LAKE FOREST INSURANCE AGENCY, INC. PENSION PLAN & TRUST 401k Plan overview

LAKE FOREST INSURANCE AGENCY, INC. PENSION PLAN & TRUST Benefits

401k Sponsoring company profile

Company Name:	LAKE FOREST INSURANCE AGENCY, INC.
Employer identification number (EIN):	953814612
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	2019-01-01	BRUCE MAROTTA	2020-01-15

Plan Statistics for LAKE FOREST INSURANCE AGENCY, INC. PENSION PLAN & TRUST

Measure	Date	Value
2019: LAKE FOREST INSURANCE AGENCY, INC. PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	0
Acturial value of plan assets	2019-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	0
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	78,471
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	78,471
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	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
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	211,000
Total employee contributions	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	204,041
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	82,673
Net shortfall amortization installment of oustanding balance	2019-12-31	78,471
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	95,424
Additional cash requirement	2019-12-31	95,424
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	204,041
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0

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