Pensco Services, Llc 401(k) Plan (terminated 2016): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2016. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Pensco Services, Llc 401(k) Plan Facts (plan year 2016)

Plan name
PENSCO 401(K) SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
PENSCO SERVICES, LLC
Participants
235
Former employees with a balance
0
Employer contributions
$73,231 in plan year 2016 (21% of all contributions)
Plan year
Jan 1, 2016 – Jun 30, 2016
Plan established
Jan 1, 1997
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2016 (Jan 1, 2016 – Jun 30, 2016), filed Oct 5, 2016. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2016

  • $354,528 went into the plan in contributions, $73,231 of it from the employer (21%).
  • $6.84 million was paid out to participants.
  • Investment and other income added $138,953.

How the Pensco Services, Llc 401(k) changed, 2011–2016

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201176$2.70 million$133,713$141,286
201286$4.24 million$176,751$852,343
2013166$5.08 million$181,403$766,771
2014179$5.83 million$249,745$647,771
2015213$6.43 million$263,098$490,981
2016 (final)235$0$73,231$6.84 million

Pensco Services, Llc 401(k) Contact Information

Phone
415-274-5600
Mailing address
595 MARKET STREET 4TH FLOOR, SAN FRANCISCO CA 941052907
Plan sponsor
PENSCO SERVICES, LLC
Employer identification number (EIN)
94-3107201
Plan number
001

Questions about the Pensco Services, Llc 401(k)

Is the Pensco Services, Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2016.

Does Pensco Services, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2016 the employer contributed $73,231, 21% of all contributions.

Does the Pensco Services, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Pensco Services, Llc 401(k) plan?

235 participants at the start of plan year 2016.

Who manages the Pensco Services, Llc 401(k) accounts?

Empower is the plan's recordkeeper, which is where participants log in to see their balance.

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