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PFG RETIREMENT PLAN - MONEY PURCHASE 401k Plan overview

Plan NamePFG RETIREMENT PLAN - MONEY PURCHASE
Plan identification number 002

PFG RETIREMENT PLAN - MONEY PURCHASE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

POWER FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:POWER FINANCIAL GROUP, INC.
Employer identification number (EIN):510379383
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PFG RETIREMENT PLAN - MONEY PURCHASE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01ROSEMARIE ZERENNER
0022015-01-01ROSEMARIE ZERENNER ROSEMARIE ZERENNER
0022015-01-01ROSEMARIE ZERENNER
0022015-01-01 ROSEMARIE ZERENNER2016-10-07
0022014-01-01ROSEMARIE ZERENNER
0022013-01-01ROSEMARIE ZERENNER
0022012-01-01ROSEMARIE ZERENNER
0022011-01-01ROSEMARIE ZERENNER
0022010-01-01ROSEMARIE ZERENNER
0022009-01-01ROSEMARIE ZERENNER
0022009-01-01 ROSEMARIE ZERENNER2010-07-13

Plan Statistics for PFG RETIREMENT PLAN - MONEY PURCHASE

401k plan membership statisitcs for PFG RETIREMENT PLAN - MONEY PURCHASE

Measure Date Value
2016: PFG RETIREMENT PLAN - MONEY PURCHASE 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-010
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 participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PFG RETIREMENT PLAN - MONEY PURCHASE 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-010
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 participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PFG RETIREMENT PLAN - MONEY PURCHASE 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PFG RETIREMENT PLAN - MONEY PURCHASE 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PFG RETIREMENT PLAN - MONEY PURCHASE 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PFG RETIREMENT PLAN - MONEY PURCHASE 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PFG RETIREMENT PLAN - MONEY PURCHASE 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
2009: PFG RETIREMENT PLAN - MONEY PURCHASE 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016

Financial Data on PFG RETIREMENT PLAN - MONEY PURCHASE

Measure Date Value
2016 : PFG RETIREMENT PLAN - MONEY PURCHASE 2016 401k financial data
Total income from all sources2016-12-31$-1,652
Expenses. Total of all expenses incurred2016-12-31$16,569
Benefits paid (including direct rollovers)2016-12-31$16,569
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$18,221
Other income received2016-12-31$-1,652
Net income (gross income less expenses)2016-12-31$-18,221
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$18,221
2015 : PFG RETIREMENT PLAN - MONEY PURCHASE 2015 401k financial data
Total income from all sources2015-12-31$4,682
Expenses. Total of all expenses incurred2015-12-31$145,316
Benefits paid (including direct rollovers)2015-12-31$145,316
Total plan assets at end of year2015-12-31$18,221
Total plan assets at beginning of year2015-12-31$158,855
Value of fidelity bond covering the plan2015-12-31$1,000
Total contributions received or receivable from participants2015-12-31$2,982
Other income received2015-12-31$1,700
Net income (gross income less expenses)2015-12-31$-140,634
Net plan assets at end of year (total assets less liabilities)2015-12-31$18,221
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$158,855
2014 : PFG RETIREMENT PLAN - MONEY PURCHASE 2014 401k financial data
Total income from all sources2014-12-31$15,378
Expenses. Total of all expenses incurred2014-12-31$42,012
Benefits paid (including direct rollovers)2014-12-31$42,012
Total plan assets at end of year2014-12-31$158,855
Total plan assets at beginning of year2014-12-31$185,489
Value of fidelity bond covering the plan2014-12-31$1,000
Other income received2014-12-31$8,541
Net income (gross income less expenses)2014-12-31$-26,634
Net plan assets at end of year (total assets less liabilities)2014-12-31$158,855
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$185,489
Total contributions received or receivable from employer(s)2014-12-31$6,837
2013 : PFG RETIREMENT PLAN - MONEY PURCHASE 2013 401k financial data
Total income from all sources2013-12-31$26,712
Expenses. Total of all expenses incurred2013-12-31$2,340
Benefits paid (including direct rollovers)2013-12-31$2,340
Total plan assets at end of year2013-12-31$185,489
Total plan assets at beginning of year2013-12-31$161,117
Value of fidelity bond covering the plan2013-12-31$1,000
Other income received2013-12-31$18,483
Net income (gross income less expenses)2013-12-31$24,372
Net plan assets at end of year (total assets less liabilities)2013-12-31$185,489
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$161,117
Total contributions received or receivable from employer(s)2013-12-31$8,229
2012 : PFG RETIREMENT PLAN - MONEY PURCHASE 2012 401k financial data
Total income from all sources2012-12-31$21,678
Expenses. Total of all expenses incurred2012-12-31$24,850
Benefits paid (including direct rollovers)2012-12-31$24,850
Total plan assets at end of year2012-12-31$161,117
Total plan assets at beginning of year2012-12-31$164,289
Value of fidelity bond covering the plan2012-12-31$1,000
Other income received2012-12-31$13,612
Net income (gross income less expenses)2012-12-31$-3,172
Net plan assets at end of year (total assets less liabilities)2012-12-31$161,117
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$164,289
Total contributions received or receivable from employer(s)2012-12-31$8,066
2011 : PFG RETIREMENT PLAN - MONEY PURCHASE 2011 401k financial data
Total income from all sources2011-12-31$-3,008
Expenses. Total of all expenses incurred2011-12-31$547
Benefits paid (including direct rollovers)2011-12-31$547
Total plan assets at end of year2011-12-31$164,289
Total plan assets at beginning of year2011-12-31$167,844
Other income received2011-12-31$-11,984
Net income (gross income less expenses)2011-12-31$-3,555
Net plan assets at end of year (total assets less liabilities)2011-12-31$164,289
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$167,844
Total contributions received or receivable from employer(s)2011-12-31$8,976
2010 : PFG RETIREMENT PLAN - MONEY PURCHASE 2010 401k financial data
Total income from all sources2010-12-31$16,434
Total plan assets at end of year2010-12-31$167,844
Total plan assets at beginning of year2010-12-31$151,410
Other income received2010-12-31$7,821
Net income (gross income less expenses)2010-12-31$16,434
Net plan assets at end of year (total assets less liabilities)2010-12-31$167,844
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$151,410
Total contributions received or receivable from employer(s)2010-12-31$8,613

Form 5500 Responses for PFG RETIREMENT PLAN - MONEY PURCHASE

2016: PFG RETIREMENT PLAN - MONEY PURCHASE 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PFG RETIREMENT PLAN - MONEY PURCHASE 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PFG RETIREMENT PLAN - MONEY PURCHASE 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: PFG RETIREMENT PLAN - MONEY PURCHASE 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: PFG RETIREMENT PLAN - MONEY PURCHASE 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PFG RETIREMENT PLAN - MONEY PURCHASE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PFG RETIREMENT PLAN - MONEY PURCHASE 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PFG RETIREMENT PLAN - MONEY PURCHASE 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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