401k Plan data: THE HEITMEYER CONSULTING RETIREMENT PLAN plan

THE HEITMEYER CONSULTING RETIREMENT PLAN 401k Plan overview

Plan Name	THE HEITMEYER CONSULTING RETIREMENT PLAN
Plan identification number	001

THE HEITMEYER CONSULTING RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
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).
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE HEITMEYER GROUP has sponsored the creation of one or more 401k plans.

Company Name: THE HEITMEYER GROUP

Employer identification number (EIN): 311662353

NAIC Classification: 561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HEITMEYER CONSULTING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 NORM HEITMEYER 2018-12-07 NORM HEITMEYER 2018-12-07
001 2017-01-01 NORM HEITMEYER 2018-07-18 NORM HEITMEYER 2018-07-18
001 2016-01-01 NORM HEITMEYER 2017-09-21 NORM HEITMEYER 2017-09-21
001 2015-01-01 NORM HEITMEYER 2016-10-10 NORM HEITMEYER 2016-10-10
001 2014-01-01 NORM HEITMEYER 2015-09-14
001 2013-01-01 NORM HEITMEYER 2014-09-22
001 2012-01-01 NORM HEITMEYER 2013-09-09
001 2011-01-01 NORM HEITMEYER 2012-10-11
001 2010-01-01 NORM HEITMEYER 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	NORM HEITMEYER	2018-12-07	NORM HEITMEYER	2018-12-07
001	2017-01-01	NORM HEITMEYER	2018-07-18	NORM HEITMEYER	2018-07-18
001	2016-01-01	NORM HEITMEYER	2017-09-21	NORM HEITMEYER	2017-09-21
001	2015-01-01	NORM HEITMEYER	2016-10-10	NORM HEITMEYER	2016-10-10
001	2014-01-01	NORM HEITMEYER	2015-09-14
001	2013-01-01	NORM HEITMEYER	2014-09-22
001	2012-01-01	NORM HEITMEYER	2013-09-09
001	2011-01-01	NORM HEITMEYER	2012-10-11
001	2010-01-01	NORM HEITMEYER	2011-10-14

