401k Plan data: THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN plan

THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN
Plan identification number	002

THE PENSION SPECIALISTS, LTD. 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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 SPECIALISTS, LTD. has sponsored the creation of one or more 401k plans.

Company Name: THE PENSION SPECIALISTS, LTD.

Employer identification number (EIN): 363592542

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ELLEN CHAMPION 2018-06-29 ELLEN CHAMPION 2018-06-29
002 2016-01-01 ELLEN CHAMPION 2017-04-03 ELLEN CHAMPION 2017-04-03
002 2015-01-01 ELLEN CHAMPION 2016-04-22 ELLEN CHAMPION 2016-04-22
002 2014-01-01 ELLEN CHAMPION 2015-06-01 ELLEN CHAMPION 2015-06-01
002 2013-01-01 JOEL RADAKOVITZ 2014-03-31 JOEL RADAKOVITZ 2014-03-31
002 2012-01-01 JOEL RADAKOVITZ 2013-07-31
002 2011-01-01 JOEL RADAKOVITZ 2012-10-15
002 2010-01-01 JOEL RADAKOVITZ
002 2009-01-01 JOEL RADAKOVITZ 2010-04-08
002 2009-01-01 JOEL RADAKOVITZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	ELLEN CHAMPION	2018-06-29	ELLEN CHAMPION	2018-06-29
002	2016-01-01	ELLEN CHAMPION	2017-04-03	ELLEN CHAMPION	2017-04-03
002	2015-01-01	ELLEN CHAMPION	2016-04-22	ELLEN CHAMPION	2016-04-22
002	2014-01-01	ELLEN CHAMPION	2015-06-01	ELLEN CHAMPION	2015-06-01
002	2013-01-01	JOEL RADAKOVITZ	2014-03-31	JOEL RADAKOVITZ	2014-03-31
002	2012-01-01	JOEL RADAKOVITZ	2013-07-31
002	2011-01-01	JOEL RADAKOVITZ	2012-10-15
002	2010-01-01	JOEL RADAKOVITZ
002	2009-01-01			JOEL RADAKOVITZ	2010-04-08
002	2009-01-01	JOEL RADAKOVITZ

Plan Statistics for THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN

Measure Date Value
2010: THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 26
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 12
Total of all active and inactive participants 2010-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 38
Number of participants with account balances 2010-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 28
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 9
Total of all active and inactive participants 2009-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 38
Number of participants with account balances 2009-01-01 38
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: THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	26
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	12
Total of all active and inactive participants	2010-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	38
Number of participants with account balances	2010-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	28
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	9
Total of all active and inactive participants	2009-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	38
Number of participants with account balances	2009-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2010 : THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$296,394
Expenses. Total of all expenses incurred	2010-12-31	$244,619
Benefits paid (including direct rollovers)	2010-12-31	$243,583
Total plan assets at end of year	2010-12-31	$1,548,586
Total plan assets at beginning of year	2010-12-31	$1,496,811
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$65,426
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,036
Contributions received from other sources (not participants or employers)	2010-12-31	$7,437
Other income received	2010-12-31	$170,618
Net income (gross income less expenses)	2010-12-31	$51,775
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,548,586
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,496,811
Assets. Value of participant loans	2010-12-31	$81,279
Total contributions received or receivable from employer(s)	2010-12-31	$52,913

Form 5500 Responses for THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN

2010: THE PENSION SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE PENSION SPECIALISTS, LTD. 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:	THE PENSION SPECIALISTS, LTD.
Employer identification number (EIN):	363592542
NAIC Classification:	524290