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SELF EMPLOYED RETIREMENT 401k Plan overview

Plan NameSELF EMPLOYED RETIREMENT
Plan identification number 001

SELF EMPLOYED RETIREMENT 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

ANTONIO A LAUENGCO has sponsored the creation of one or more 401k plans.

Company Name:ANTONIO A LAUENGCO
Employer identification number (EIN):341333265
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SELF EMPLOYED RETIREMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01MONICA S LAUENGCO2020-10-13
0012018-01-01MONICA S LAUENGCO2019-09-25
0012017-01-01MONICA S LAUENGCO2018-10-09
0012016-01-01MONICA S LAUENGCO2017-10-11
0012015-01-01MONICA S LAUENGCO2016-10-14 MONICA S LAUENGCO2016-10-14
0012014-01-01MONICA S LAUENGCO2015-10-13
0012013-01-01MONICA S LAUENGCO2014-10-16
0012012-01-01MONICA S LAUENGCO2013-10-09
0012011-01-01MONICA S LAUENGCO2012-07-26
0012010-01-01MONICA S LAUENGCO
0012009-01-01MONICA S LAUENGCO

Plan Statistics for SELF EMPLOYED RETIREMENT

401k plan membership statisitcs for SELF EMPLOYED RETIREMENT

Measure Date Value
2010: SELF EMPLOYED RETIREMENT 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011
Number of participants with account balances2010-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-010
2009: SELF EMPLOYED RETIREMENT 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SELF EMPLOYED RETIREMENT

Measure Date Value
2010 : SELF EMPLOYED RETIREMENT 2010 401k financial data
Total income from all sources2010-12-31$3,876
Expenses. Total of all expenses incurred2010-12-31$2,419
Benefits paid (including direct rollovers)2010-12-31$2,390
Total plan assets at end of year2010-12-31$47,262
Total plan assets at beginning of year2010-12-31$45,805
Expenses. Other expenses not covered elsewhere2010-12-31$-1
Other income received2010-12-31$3,876
Net income (gross income less expenses)2010-12-31$1,457
Net plan assets at end of year (total assets less liabilities)2010-12-31$47,262
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$45,805
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$30

Form 5500 Responses for SELF EMPLOYED RETIREMENT

2010: SELF EMPLOYED RETIREMENT 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: SELF EMPLOYED RETIREMENT 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberHH1102
Policy instance 1
Insurance contract or identification numberHH1102
Number of Individuals Covered1
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $135
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $135
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerADMINISTRATIVE FEE
Insurance broker organization code?3
Insurance broker nameMARK WOOLHISER

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