Plan Statistics for THE HEITMEYER CONSULTING RETIREMENT PLAN

401k plan membership statisitcs for THE HEITMEYER CONSULTING RETIREMENT PLAN

Measure Date Value
2018: THE HEITMEYER CONSULTING RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-10-31 0
Acturial value of plan assets 2018-10-31 0
Funding target for retired participants and beneficiaries receiving payment 2018-10-31 0
Number of terminated vested participants 2018-10-31 0
Fundng target for terminated vested participants 2018-10-31 0
Active participant vested funding target 2018-10-31 0
Number of active participants 2018-10-31 0
Total funding liabilities for active participants 2018-10-31 0
Total participant count 2018-10-31 0
Total funding target for all participants 2018-10-31 0
Balance at beginning of prior year after applicable adjustments 2018-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-10-31 0
Prefunding balanced used to offset prior years funding requirement 2018-10-31 0
Amount remaining of carryover balance 2018-10-31 0
Amount remaining of prefunding balance 2018-10-31 0
Present value of excess contributions 2018-10-31 94,100
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-10-31 89,009
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-10-31 0
Reductions in caryover balances due to elections or deemed elections 2018-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-10-31 0
Balance of carryovers at beginning of current year 2018-10-31 0
Balance of prefunding at beginning of current year 2018-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-10-31 0
Unpaid minimum required contributions for all prior years 2018-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-10-31 0
Remaining amount of unpaid minimum required contributions 2018-10-31 0
Minimum required contributions for current year target normal cost 2018-10-31 0
Net shortfall amortization installment of oustanding balance 2018-10-31 0
Waiver amortization installment 2018-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-10-31 0
Carryover balance elected to use to offset funding requirement 2018-10-31 0
Prefunding balance elected to use to offset funding requirement 2018-10-31 0
Additional cash requirement 2018-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-10-31 0
Unpaid minimum required contributions for current year 2018-10-31 0
Unpaid minimum required contributions for all years 2018-10-31 0
2017: THE HEITMEYER CONSULTING RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,121,166
Acturial value of plan assets 2017-12-31 1,121,166
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 9
Fundng target for terminated vested participants 2017-12-31 35,120
Active participant vested funding target 2017-12-31 872,171
Number of active participants 2017-12-31 10
Total funding liabilities for active participants 2017-12-31 872,171
Total participant count 2017-12-31 19
Total funding target for all participants 2017-12-31 907,291
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 92,526
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 87,363
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 2017-12-31 124,859
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 2017-12-31 121,481
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 2017-12-31 241,256
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 27,381
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 27,381
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 121,481
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: THE HEITMEYER CONSULTING RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 884,190
Acturial value of plan assets 2016-12-31 884,190
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 5
Fundng target for terminated vested participants 2016-12-31 32,966
Active participant vested funding target 2016-12-31 814,678
Number of active participants 2016-12-31 1
Total funding liabilities for active participants 2016-12-31 814,678
Total participant count 2016-12-31 6
Total funding target for all participants 2016-12-31 847,644
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 8,825
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 8,825
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 96,116
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 92,526
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 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 92,526
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2018: THE HEITMEYER CONSULTING RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-10-31	0
Acturial value of plan assets	2018-10-31	0
Funding target for retired participants and beneficiaries receiving payment	2018-10-31	0
Number of terminated vested participants	2018-10-31	0
Fundng target for terminated vested participants	2018-10-31	0
Active participant vested funding target	2018-10-31	0
Number of active participants	2018-10-31	0
Total funding liabilities for active participants	2018-10-31	0
Total participant count	2018-10-31	0
Total funding target for all participants	2018-10-31	0
Balance at beginning of prior year after applicable adjustments	2018-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-10-31	0
Prefunding balanced used to offset prior years funding requirement	2018-10-31	0
Amount remaining of carryover balance	2018-10-31	0
Amount remaining of prefunding balance	2018-10-31	0
Present value of excess contributions	2018-10-31	94,100
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-10-31	89,009
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-10-31	0
Reductions in caryover balances due to elections or deemed elections	2018-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-10-31	0
Balance of carryovers at beginning of current year	2018-10-31	0
Balance of prefunding at beginning of current year	2018-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-10-31	0
Unpaid minimum required contributions for all prior years	2018-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-10-31	0
Remaining amount of unpaid minimum required contributions	2018-10-31	0
Minimum required contributions for current year target normal cost	2018-10-31	0
Net shortfall amortization installment of oustanding balance	2018-10-31	0
Waiver amortization installment	2018-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-10-31	0
Carryover balance elected to use to offset funding requirement	2018-10-31	0
Prefunding balance elected to use to offset funding requirement	2018-10-31	0
Additional cash requirement	2018-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-10-31	0
Unpaid minimum required contributions for current year	2018-10-31	0
Unpaid minimum required contributions for all years	2018-10-31	0
2017: THE HEITMEYER CONSULTING RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,121,166
Acturial value of plan assets	2017-12-31	1,121,166
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	9
Fundng target for terminated vested participants	2017-12-31	35,120
Active participant vested funding target	2017-12-31	872,171
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	872,171
Total participant count	2017-12-31	19
Total funding target for all participants	2017-12-31	907,291
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	92,526
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	87,363
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	124,859
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	121,481
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	241,256
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	27,381
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	27,381
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	121,481
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THE HEITMEYER CONSULTING RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	884,190
Acturial value of plan assets	2016-12-31	884,190
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	5
Fundng target for terminated vested participants	2016-12-31	32,966
Active participant vested funding target	2016-12-31	814,678
Number of active participants	2016-12-31	1
Total funding liabilities for active participants	2016-12-31	814,678
Total participant count	2016-12-31	6
Total funding target for all participants	2016-12-31	847,644
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	8,825
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	8,825
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	96,116
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	92,526
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	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	92,526
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on THE HEITMEYER CONSULTING RETIREMENT PLAN

Measure	Date	Value
2010 : THE HEITMEYER CONSULTING RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$134,167
Expenses. Total of all expenses incurred	2010-12-31	$2,772
Total plan assets at end of year	2010-12-31	$271,371
Total plan assets at beginning of year	2010-12-31	$139,976
Value of fidelity bond covering the plan	2010-12-31	$25,000
Total contributions received or receivable from participants	2010-12-31	$85,395
Other income received	2010-12-31	$27,440
Net income (gross income less expenses)	2010-12-31	$131,395
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$271,371
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$139,976
Total contributions received or receivable from employer(s)	2010-12-31	$21,332
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,772

Potentially related plans

THE HEITMEYER 401(K) PLAN [EIN = 263119520]

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Company Name:	THE HEITMEYER GROUP
Employer identification number (EIN):	311662353
NAIC Classification:	561300