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THE JAMES PETERS PENSION PLAN 401k Plan overview

Plan NameTHE JAMES PETERS PENSION PLAN
Plan identification number 002

THE JAMES PETERS PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

JAMES PETERS has sponsored the creation of one or more 401k plans.

Company Name:JAMES PETERS
Employer identification number (EIN):421263892
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JAMES PETERS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01JAMES PETERS
0022017-01-01JAMES PETERS
0022016-01-01JAMES PETERS
0022015-01-01JAMES PETERS
0022015-01-01JAMES PETERS
0022014-01-01DENNIS PRINSEN
0022013-01-01DENNIS PRINSEN
0022012-01-01DENNIS PRINSEN
0022011-01-01DENNIS W PRINSEN
0022009-01-01DENNIS PRINSEN

Plan Statistics for THE JAMES PETERS PENSION PLAN

401k plan membership statisitcs for THE JAMES PETERS PENSION PLAN

Measure Date Value
2021: THE JAMES PETERS PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE JAMES PETERS PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE JAMES PETERS PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE JAMES PETERS PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
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 balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE JAMES PETERS PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE JAMES PETERS PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE JAMES PETERS PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE JAMES PETERS PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: THE JAMES PETERS PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: THE JAMES PETERS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: THE JAMES PETERS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2009: THE JAMES PETERS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on THE JAMES PETERS PENSION PLAN

Measure Date Value
2021 : THE JAMES PETERS PENSION PLAN 2021 401k financial data
Total income from all sources2021-12-31$0
Expenses. Total of all expenses incurred2021-12-31$702,806
Benefits paid (including direct rollovers)2021-12-31$702,806
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$702,806
Net income (gross income less expenses)2021-12-31$-702,806
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$702,806
2020 : THE JAMES PETERS PENSION PLAN 2020 401k financial data
Total income from all sources2020-12-31$41,168
Total plan assets at end of year2020-12-31$702,806
Total plan assets at beginning of year2020-12-31$661,638
Other income received2020-12-31$18,768
Net income (gross income less expenses)2020-12-31$41,168
Net plan assets at end of year (total assets less liabilities)2020-12-31$702,806
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$661,638
Total contributions received or receivable from employer(s)2020-12-31$22,400
2019 : THE JAMES PETERS PENSION PLAN 2019 401k financial data
Total income from all sources2019-12-31$40,187
Total plan assets at end of year2019-12-31$661,638
Total plan assets at beginning of year2019-12-31$621,451
Other income received2019-12-31$14,987
Net income (gross income less expenses)2019-12-31$40,187
Net plan assets at end of year (total assets less liabilities)2019-12-31$661,638
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$621,451
Total contributions received or receivable from employer(s)2019-12-31$25,200
2018 : THE JAMES PETERS PENSION PLAN 2018 401k financial data
Total income from all sources2018-12-31$44,594
Total plan assets at end of year2018-12-31$621,451
Total plan assets at beginning of year2018-12-31$576,857
Other income received2018-12-31$18,374
Net income (gross income less expenses)2018-12-31$44,594
Net plan assets at end of year (total assets less liabilities)2018-12-31$621,451
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$576,857
Total contributions received or receivable from employer(s)2018-12-31$26,220
2017 : THE JAMES PETERS PENSION PLAN 2017 401k financial data
Total income from all sources2017-12-31$43,626
Total plan assets at end of year2017-12-31$576,857
Total plan assets at beginning of year2017-12-31$533,231
Other income received2017-12-31$17,926
Net income (gross income less expenses)2017-12-31$43,626
Net plan assets at end of year (total assets less liabilities)2017-12-31$576,857
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$533,231
Total contributions received or receivable from employer(s)2017-12-31$25,700
2016 : THE JAMES PETERS PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$39,570
Total plan assets at end of year2016-12-31$533,231
Total plan assets at beginning of year2016-12-31$493,661
Other income received2016-12-31$14,050
Net income (gross income less expenses)2016-12-31$39,570
Net plan assets at end of year (total assets less liabilities)2016-12-31$533,231
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$493,661
Total contributions received or receivable from employer(s)2016-12-31$25,520
2015 : THE JAMES PETERS PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$29,693
Total plan assets at end of year2015-12-31$493,661
Total plan assets at beginning of year2015-12-31$463,968
Other income received2015-12-31$4,693
Net income (gross income less expenses)2015-12-31$29,693
Net plan assets at end of year (total assets less liabilities)2015-12-31$493,661
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$463,968
Total contributions received or receivable from employer(s)2015-12-31$25,000
2014 : THE JAMES PETERS PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$30,422
Total plan assets at end of year2014-12-31$463,968
Total plan assets at beginning of year2014-12-31$433,546
Other income received2014-12-31$9,230
Net income (gross income less expenses)2014-12-31$30,422
Net plan assets at end of year (total assets less liabilities)2014-12-31$463,968
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$433,546
Total contributions received or receivable from employer(s)2014-12-31$21,192
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : THE JAMES PETERS PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$29,821
Total plan assets at end of year2013-12-31$433,546
Total plan assets at beginning of year2013-12-31$403,725
Other income received2013-12-31$6,041
Net income (gross income less expenses)2013-12-31$29,821
Net plan assets at end of year (total assets less liabilities)2013-12-31$433,546
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$403,725
Total contributions received or receivable from employer(s)2013-12-31$23,780
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : THE JAMES PETERS PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$63,126
Total plan assets at end of year2012-12-31$403,725
Total plan assets at beginning of year2012-12-31$340,599
Other income received2012-12-31$39,926
Net income (gross income less expenses)2012-12-31$63,126
Net plan assets at end of year (total assets less liabilities)2012-12-31$403,725
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$340,599
Total contributions received or receivable from employer(s)2012-12-31$23,200
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : THE JAMES PETERS PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$34,168
Total plan assets at end of year2011-12-31$340,599
Total plan assets at beginning of year2011-12-31$306,431
Other income received2011-12-31$11,088
Net income (gross income less expenses)2011-12-31$34,168
Net plan assets at end of year (total assets less liabilities)2011-12-31$340,599
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$306,431
Total contributions received or receivable from employer(s)2011-12-31$23,080
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : THE JAMES PETERS PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$37,208
Total plan assets at end of year2010-12-31$306,431
Total plan assets at beginning of year2010-12-31$269,223
Other income received2010-12-31$14,284
Net income (gross income less expenses)2010-12-31$37,208
Net plan assets at end of year (total assets less liabilities)2010-12-31$306,431
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$269,223
Total contributions received or receivable from employer(s)2010-12-31$22,924

Form 5500 Responses for THE JAMES PETERS PENSION PLAN

2021: THE JAMES PETERS PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE JAMES PETERS PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE JAMES PETERS PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE JAMES PETERS PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE JAMES PETERS PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE JAMES PETERS PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE JAMES PETERS PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE JAMES PETERS PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE JAMES PETERS PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE JAMES PETERS PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE JAMES PETERS PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE JAMES PETERS PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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