AMENDED AND RESTATED PENSION PLAN OF JAMES W. BELL CO., INC. 401k Plan overview

AMENDED AND RESTATED PENSION PLAN OF JAMES W. BELL CO., INC. Benefits

401k Sponsoring company profile

Company Name:	JAMES W. BELL CO., INC.
Employer identification number (EIN):	420636808
NAIC Classification:	551112
NAIC Description:	Offices of Other Holding Companies

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-04-01	DENNIS MCGIVERN	2018-01-11	DENNIS MCGIVERN	2018-01-11
001	2015-04-01	DENNIS MCGIVERN	2017-01-16	DENNIS MCGIVERN	2017-01-16
001	2014-04-01	DENNIS MCGIVERN	2015-10-21	DENNIS MCGIVERN	2015-10-21
001	2013-04-01	DENNIS MCGIVERN	2014-10-14	DENNIS MCGIVERN	2014-10-14
001	2012-04-01	DENNIS MCGIVERN	2013-10-22	DENNIS MCGIVERN	2013-10-22
001	2011-04-01	DENNIS MCGIVERN	2013-01-08	DENNIS MCGIVERN	2013-01-08
001	2010-04-01	DENNIS MCGIVERN	2011-12-29	DENNIS MCGIVERN	2011-12-29

Plan Statistics for AMENDED AND RESTATED PENSION PLAN OF JAMES W. BELL CO., INC.

Measure	Date	Value
2017: AMENDED AND RESTATED PENSION PLAN OF JAMES W. BELL CO., INC. 2017 401k membership
Market value of plan assets	2017-03-31	758,401
Acturial value of plan assets	2017-03-31	806,353
Funding target for retired participants and beneficiaries receiving payment	2017-03-31	400,712
Number of terminated vested participants	2017-03-31	16
Fundng target for terminated vested participants	2017-03-31	373,466
Active participant vested funding target	2017-03-31	114,311
Number of active participants	2017-03-31	1
Total funding liabilities for active participants	2017-03-31	114,311
Total participant count	2017-03-31	28
Total funding target for all participants	2017-03-31	888,489
Balance at beginning of prior year after applicable adjustments	2017-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-03-31	0
Prefunding balanced used to offset prior years funding requirement	2017-03-31	0
Amount remaining of carryover balance	2017-03-31	0
Amount remaining of prefunding balance	2017-03-31	0
Present value of excess contributions	2017-03-31	36
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-03-31	38
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-03-31	0
Reductions in caryover balances due to elections or deemed elections	2017-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-03-31	0
Balance of carryovers at beginning of current year	2017-03-31	0
Balance of prefunding at beginning of current year	2017-03-31	0
Total employer contributions	2017-03-31	28,794
Total employee contributions	2017-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-03-31	28,074
Unpaid minimum required contributions for all prior years	2017-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-03-31	0
Remaining amount of unpaid minimum required contributions	2017-03-31	0
Minimum required contributions for current year target normal cost	2017-03-31	15,000
Net shortfall amortization installment of oustanding balance	2017-03-31	82,136
Waiver amortization installment	2017-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-03-31	43,933
Carryover balance elected to use to offset funding requirement	2017-03-31	0
Prefunding balance elected to use to offset funding requirement	2017-03-31	0
Additional cash requirement	2017-03-31	43,933
Contributions allocatedtoward minimum required contributions for current year	2017-03-31	28,074
Unpaid minimum required contributions for current year	2017-03-31	15,859
Unpaid minimum required contributions for all years	2017-03-31	15,859

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