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WILLIAM H. GULLBORG PENSION PLAN 401k Plan overview

Plan NameWILLIAM H. GULLBORG PENSION PLAN
Plan identification number 001

WILLIAM H. GULLBORG PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Plan covering Self-Employed individuals.
  • 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

WILLIAM H. GULLBORG has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM H. GULLBORG
Employer identification number (EIN):251284572
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM H. GULLBORG PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01WILLIAM H. GULLBORG2016-01-19
0012014-01-01WILLIAM H. GULLBORG2015-07-02
0012013-01-01WILLIAM H. GULLBORG2014-07-23
0012012-01-01WILLIAM H. GULLBORG2013-07-23
0012011-01-01WILLIAM H. GULLBORG2012-09-19
0012009-01-01WILLIAM H. GULLBORG2010-07-27

Financial Data on WILLIAM H. GULLBORG PENSION PLAN

Measure Date Value
2015 : WILLIAM H. GULLBORG PENSION PLAN 2015 401k financial data
Total income from all sources2015-09-30$-136,406
Expenses. Total of all expenses incurred2015-09-30$3,008,649
Benefits paid (including direct rollovers)2015-09-30$3,008,649
Total plan assets at end of year2015-09-30$0
Total plan assets at beginning of year2015-09-30$3,145,055
Value of fidelity bond covering the plan2015-09-30$500,000
Other income received2015-09-30$-136,406
Net income (gross income less expenses)2015-09-30$-3,145,055
Net plan assets at end of year (total assets less liabilities)2015-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$3,145,055
2014 : WILLIAM H. GULLBORG PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$213,274
Expenses. Total of all expenses incurred2014-12-31$153,032
Benefits paid (including direct rollovers)2014-12-31$153,032
Total plan assets at end of year2014-12-31$3,145,055
Total plan assets at beginning of year2014-12-31$3,084,813
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$81,061
Net income (gross income less expenses)2014-12-31$60,242
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,145,055
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,084,813
Total contributions received or receivable from employer(s)2014-12-31$132,213
2013 : WILLIAM H. GULLBORG PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$363,318
Expenses. Total of all expenses incurred2013-12-31$164,184
Benefits paid (including direct rollovers)2013-12-31$164,184
Total plan assets at end of year2013-12-31$3,084,813
Total plan assets at beginning of year2013-12-31$2,885,679
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$263,544
Net income (gross income less expenses)2013-12-31$199,134
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,084,813
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,885,679
Total contributions received or receivable from employer(s)2013-12-31$99,774
2012 : WILLIAM H. GULLBORG PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$357,282
Expenses. Total of all expenses incurred2012-12-31$176,671
Benefits paid (including direct rollovers)2012-12-31$176,671
Total plan assets at end of year2012-12-31$2,885,679
Total plan assets at beginning of year2012-12-31$2,705,068
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$243,727
Net income (gross income less expenses)2012-12-31$180,611
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,885,679
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,705,068
Total contributions received or receivable from employer(s)2012-12-31$113,555
2011 : WILLIAM H. GULLBORG PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$143,602
Expenses. Total of all expenses incurred2011-12-31$139,199
Benefits paid (including direct rollovers)2011-12-31$139,199
Total plan assets at end of year2011-12-31$2,705,068
Total plan assets at beginning of year2011-12-31$2,700,665
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$18,013
Net income (gross income less expenses)2011-12-31$4,403
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,705,068
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,700,665
Total contributions received or receivable from employer(s)2011-12-31$125,589
2010 : WILLIAM H. GULLBORG PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$368,876
Expenses. Total of all expenses incurred2010-12-31$122,710
Benefits paid (including direct rollovers)2010-12-31$122,710
Total plan assets at end of year2010-12-31$2,700,665
Total plan assets at beginning of year2010-12-31$2,454,499
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$236,030
Net income (gross income less expenses)2010-12-31$246,166
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,700,665
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,454,499
Total contributions received or receivable from employer(s)2010-12-31$132,846

Form 5500 Responses for WILLIAM H. GULLBORG PENSION PLAN

2015: WILLIAM H. GULLBORG PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: WILLIAM H. GULLBORG PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: WILLIAM H. GULLBORG PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: WILLIAM H. GULLBORG PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: WILLIAM H. GULLBORG PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: WILLIAM H. GULLBORG 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 1

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