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PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan NamePENTA HOLDINGS, INC. 401(K) SAVINGS PLAN
Plan identification number 003

PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 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.
  • 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.
  • 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

PENTA HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name:PENTA HOLDINGS, INC.
Employer identification number (EIN):391699131
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-05-01KARL KOENIG2023-02-07
0032020-05-01KARL KOENIG2021-11-17
0032019-05-01KARL KOENIG2020-11-24
0032018-05-01ANNETTE SUVAKA2019-10-11
0032017-05-01
0032016-05-01
0032015-05-01
0032014-05-01
0032013-05-01ANNETTE SUVAKA
0032012-05-01ANNETTE SUVAKA
0032011-05-01ANNETTE SUVAKA
0032010-05-01ANNETTE SUVAKA2012-02-15

Plan Statistics for PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN

Measure Date Value
2021: PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-0177
Total number of active participants reported on line 7a of the Form 55002021-05-0134
Number of retired or separated participants receiving benefits2021-05-010
Number of other retired or separated participants entitled to future benefits2021-05-0141
Total of all active and inactive participants2021-05-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-05-010
Total participants2021-05-0175
Number of participants with account balances2021-05-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-05-015
2020: PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-0198
Total number of active participants reported on line 7a of the Form 55002020-05-0138
Number of retired or separated participants receiving benefits2020-05-010
Number of other retired or separated participants entitled to future benefits2020-05-0138
Total of all active and inactive participants2020-05-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-05-010
Total participants2020-05-0176
Number of participants with account balances2020-05-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-05-013
2019: PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-01106
Total number of active participants reported on line 7a of the Form 55002019-05-0167
Number of retired or separated participants receiving benefits2019-05-010
Number of other retired or separated participants entitled to future benefits2019-05-0131
Total of all active and inactive participants2019-05-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-05-010
Total participants2019-05-0198
Number of participants with account balances2019-05-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-05-011
2018: PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-01109
Total number of active participants reported on line 7a of the Form 55002018-05-0169
Number of retired or separated participants receiving benefits2018-05-010
Number of other retired or separated participants entitled to future benefits2018-05-0137
Total of all active and inactive participants2018-05-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-05-010
Total participants2018-05-01106
Number of participants with account balances2018-05-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-05-0119
2017: PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-01103
Total number of active participants reported on line 7a of the Form 55002017-05-0178
Number of retired or separated participants receiving benefits2017-05-010
Number of other retired or separated participants entitled to future benefits2017-05-0130
Total of all active and inactive participants2017-05-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-010
Total participants2017-05-01108
Number of participants with account balances2017-05-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-05-0112
2016: PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-01106
Total number of active participants reported on line 7a of the Form 55002016-05-0178
Number of retired or separated participants receiving benefits2016-05-010
Number of other retired or separated participants entitled to future benefits2016-05-0123
Total of all active and inactive participants2016-05-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-010
Total participants2016-05-01101
Number of participants with account balances2016-05-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-05-015
2015: PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-0189
Total number of active participants reported on line 7a of the Form 55002015-05-0179
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-0127
Total of all active and inactive participants2015-05-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-010
Total participants2015-05-01106
Number of participants with account balances2015-05-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-05-017
2014: PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-0187
Total number of active participants reported on line 7a of the Form 55002014-05-0159
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-0130
Total of all active and inactive participants2014-05-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-010
Total participants2014-05-0189
Number of participants with account balances2014-05-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-05-014
2013: PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-0177
