401k Plan data: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN plan

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

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

PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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 Signed Name of Company Sponsor Date Sponsor Signed
002 2021-06-01
002 2020-06-01
002 2020-06-01
002 2019-06-01
002 2018-06-01
002 2017-06-01
002 2016-06-01
002 2015-06-01 PAULETTE MOORE-HALL
002 2014-06-01 PAULETTE MOORE-HALL

Plan Statistics for PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN

Measure Date Value
2021: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-06-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 0
Number of retired or separated participants receiving benefits 2021-06-01 0
Number of other retired or separated participants entitled to future benefits 2021-06-01 0
Total of all active and inactive participants 2021-06-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-06-01 1
Total participants 2021-06-01 1
Number of participants with account balances 2021-06-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-06-01 0
2020: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-06-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 1
Number of retired or separated participants receiving benefits 2020-06-01 0
Number of other retired or separated participants entitled to future benefits 2020-06-01 0
Total of all active and inactive participants 2020-06-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-06-01 0
Total participants 2020-06-01 1
Number of participants with account balances 2020-06-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-06-01 0
2019: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-06-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 1
Number of retired or separated participants receiving benefits 2019-06-01 0
Number of other retired or separated participants entitled to future benefits 2019-06-01 0
Total of all active and inactive participants 2019-06-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 0
Total participants 2019-06-01 1
Number of participants with account balances 2019-06-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-06-01 0
2018: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-06-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 1
Number of retired or separated participants receiving benefits 2018-06-01 0
Number of other retired or separated participants entitled to future benefits 2018-06-01 0
Total of all active and inactive participants 2018-06-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-06-01 0
Total participants 2018-06-01 1
Number of participants with account balances 2018-06-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-06-01 0
2017: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-06-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 1
Number of retired or separated participants receiving benefits 2017-06-01 0
Number of other retired or separated participants entitled to future benefits 2017-06-01 0
Total of all active and inactive participants 2017-06-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 0
Total participants 2017-06-01 1
Number of participants with account balances 2017-06-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 0
2016: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-06-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 1
Number of retired or separated participants receiving benefits 2016-06-01 0
Number of other retired or separated participants entitled to future benefits 2016-06-01 0
Total of all active and inactive participants 2016-06-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 0
Total participants 2016-06-01 1
Number of participants with account balances 2016-06-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 0
2015: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-06-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 2
Number of retired or separated participants receiving benefits 2015-06-01 0
Number of other retired or separated participants entitled to future benefits 2015-06-01 0
Total of all active and inactive participants 2015-06-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 0
Total participants 2015-06-01 2
Number of participants with account balances 2015-06-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 0
2014: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-06-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 1
Number of retired or separated participants receiving benefits 2014-06-01 0
Number of other retired or separated participants entitled to future benefits 2014-06-01 0
Total of all active and inactive participants 2014-06-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 0
Total participants 2014-06-01 1
Number of participants with account balances 2014-06-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 0

Measure	Date	Value
2021: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-06-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	0
Number of retired or separated participants receiving benefits	2021-06-01	0
Number of other retired or separated participants entitled to future benefits	2021-06-01	0
Total of all active and inactive participants	2021-06-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-06-01	1
Total participants	2021-06-01	1
Number of participants with account balances	2021-06-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-06-01	0
2020: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-06-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	1
Number of retired or separated participants receiving benefits	2020-06-01	0
Number of other retired or separated participants entitled to future benefits	2020-06-01	0
Total of all active and inactive participants	2020-06-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-06-01	0
Total participants	2020-06-01	1
Number of participants with account balances	2020-06-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-06-01	0
2019: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-06-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	1
Number of retired or separated participants receiving benefits	2019-06-01	0
Number of other retired or separated participants entitled to future benefits	2019-06-01	0
Total of all active and inactive participants	2019-06-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	0
Total participants	2019-06-01	1
Number of participants with account balances	2019-06-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-06-01	0
2018: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-06-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	1
Number of retired or separated participants receiving benefits	2018-06-01	0
Number of other retired or separated participants entitled to future benefits	2018-06-01	0
Total of all active and inactive participants	2018-06-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-06-01	0
Total participants	2018-06-01	1
Number of participants with account balances	2018-06-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-06-01	0
2017: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-06-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	1
Number of retired or separated participants receiving benefits	2017-06-01	0
Number of other retired or separated participants entitled to future benefits	2017-06-01	0
Total of all active and inactive participants	2017-06-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	0
Total participants	2017-06-01	1
Number of participants with account balances	2017-06-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	0
2016: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-06-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	1
Number of retired or separated participants receiving benefits	2016-06-01	0
Number of other retired or separated participants entitled to future benefits	2016-06-01	0
Total of all active and inactive participants	2016-06-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	0
Total participants	2016-06-01	1
Number of participants with account balances	2016-06-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	0
2015: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-06-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	2
Number of retired or separated participants receiving benefits	2015-06-01	0
Number of other retired or separated participants entitled to future benefits	2015-06-01	0
Total of all active and inactive participants	2015-06-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	0
Total participants	2015-06-01	2
Number of participants with account balances	2015-06-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	0
2014: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-06-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	1
Number of retired or separated participants receiving benefits	2014-06-01	0
Number of other retired or separated participants entitled to future benefits	2014-06-01	0
Total of all active and inactive participants	2014-06-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	0
Total participants	2014-06-01	1
Number of participants with account balances	2014-06-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	0

