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PHI KAPPA PHI MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NamePHI KAPPA PHI MONEY PURCHASE PENSION PLAN
Plan identification number 001

PHI KAPPA PHI MONEY PURCHASE PENSION PLAN 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

HONOR SOCIETY OF PHI KAPPA PHI has sponsored the creation of one or more 401k plans.

Company Name:HONOR SOCIETY OF PHI KAPPA PHI
Employer identification number (EIN):951856406
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about HONOR SOCIETY OF PHI KAPPA PHI

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 748087

More information about HONOR SOCIETY OF PHI KAPPA PHI

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHI KAPPA PHI MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01TRACI NAVARRE2022-06-24 TRACI NAVARRE2022-06-24
0012020-01-01TRACI NAVARRE2021-07-22 TRACI NAVARRE2021-07-22
0012019-01-01LOURDES BARRO2020-07-27 LOURDES BARRO2020-07-27
0012018-01-01LOURDES BARRO2019-07-30 LOURDES BARRO2019-07-30
0012017-01-01LOURDES BARRO2018-07-19 LOURDES BARRO2018-07-19
0012016-01-01LOURDES BARRO2017-06-28 LOURDES BARRO2017-06-28
0012015-01-01LOURDES BARRO2016-07-13 LOURDES BARRO2016-07-13
0012014-01-01LOURDES BARRO2015-05-20
0012013-01-01LOURDES BARRO2014-04-23
0012012-01-01LOURDES BARRO2013-04-10
0012011-01-01LOURDES BARRO2012-03-20
0012010-01-01LOURDES BARRO2011-04-12
0012009-01-01LOURDES BARRO

Plan Statistics for PHI KAPPA PHI MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for PHI KAPPA PHI MONEY PURCHASE PENSION PLAN

Measure Date Value
2009: PHI KAPPA PHI MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0122
Total number of active participants reported on line 7a of the Form 55002009-01-0119
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0126
Total participants2009-01-0126
Number of participants with account balances2009-01-0126

Financial Data on PHI KAPPA PHI MONEY PURCHASE PENSION PLAN

Measure Date Value
2009 : PHI KAPPA PHI MONEY PURCHASE PENSION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$95,552
Amount contributed by the employer to the plan for this plan year2009-12-31$95,552

Form 5500 Responses for PHI KAPPA PHI MONEY PURCHASE PENSION PLAN

2009: PHI KAPPA PHI MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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