Logo

LISA JACKSON, LLC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameLISA JACKSON, LLC DEFINED BENEFIT PENSION PLAN
Plan identification number 002

LISA JACKSON, LLC 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.

401k Sponsoring company profile

LISA JACKSON, LLC has sponsored the creation of one or more 401k plans.

Company Name:LISA JACKSON, LLC
Employer identification number (EIN):205366452
NAIC Classification:711510
NAIC Description:Independent Artists, Writers, and Performers

Additional information about LISA JACKSON, LLC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2013-06-28
Company Identification Number: 94775799
Legal Registered Office Address: 4314 LAKEVIEW BLVD

LAKE OSWEGO
United States of America (USA)
97035

More information about LISA JACKSON, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LISA JACKSON, LLC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01SUSAN JACKSON2020-01-08
0022018-01-01SUSAN JACKSON2019-02-10
0022017-01-01SUSAN JACKSON2018-06-10
0022016-01-01SUSAN JACKSON2017-07-25
0022015-01-01SUSAN JACKSON2016-08-10
0022014-01-01SUSAN JACKSON2015-06-18
0022013-01-01SUSAN JACKSON2014-07-02
0022012-01-01SUSAN JACKSON2013-08-01
0022011-01-01SUSAN JACKSON2012-09-21
0022010-01-01MATTHEW CROSE2011-06-23

Plan Statistics for LISA JACKSON, LLC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for LISA JACKSON, LLC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2019: LISA JACKSON, LLC DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-10-023,692,230
Acturial value of plan assets2019-10-023,692,230
Funding target for retired participants and beneficiaries receiving payment2019-10-020
Number of terminated vested participants2019-10-020
Fundng target for terminated vested participants2019-10-020
Active participant vested funding target2019-10-023,591,309
Number of active participants2019-10-023
Total funding liabilities for active participants2019-10-023,591,309
Total participant count2019-10-023
Total funding target for all participants2019-10-023,591,309
Balance at beginning of prior year after applicable adjustments2019-10-02139,838
Prefunding balance at beginning of prior year after applicable adjustments2019-10-020
Carryover balanced portion elected for use to offset prior years funding requirement2019-10-020
Prefunding balanced used to offset prior years funding requirement2019-10-020
Amount remaining of carryover balance2019-10-02139,838
Amount remaining of prefunding balance2019-10-020
Present value of excess contributions2019-10-02190,080
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-10-02200,591
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-10-020
Reductions in caryover balances due to elections or deemed elections2019-10-020
Reductions in prefunding balances due to elections or deemed elections2019-10-020
Balance of carryovers at beginning of current year2019-10-02120,205
Balance of prefunding at beginning of current year2019-10-020
Total employer contributions2019-10-020
Total employee contributions2019-10-020
Contributions allocated toward unpaid minimum require contributions from prior years2019-10-020
Contributions made to avoid restrictions adjusted to valuation date2019-10-020
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-10-020
Unpaid minimum required contributions for all prior years2019-10-020
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-10-020
Remaining amount of unpaid minimum required contributions2019-10-020
Minimum required contributions for current year target normal cost2019-10-0235,793
Net shortfall amortization installment of oustanding balance2019-10-020
Waiver amortization installment2019-10-020
Total funding amount beforereflecting carryover/prefunding balances2019-10-0235,793
Carryover balance elected to use to offset funding requirement2019-10-0235,793
Prefunding balance elected to use to offset funding requirement2019-10-020
Additional cash requirement2019-10-020
Contributions allocatedtoward minimum required contributions for current year2019-10-020
Unpaid minimum required contributions for current year2019-10-020
Unpaid minimum required contributions for all years2019-10-020
2018: LISA JACKSON, LLC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-314,048,337
Acturial value of plan assets2018-12-314,048,337
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-313,311,524
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-313,311,524
Total participant count2018-12-313
Total funding target for all participants2018-12-313,311,524
Balance at beginning of prior year after applicable adjustments2018-12-31121,906
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31121,906
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31186,336
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31196,175
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31139,838
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31200,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31190,080
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3154,216
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31190,080
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: LISA JACKSON, LLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-313,359,771
Acturial value of plan assets2017-12-313,359,771
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-313,002,387
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-313,002,387
Total participant count2017-12-313
Total funding target for all participants2017-12-313,002,387
Balance at beginning of prior year after applicable adjustments2017-12-31120,747
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31120,747
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31188,958
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31198,935
Balance of carryovers at beginning of current year2017-12-31121,906
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31200,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31186,336
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3184,977
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31186,336
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: LISA JACKSON, LLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-313,129,555
Acturial value of plan assets2016-12-313,129,555
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-312,742,584
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-312,742,584
Total participant count2016-12-313
Total funding target for all participants2016-12-312,742,584
Balance at beginning of prior year after applicable adjustments2016-12-31136,007
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31136,007
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3193,732
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3198,512
Balance of carryovers at beginning of current year2016-12-31120,747
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31200,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31188,958
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3190,965
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31188,958
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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