401k Plan data: THE WEISS AGENCY, INC. DEFINED BENEFIT PENSION PLAN plan

THE WEISS AGENCY, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	THE WEISS AGENCY, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	003

THE WEISS AGENCY, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

THE WEISS AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE WEISS AGENCY, INC.

Employer identification number (EIN): 860862264

NAIC Classification: 561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WEISS AGENCY, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 ERIC WEISS 2023-07-19
003 2021-01-01 ERIC WEISS 2022-10-17
003 2020-01-01 ERIC WEISS 2021-10-13 ERIC WEISS 2021-10-13
003 2019-03-01 ERIC WEISS 2020-10-08 ERIC WEISS 2020-10-08
003 2018-03-01 ERIC WEISS 2019-12-16 ERIC WEISS 2019-12-16
003 2017-03-01 ERIC WEISS 2018-12-13 ERIC WEISS 2018-12-13
003 2016-03-01 ERIC WEISS 2017-12-12 ERIC WEISS 2017-12-12
003 2015-03-01 ERIC WEISS 2016-11-30 ERIC WEISS 2016-11-30
003 2014-03-01 ERIC WEISS 2015-12-14 ERIC WEISS 2015-12-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	ERIC WEISS	2023-07-19
003	2021-01-01	ERIC WEISS	2022-10-17
003	2020-01-01	ERIC WEISS	2021-10-13	ERIC WEISS	2021-10-13
003	2019-03-01	ERIC WEISS	2020-10-08	ERIC WEISS	2020-10-08
003	2018-03-01	ERIC WEISS	2019-12-16	ERIC WEISS	2019-12-16
003	2017-03-01	ERIC WEISS	2018-12-13	ERIC WEISS	2018-12-13
003	2016-03-01	ERIC WEISS	2017-12-12	ERIC WEISS	2017-12-12
003	2015-03-01	ERIC WEISS	2016-11-30	ERIC WEISS	2016-11-30
003	2014-03-01	ERIC WEISS	2015-12-14	ERIC WEISS	2015-12-14

Plan Statistics for THE WEISS AGENCY, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for THE WEISS AGENCY, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: THE WEISS AGENCY, INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,554,090
Acturial value of plan assets 2022-12-31 2,554,090
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 300,696
Active participant vested funding target 2022-12-31 2,226,175
Number of active participants 2022-12-31 3
Total funding liabilities for active participants 2022-12-31 2,226,175
Total participant count 2022-12-31 4
Total funding target for all participants 2022-12-31 2,526,871
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 814,435
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 138,358
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 676,077
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 678,376
Total employer contributions 2022-12-31 277,442
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 285,041
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 261,957
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 261,957
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 261,957
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 285,041
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: THE WEISS AGENCY, INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,906,616
Acturial value of plan assets 2021-12-31 2,906,616
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 60,208
Active participant vested funding target 2021-12-31 1,985,115
Number of active participants 2021-12-31 3
Total funding liabilities for active participants 2021-12-31 1,985,115
Total participant count 2021-12-31 4
Total funding target for all participants 2021-12-31 2,045,323
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 771,818
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 8,166
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 763,652
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 814,435
Total employer contributions 2021-12-31 117,684
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 119,651
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 267,662
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 265,598
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 145,947
Additional cash requirement 2021-12-31 119,651
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 119,651
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: THE WEISS AGENCY, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,758,302
Acturial value of plan assets 2020-12-31 2,758,302
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 62,702
Active participant vested funding target 2020-12-31 1,741,133
Number of active participants 2020-12-31 3
Total funding liabilities for active participants 2020-12-31 1,741,133
Total participant count 2020-12-31 4
Total funding target for all participants 2020-12-31 1,803,835
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 541,715
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 541,715
Present value of excess contributions 2020-12-31 224,957
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 224,957
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 224,957
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 771,818
Total employer contributions 2020-12-31 140,533
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 131,921
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 281,041
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 140,533
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 8,612
Additional cash requirement 2020-12-31 131,921
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 131,921
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: THE WEISS AGENCY, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,062,538
Acturial value of plan assets 2019-12-31 2,062,538
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 58,669
Active participant vested funding target 2019-12-31 1,470,652
Number of active participants 2019-12-31 3
Total funding liabilities for active participants 2019-12-31 1,470,652