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 year	2022-05-31	$289,852
Total plan liabilities at beginning of year	2022-05-31	$448,251
Total income from all sources	2022-05-31	$29,455
Expenses. Total of all expenses incurred	2022-05-31	$42,939
Benefits paid (including direct rollovers)	2022-05-31	$37,100
Total plan assets at end of year	2022-05-31	$2,868,523
Total plan assets at beginning of year	2022-05-31	$3,040,406
Total contributions received or receivable from participants	2022-05-31	$0
Contributions received from other sources (not participants or employers)	2022-05-31	$0
Other income received	2022-05-31	$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 interests	2022-05-31	$2,060,000
Total contributions received or receivable from employer(s)	2022-05-31	$0
Value of certain deemed distributions of participant loans	2022-05-31	$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 year	2021-05-31	$2,728
Total income from all sources	2021-05-31	$897,094
Expenses. Total of all expenses incurred	2021-05-31	$141,951
Benefits paid (including direct rollovers)	2021-05-31	$115,328
Total plan assets at end of year	2021-05-31	$2,905,406
Total plan assets at beginning of year	2021-05-31	$2,152,991
Total contributions received or receivable from participants	2021-05-31	$0
Contributions received from other sources (not participants or employers)	2021-05-31	$0
Other income received	2021-05-31	$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 interests	2021-05-31	$2,250,919
Total contributions received or receivable from employer(s)	2021-05-31	$0
Value of certain deemed distributions of participant loans	2021-05-31	$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 year	2020-05-31	$2,728
Total plan liabilities at beginning of year	2020-05-31	$2,728
Total income from all sources	2020-05-31	$88,303
Expenses. Total of all expenses incurred	2020-05-31	$43,227
Benefits paid (including direct rollovers)	2020-05-31	$34,400
Total plan assets at end of year	2020-05-31	$2,152,991
Total plan assets at beginning of year	2020-05-31	$2,107,915
Total contributions received or receivable from participants	2020-05-31	$0
Contributions received from other sources (not participants or employers)	2020-05-31	$0
Other income received	2020-05-31	$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 interests	2020-05-31	$1,520,000
Total contributions received or receivable from employer(s)	2020-05-31	$0
Value of certain deemed distributions of participant loans	2020-05-31	$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 year	2019-05-31	$2,728
Total plan liabilities at beginning of year	2019-05-31	$2,728
Total income from all sources	2019-05-31	$-71,013
Expenses. Total of all expenses incurred	2019-05-31	$66,500
Benefits paid (including direct rollovers)	2019-05-31	$66,500
Total plan assets at end of year	2019-05-31	$2,107,915
Total plan assets at beginning of year	2019-05-31	$2,245,428
Total contributions received or receivable from participants	2019-05-31	$0
Expenses. Other expenses not covered elsewhere	2019-05-31	$0
Contributions received from other sources (not participants or employers)	2019-05-31	$0
Other income received	2019-05-31	$-71,013
Noncash contributions received	2019-05-31	$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 interests	2019-05-31	$1,304,426
Total contributions received or receivable from employer(s)	2019-05-31	$0
Value of certain deemed distributions of participant loans	2019-05-31	$0
Value of corrective distributions	2019-05-31	$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 year	2018-05-31	$2,728
Total plan liabilities at beginning of year	2018-05-31	$2,728
Total income from all sources	2018-05-31	$396,991
Expenses. Total of all expenses incurred	2018-05-31	$112,300
Benefits paid (including direct rollovers)	2018-05-31	$85,500
Total plan assets at end of year	2018-05-31	$2,245,428
Total plan assets at beginning of year	2018-05-31	$1,960,737
Total contributions received or receivable from participants	2018-05-31	$0
Assets. Value of loans (other than to participants)	2018-05-31	$372,319
Expenses. Other expenses not covered elsewhere	2018-05-31	$26,800
Contributions received from other sources (not participants or employers)	2018-05-31	$0
Other income received	2018-05-31	$396,991
Noncash contributions received	2018-05-31	$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 interests	2018-05-31	$1,137,275
Total contributions received or receivable from employer(s)	2018-05-31	$0
Value of certain deemed distributions of participant loans	2018-05-31	$0
Value of corrective distributions	2018-05-31	$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 year	2017-05-31	$2,728
Total plan liabilities at beginning of year	2017-05-31	$2,728
Total income from all sources	2017-05-31	$-65,880
Expenses. Total of all expenses incurred	2017-05-31	$121,600
Benefits paid (including direct rollovers)	2017-05-31	$100,000
Total plan assets at end of year	2017-05-31	$1,960,737
Total plan assets at beginning of year	2017-05-31	$2,148,217
Total contributions received or receivable from participants	2017-05-31	$0
Assets. Value of loans (other than to participants)	2017-05-31	$570,712
Expenses. Other expenses not covered elsewhere	2017-05-31	$21,600
Contributions received from other sources (not participants or employers)	2017-05-31	$0
Other income received	2017-05-31	$-65,880
Noncash contributions received	2017-05-31	$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 interests	2017-05-31	$501,000
Total contributions received or receivable from employer(s)	2017-05-31	$0
Value of certain deemed distributions of participant loans	2017-05-31	$0
Value of corrective distributions	2017-05-31	$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 year	2016-05-31	$2,728
