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PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NamePENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN
Plan identification number 002

PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

PENSION ADVISORY GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:PENSION ADVISORY GROUP, INC.
Employer identification number (EIN):751972657
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about PENSION ADVISORY GROUP, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1984-07-12
Company Identification Number: 0071242800
Legal Registered Office Address: 134 ELDRIDGE RD STE D

SUGAR LAND
United States of America (USA)
77478

More information about PENSION ADVISORY GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-06-01
0022021-06-01JANET HINSON
0022020-06-01
0022020-06-01
0022019-06-01
0022018-06-01
0022017-06-01
0022016-06-01
0022015-06-01PAULETTE MOORE-HALL
0022014-06-01PAULETTE MOORE-HALL

Financial Data on PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-05-31$289,852
Total plan liabilities at beginning of year2022-05-31$448,251
Total income from all sources2022-05-31$29,455
Expenses. Total of all expenses incurred2022-05-31$42,939
Benefits paid (including direct rollovers)2022-05-31$37,100
Total plan assets at end of year2022-05-31$2,868,523
Total plan assets at beginning of year2022-05-31$3,040,406
Total contributions received or receivable from participants2022-05-31$0
Contributions received from other sources (not participants or employers)2022-05-31$0
Other income received2022-05-31$29,455
Net income (gross income less expenses)2022-05-31$-13,484
Net plan assets at end of year (total assets less liabilities)2022-05-31$2,578,671
Net plan assets at beginning of year (total assets less liabilities)2022-05-31$2,592,155
Assets. Value of assets in partnership/joint-venture interests2022-05-31$2,060,000
Total contributions received or receivable from employer(s)2022-05-31$0
Value of certain deemed distributions of participant loans2022-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-05-31$5,839
2021 : PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-05-31$2,728
Total income from all sources2021-05-31$897,094
Expenses. Total of all expenses incurred2021-05-31$141,951
Benefits paid (including direct rollovers)2021-05-31$115,328
Total plan assets at end of year2021-05-31$2,905,406
Total plan assets at beginning of year2021-05-31$2,152,991
Total contributions received or receivable from participants2021-05-31$0
Contributions received from other sources (not participants or employers)2021-05-31$0
Other income received2021-05-31$897,094
Net income (gross income less expenses)2021-05-31$755,143
Net plan assets at end of year (total assets less liabilities)2021-05-31$2,905,406
Net plan assets at beginning of year (total assets less liabilities)2021-05-31$2,150,263
Assets. Value of assets in partnership/joint-venture interests2021-05-31$2,250,919
Total contributions received or receivable from employer(s)2021-05-31$0
Value of certain deemed distributions of participant loans2021-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-05-31$26,623
2020 : PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-05-31$2,728
Total plan liabilities at beginning of year2020-05-31$2,728
Total income from all sources2020-05-31$88,303
Expenses. Total of all expenses incurred2020-05-31$43,227
Benefits paid (including direct rollovers)2020-05-31$34,400
Total plan assets at end of year2020-05-31$2,152,991
Total plan assets at beginning of year2020-05-31$2,107,915
Total contributions received or receivable from participants2020-05-31$0
Contributions received from other sources (not participants or employers)2020-05-31$0
Other income received2020-05-31$88,303
Net income (gross income less expenses)2020-05-31$45,076
Net plan assets at end of year (total assets less liabilities)2020-05-31$2,150,263
Net plan assets at beginning of year (total assets less liabilities)2020-05-31$2,105,187
Assets. Value of assets in partnership/joint-venture interests2020-05-31$1,520,000
Total contributions received or receivable from employer(s)2020-05-31$0
Value of certain deemed distributions of participant loans2020-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-05-31$8,827
2019 : PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-05-31$2,728
Total plan liabilities at beginning of year2019-05-31$2,728
Total income from all sources2019-05-31$-71,013
Expenses. Total of all expenses incurred2019-05-31$66,500
Benefits paid (including direct rollovers)2019-05-31$66,500
Total plan assets at end of year2019-05-31$2,107,915
Total plan assets at beginning of year2019-05-31$2,245,428
Total contributions received or receivable from participants2019-05-31$0
Expenses. Other expenses not covered elsewhere2019-05-31$0
Contributions received from other sources (not participants or employers)2019-05-31$0
Other income received2019-05-31$-71,013
Noncash contributions received2019-05-31$0
Net income (gross income less expenses)2019-05-31$-137,513
Net plan assets at end of year (total assets less liabilities)2019-05-31$2,105,187
Net plan assets at beginning of year (total assets less liabilities)2019-05-31$2,242,700
Assets. Value of assets in partnership/joint-venture interests2019-05-31$1,304,426
Total contributions received or receivable from employer(s)2019-05-31$0
Value of certain deemed distributions of participant loans2019-05-31$0
Value of corrective distributions2019-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-05-31$0
2018 : PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-05-31$2,728
Total plan liabilities at beginning of year2018-05-31$2,728
Total income from all sources2018-05-31$396,991
Expenses. Total of all expenses incurred2018-05-31$112,300
Benefits paid (including direct rollovers)2018-05-31$85,500
Total plan assets at end of year2018-05-31$2,245,428
Total plan assets at beginning of year2018-05-31$1,960,737
Total contributions received or receivable from participants2018-05-31$0
Assets. Value of loans (other than to participants)2018-05-31$372,319
Expenses. Other expenses not covered elsewhere2018-05-31$26,800
Contributions received from other sources (not participants or employers)2018-05-31$0
Other income received2018-05-31$396,991
Noncash contributions received2018-05-31$0
Net income (gross income less expenses)2018-05-31$284,691
Net plan assets at end of year (total assets less liabilities)2018-05-31$2,242,700
Net plan assets at beginning of year (total assets less liabilities)2018-05-31$1,958,009
Assets. Value of assets in partnership/joint-venture interests2018-05-31$1,137,275
Total contributions received or receivable from employer(s)2018-05-31$0
Value of certain deemed distributions of participant loans2018-05-31$0
Value of corrective distributions2018-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-05-31$0
2017 : PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-05-31$2,728
Total plan liabilities at beginning of year2017-05-31$2,728
Total income from all sources2017-05-31$-65,880
Expenses. Total of all expenses incurred2017-05-31$121,600
Benefits paid (including direct rollovers)2017-05-31$100,000
Total plan assets at end of year2017-05-31$1,960,737
Total plan assets at beginning of year2017-05-31$2,148,217
Total contributions received or receivable from participants2017-05-31$0
Assets. Value of loans (other than to participants)2017-05-31$570,712
Expenses. Other expenses not covered elsewhere2017-05-31$21,600
Contributions received from other sources (not participants or employers)2017-05-31$0
Other income received2017-05-31$-65,880
Noncash contributions received2017-05-31$0
Net income (gross income less expenses)2017-05-31$-187,480
Net plan assets at end of year (total assets less liabilities)2017-05-31$1,958,009
Net plan assets at beginning of year (total assets less liabilities)2017-05-31$2,145,489
Assets. Value of assets in partnership/joint-venture interests2017-05-31$501,000
Total contributions received or receivable from employer(s)2017-05-31$0
Value of certain deemed distributions of participant loans2017-05-31$0
Value of corrective distributions2017-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-05-31$0
2016 : PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-05-31$2,728
Total plan liabilities at beginning of year2016-05-31$2,728
Total income from all sources2016-05-31$11,284
Expenses. Total of all expenses incurred2016-05-31$37,750
Benefits paid (including direct rollovers)2016-05-31$0
Total plan assets at end of year2016-05-31$2,148,217
Total plan assets at beginning of year2016-05-31$2,174,683
Total contributions received or receivable from participants2016-05-31$0
Assets. Value of loans (other than to participants)2016-05-31$366,590
Expenses. Other expenses not covered elsewhere2016-05-31$26,319
Contributions received from other sources (not participants or employers)2016-05-31$0
Other income received2016-05-31$11,284
Noncash contributions received2016-05-31$0
Net income (gross income less expenses)2016-05-31$-26,466
Net plan assets at end of year (total assets less liabilities)2016-05-31$2,145,489
Net plan assets at beginning of year (total assets less liabilities)2016-05-31$2,171,955
Assets. Value of assets in partnership/joint-venture interests2016-05-31$468,654
Total contributions received or receivable from employer(s)2016-05-31$0
Value of certain deemed distributions of participant loans2016-05-31$0
Value of corrective distributions2016-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-05-31$11,431
2015 : PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-05-31$0
Total plan liabilities at end of year2015-05-31$2,728
Total plan liabilities at beginning of year2015-05-31$0
Total income from all sources2015-05-31$2,532,492
Expenses. Total of all expenses incurred2015-05-31$360,537
Benefits paid (including direct rollovers)2015-05-31$268,000
Total plan assets at end of year2015-05-31$2,174,683
Total plan assets at beginning of year2015-05-31$0
Total contributions received or receivable from participants2015-05-31$0
Assets. Value of loans (other than to participants)2015-05-31$422,870
Expenses. Other expenses not covered elsewhere2015-05-31$53,910
Contributions received from other sources (not participants or employers)2015-05-31$2,305,334
Other income received2015-05-31$227,158
Noncash contributions received2015-05-31$0
Net income (gross income less expenses)2015-05-31$2,171,955
Net plan assets at end of year (total assets less liabilities)2015-05-31$2,171,955
Net plan assets at beginning of year (total assets less liabilities)2015-05-31$0
Assets. Value of assets in partnership/joint-venture interests2015-05-31$376,850
Total contributions received or receivable from employer(s)2015-05-31$0
Value of certain deemed distributions of participant loans2015-05-31$0
Value of corrective distributions2015-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-05-31$38,627

Form 5500 Responses for PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN

2021: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement - TrustYes
2020: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Submission has been amendedYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2018: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01First time form 5500 has been submittedYes
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number3204946535
Policy instance 1
MHN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number3204946535
Policy instance 1
MHN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number3204946535
Policy instance 1

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