Total participant count 2019-12-31 4
Total funding target for all participants 2019-12-31 1,529,321
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 613,952
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 75,949
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 538,003
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 2019-12-31 541,715
Total employer contributions 2019-12-31 550,000
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 2019-12-31 519,087
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
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 2019-12-31 294,130
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 294,130
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 294,130
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 519,087
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Market value of plan assets 2019-02-28 1,701,411
Acturial value of plan assets 2019-02-28 1,701,411
Funding target for retired participants and beneficiaries receiving payment 2019-02-28 0
Number of terminated vested participants 2019-02-28 1
Fundng target for terminated vested participants 2019-02-28 56,358
Active participant vested funding target 2019-02-28 901,111
Number of active participants 2019-02-28 3
Total funding liabilities for active participants 2019-02-28 1,093,852
Total participant count 2019-02-28 4
Total funding target for all participants 2019-02-28 1,150,210
Balance at beginning of prior year after applicable adjustments 2019-02-28 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-02-28 453,552
Carryover balanced portion elected for use to offset prior years funding requirement 2019-02-28 0
Prefunding balanced used to offset prior years funding requirement 2019-02-28 0
Amount remaining of carryover balance 2019-02-28 0
Amount remaining of prefunding balance 2019-02-28 453,552
Present value of excess contributions 2019-02-28 121,168
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-02-28 121,168
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-02-28 121,168
Reductions in caryover balances due to elections or deemed elections 2019-02-28 0
Reductions in prefunding balances due to elections or deemed elections 2019-02-28 0
Balance of carryovers at beginning of current year 2019-02-28 0
Balance of prefunding at beginning of current year 2019-02-28 613,952
Total employer contributions 2019-02-28 344,583
Total employee contributions 2019-02-28 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-02-28 0
Contributions made to avoid restrictions adjusted to valuation date 2019-02-28 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-02-28 331,599
Unpaid minimum required contributions for all prior years 2019-02-28 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-02-28 0
Remaining amount of unpaid minimum required contributions 2019-02-28 0
Minimum required contributions for current year target normal cost 2019-02-28 395,959
Net shortfall amortization installment of oustanding balance 2019-02-28 96,764
Waiver amortization installment 2019-02-28 0
Total funding amount beforereflecting carryover/prefunding balances 2019-02-28 411,756
Carryover balance elected to use to offset funding requirement 2019-02-28 0
Prefunding balance elected to use to offset funding requirement 2019-02-28 80,157
Additional cash requirement 2019-02-28 331,599
Contributions allocatedtoward minimum required contributions for current year 2019-02-28 331,599
Unpaid minimum required contributions for current year 2019-02-28 0
Unpaid minimum required contributions for all years 2019-02-28 0
2018: THE WEISS AGENCY, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-02-28 1,198,621
Acturial value of plan assets 2018-02-28 1,198,621
Funding target for retired participants and beneficiaries receiving payment 2018-02-28 0
Number of terminated vested participants 2018-02-28 1
Fundng target for terminated vested participants 2018-02-28 53,858
Active participant vested funding target 2018-02-28 415,576
Number of active participants 2018-02-28 3
Total funding liabilities for active participants 2018-02-28 631,075
Total participant count 2018-02-28 4
Total funding target for all participants 2018-02-28 684,933
Balance at beginning of prior year after applicable adjustments 2018-02-28 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-02-28 82,632
Carryover balanced portion elected for use to offset prior years funding requirement 2018-02-28 0
Prefunding balanced used to offset prior years funding requirement 2018-02-28 0
Amount remaining of carryover balance 2018-02-28 0
Amount remaining of prefunding balance 2018-02-28 82,632
Present value of excess contributions 2018-02-28 365,574
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-02-28 365,574
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-02-28 365,574
Reductions in caryover balances due to elections or deemed elections 2018-02-28 0
Reductions in prefunding balances due to elections or deemed elections 2018-02-28 0
Balance of carryovers at beginning of current year 2018-02-28 0
Balance of prefunding at beginning of current year 2018-02-28 453,552
Total employer contributions 2018-02-28 494,429
Total employee contributions 2018-02-28 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-02-28 0
Contributions made to avoid restrictions adjusted to valuation date 2018-02-28 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-02-28 476,571
Unpaid minimum required contributions for all prior years 2018-02-28 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-02-28 0
Remaining amount of unpaid minimum required contributions 2018-02-28 0
Minimum required contributions for current year target normal cost 2018-02-28 391,501
Net shortfall amortization installment of oustanding balance 2018-02-28 0
Waiver amortization installment 2018-02-28 0
Total funding amount beforereflecting carryover/prefunding balances 2018-02-28 355,403
Carryover balance elected to use to offset funding requirement 2018-02-28 0
Prefunding balance elected to use to offset funding requirement 2018-02-28 0
Additional cash requirement 2018-02-28 355,403
Contributions allocatedtoward minimum required contributions for current year 2018-02-28 476,571
Unpaid minimum required contributions for current year 2018-02-28 0
Unpaid minimum required contributions for all years 2018-02-28 0
2017: THE WEISS AGENCY, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-02-28 630,861
Acturial value of plan assets 2017-02-28 630,861
Funding target for retired participants and beneficiaries receiving payment 2017-02-28 0
Number of terminated vested participants 2017-02-28 1
Fundng target for terminated vested participants 2017-02-28 51,174
Active participant vested funding target 2017-02-28 161,170
Number of active participants 2017-02-28 3
Total funding liabilities for active participants 2017-02-28 315,247
Total participant count 2017-02-28 4
Total funding target for all participants 2017-02-28 366,421
Balance at beginning of prior year after applicable adjustments 2017-02-28 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-02-28 35,466
Carryover balanced portion elected for use to offset prior years funding requirement 2017-02-28 0
Prefunding balanced used to offset prior years funding requirement 2017-02-28 0
Amount remaining of carryover balance 2017-02-28 0
Amount remaining of prefunding balance 2017-02-28 35,466
Present value of excess contributions 2017-02-28 47,159
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-02-28 47,159
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-02-28 47,159
Reductions in caryover balances due to elections or deemed elections 2017-02-28 0
Reductions in prefunding balances due to elections or deemed elections 2017-02-28 0
Balance of carryovers at beginning of current year 2017-02-28 0
Balance of prefunding at beginning of current year 2017-02-28 82,632
Total employer contributions 2017-02-28 485,353
Total employee contributions 2017-02-28 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-02-28 0
Contributions made to avoid restrictions adjusted to valuation date 2017-02-28 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-02-28 474,387
Liquidity shortfalls end of Q1 2017-02-28 0
Liquidity shortfalls end of Q2 2017-02-28 0
Liquidity shortfalls end of Q3 2017-02-28 0
Liquidity shortfalls end of Q4 2017-02-28 0
Unpaid minimum required contributions for all prior years 2017-02-28 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-02-28 0
Remaining amount of unpaid minimum required contributions 2017-02-28 0
Minimum required contributions for current year target normal cost 2017-02-28 286,299
Net shortfall amortization installment of oustanding balance 2017-02-28 0
Waiver amortization installment 2017-02-28 0
Waived amount of outstanding balance 2017-02-28 0
Total funding amount beforereflecting carryover/prefunding balances 2017-02-28 108,813
Carryover balance elected to use to offset funding requirement 2017-02-28 0
Prefunding balance elected to use to offset funding requirement 2017-02-28 0
Additional cash requirement 2017-02-28 108,813
Contributions allocatedtoward minimum required contributions for current year 2017-02-28 474,387
Unpaid minimum required contributions for current year 2017-02-28 0
Unpaid minimum required contributions for all years 2017-02-28 0

Measure	Date	Value
2022: THE WEISS AGENCY, INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,554,090
Acturial value of plan assets	2022-12-31	2,554,090
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	300,696
Active participant vested funding target	2022-12-31	2,226,175
Number of active participants	2022-12-31	3
Total funding liabilities for active participants	2022-12-31	2,226,175
Total participant count	2022-12-31	4
Total funding target for all participants	2022-12-31	2,526,871
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	814,435
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	138,358
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	676,077
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	678,376
Total employer contributions	2022-12-31	277,442
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	285,041
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	261,957
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	261,957
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	261,957
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	285,041
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: THE WEISS AGENCY, INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,906,616
Acturial value of plan assets	2021-12-31	2,906,616
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	60,208
Active participant vested funding target	2021-12-31	1,985,115
Number of active participants	2021-12-31	3
Total funding liabilities for active participants	2021-12-31	1,985,115
Total participant count	2021-12-31	4
Total funding target for all participants	2021-12-31	2,045,323
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	771,818
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	8,166
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	763,652
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	814,435
Total employer contributions	2021-12-31	117,684
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	119,651
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	267,662
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	265,598
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	145,947
Additional cash requirement	2021-12-31	119,651
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	119,651
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: THE WEISS AGENCY, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,758,302
Acturial value of plan assets	2020-12-31	2,758,302
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	62,702
Active participant vested funding target	2020-12-31	1,741,133
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	1,741,133
Total participant count	2020-12-31	4
Total funding target for all participants	2020-12-31	1,803,835
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	541,715
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	541,715
Present value of excess contributions	2020-12-31	224,957
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	224,957
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	224,957
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	771,818
Total employer contributions	2020-12-31	140,533
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	131,921
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	281,041
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	140,533
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	8,612
Additional cash requirement	2020-12-31	131,921
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	131,921
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: THE WEISS AGENCY, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,062,538
Acturial value of plan assets	2019-12-31	2,062,538
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	58,669
Active participant vested funding target	2019-12-31	1,470,652
Number of active participants	2019-12-31	3
Total funding liabilities for active participants	2019-12-31	1,470,652
Total participant count	2019-12-31	4
Total funding target for all participants	2019-12-31	1,529,321
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	613,952
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	75,949
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	538,003
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	541,715
Total employer contributions	2019-12-31	550,000
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	519,087
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
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	294,130
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	294,130
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	294,130
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	519,087
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Market value of plan assets	2019-02-28	1,701,411
Acturial value of plan assets	2019-02-28	1,701,411
Funding target for retired participants and beneficiaries receiving payment	2019-02-28	0
Number of terminated vested participants	2019-02-28	1
Fundng target for terminated vested participants	2019-02-28	56,358
Active participant vested funding target	2019-02-28	901,111
Number of active participants	2019-02-28	3
Total funding liabilities for active participants	2019-02-28	1,093,852
Total participant count	2019-02-28	4
Total funding target for all participants	2019-02-28	1,150,210
Balance at beginning of prior year after applicable adjustments	2019-02-28	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-02-28	453,552
Carryover balanced portion elected for use to offset prior years funding requirement	2019-02-28	0
Prefunding balanced used to offset prior years funding requirement	2019-02-28	0
Amount remaining of carryover balance	2019-02-28	0
Amount remaining of prefunding balance	2019-02-28	453,552
Present value of excess contributions	2019-02-28	121,168
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-02-28	121,168
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-02-28	121,168
Reductions in caryover balances due to elections or deemed elections	2019-02-28	0
Reductions in prefunding balances due to elections or deemed elections	2019-02-28	0
Balance of carryovers at beginning of current year	2019-02-28	0
Balance of prefunding at beginning of current year	2019-02-28	613,952
Total employer contributions	2019-02-28	344,583
Total employee contributions	2019-02-28	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-02-28	0
Contributions made to avoid restrictions adjusted to valuation date	2019-02-28	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-02-28	331,599
Unpaid minimum required contributions for all prior years	2019-02-28	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-02-28	0
Remaining amount of unpaid minimum required contributions	2019-02-28	0
Minimum required contributions for current year target normal cost	2019-02-28	395,959
Net shortfall amortization installment of oustanding balance	2019-02-28	96,764
Waiver amortization installment	2019-02-28	0
Total funding amount beforereflecting carryover/prefunding balances	2019-02-28	411,756
Carryover balance elected to use to offset funding requirement	2019-02-28	0
Prefunding balance elected to use to offset funding requirement	2019-02-28	80,157
Additional cash requirement	2019-02-28	331,599
Contributions allocatedtoward minimum required contributions for current year	2019-02-28	331,599
Unpaid minimum required contributions for current year	2019-02-28	0
Unpaid minimum required contributions for all years	2019-02-28	0
2018: THE WEISS AGENCY, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-02-28	1,198,621
Acturial value of plan assets	2018-02-28	1,198,621
Funding target for retired participants and beneficiaries receiving payment	2018-02-28	0
