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EMPLOYEE BENEFIT PLAN OF SURVIVORS, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF SURVIVORS, INC.
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF SURVIVORS, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

SURVIVORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SURVIVORS, INC.
Employer identification number (EIN):232221970
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF SURVIVORS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-07-01TERESA HAMRICK2019-01-30
0022016-07-01TERRI L HAMRICK2018-01-29
0022015-07-01TERRI L HAMRICK2017-01-12
0022014-07-01TERRI L HAMRICK2016-01-29
0022013-07-01TERRI L HAMRICK2014-12-09
0022012-07-01TERRI L HAMRICK2013-10-02
0022011-07-01TERRI L HAMRICK, MNM2013-01-17
0022010-07-01TERRI L HAMRICK, MNM2012-01-24 CAROL L MILLER2012-01-24
0022007-07-01TERRI HAMRICK CAROL MILLER2010-10-07

Plan Statistics for EMPLOYEE BENEFIT PLAN OF SURVIVORS, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF SURVIVORS, INC.

Measure Date Value
2007: EMPLOYEE BENEFIT PLAN OF SURVIVORS, INC. 2007 401k membership
Total participants, beginning-of-year2007-07-0114
Total number of active participants reported on line 7a of the Form 55002007-07-016
Number of retired or separated participants receiving benefits2007-07-010
Number of other retired or separated participants entitled to future benefits2007-07-018
Total of all active and inactive participants2007-07-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-07-010
Total participants2007-07-0114
Number of participants with account balances2007-07-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-07-010

Financial Data on EMPLOYEE BENEFIT PLAN OF SURVIVORS, INC.

Measure Date Value
2008 : EMPLOYEE BENEFIT PLAN OF SURVIVORS, INC. 2008 401k financial data
Total plan liabilities at end of year2008-06-30$0
Total plan liabilities at beginning of year2008-06-30$0
Total income from all sources2008-06-30$6,909
Expenses. Total of all expenses incurred2008-06-30$68,748
Benefits paid (including direct rollovers)2008-06-30$68,610
Total plan assets at end of year2008-06-30$116,995
Total plan assets at beginning of year2008-06-30$180,050
Value of fidelity bond covering the plan2008-06-30$20,000
Total contributions received or receivable from participants2008-06-30$7,167
Expenses. Other expenses not covered elsewhere2008-06-30$0
Contributions received from other sources (not participants or employers)2008-06-30$3,063
Other income received2008-06-30$-8,234
Net income (gross income less expenses)2008-06-30$-61,839
Net plan assets at end of year (total assets less liabilities)2008-06-30$116,995
Net plan assets at beginning of year (total assets less liabilities)2008-06-30$180,050
Assets. Value of participant loans2008-06-30$2,277
Total contributions received or receivable from employer(s)2008-06-30$4,913
Value of certain deemed distributions of participant loans2008-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-06-30$138
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-06-30$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF SURVIVORS, INC.

2007: EMPLOYEE BENEFIT PLAN OF SURVIVORS, INC. 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01First time form 5500 has been submittedYes
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2007-07-01Plan funding arrangement – InsuranceYes
2007-07-01Plan funding arrangement – TrustYes
2007-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015699A
Policy instance 1
Insurance contract or identification number015699A
Number of Individuals Covered12
Insurance policy start date2007-07-01
Insurance policy end date2008-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $70
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees22
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameJEREMY CARBONE

Potentially related plans

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