401k Plan data: FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLA plan

FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLA 401k Plan overview

Plan Name	FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLA
Plan identification number	002

FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLA Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covering Self-Employed individuals.

401k Sponsoring company profile

FINANCIAL SOLUTIONS PARTNERS LLC has sponsored the creation of one or more 401k plans.

Company Name: FINANCIAL SOLUTIONS PARTNERS LLC

Employer identification number (EIN): 200836291

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 GEORGE FEHLHABER 2015-09-24
002 2013-01-01 GEORGE FEHLHABER 2014-10-14
002 2012-01-01 GEORGE FEHLHABER 2013-10-15
002 2011-01-01 GEORGE FEHLHABER 2012-10-10
002 2010-01-01 GEORGE FEHLHABER 2011-10-10
002 2009-01-01 GEORGE FEHLHABER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	GEORGE FEHLHABER	2015-09-24
002	2013-01-01	GEORGE FEHLHABER	2014-10-14
002	2012-01-01	GEORGE FEHLHABER	2013-10-15
002	2011-01-01	GEORGE FEHLHABER	2012-10-10
002	2010-01-01	GEORGE FEHLHABER	2011-10-10
002	2009-01-01	GEORGE FEHLHABER

Plan Statistics for FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLA

401k plan membership statisitcs for FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLA

Measure Date Value
2017: FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLA 2017 401k membership
Market value of plan assets 2017-12-31 1,342,550
Acturial value of plan assets 2017-12-31 1,342,550
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 1,284,029
Number of active participants 2017-12-31 5
Total funding liabilities for active participants 2017-12-31 1,284,029
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 1,284,029
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 0
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 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 50,030
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 53,052
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 0
Total employer contributions 2017-12-31 291,805
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 2017-12-31 273,090
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 2017-12-31 141,037
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 82,516
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 82,516
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 273,090
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLA 2016 401k membership
Market value of plan assets 2016-12-31 1,109,037
Acturial value of plan assets 2016-12-31 1,109,037
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,058,323
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 1,058,323
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 1,058,323
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
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 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 143,495
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 152,449
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 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 159,000
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 2016-12-31 146,396
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 2016-12-31 147,080
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 96,366
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 0
Additional cash requirement 2016-12-31 96,366
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 146,396
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLA 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLA 2017 401k membership
Market value of plan assets	2017-12-31	1,342,550
Acturial value of plan assets	2017-12-31	1,342,550
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	1,284,029
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	1,284,029
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	1,284,029
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	0
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	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	50,030
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	53,052
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	0
Total employer contributions	2017-12-31	291,805
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	273,090
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	141,037
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	82,516
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	82,516
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	273,090
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLA 2016 401k membership
Market value of plan assets	2016-12-31	1,109,037
Acturial value of plan assets	2016-12-31	1,109,037
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,058,323
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	1,058,323
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	1,058,323
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
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	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	143,495
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	152,449
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	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	159,000
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	146,396
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	147,080
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	96,366
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	0
Additional cash requirement	2016-12-31	96,366
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	146,396
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLA 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLA

Measure	Date	Value
2009 : FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLA 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLA

2009: FINANCIAL SOLUTIONS PARTNERS LLC CASH BALANCE PLA 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FINANCIAL SOLUTIONS PARTNERS LLC
Employer identification number (EIN):	200836291
NAIC Classification:	523900