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WILLIAM J MATSCHKE RETIREMENT PLAN 401k Plan overview

Plan NameWILLIAM J MATSCHKE RETIREMENT PLAN
Plan identification number 001

WILLIAM J MATSCHKE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

WILLIAM J MATSCHKE has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM J MATSCHKE
Employer identification number (EIN):411231754
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM J MATSCHKE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01DAVE ZACHOR2018-07-24 DAVE ZACHOR2018-07-24
0012016-01-01DAVE ZACHOR2017-07-26 DAVE ZACHOR2017-07-26
0012015-01-01DAVE ZACHOR2016-07-27 DAVE ZACHOR2016-07-27
0012014-01-01DAVE ZACHOR2015-07-29 DAVE ZACHOR2015-07-29
0012013-01-01DAVE ZACHOR2014-07-28
0012012-01-01DAVE ZACHOR2013-07-23
0012011-01-01DAVE ZACHOR
0012009-01-01DAVE ZACHOR

Plan Statistics for WILLIAM J MATSCHKE RETIREMENT PLAN

401k plan membership statisitcs for WILLIAM J MATSCHKE RETIREMENT PLAN

Measure Date Value
2011: WILLIAM J MATSCHKE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
2009: WILLIAM J MATSCHKE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on WILLIAM J MATSCHKE RETIREMENT PLAN

Measure Date Value
2011 : WILLIAM J MATSCHKE RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$14,658
Total plan assets at end of year2011-12-31$210,633
Total plan assets at beginning of year2011-12-31$195,975
Value of fidelity bond covering the plan2011-12-31$21,000
Other income received2011-12-31$7,433
Net income (gross income less expenses)2011-12-31$14,658
Net plan assets at end of year (total assets less liabilities)2011-12-31$210,633
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$195,975
Total contributions received or receivable from employer(s)2011-12-31$7,225
2010 : WILLIAM J MATSCHKE RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$15,980
Total plan assets at end of year2010-12-31$195,975
Total plan assets at beginning of year2010-12-31$179,995
Value of fidelity bond covering the plan2010-12-31$20,000
Other income received2010-12-31$6,880
Net income (gross income less expenses)2010-12-31$15,980
Net plan assets at end of year (total assets less liabilities)2010-12-31$195,975
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$179,995
Total contributions received or receivable from employer(s)2010-12-31$9,100

Form 5500 Responses for WILLIAM J MATSCHKE RETIREMENT PLAN

2011: WILLIAM J MATSCHKE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM J MATSCHKE RETIREMENT PLAN 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )
Policy contract numberLF-0396-8070
Policy instance 1
Insurance contract or identification numberLF-0396-8070
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )
Policy contract numberLF-0396-8070
Policy instance 1
Insurance contract or identification numberLF-0396-8070
Number of Individuals Covered3
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker nameWILLIAM J MATSCHKE

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