401k Plan data: LUCKY DOG RETIREMENT FUND II plan

LUCKY DOG RETIREMENT FUND II 401k Plan overview

Plan Name	LUCKY DOG RETIREMENT FUND II
Plan identification number	002

LUCKY DOG RETIREMENT FUND II Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LUCKY DOG INSURANCE SERVICES has sponsored the creation of one or more 401k plans.

Company Name: LUCKY DOG INSURANCE SERVICES

Employer identification number (EIN): 770400318

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUCKY DOG RETIREMENT FUND II

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-05-01 ALAN CAMPBELL 2018-02-12
002 2015-05-01 ALAN CAMPBELL 2017-01-06
002 2014-05-01 ALAN CAMPBELL 2016-02-16
002 2013-05-01 ALAN CAMPBELL 2015-02-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2016-05-01	ALAN CAMPBELL	2018-02-12
002	2015-05-01	ALAN CAMPBELL	2017-01-06
002	2014-05-01	ALAN CAMPBELL	2016-02-16
002	2013-05-01	ALAN CAMPBELL	2015-02-13

Plan Statistics for LUCKY DOG RETIREMENT FUND II

401k plan membership statisitcs for LUCKY DOG RETIREMENT FUND II

Measure Date Value
2017: LUCKY DOG RETIREMENT FUND II 2017 401k membership
Market value of plan assets 2017-04-30 156,688
Acturial value of plan assets 2017-04-30 156,688
Funding target for retired participants and beneficiaries receiving payment 2017-04-30 0
Number of terminated vested participants 2017-04-30 0
Fundng target for terminated vested participants 2017-04-30 0
Active participant vested funding target 2017-04-30 98,935
Number of active participants 2017-04-30 1
Total funding liabilities for active participants 2017-04-30 98,935
Total participant count 2017-04-30 1
Total funding target for all participants 2017-04-30 98,935
Balance at beginning of prior year after applicable adjustments 2017-04-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-04-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-04-30 0
Prefunding balanced used to offset prior years funding requirement 2017-04-30 0
Amount remaining of carryover balance 2017-04-30 0
Amount remaining of prefunding balance 2017-04-30 0
Present value of excess contributions 2017-04-30 61,093
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-04-30 61,093
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-04-30 0
Reductions in caryover balances due to elections or deemed elections 2017-04-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-04-30 0
Balance of carryovers at beginning of current year 2017-04-30 0
Balance of prefunding at beginning of current year 2017-04-30 0
Total employer contributions 2017-04-30 88,288
Total employee contributions 2017-04-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-04-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-04-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-04-30 85,366
Unpaid minimum required contributions for all prior years 2017-04-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-04-30 0
Remaining amount of unpaid minimum required contributions 2017-04-30 0
Minimum required contributions for current year target normal cost 2017-04-30 107,316
Net shortfall amortization installment of oustanding balance 2017-04-30 0
Waiver amortization installment 2017-04-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-04-30 49,564
Additional cash requirement 2017-04-30 49,564
Contributions allocatedtoward minimum required contributions for current year 2017-04-30 85,366
Unpaid minimum required contributions for current year 2017-04-30 0
Unpaid minimum required contributions for all years 2017-04-30 0

Measure	Date	Value
2017: LUCKY DOG RETIREMENT FUND II 2017 401k membership
Market value of plan assets	2017-04-30	156,688
Acturial value of plan assets	2017-04-30	156,688
Funding target for retired participants and beneficiaries receiving payment	2017-04-30	0
Number of terminated vested participants	2017-04-30	0
Fundng target for terminated vested participants	2017-04-30	0
Active participant vested funding target	2017-04-30	98,935
Number of active participants	2017-04-30	1
Total funding liabilities for active participants	2017-04-30	98,935
Total participant count	2017-04-30	1
Total funding target for all participants	2017-04-30	98,935
Balance at beginning of prior year after applicable adjustments	2017-04-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-04-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-04-30	0
Prefunding balanced used to offset prior years funding requirement	2017-04-30	0
Amount remaining of carryover balance	2017-04-30	0
Amount remaining of prefunding balance	2017-04-30	0
Present value of excess contributions	2017-04-30	61,093
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-04-30	61,093
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-04-30	0
Reductions in caryover balances due to elections or deemed elections	2017-04-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-04-30	0
Balance of carryovers at beginning of current year	2017-04-30	0
Balance of prefunding at beginning of current year	2017-04-30	0
Total employer contributions	2017-04-30	88,288
Total employee contributions	2017-04-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-04-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-04-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-04-30	85,366
Unpaid minimum required contributions for all prior years	2017-04-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-04-30	0
Remaining amount of unpaid minimum required contributions	2017-04-30	0
Minimum required contributions for current year target normal cost	2017-04-30	107,316
Net shortfall amortization installment of oustanding balance	2017-04-30	0
Waiver amortization installment	2017-04-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-04-30	49,564
Additional cash requirement	2017-04-30	49,564
Contributions allocatedtoward minimum required contributions for current year	2017-04-30	85,366
Unpaid minimum required contributions for current year	2017-04-30	0
Unpaid minimum required contributions for all years	2017-04-30	0

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Company Name:	LUCKY DOG INSURANCE SERVICES
Employer identification number (EIN):	770400318
NAIC Classification:	524290