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THE PENSION COMPANY 401(K) 401k Plan overview

Plan NameTHE PENSION COMPANY 401(K)
Plan identification number 002

THE PENSION COMPANY 401(K) 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.
  • 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

THE PENSION COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE PENSION COMPANY
Employer identification number (EIN):232146574
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about THE PENSION COMPANY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1990-08-01
Company Identification Number: 0116146600
Legal Registered Office Address: 307 N WINDOMERE AVE

DALLAS
United States of America (USA)
75208

More information about THE PENSION COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PENSION COMPANY 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01
0022016-01-01WILLIAM WHEELER2017-10-13
0022015-01-01WILLIAM WHEELER2016-08-23
0022014-01-01PAUL ROGERS2015-05-04
0022013-01-01PAUL ROGERS2014-05-21
0022012-01-01PAUL ROGERS2013-06-28
0022011-01-01PAUL ROGERS2012-07-09
0022010-01-01FRANK A. PENSION2011-05-10

Plan Statistics for THE PENSION COMPANY 401(K)

401k plan membership statisitcs for THE PENSION COMPANY 401(K)

Measure Date Value
2018: THE PENSION COMPANY 401(K) 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Form 5500 Responses for THE PENSION COMPANY 401(K)

2018: THE PENSION COMPANY 401(K) 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes

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