Number of terminated vested participants	2018-02-28	1
Fundng target for terminated vested participants	2018-02-28	53,858
Active participant vested funding target	2018-02-28	415,576
Number of active participants	2018-02-28	3
Total funding liabilities for active participants	2018-02-28	631,075
Total participant count	2018-02-28	4
Total funding target for all participants	2018-02-28	684,933
Balance at beginning of prior year after applicable adjustments	2018-02-28	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-02-28	82,632
Carryover balanced portion elected for use to offset prior years funding requirement	2018-02-28	0
Prefunding balanced used to offset prior years funding requirement	2018-02-28	0
Amount remaining of carryover balance	2018-02-28	0
Amount remaining of prefunding balance	2018-02-28	82,632
Present value of excess contributions	2018-02-28	365,574
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-02-28	365,574
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-02-28	365,574
Reductions in caryover balances due to elections or deemed elections	2018-02-28	0
Reductions in prefunding balances due to elections or deemed elections	2018-02-28	0
Balance of carryovers at beginning of current year	2018-02-28	0
Balance of prefunding at beginning of current year	2018-02-28	453,552
Total employer contributions	2018-02-28	494,429
Total employee contributions	2018-02-28	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-02-28	0
Contributions made to avoid restrictions adjusted to valuation date	2018-02-28	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-02-28	476,571
Unpaid minimum required contributions for all prior years	2018-02-28	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-02-28	0
Remaining amount of unpaid minimum required contributions	2018-02-28	0
Minimum required contributions for current year target normal cost	2018-02-28	391,501
Net shortfall amortization installment of oustanding balance	2018-02-28	0
Waiver amortization installment	2018-02-28	0
Total funding amount beforereflecting carryover/prefunding balances	2018-02-28	355,403
Carryover balance elected to use to offset funding requirement	2018-02-28	0
Prefunding balance elected to use to offset funding requirement	2018-02-28	0
Additional cash requirement	2018-02-28	355,403
Contributions allocatedtoward minimum required contributions for current year	2018-02-28	476,571
Unpaid minimum required contributions for current year	2018-02-28	0
Unpaid minimum required contributions for all years	2018-02-28	0
2017: THE WEISS AGENCY, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-02-28	630,861
Acturial value of plan assets	2017-02-28	630,861
Funding target for retired participants and beneficiaries receiving payment	2017-02-28	0
Number of terminated vested participants	2017-02-28	1
Fundng target for terminated vested participants	2017-02-28	51,174
Active participant vested funding target	2017-02-28	161,170
Number of active participants	2017-02-28	3
Total funding liabilities for active participants	2017-02-28	315,247
Total participant count	2017-02-28	4
Total funding target for all participants	2017-02-28	366,421
Balance at beginning of prior year after applicable adjustments	2017-02-28	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-02-28	35,466
Carryover balanced portion elected for use to offset prior years funding requirement	2017-02-28	0
Prefunding balanced used to offset prior years funding requirement	2017-02-28	0
Amount remaining of carryover balance	2017-02-28	0
Amount remaining of prefunding balance	2017-02-28	35,466
Present value of excess contributions	2017-02-28	47,159
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-02-28	47,159
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-02-28	47,159
Reductions in caryover balances due to elections or deemed elections	2017-02-28	0
Reductions in prefunding balances due to elections or deemed elections	2017-02-28	0
Balance of carryovers at beginning of current year	2017-02-28	0
Balance of prefunding at beginning of current year	2017-02-28	82,632
Total employer contributions	2017-02-28	485,353
Total employee contributions	2017-02-28	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-02-28	0
Contributions made to avoid restrictions adjusted to valuation date	2017-02-28	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-02-28	474,387
Liquidity shortfalls end of Q1	2017-02-28	0
Liquidity shortfalls end of Q2	2017-02-28	0
Liquidity shortfalls end of Q3	2017-02-28	0
Liquidity shortfalls end of Q4	2017-02-28	0
Unpaid minimum required contributions for all prior years	2017-02-28	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-02-28	0
Remaining amount of unpaid minimum required contributions	2017-02-28	0
Minimum required contributions for current year target normal cost	2017-02-28	286,299
Net shortfall amortization installment of oustanding balance	2017-02-28	0
Waiver amortization installment	2017-02-28	0
Waived amount of outstanding balance	2017-02-28	0
Total funding amount beforereflecting carryover/prefunding balances	2017-02-28	108,813
Carryover balance elected to use to offset funding requirement	2017-02-28	0
Prefunding balance elected to use to offset funding requirement	2017-02-28	0
Additional cash requirement	2017-02-28	108,813
Contributions allocatedtoward minimum required contributions for current year	2017-02-28	474,387
Unpaid minimum required contributions for current year	2017-02-28	0
Unpaid minimum required contributions for all years	2017-02-28	0

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Company Name:	THE WEISS AGENCY, INC.
Employer identification number (EIN):	860862264
NAIC Classification:	561490