Total number of active participants reported on line 7a of the Form 55002013-05-0155
Number of retired or separated participants receiving benefits2013-05-010
Number of other retired or separated participants entitled to future benefits2013-05-0131
Total of all active and inactive participants2013-05-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-010
Total participants2013-05-0186
Number of participants with account balances2013-05-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-012
2012: PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-0169
Total number of active participants reported on line 7a of the Form 55002012-05-0143
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-0132
Total of all active and inactive participants2012-05-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-010
Total participants2012-05-0175
Number of participants with account balances2012-05-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-013
2011: PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-0164
Total number of active participants reported on line 7a of the Form 55002011-05-0136
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-0130
Total of all active and inactive participants2011-05-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-010
Total participants2011-05-0166
Number of participants with account balances2011-05-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-011

Financial Data on PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN

Measure Date Value
2023 : PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2023 401k financial data
Total income from all sources2023-04-30$2,032,541
Expenses. Total of all expenses incurred2023-04-30$32,760
Benefits paid (including direct rollovers)2023-04-30$32,030
Total plan assets at end of year2023-04-30$12,356,110
Total plan assets at beginning of year2023-04-30$10,356,329
Value of fidelity bond covering the plan2023-04-30$1,000,000
Total contributions received or receivable from participants2023-04-30$334,182
Expenses. Other expenses not covered elsewhere2023-04-30$730
Contributions received from other sources (not participants or employers)2023-04-30$24,097
Other income received2023-04-30$1,575,587
Net income (gross income less expenses)2023-04-30$1,999,781
Net plan assets at end of year (total assets less liabilities)2023-04-30$12,356,110
Net plan assets at beginning of year (total assets less liabilities)2023-04-30$10,356,329
Assets. Value of participant loans2023-04-30$20,105
Assets. Value of employer securities2023-04-30$3,122,655
Total contributions received or receivable from employer(s)2023-04-30$98,675
2022 : PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2022 401k financial data
Total income from all sources2022-04-30$-194,164
Expenses. Total of all expenses incurred2022-04-30$589,773
Benefits paid (including direct rollovers)2022-04-30$562,266
Total plan assets at end of year2022-04-30$10,356,329
Total plan assets at beginning of year2022-04-30$11,140,266
Value of fidelity bond covering the plan2022-04-30$1,000,000
Total contributions received or receivable from participants2022-04-30$409,861
Contributions received from other sources (not participants or employers)2022-04-30$97,881
Other income received2022-04-30$-790,534
Net income (gross income less expenses)2022-04-30$-783,937
Net plan assets at end of year (total assets less liabilities)2022-04-30$10,356,329
Net plan assets at beginning of year (total assets less liabilities)2022-04-30$11,140,266
Assets. Value of participant loans2022-04-30$31,097
Assets. Value of employer securities2022-04-30$1,707,684
Total contributions received or receivable from employer(s)2022-04-30$88,628
Value of certain deemed distributions of participant loans2022-04-30$562
Expenses. Administrative service providers (salaries,fees and commissions)2022-04-30$26,945
2021 : PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2021 401k financial data
Total income from all sources2021-04-30$3,977,308
Expenses. Total of all expenses incurred2021-04-30$2,354,523
Benefits paid (including direct rollovers)2021-04-30$2,317,118
Total plan assets at end of year2021-04-30$11,140,266
Total plan assets at beginning of year2021-04-30$9,517,481
Value of fidelity bond covering the plan2021-04-30$1,000,000
Total contributions received or receivable from participants2021-04-30$447,395
Other income received2021-04-30$3,439,481
Net income (gross income less expenses)2021-04-30$1,622,785
Net plan assets at end of year (total assets less liabilities)2021-04-30$11,140,266
Net plan assets at beginning of year (total assets less liabilities)2021-04-30$9,517,481
Assets. Value of participant loans2021-04-30$58,612
Assets. Value of employer securities2021-04-30$1,757,052
Total contributions received or receivable from employer(s)2021-04-30$90,432
Expenses. Administrative service providers (salaries,fees and commissions)2021-04-30$37,405
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-04-30$0
2020 : PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2020 401k financial data
Total income from all sources2020-04-30$737,969
Expenses. Total of all expenses incurred2020-04-30$4,053,436
Benefits paid (including direct rollovers)2020-04-30$4,013,093
Total plan assets at end of year2020-04-30$9,517,481
Total plan assets at beginning of year2020-04-30$12,832,948
Value of fidelity bond covering the plan2020-04-30$1,000,000
Total contributions received or receivable from participants2020-04-30$623,327
