401k Plan data: G & D SUNNEN ENTERPRISES, LLC DEFINED BENEFIT PENSION PLAN plan

G & D SUNNEN ENTERPRISES, LLC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	G & D SUNNEN ENTERPRISES, LLC DEFINED BENEFIT PENSION PLAN
Plan identification number	002

G & D SUNNEN ENTERPRISES, LLC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

G & D SUNNEN ENTERPRISES, LLC has sponsored the creation of one or more 401k plans.

Company Name: G & D SUNNEN ENTERPRISES, LLC

Employer identification number (EIN): 680404882

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan G & D SUNNEN ENTERPRISES, LLC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2014-01-01 EUGENE H. SUNNEN 2015-07-31
002 2013-01-01 EUGENE H. SUNNEN 2014-10-13
002 2012-01-01 EUGENE H. SUNNEN 2013-10-14
002 2011-01-01 EUGENE H. SUNNEN 2012-06-27
002 2010-01-01 EUGENE H. SUNNEN 2011-05-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2014-01-01	EUGENE H. SUNNEN	2015-07-31
002	2013-01-01	EUGENE H. SUNNEN	2014-10-13
002	2012-01-01	EUGENE H. SUNNEN	2013-10-14
002	2011-01-01	EUGENE H. SUNNEN	2012-06-27
002	2010-01-01	EUGENE H. SUNNEN	2011-05-03

Plan Statistics for G & D SUNNEN ENTERPRISES, LLC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for G & D SUNNEN ENTERPRISES, LLC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: G & D SUNNEN ENTERPRISES, LLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,679,412
Acturial value of plan assets 2017-12-31 1,679,415
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 4
Fundng target for terminated vested participants 2017-12-31 407,028
Active participant vested funding target 2017-12-31 642,663
Number of active participants 2017-12-31 1
Total funding liabilities for active participants 2017-12-31 642,663
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 1,049,691
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 689,206
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 2017-12-31 689,206
Present value of excess contributions 2017-12-31 59,919
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 63,358
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 63,358
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 2017-12-31 780,132
Total employer contributions 2017-12-31 0
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 0
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 0
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: G & D SUNNEN ENTERPRISES, LLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,532,269
Acturial value of plan assets 2016-12-31 1,532,269
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 263,281
Active participant vested funding target 2016-12-31 712,546
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 713,915
Total participant count 2016-12-31 6
Total funding target for all participants 2016-12-31 977,196
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 472,981
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 2016-12-31 472,981
Present value of excess contributions 2016-12-31 221,506
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 235,239
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 235,239
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 2016-12-31 689,206
Total employer contributions 2016-12-31 76,514
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 69,541
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 9,622
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 9,622
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 9,622
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 69,541
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
2017: G & D SUNNEN ENTERPRISES, LLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,679,412
Acturial value of plan assets	2017-12-31	1,679,415
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	4
Fundng target for terminated vested participants	2017-12-31	407,028
Active participant vested funding target	2017-12-31	642,663
Number of active participants	2017-12-31	1
Total funding liabilities for active participants	2017-12-31	642,663
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	1,049,691
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	689,206
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	689,206
Present value of excess contributions	2017-12-31	59,919
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	63,358
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	63,358
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	780,132
Total employer contributions	2017-12-31	0
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	0
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	0
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: G & D SUNNEN ENTERPRISES, LLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,532,269
Acturial value of plan assets	2016-12-31	1,532,269
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	263,281
Active participant vested funding target	2016-12-31	712,546
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	713,915
Total participant count	2016-12-31	6
Total funding target for all participants	2016-12-31	977,196
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	472,981
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	472,981
Present value of excess contributions	2016-12-31	221,506
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	235,239
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	235,239
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	689,206
Total employer contributions	2016-12-31	76,514
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	69,541
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	9,622
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	9,622
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	9,622
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	69,541
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	G & D SUNNEN ENTERPRISES, LLC
Employer identification number (EIN):	680404882
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists