Logo

SUMMIT FINANCIAL CONSULTANTS, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameSUMMIT FINANCIAL CONSULTANTS, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

SUMMIT FINANCIAL CONSULTANTS, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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 covering Self-Employed individuals.
  • 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.
  • Life insurance

401k Sponsoring company profile

SUMMIT FINANCIAL CONSULTANTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUMMIT FINANCIAL CONSULTANTS, INC.
Employer identification number (EIN):954020872
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about SUMMIT FINANCIAL CONSULTANTS, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1995-05-23
Company Identification Number: 1924756
Legal Registered Office Address: 35 E GRASSY SPRAIN ROAD / 406
Westchester
YONKERS
United States of America (USA)
10710

More information about SUMMIT FINANCIAL CONSULTANTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT FINANCIAL CONSULTANTS, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01NEIL ELMOUCHI2018-10-04
0012016-01-01NEIL ELMOUCHI2017-10-05
0012015-01-01NEIL ELMOUCHI2016-07-01
0012014-01-01NEIL ELMOUCHI2015-10-08
0012013-01-01NEIL ELMOUCHI2014-10-15
0012012-01-01NEIL ELMOUCHI2013-10-03
0012011-01-01NEIL ELMOUCHI
0012010-01-01NEIL ELMOUCHI2011-10-04

Financial Data on SUMMIT FINANCIAL CONSULTANTS, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2011 : SUMMIT FINANCIAL CONSULTANTS, INC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$52,386
Expenses. Total of all expenses incurred2011-12-31$41,227
Benefits paid (including direct rollovers)2011-12-31$37,324
Total plan assets at end of year2011-12-31$1,277,867
Total plan assets at beginning of year2011-12-31$1,266,708
Value of fidelity bond covering the plan2011-12-31$90,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$3,903
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$2,386
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$11,159
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,277,867
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,266,708
Total contributions received or receivable from employer(s)2011-12-31$50,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for SUMMIT FINANCIAL CONSULTANTS, INC. DEFINED BENEFIT PENSION PLAN

2011: SUMMIT FINANCIAL CONSULTANTS, INC. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number
Policy instance 1

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1