Ptg Management Company 401(k) Plan (terminated 2012): Login, Facts & Contact Information

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Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2012. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Ptg Management Company 401(k) Plan Facts (plan year 2012)

Plan name

RETIREMENT SAVINGS PLAN OF PTG MANAGEMENT CO. II

Plan type

401(k) with employer contributions and profit sharing

Plan sponsor

PTG MANAGEMENT COMPANY

Participants

1,122

Former employees with a balance

Employer contributions

$47,409 in plan year 2012 (23% of all contributions)

Plan year

Jan 1, 2012 – Jul 31, 2012

Plan established

Jan 1, 2004

✓ 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 2012 (Jan 1, 2012 – Jul 31, 2012), filed Feb 4, 2013. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2012

$204,398 went into the plan in contributions, $47,409 of it from the employer (23%).
$4.67 million was paid out to participants.
Investment and other income added $283,307.

How the Ptg Management Company 401(k) changed, 2009–2012

Plan year	Participants	Plan assets	Employer contributions	Benefits paid
2009	1,026	$3.47 million	$190,197	$447,468
2010	1,258	$4.28 million	$215,994	$274,879
2011	895	$4.20 million	$115,056	$361,790
2012 (final)	1,122	$0	$47,409	$4.67 million

Ptg Management Company 401(k) Contact Information

Phone

914-722-3291

Mailing address

503 10TH STREET WEST, PALMETTO FL 34221

Plan sponsor

PTG MANAGEMENT COMPANY

Employer identification number (EIN)

65-0428762

Plan number

003

Questions about the Ptg Management Company 401(k)

Is the Ptg Management Company 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2012.

Does Ptg Management Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2012 the employer contributed $47,409, 23% of all contributions.

Does the Ptg Management Company 401(k) have automatic enrollment?

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

How many people are in the Ptg Management Company 401(k) plan?

1,122 participants at the start of plan year 2012.

Who manages the Ptg Management Company 401(k) accounts?

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