?>
Plan Name | 360 MORTGAGE GROUP CASH BALANCE PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | 360 MORTGAGE GROUP, LLC |
Employer identification number (EIN): | 134362989 |
NAIC Classification: | 522292 |
NAIC Description: | Real Estate Credit |
Additional information about 360 MORTGAGE GROUP, LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2007-11-30 |
Company Identification Number: | 0800905344 |
Legal Registered Office Address: |
1602 E CESAR CHAVEZ ST AUSTIN United States of America (USA) 78702 |
More information about 360 MORTGAGE GROUP, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2017-01-01 | KATHERINE KERSGARD | 2018-02-02 | ||
002 | 2016-01-01 | KATHERINE KERSGARD | 2017-07-21 | ||
002 | 2015-01-01 | KATHERINE KERSGARD | 2017-07-21 | ||
002 | 2015-01-01 | J MARK GRECO | 2016-07-08 | ||
002 | 2014-01-01 | J MARK GRECO | 2015-07-23 | ||
002 | 2013-01-01 | J. MARK GRECO | 2014-07-23 |
Measure | Date | Value |
---|---|---|
2017: 360 MORTGAGE GROUP CASH BALANCE PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-27 | 958,972 |
Acturial value of plan assets | 2017-12-27 | 958,972 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-27 | 0 |
Number of terminated vested participants | 2017-12-27 | 47 |
Fundng target for terminated vested participants | 2017-12-27 | 99,230 |
Active participant vested funding target | 2017-12-27 | 699,534 |
Number of active participants | 2017-12-27 | 63 |
Total funding liabilities for active participants | 2017-12-27 | 699,534 |
Total participant count | 2017-12-27 | 110 |
Total funding target for all participants | 2017-12-27 | 798,764 |
Balance at beginning of prior year after applicable adjustments | 2017-12-27 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-27 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-27 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-27 | 0 |
Amount remaining of carryover balance | 2017-12-27 | 0 |
Amount remaining of prefunding balance | 2017-12-27 | 0 |
Present value of excess contributions | 2017-12-27 | 262,314 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-27 | 278,787 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-27 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-27 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-27 | 0 |
Balance of carryovers at beginning of current year | 2017-12-27 | 0 |
Balance of prefunding at beginning of current year | 2017-12-27 | 0 |
Total employer contributions | 2017-12-27 | 7,773 |
Total employee contributions | 2017-12-27 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-27 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-27 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-27 | 7,407 |
Unpaid minimum required contributions for all prior years | 2017-12-27 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-27 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-27 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-27 | 0 |
Net shortfall amortization installment of oustanding balance | 2017-12-27 | 0 |
Waiver amortization installment | 2017-12-27 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-27 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-27 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-27 | 0 |
Additional cash requirement | 2017-12-27 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-27 | 7,407 |
Unpaid minimum required contributions for current year | 2017-12-27 | 0 |
Unpaid minimum required contributions for all years | 2017-12-27 | 0 |
2016: 360 MORTGAGE GROUP CASH BALANCE PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 643,071 |
Acturial value of plan assets | 2016-12-31 | 643,071 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 33 |
Fundng target for terminated vested participants | 2016-12-31 | 41,537 |
Active participant vested funding target | 2016-12-31 | 690,104 |
Number of active participants | 2016-12-31 | 115 |
Total funding liabilities for active participants | 2016-12-31 | 720,143 |
Total participant count | 2016-12-31 | 148 |
Total funding target for all participants | 2016-12-31 | 761,680 |
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 | 1,125 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 1,198 |
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 | 312,970 |
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 | 288,954 |
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 | 7,043 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 118,609 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 26,640 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 26,640 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 288,954 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |