PACIFIC PENSION & BENEFIT SERVICES, INC. has sponsored the creation of one or more 401k plans.
Additional information about PACIFIC PENSION & BENEFIT SERVICES, INC.
Submission information for form 5500 for 401k plan PACIFIC PENSION & BENEFIT SERVICES, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for PACIFIC PENSION & BENEFIT SERVICES, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2015: PACIFIC PENSION & BENEFIT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 4 |
| Number of participants with account balances | 2015-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| 2014: PACIFIC PENSION & BENEFIT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 6 |
| Number of participants with account balances | 2014-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: PACIFIC PENSION & BENEFIT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 6 |
| Number of participants with account balances | 2013-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: PACIFIC PENSION & BENEFIT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 5 |
| Number of participants with account balances | 2012-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: PACIFIC PENSION & BENEFIT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 5 |
| Number of participants with account balances | 2011-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2015 : PACIFIC PENSION & BENEFIT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $85,522 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $218,334 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $215,808 |
| Total plan assets at end of year | 2015-12-31 | $621,755 |
| Total plan assets at beginning of year | 2015-12-31 | $754,567 |
| Value of fidelity bond covering the plan | 2015-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $57,608 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-3,325 |
| Net income (gross income less expenses) | 2015-12-31 | $-132,812 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $621,755 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $754,567 |
| Assets. Value of participant loans | 2015-12-31 | $14,303 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $80,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $31,239 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,526 |
| 2014 : PACIFIC PENSION & BENEFIT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $119,517 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $2,786 |
| Total plan assets at end of year | 2014-12-31 | $754,567 |
| Total plan assets at beginning of year | 2014-12-31 | $637,836 |
| Value of fidelity bond covering the plan | 2014-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $65,294 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $36,431 |
| Net income (gross income less expenses) | 2014-12-31 | $116,731 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $754,567 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $637,836 |
| Assets. Value of participant loans | 2014-12-31 | $25,742 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $80,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $17,792 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,786 |
| 2013 : PACIFIC PENSION & BENEFIT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $168,289 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $2,249 |
| Total plan assets at end of year | 2013-12-31 | $637,836 |
| Total plan assets at beginning of year | 2013-12-31 | $471,796 |
| Value of fidelity bond covering the plan | 2013-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $40,297 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $760 |
| Other income received | 2013-12-31 | $80,036 |
| Net income (gross income less expenses) | 2013-12-31 | $166,040 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $637,836 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $471,796 |
| Assets. Value of participant loans | 2013-12-31 | $25,056 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $80,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $47,196 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,249 |
| 2012 : PACIFIC PENSION & BENEFIT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $61,076 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $12,325 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $10,327 |
| Total plan assets at end of year | 2012-12-31 | $471,796 |
| Total plan assets at beginning of year | 2012-12-31 | $423,045 |
| Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $14,935 |
| Other income received | 2012-12-31 | $46,141 |
| Net income (gross income less expenses) | 2012-12-31 | $48,751 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $471,796 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $423,045 |
| Assets. Value of participant loans | 2012-12-31 | $32,941 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $80,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,998 |
| 2011 : PACIFIC PENSION & BENEFIT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $8,445 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $132,799 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $130,753 |
| Total plan assets at end of year | 2011-12-31 | $423,045 |
| Total plan assets at beginning of year | 2011-12-31 | $547,399 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $9,643 |
| Other income received | 2011-12-31 | $-1,198 |
| Net income (gross income less expenses) | 2011-12-31 | $-124,354 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $423,045 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $547,399 |
| Assets. Value of participant loans | 2011-12-31 | $43,510 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $80,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,046 |
| 2015: PACIFIC PENSION & BENEFIT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PACIFIC PENSION & BENEFIT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PACIFIC PENSION & BENEFIT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: PACIFIC PENSION & BENEFIT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: PACIFIC PENSION & BENEFIT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 56462 |
| Policy instance | 1 |
| Insurance contract or identification number | 56462 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $133 | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 133 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker organization code? | 5 | | Insurance broker name | PACIFIC COASTAL PENSION SERVICES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 56462 |
| Policy instance | 1 |
| Insurance contract or identification number | 56462 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 56462 |
| Policy instance | 1 |
| Insurance contract or identification number | 56462 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | 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? | Yes | | 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 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 56462 |
| Policy instance | 1 |
| Insurance contract or identification number | 56462 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | 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? | Yes | | 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 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 56462 |
| Policy instance | 1 |
| Insurance contract or identification number | 56462 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $25 | | 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? | Yes | | 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 |
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