STEPHEN B. MARVIN AGENCY, INC. CASH BALANCE PLAN 401k Plan overview

STEPHEN B. MARVIN AGENCY, INC. CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	STEPHEN B. MARVIN AGENCY, INC.
Employer identification number (EIN):	952959354
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-06-30
002	2021-06-30

Plan Statistics for STEPHEN B. MARVIN AGENCY, INC. CASH BALANCE PLAN

Measure	Date	Value
2023: STEPHEN B. MARVIN AGENCY, INC. CASH BALANCE PLAN 2023 401k membership
Market value of plan assets	2023-06-29	314,592
Acturial value of plan assets	2023-06-29	314,592
Funding target for retired participants and beneficiaries receiving payment	2023-06-29	0
Number of terminated vested participants	2023-06-29	1
Fundng target for terminated vested participants	2023-06-29	762
Active participant vested funding target	2023-06-29	316,104
Number of active participants	2023-06-29	32
Total funding liabilities for active participants	2023-06-29	319,929
Total participant count	2023-06-29	33
Total funding target for all participants	2023-06-29	320,691
Balance at beginning of prior year after applicable adjustments	2023-06-29	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-06-29	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-06-29	0
Prefunding balanced used to offset prior years funding requirement	2023-06-29	0
Amount remaining of carryover balance	2023-06-29	0
Amount remaining of prefunding balance	2023-06-29	0
Present value of excess contributions	2023-06-29	6,506
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-06-29	6,506
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-06-29	0
Reductions in caryover balances due to elections or deemed elections	2023-06-29	0
Reductions in prefunding balances due to elections or deemed elections	2023-06-29	0
Balance of carryovers at beginning of current year	2023-06-29	0
Balance of prefunding at beginning of current year	2023-06-29	0
Total employer contributions	2023-06-29	359,000
Total employee contributions	2023-06-29	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-06-29	0
Contributions made to avoid restrictions adjusted to valuation date	2023-06-29	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-06-29	351,995
Unpaid minimum required contributions for all prior years	2023-06-29	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-06-29	0
Remaining amount of unpaid minimum required contributions	2023-06-29	0
Minimum required contributions for current year target normal cost	2023-06-29	336,720
Net shortfall amortization installment of oustanding balance	2023-06-29	6,099
Waiver amortization installment	2023-06-29	0
Total funding amount beforereflecting carryover/prefunding balances	2023-06-29	337,284
Carryover balance elected to use to offset funding requirement	2023-06-29	0
Prefunding balance elected to use to offset funding requirement	2023-06-29	0
Additional cash requirement	2023-06-29	337,284
Contributions allocatedtoward minimum required contributions for current year	2023-06-29	351,995
Unpaid minimum required contributions for current year	2023-06-29	0
Unpaid minimum required contributions for all years	2023-06-29	0
2022: STEPHEN B. MARVIN AGENCY, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-06-29	0
Acturial value of plan assets	2022-06-29	0
Funding target for retired participants and beneficiaries receiving payment	2022-06-29	0
Number of terminated vested participants	2022-06-29	0
Fundng target for terminated vested participants	2022-06-29	0
Active participant vested funding target	2022-06-29	0
Number of active participants	2022-06-29	30
Total funding liabilities for active participants	2022-06-29	0
Total participant count	2022-06-29	30
Total funding target for all participants	2022-06-29	0
Balance at beginning of prior year after applicable adjustments	2022-06-29	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-06-29	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-06-29	0
Prefunding balanced used to offset prior years funding requirement	2022-06-29	0
Amount remaining of carryover balance	2022-06-29	0
Amount remaining of prefunding balance	2022-06-29	0
Present value of excess contributions	2022-06-29	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-06-29	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-06-29	0
Reductions in caryover balances due to elections or deemed elections	2022-06-29	0
Reductions in prefunding balances due to elections or deemed elections	2022-06-29	0
Balance of carryovers at beginning of current year	2022-06-29	0
Balance of prefunding at beginning of current year	2022-06-29	0
Total employer contributions	2022-06-29	321,006
Total employee contributions	2022-06-29	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-06-29	0
Contributions made to avoid restrictions adjusted to valuation date	2022-06-29	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-06-29	311,964
Unpaid minimum required contributions for all prior years	2022-06-29	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-06-29	0
Remaining amount of unpaid minimum required contributions	2022-06-29	0
Minimum required contributions for current year target normal cost	2022-06-29	305,458
Net shortfall amortization installment of oustanding balance	2022-06-29	0
Total funding amount beforereflecting carryover/prefunding balances	2022-06-29	305,458
Carryover balance elected to use to offset funding requirement	2022-06-29	0
Prefunding balance elected to use to offset funding requirement	2022-06-29	0
Additional cash requirement	2022-06-29	305,458
Contributions allocatedtoward minimum required contributions for current year	2022-06-29	311,964
Unpaid minimum required contributions for current year	2022-06-29	0
Unpaid minimum required contributions for all years	2022-06-29	0

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• STEPHEN B. MARVIN AGENCY, INC. CASH BALANCE PLAN [EIN = 990458467]

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