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Plan Name | LINCOLN INSURANCE SERVICES CASH BALANCE PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | LINCOLN INSURANCE SERVICES |
Employer identification number (EIN): | 942819106 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about LINCOLN INSURANCE SERVICES
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1982-04-26 |
Company Identification Number: | C1071517 |
Legal Registered Office Address: |
1660 Olympic Blvd #201 Walnut Creek United States of America (USA) 94596 |
More information about LINCOLN INSURANCE SERVICES
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2018-01-01 | MARY STODDARD | 2019-04-17 | ||
002 | 2017-01-01 | MARY STODDARD | 2018-06-13 | ||
002 | 2016-01-01 | MARY STODDARD | 2017-08-10 | ||
002 | 2015-01-01 | MARY STODDARD | 2016-07-05 | ||
002 | 2014-01-01 | MARY STODDARD | 2015-06-30 | ||
002 | 2013-01-01 | MARY STODDARD | 2014-07-07 | ||
002 | 2012-01-01 | MARY STODDARD | 2013-10-11 |
Measure | Date | Value |
---|---|---|
2018: LINCOLN INSURANCE SERVICES CASH BALANCE PLAN 2018 401k membership | ||
Market value of plan assets | 2018-05-31 | 1,425,369 |
Acturial value of plan assets | 2018-05-31 | 1,425,369 |
Funding target for retired participants and beneficiaries receiving payment | 2018-05-31 | 0 |
Number of terminated vested participants | 2018-05-31 | 3 |
Fundng target for terminated vested participants | 2018-05-31 | 29,744 |
Active participant vested funding target | 2018-05-31 | 1,303,669 |
Number of active participants | 2018-05-31 | 7 |
Total funding liabilities for active participants | 2018-05-31 | 1,303,669 |
Total participant count | 2018-05-31 | 10 |
Total funding target for all participants | 2018-05-31 | 1,333,413 |
Balance at beginning of prior year after applicable adjustments | 2018-05-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-05-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-05-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-05-31 | 0 |
Amount remaining of carryover balance | 2018-05-31 | 0 |
Amount remaining of prefunding balance | 2018-05-31 | 0 |
Present value of excess contributions | 2018-05-31 | 165,884 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-05-31 | 165,884 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-05-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-05-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-05-31 | 0 |
Balance of carryovers at beginning of current year | 2018-05-31 | 0 |
Balance of prefunding at beginning of current year | 2018-05-31 | 0 |
Total employer contributions | 2018-05-31 | 0 |
Total employee contributions | 2018-05-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-05-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-05-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-05-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-05-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-05-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-05-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-05-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-05-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-05-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-05-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-05-31 | 0 |
Additional cash requirement | 2018-05-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-05-31 | 0 |
Unpaid minimum required contributions for current year | 2018-05-31 | 0 |
Unpaid minimum required contributions for all years | 2018-05-31 | 0 |
2017: LINCOLN INSURANCE SERVICES CASH BALANCE PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 1,060,539 |
Acturial value of plan assets | 2017-12-31 | 1,060,539 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 3 |
Fundng target for terminated vested participants | 2017-12-31 | 23,292 |
Active participant vested funding target | 2017-12-31 | 910,590 |
Number of active participants | 2017-12-31 | 7 |
Total funding liabilities for active participants | 2017-12-31 | 910,590 |
Total participant count | 2017-12-31 | 10 |
Total funding target for all participants | 2017-12-31 | 933,882 |
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 | 96,080 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 96,080 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
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 | 0 |
Total employer contributions | 2017-12-31 | 388,778 |
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 | 384,260 |
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 | 345,034 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 218,376 |
Additional cash requirement | 2017-12-31 | 218,376 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 384,260 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: LINCOLN INSURANCE SERVICES CASH BALANCE PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 792,027 |
Acturial value of plan assets | 2016-12-31 | 792,027 |
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 | 708,616 |
Number of active participants | 2016-12-31 | 9 |
Total funding liabilities for active participants | 2016-12-31 | 708,616 |
Total participant count | 2016-12-31 | 9 |
Total funding target for all participants | 2016-12-31 | 708,616 |
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 |
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 | 0 |
Present value of excess contributions | 2016-12-31 | 77,854 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 77,854 |
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 | 173,466 |
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 | 171,808 |
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 | 159,139 |
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 | 75,728 |
Additional cash requirement | 2016-12-31 | 75,728 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 171,808 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |