401k Plan data: PHILIP ATKINS INSURANCE EMPLOYEES' PENSION PLAN AND TRUST plan

PHILIP ATKINS INSURANCE EMPLOYEES' PENSION PLAN AND TRUST 401k Plan overview

Plan Name	PHILIP ATKINS INSURANCE EMPLOYEES' PENSION PLAN AND TRUST
Plan identification number	001

PHILIP ATKINS INSURANCE EMPLOYEES' PENSION PLAN AND TRUST Benefits

401k Plan Type	Defined 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). Plan covering Self-Employed individuals.

401k Sponsoring company profile

PHILIP ATKINS INSURANCE EMPLOYEES' PENSION PLAN AND TRUST has sponsored the creation of one or more 401k plans.

Company Name: PHILIP ATKINS INSURANCE EMPLOYEES' PENSION PLAN AND TRUST

Employer identification number (EIN): 208155749

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILIP ATKINS INSURANCE EMPLOYEES' PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01 ARTHUR J. TOLBERT 2017-09-20
001 2015-01-01 ARTHUR J. TOLBERT 2016-10-03
001 2014-01-01 ARTHUR J. TOLBERT 2015-07-22
001 2013-01-01 ARTHUR J. TOLBERT 2014-09-30
001 2012-01-01 ARTHUR J. TOLBERT 2013-10-03 ARTHUR J. TOLBERT 2013-10-03
001 2011-01-01 ARTHUR J. TOLBERT 2012-10-04
001 2010-01-01 ARTHUR J. TOLBERT 2011-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01
001	2016-01-01	ARTHUR J. TOLBERT	2017-09-20
001	2015-01-01	ARTHUR J. TOLBERT	2016-10-03
001	2014-01-01	ARTHUR J. TOLBERT	2015-07-22
001	2013-01-01	ARTHUR J. TOLBERT	2014-09-30
001	2012-01-01	ARTHUR J. TOLBERT	2013-10-03	ARTHUR J. TOLBERT	2013-10-03
001	2011-01-01	ARTHUR J. TOLBERT	2012-10-04
001	2010-01-01	ARTHUR J. TOLBERT	2011-10-05

Plan Statistics for PHILIP ATKINS INSURANCE EMPLOYEES' PENSION PLAN AND TRUST

401k plan membership statisitcs for PHILIP ATKINS INSURANCE EMPLOYEES' PENSION PLAN AND TRUST

Measure Date Value
2017: PHILIP ATKINS INSURANCE EMPLOYEES' PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-12-31 1,940,218
Acturial value of plan assets 2017-12-31 1,940,186
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 2,260,931
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 2,263,737
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 2,263,737
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 21,968
Prefunding balanced used to offset prior years funding requirement 2017-12-31 21,968
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 4,045
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 4,232
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 4,232
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 4,232
Total employer contributions 2017-12-31 80,900
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 76,773
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 10,221
Net shortfall amortization installment of oustanding balance 2017-12-31 327,782
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 80,753
Prefunding balance elected to use to offset funding requirement 2017-12-31 4,232
Additional cash requirement 2017-12-31 76,521
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 76,773
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: PHILIP ATKINS INSURANCE EMPLOYEES' PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 1,803,921
Acturial value of plan assets 2016-12-31 1,803,653
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 2,092,643
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 2,092,643
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 2,092,643
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
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 20,811
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 21,968
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 21,968
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 21,968
Total employer contributions 2016-12-31 55,200
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 50,231
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 7,820
Net shortfall amortization installment of oustanding balance 2016-12-31 310,978
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 68,154
Prefunding balance elected to use to offset funding requirement 2016-12-31 21,968
Additional cash requirement 2016-12-31 46,186
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 50,231
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2017: PHILIP ATKINS INSURANCE EMPLOYEES' PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-31	1,940,218
Acturial value of plan assets	2017-12-31	1,940,186
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	2,260,931
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	2,263,737
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	2,263,737
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	21,968
Prefunding balanced used to offset prior years funding requirement	2017-12-31	21,968
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	4,045
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	4,232
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	4,232
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	4,232
Total employer contributions	2017-12-31	80,900
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	76,773
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	10,221
Net shortfall amortization installment of oustanding balance	2017-12-31	327,782
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	80,753
Prefunding balance elected to use to offset funding requirement	2017-12-31	4,232
Additional cash requirement	2017-12-31	76,521
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	76,773
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: PHILIP ATKINS INSURANCE EMPLOYEES' PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	1,803,921
Acturial value of plan assets	2016-12-31	1,803,653
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	2,092,643
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	2,092,643
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	2,092,643
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
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	20,811
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	21,968
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	21,968
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	21,968
Total employer contributions	2016-12-31	55,200
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	50,231
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	7,820
Net shortfall amortization installment of oustanding balance	2016-12-31	310,978
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	68,154
Prefunding balance elected to use to offset funding requirement	2016-12-31	21,968
Additional cash requirement	2016-12-31	46,186
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	50,231
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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

Company Name:	PHILIP ATKINS INSURANCE EMPLOYEES' PENSION PLAN AND TRUST
Employer identification number (EIN):	208155749
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages