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Plan Name | ANDERSON INSURANCE ASSOCIATES, LLC PENSION PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | ANDERSON INSURANCE ASSOCIATES, LLC |
Employer identification number (EIN): | 570717177 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about ANDERSON INSURANCE ASSOCIATES, LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2018-06-25 |
Company Identification Number: | 0803052490 |
Legal Registered Office Address: |
PO BOX 30667 CHARLESTON United States of America (USA) 29417 |
More information about ANDERSON INSURANCE ASSOCIATES, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2020-01-01 | MR. JULIUS J. ANDERSON, JR. | 2021-06-04 | ||
002 | 2019-01-01 | MR. JULIUS J. ANDERSON, JR. | 2020-10-14 | ||
002 | 2018-01-01 | MR. JULIUS J. ANDERSON, JR. | 2019-09-25 | ||
002 | 2017-01-01 | MR. JULIUS J. ANDERSON, JR. | 2018-10-09 | ||
002 | 2016-01-01 | MR. JULIUS J. ANDERSON, JR. | 2017-10-13 | ||
002 | 2015-01-01 | MR. JULIUS J. ANDERSON, JR. | 2016-10-11 | ||
002 | 2014-01-01 | MR. JULIUS J. ANDERSON, JR. | 2015-10-14 |
Measure | Date | Value |
---|---|---|
2019: ANDERSON INSURANCE ASSOCIATES, LLC PENSION PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 1,220,061 |
Acturial value of plan assets | 2019-12-31 | 1,220,061 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 0 |
Fundng target for terminated vested participants | 2019-12-31 | 0 |
Active participant vested funding target | 2019-12-31 | 1,333,874 |
Number of active participants | 2019-12-31 | 45 |
Total funding liabilities for active participants | 2019-12-31 | 1,333,874 |
Total participant count | 2019-12-31 | 45 |
Total funding target for all participants | 2019-12-31 | 1,333,874 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 1,137 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 1,182 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 283,862 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 274,152 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 248,125 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 113,813 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 266,618 |
Additional cash requirement | 2019-12-31 | 266,618 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 274,152 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: ANDERSON INSURANCE ASSOCIATES, LLC PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 1,029,907 |
Acturial value of plan assets | 2018-12-31 | 1,029,907 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 0 |
Fundng target for terminated vested participants | 2018-12-31 | 0 |
Active participant vested funding target | 2018-12-31 | 1,023,914 |
Number of active participants | 2018-12-31 | 44 |
Total funding liabilities for active participants | 2018-12-31 | 1,023,914 |
Total participant count | 2018-12-31 | 44 |
Total funding target for all participants | 2018-12-31 | 1,023,914 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 93,476 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 97,365 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 262,541 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 237,512 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 242,368 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 236,375 |
Additional cash requirement | 2018-12-31 | 236,375 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 237,512 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: ANDERSON INSURANCE ASSOCIATES, LLC PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 700,744 |
Acturial value of plan assets | 2017-12-31 | 700,744 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 0 |
Fundng target for terminated vested participants | 2017-12-31 | 0 |
Active participant vested funding target | 2017-12-31 | 750,384 |
Number of active participants | 2017-12-31 | 41 |
Total funding liabilities for active participants | 2017-12-31 | 750,384 |
Total participant count | 2017-12-31 | 41 |
Total funding target for all participants | 2017-12-31 | 750,384 |
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 | 1,824 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,905 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 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 | 354,673 |
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 | 331,060 |
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 | 229,433 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 49,640 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 237,584 |
Additional cash requirement | 2017-12-31 | 237,584 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 331,060 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: ANDERSON INSURANCE ASSOCIATES, LLC PENSION PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 536,135 |
Acturial value of plan assets | 2016-12-31 | 536,135 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 0 |
Fundng target for terminated vested participants | 2016-12-31 | 0 |
Active participant vested funding target | 2016-12-31 | 492,924 |
Number of active participants | 2016-12-31 | 1 |
Total funding liabilities for active participants | 2016-12-31 | 492,924 |
Total participant count | 2016-12-31 | 1 |
Total funding target for all participants | 2016-12-31 | 492,924 |
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 |
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 | 116,077 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 121,556 |
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 | 205,642 |
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 | 192,800 |
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 | 234,187 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 190,976 |
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 | 190,976 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 192,800 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |