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THE POOLED EMPLOYER PLAN OF AMERICA 401k Plan overview

Plan NameTHE POOLED EMPLOYER PLAN OF AMERICA
Plan identification number 103

THE POOLED EMPLOYER PLAN OF AMERICA 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

STANDARD RETIREMENT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:STANDARD RETIREMENT SERVICES, INC.
Employer identification number (EIN):251838406
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE POOLED EMPLOYER PLAN OF AMERICA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1032023-01-01THEODORE SCHMELZLE2024-10-09

Plan Statistics for THE POOLED EMPLOYER PLAN OF AMERICA

401k plan membership statisitcs for THE POOLED EMPLOYER PLAN OF AMERICA

Measure Date Value
2023: THE POOLED EMPLOYER PLAN OF AMERICA 2023 401k membership
Total participants, beginning-of-year2023-01-01756
Total number of active participants reported on line 7a of the Form 55002023-01-01750
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0197
Total of all active and inactive participants2023-01-01847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01847
Number of participants with account balances2023-01-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-012

Financial Data on THE POOLED EMPLOYER PLAN OF AMERICA

Measure Date Value
2023 : THE POOLED EMPLOYER PLAN OF AMERICA 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$3,241,892
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$10,463,507
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$5,100,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,971,130
Expenses. Certain deemed distributions of participant loans2023-12-31$22,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$4,771,641
Value of total assets at end of year2023-12-31$50,024,641
Value of total assets at beginning of year2023-12-31$41,420,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$107,322
Total interest from all sources2023-12-31$33,721
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$30,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$3,145,926
Participant contributions at end of year2023-12-31$459,718
Participant contributions at beginning of year2023-12-31$504,729
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$91,968
Other income not declared elsewhere2023-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$5,362,680
Value of net assets at end of year (total assets less liabilities)2023-12-31$50,024,641
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$41,420,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$49,564,923
Value of interest in pooled separate accounts at beginning of year2023-12-31$40,915,340
Interest on participant loans2023-12-31$33,721
Net investment gain/loss from pooled separate accounts2023-12-31$5,658,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,533,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,971,130
Contract administrator fees2023-12-31$107,322
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31411412669

Form 5500 Responses for THE POOLED EMPLOYER PLAN OF AMERICA

2023: THE POOLED EMPLOYER PLAN OF AMERICA 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number411412669103
Policy instance 1
Insurance contract or identification number411412669103
Number of Individuals Covered847
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Potentially related plans

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