| Plan Name | SUMMIT FINANCIAL CONSULTANTS, INC. DEFINED BENEFIT PENSION PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2017-01-01 | NEIL ELMOUCHI | 2018-10-04 | ||
| 001 | 2016-01-01 | NEIL ELMOUCHI | 2017-10-05 | ||
| 001 | 2015-01-01 | NEIL ELMOUCHI | 2016-07-01 | ||
| 001 | 2014-01-01 | NEIL ELMOUCHI | 2015-10-08 | ||
| 001 | 2013-01-01 | NEIL ELMOUCHI | 2014-10-15 | ||
| 001 | 2012-01-01 | NEIL ELMOUCHI | 2013-10-03 | ||
| 001 | 2011-01-01 | NEIL ELMOUCHI | |||
| 001 | 2010-01-01 | NEIL ELMOUCHI | 2011-10-04 |
| Measure | Date | Value |
|---|---|---|
| 2011 : SUMMIT FINANCIAL CONSULTANTS, INC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data | ||
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $52,386 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $41,227 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $37,324 |
| Total plan assets at end of year | 2011-12-31 | $1,277,867 |
| Total plan assets at beginning of year | 2011-12-31 | $1,266,708 |
| Value of fidelity bond covering the plan | 2011-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $3,903 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $2,386 |
| Noncash contributions received | 2011-12-31 | $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 loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $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 securities | 2011-12-31 | $0 |
| 2011: SUMMIT FINANCIAL CONSULTANTS, INC. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses | ||
|---|---|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |
| Policy contract number | |
| Policy instance | 1 |