Contributions received from other sources (not participants or employers)2020-04-30$18,098
Other income received2020-04-30$-32,519
Net income (gross income less expenses)2020-04-30$-3,315,467
Net plan assets at end of year (total assets less liabilities)2020-04-30$9,517,481
Net plan assets at beginning of year (total assets less liabilities)2020-04-30$12,832,948
Assets. Value of participant loans2020-04-30$62,758
Assets. Value of employer securities2020-04-30$1,378,176
Total contributions received or receivable from employer(s)2020-04-30$129,063
Expenses. Administrative service providers (salaries,fees and commissions)2020-04-30$40,343
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-04-30$0
2019 : PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2019 401k financial data
Total income from all sources2019-04-30$1,532,695
Expenses. Total of all expenses incurred2019-04-30$524,293
Benefits paid (including direct rollovers)2019-04-30$499,703
Total plan assets at end of year2019-04-30$12,832,948
Total plan assets at beginning of year2019-04-30$11,824,546
Value of fidelity bond covering the plan2019-04-30$1,000,000
Total contributions received or receivable from participants2019-04-30$802,261
Contributions received from other sources (not participants or employers)2019-04-30$14,086
Other income received2019-04-30$503,582
Net income (gross income less expenses)2019-04-30$1,008,402
Net plan assets at end of year (total assets less liabilities)2019-04-30$12,832,948
Net plan assets at beginning of year (total assets less liabilities)2019-04-30$11,824,546
Assets. Value of participant loans2019-04-30$89,178
Assets. Value of employer securities2019-04-30$1,433,075
Total contributions received or receivable from employer(s)2019-04-30$212,766
Expenses. Administrative service providers (salaries,fees and commissions)2019-04-30$24,590
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-04-30$0
2018 : PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2018 401k financial data
Total income from all sources2018-04-30$1,909,010
Expenses. Total of all expenses incurred2018-04-30$1,004,058
Benefits paid (including direct rollovers)2018-04-30$997,988
Total plan assets at end of year2018-04-30$11,824,546
Total plan assets at beginning of year2018-04-30$10,919,594
Value of fidelity bond covering the plan2018-04-30$1,000,000
Total contributions received or receivable from participants2018-04-30$831,972
Other income received2018-04-30$846,795
Net income (gross income less expenses)2018-04-30$904,952
Net plan assets at end of year (total assets less liabilities)2018-04-30$11,824,546
Net plan assets at beginning of year (total assets less liabilities)2018-04-30$10,919,594
Assets. Value of participant loans2018-04-30$28,541
Assets. Value of employer securities2018-04-30$1,563,768
Total contributions received or receivable from employer(s)2018-04-30$230,243
Value of certain deemed distributions of participant loans2018-04-30$205
Expenses. Administrative service providers (salaries,fees and commissions)2018-04-30$5,865
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-04-30$0
2017 : PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2017 401k financial data
Total income from all sources2017-04-30$1,797,853
Expenses. Total of all expenses incurred2017-04-30$209,250
Benefits paid (including direct rollovers)2017-04-30$204,141
Total plan assets at end of year2017-04-30$10,919,594
Total plan assets at beginning of year2017-04-30$9,330,991
Value of fidelity bond covering the plan2017-04-30$500,000
Total contributions received or receivable from participants2017-04-30$577,932
Contributions received from other sources (not participants or employers)2017-04-30$11,777
Other income received2017-04-30$1,026,493
Net income (gross income less expenses)2017-04-30$1,588,603
Net plan assets at end of year (total assets less liabilities)2017-04-30$10,919,594
Net plan assets at beginning of year (total assets less liabilities)2017-04-30$9,330,991
Assets. Value of participant loans2017-04-30$54,983
Assets. Value of employer securities2017-04-30$1,577,754
Total contributions received or receivable from employer(s)2017-04-30$181,651
Expenses. Administrative service providers (salaries,fees and commissions)2017-04-30$5,109
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-04-30$0
2016 : PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2016 401k financial data
Total income from all sources2016-04-30$840,003
Expenses. Total of all expenses incurred2016-04-30$44,936
Benefits paid (including direct rollovers)2016-04-30$40,343
Total plan assets at end of year2016-04-30$9,330,991
Total plan assets at beginning of year2016-04-30$8,535,924
Value of fidelity bond covering the plan2016-04-30$500,000
Total contributions received or receivable from participants2016-04-30$508,554
Contributions received from other sources (not participants or employers)2016-04-30$441
Other income received2016-04-30$181,803
Net income (gross income less expenses)2016-04-30$795,067
Net plan assets at end of year (total assets less liabilities)2016-04-30$9,330,991
Net plan assets at beginning of year (total assets less liabilities)2016-04-30$8,535,924
Assets. Value of participant loans2016-04-30$78,496
Assets. Value of employer securities2016-04-30$1,432,816
Total contributions received or receivable from employer(s)2016-04-30$149,205
Expenses. Administrative service providers (salaries,fees and commissions)2016-04-30$4,593
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-04-30$0