Total plan liabilities at beginning of year	2016-05-31	$2,728
Total income from all sources	2016-05-31	$11,284
Expenses. Total of all expenses incurred	2016-05-31	$37,750
Benefits paid (including direct rollovers)	2016-05-31	$0
Total plan assets at end of year	2016-05-31	$2,148,217
Total plan assets at beginning of year	2016-05-31	$2,174,683
Total contributions received or receivable from participants	2016-05-31	$0
Assets. Value of loans (other than to participants)	2016-05-31	$366,590
Expenses. Other expenses not covered elsewhere	2016-05-31	$26,319
Contributions received from other sources (not participants or employers)	2016-05-31	$0
Other income received	2016-05-31	$11,284
Noncash contributions received	2016-05-31	$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 interests	2016-05-31	$468,654
Total contributions received or receivable from employer(s)	2016-05-31	$0
Value of certain deemed distributions of participant loans	2016-05-31	$0
Value of corrective distributions	2016-05-31	$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 plan	2015-05-31	$0
Total plan liabilities at end of year	2015-05-31	$2,728
Total plan liabilities at beginning of year	2015-05-31	$0
Total income from all sources	2015-05-31	$2,532,492
Expenses. Total of all expenses incurred	2015-05-31	$360,537
Benefits paid (including direct rollovers)	2015-05-31	$268,000
Total plan assets at end of year	2015-05-31	$2,174,683
Total plan assets at beginning of year	2015-05-31	$0
Total contributions received or receivable from participants	2015-05-31	$0
Assets. Value of loans (other than to participants)	2015-05-31	$422,870
Expenses. Other expenses not covered elsewhere	2015-05-31	$53,910
Contributions received from other sources (not participants or employers)	2015-05-31	$2,305,334
Other income received	2015-05-31	$227,158
Noncash contributions received	2015-05-31	$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 interests	2015-05-31	$376,850
Total contributions received or receivable from employer(s)	2015-05-31	$0
Value of certain deemed distributions of participant loans	2015-05-31	$0
Value of corrective distributions	2015-05-31	$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
2021-06-01	Type of plan entity	Single employer plan
2021-06-01	Plan funding arrangement – Trust	Yes
2021-06-01	Plan benefit arrangement - Trust	Yes
2020: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-06-01	Type of plan entity	Single employer plan
2020-06-01	Submission has been amended	Yes
2020-06-01	Plan funding arrangement – Trust	Yes
2020-06-01	Plan benefit arrangement - Trust	Yes
2019: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-06-01	Type of plan entity	Single employer plan
2019-06-01	Plan funding arrangement – Trust	Yes
2019-06-01	Plan benefit arrangement - Trust	Yes
2018: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-06-01	Type of plan entity	Single employer plan
2018-06-01	Submission has been amended	No
2018-06-01	This submission is the final filing	No
2018-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-06-01	Plan is a collectively bargained plan	No
2018-06-01	Plan funding arrangement – Trust	Yes
2018-06-01	Plan benefit arrangement - Trust	Yes
2017: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	Submission has been amended	No
2017-06-01	This submission is the final filing	No
2017-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-06-01	Plan is a collectively bargained plan	No
2017-06-01	Plan funding arrangement – Insurance	Yes
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement – Insurance	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Submission has been amended	No
2016-06-01	This submission is the final filing	No
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-06-01	Plan is a collectively bargained plan	No
2016-06-01	Plan funding arrangement – Insurance	Yes
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement – Insurance	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Submission has been amended	No
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	No
2015-06-01	Plan funding arrangement – Insurance	Yes
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement – Insurance	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: PENSION ADVISORY GROUP, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	First time form 5500 has been submitted	Yes
2014-06-01	Submission has been amended	No
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-06-01	Plan is a collectively bargained plan	No
2014-06-01	Plan funding arrangement – Insurance	Yes
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement – Insurance	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

3204946535

Policy instance

Insurance contract or identification number	3204946535
Number of Individuals Covered	1
Insurance policy start date	2017-06-01
Insurance policy end date	2018-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

MHN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

3204946535

Policy instance

Insurance contract or identification number	3204946535
Number of Individuals Covered	1
Insurance policy start date	2015-06-01
Insurance policy end date	2016-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Insurance broker organization code?	0
Insurance broker name

MHN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

3204946535

Policy instance

Insurance contract or identification number	3204946535
Number of Individuals Covered	1
Insurance policy start date	2014-06-01
Insurance policy end date	2015-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Insurance broker organization code?	0
Insurance broker name

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

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