income less expenses)	2011-12-31	$17,626
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$293,728
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$276,102
Assets. Value of participant loans	2011-12-31	$49,930
Assets. Value of real-estate (other than employer real property)	2011-12-31	$13,500
2010 : PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$59,560
Expenses. Total of all expenses incurred	2010-12-31	$150,605
Benefits paid (including direct rollovers)	2010-12-31	$150,178
Total plan assets at end of year	2010-12-31	$276,102
Total plan assets at beginning of year	2010-12-31	$367,147
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$13,488
Expenses. Other expenses not covered elsewhere	2010-12-31	$427
Other income received	2010-12-31	$16,114
Net income (gross income less expenses)	2010-12-31	$-91,045
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$276,102
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$367,147
Assets. Value of participant loans	2010-12-31	$74,564
Assets. Value of real-estate (other than employer real property)	2010-12-31	$13,500
Total contributions received or receivable from employer(s)	2010-12-31	$29,958
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN

2017: PENSION PLANNERS, INC. 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: PENSION PLANNERS, INC. 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: PENSION PLANNERS, INC. 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: PENSION PLANNERS, INC. 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: PENSION PLANNERS, INC. 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: PENSION PLANNERS, INC. 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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PENSION PLANNERS, INC. 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 is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 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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Company Name:	PENSION PLANNERS, INC.
Employer identification number (EIN):	202053740
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2004-12-27
Company Identification Number:	P04000171961
Legal Registered Office Address:	1045 CROSSPOINTE DR SUITE 1 NAPLES 34110