2015 : PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2015 401k financial data
Total income from all sources2015-04-30$1,158,883
Expenses. Total of all expenses incurred2015-04-30$924,952
Benefits paid (including direct rollovers)2015-04-30$919,623
Total plan assets at end of year2015-04-30$8,535,924
Total plan assets at beginning of year2015-04-30$8,301,993
Value of fidelity bond covering the plan2015-04-30$500,000
Total contributions received or receivable from participants2015-04-30$439,545
Other income received2015-04-30$631,572
Net income (gross income less expenses)2015-04-30$233,931
Net plan assets at end of year (total assets less liabilities)2015-04-30$8,535,924
Net plan assets at beginning of year (total assets less liabilities)2015-04-30$8,301,993
Assets. Value of participant loans2015-04-30$92,802
Assets. Value of employer securities2015-04-30$1,187,438
Total contributions received or receivable from employer(s)2015-04-30$87,766
Expenses. Administrative service providers (salaries,fees and commissions)2015-04-30$5,329
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-04-30$0
2014 : PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2014 401k financial data
Total income from all sources2014-04-30$1,334,299
Expenses. Total of all expenses incurred2014-04-30$578,169
Benefits paid (including direct rollovers)2014-04-30$573,912
Total plan assets at end of year2014-04-30$8,301,993
Total plan assets at beginning of year2014-04-30$7,545,863
Value of fidelity bond covering the plan2014-04-30$500,000
Total contributions received or receivable from participants2014-04-30$384,691
Other income received2014-04-30$847,948
Net income (gross income less expenses)2014-04-30$756,130
Net plan assets at end of year (total assets less liabilities)2014-04-30$8,301,993
Net plan assets at beginning of year (total assets less liabilities)2014-04-30$7,545,863
Assets. Value of participant loans2014-04-30$69,417
Assets. Value of employer securities2014-04-30$1,057,745
Total contributions received or receivable from employer(s)2014-04-30$101,660
Expenses. Administrative service providers (salaries,fees and commissions)2014-04-30$4,257
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-04-30$0
2013 : PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2013 401k financial data
Total income from all sources2013-04-30$1,221,763
Expenses. Total of all expenses incurred2013-04-30$264,629
Benefits paid (including direct rollovers)2013-04-30$260,646
Total plan assets at end of year2013-04-30$7,545,863
Total plan assets at beginning of year2013-04-30$6,588,729
Value of fidelity bond covering the plan2013-04-30$500,000
Total contributions received or receivable from participants2013-04-30$379,634
Other income received2013-04-30$737,959
Net income (gross income less expenses)2013-04-30$957,134
Net plan assets at end of year (total assets less liabilities)2013-04-30$7,545,863
Net plan assets at beginning of year (total assets less liabilities)2013-04-30$6,588,729
Assets. Value of participant loans2013-04-30$102,057
Assets. Value of employer securities2013-04-30$1,042,233
Total contributions received or receivable from employer(s)2013-04-30$104,170
Expenses. Administrative service providers (salaries,fees and commissions)2013-04-30$3,983
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-04-30$0
2012 : PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-04-30$0
Total income from all sources2012-04-30$319,185
Expenses. Total of all expenses incurred2012-04-30$82,608
Benefits paid (including direct rollovers)2012-04-30$79,098
Total plan assets at end of year2012-04-30$6,588,729
Total plan assets at beginning of year2012-04-30$6,352,152
Value of fidelity bond covering the plan2012-04-30$500,000
Total contributions received or receivable from participants2012-04-30$321,759
Other income received2012-04-30$-76,833
Net income (gross income less expenses)2012-04-30$236,577
Net plan assets at end of year (total assets less liabilities)2012-04-30$6,588,729
Net plan assets at beginning of year (total assets less liabilities)2012-04-30$6,352,152
Assets. Value of participant loans2012-04-30$99,763
Assets. Value of employer securities2012-04-30$936,253
Total contributions received or receivable from employer(s)2012-04-30$74,259
Expenses. Administrative service providers (salaries,fees and commissions)2012-04-30$3,510
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$0

Form 5500 Responses for PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN

2021: PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Submission has been amendedNo
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
2021-05-01Plan is a collectively bargained planNo
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement - TrustYes
2020: PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planNo
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement - TrustYes
2019: PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planNo
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement - TrustYes
2018: PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planNo
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement - TrustYes
2017: PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement - TrustYes
2016: PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement - TrustYes
2015: PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement - TrustYes
2014: PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement - TrustYes
