JEFFREY J. MCAULEY AGENCY, INC. PENSION PLAN 401k Plan overview

JEFFREY J. MCAULEY AGENCY, INC. PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	JEFFREY J. MCAULEY AGENCY, INC.
Employer identification number (EIN):	113473948
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Additional information about JEFFREY J. MCAULEY AGENCY, INC.

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1999-02-10
Company Identification Number:	2344557
Legal Registered Office Address:	440 WAVERLY AVE / SUITE #1 Suffolk PATCHOGUE United States of America (USA) 11772

More information about JEFFREY J. MCAULEY AGENCY, INC.

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01	JEFFREY J MCAULEY	2018-08-02
002	2017-01-01	JEFFREY J. MCAULEY	2018-07-31
002	2016-01-01	JEFFREY J MCAULEY	2017-02-28
002	2015-01-01	JEFFREY MCAULEY	2016-03-18
002	2014-01-01	JEFFREY MCAULEY	2015-06-04
002	2013-01-01	JEFFREY MCAULEY	2014-09-15
002	2012-01-01	JEFFREY MCAULEY	2013-04-25
002	2011-01-01	JEFFREY MCAULEY	2012-05-22
002	2010-01-01	JEFFREY MCAULEY	2011-06-27

Plan Statistics for JEFFREY J. MCAULEY AGENCY, INC. PENSION PLAN

Measure	Date	Value
2017: JEFFREY J. MCAULEY AGENCY, INC. PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	762,612
Acturial value of plan assets	2017-12-31	762,612
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	751,834
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	751,834
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	751,834
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	121,548
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	9,446
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	112,102
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	127,489
Total employer contributions	2017-12-31	30,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	27,629
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	116,711
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	23,352
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	23,352
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	27,629
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JEFFREY J. MCAULEY AGENCY, INC. PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	692,602
Acturial value of plan assets	2016-12-31	692,602
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	29,023
Active participant vested funding target	2016-12-31	684,796
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	684,796
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	713,819
Balance at beginning of prior year after applicable adjustments	2016-12-31	7,906
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	198,809
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	7,906
Amount remaining of prefunding balance	2016-12-31	198,809
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	7,428
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	65,245
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	121,548
Total employer contributions	2016-12-31	15,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	14,142
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	142,764
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	23,588
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	9,446
Additional cash requirement	2016-12-31	14,142
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	14,142
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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