2013: PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement - TrustYes
2012: PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: PENTA HOLDINGS, INC. 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513230-0000
Policy instance 1
Insurance contract or identification number513230-0000
Number of Individuals Covered75
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,161
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5161
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513230-0000
Policy instance 1
Insurance contract or identification number513230-0000
Number of Individuals Covered75
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $1,285
Total amount of fees paid to insurance companyUSD $8,534
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8534
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801637-000
Policy instance 1
Insurance contract or identification number801637-000
Number of Individuals Covered75
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $2,803
Total amount of fees paid to insurance companyUSD $5,706
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5706
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $2,803
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801637-000
Policy instance 1
Insurance contract or identification number801637-000
Number of Individuals Covered93
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $2,636
Total amount of fees paid to insurance companyUSD $6,219
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6219
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $2,636
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801637-000
Policy instance 1
Insurance contract or identification number801637-000
Number of Individuals Covered106
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $1,354
Total amount of fees paid to insurance companyUSD $3,193
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3193
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $1,354
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801637-000
Policy instance 1
Insurance contract or identification number801637-000
Number of Individuals Covered108
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $25,006
Total amount of fees paid to insurance companyUSD $9,073
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,006
Insurance broker organization code?3
Amount paid for insurance broker fees9073
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameSIKICH LLP
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801637-000
Policy instance 1
Insurance contract or identification number801637-000
Number of Individuals Covered92
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $18,478
Total amount of fees paid to insurance companyUSD $6,670
Are there contracts with allocated funds for individual policies?No
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?Yes
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractUNALLOCATED FUNDS
Commission paid to Insurance BrokerUSD $18,478
Insurance broker organization code?3
Amount paid for insurance broker fees6670
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameSIKICH LLP
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801637-000
Policy instance 1
Insurance contract or identification number801637-000
Number of Individuals Covered82
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $18,239
Total amount of fees paid to insurance companyUSD $6,506
Are there contracts with allocated funds for individual policies?No
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?Yes
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractUNALLOCATED FUNDS
Commission paid to Insurance BrokerUSD $18,239
Insurance broker organization code?3
Amount paid for insurance broker fees4872
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameSIKICH LLP
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801637-000
Policy instance 1
Insurance contract or identification number801637-000
Number of Individuals Covered86
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $17,556
Total amount of fees paid to insurance companyUSD $6,403
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractUNALLOCATED FUNDS
Commission paid to Insurance BrokerUSD $17,556
Insurance broker organization code?3
Amount paid for insurance broker fees6403
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameKOLB AND COMPANY RETIREMENT PLAN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801637-000
Policy instance 1
Insurance contract or identification number801637-000
Number of Individuals Covered75
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $13,192
Total amount of fees paid to insurance companyUSD $5,251
Are there contracts with allocated funds for individual policies?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,192
Insurance broker organization code?3
Amount paid for insurance broker fees5251
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameKOLB AND COMPANY RETIREMENT PLAN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801637-000
Policy instance 1
Insurance contract or identification number801637-000
Number of Individuals Covered66
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $7,346
Total amount of fees paid to insurance companyUSD $4,874
Are there contracts with allocated funds for individual policies?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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