?>
Logo

MARY ANNE LE VIET DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameMARY ANNE LE VIET DEFINED BENEFIT PENSION PLAN
Plan identification number 001

MARY ANNE LE VIET DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

MAUI ESTATES INTERNATIONAL, LLC has sponsored the creation of one or more 401k plans.

Company Name:MAUI ESTATES INTERNATIONAL, LLC
Employer identification number (EIN):270431206
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARY ANNE LE VIET DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01MARY ANNE LE VIET
0012016-01-01MARY ANNE LE VIET MARY ANNE LE VIET2017-09-26
0012015-01-01MARY ANNE LE VIET MARY ANNE LE VIET2016-08-30
0012013-01-01MARY ANNE LE VIET MARY ANNE LE VIET2014-10-01
0012012-01-01MARY ANNE LE VIET MARY ANNE LE VIET2013-10-11

Plan Statistics for MARY ANNE LE VIET DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for MARY ANNE LE VIET DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: MARY ANNE LE VIET DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,667,878
Acturial value of plan assets2017-12-311,667,878
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-31272
Active participant vested funding target2017-12-311,570,480
Number of active participants2017-12-311
Total funding liabilities for active participants2017-12-311,570,480
Total participant count2017-12-312
Total funding target for all participants2017-12-311,570,752
Balance at beginning of prior year after applicable adjustments2017-12-31754
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 balance2017-12-31754
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31206,829
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31215,992
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31777
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3150,000
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 date2017-12-3145,602
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 cost2017-12-312,500
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3145,602
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MARY ANNE LE VIET DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,385,230
Acturial value of plan assets2016-12-311,385,230
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 target2016-12-311,491,951
Number of active participants2016-12-311
Total funding liabilities for active participants2016-12-311,491,951
Total participant count2016-12-311
Total funding target for all participants2016-12-311,491,951
Balance at beginning of prior year after applicable adjustments2016-12-31734
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 balance2016-12-31734
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31280
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31296
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31754
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31250,000
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 date2016-12-31231,316
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 cost2016-12-312,500
Net shortfall amortization installment of oustanding balance2016-12-31107,475
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3124,487
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3124,487
Contributions allocatedtoward minimum required contributions for current year2016-12-31231,316
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MARY ANNE LE VIET DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2013: MARY ANNE LE VIET DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MARY ANNE LE VIET DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011

Financial Data on MARY ANNE LE VIET DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017 : MARY ANNE LE VIET DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$133,725
Expenses. Total of all expenses incurred2017-12-31$143,522
Benefits paid (including direct rollovers)2017-12-31$100,362
Total plan assets at end of year2017-12-31$1,843,594
Total plan assets at beginning of year2017-12-31$1,853,391
Value of fidelity bond covering the plan2017-12-31$1,050,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$35,256
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$83,725
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-9,797
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,843,594
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,853,391
Assets. Value of participant loans2017-12-31$17,819
Assets. Value of real-estate (other than employer real property)2017-12-31$930,000
Total contributions received or receivable from employer(s)2017-12-31$50,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$7,904
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : MARY ANNE LE VIET DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$328,918
Expenses. Total of all expenses incurred2016-12-31$47,979
Benefits paid (including direct rollovers)2016-12-31$12,500
Total plan assets at end of year2016-12-31$1,853,391
Total plan assets at beginning of year2016-12-31$1,572,452
Value of fidelity bond covering the plan2016-12-31$1,050,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$30,777
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$78,918
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$280,939
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,853,391
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,572,452
Assets. Value of participant loans2016-12-31$29,173
Assets. Value of real-estate (other than employer real property)2016-12-31$965,760
Total contributions received or receivable from employer(s)2016-12-31$250,000
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,702
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MARY ANNE LE VIET DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$125,912
Expenses. Total of all expenses incurred2015-12-31$104,150
Benefits paid (including direct rollovers)2015-12-31$74,000
Total plan assets at end of year2015-12-31$1,572,452
Total plan assets at beginning of year2015-12-31$1,550,690
Value of fidelity bond covering the plan2015-12-31$1,060,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$24,058
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$68,624
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$21,762
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,572,452
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,550,690
Assets. Value of participant loans2015-12-31$40,018
Assets. Value of real-estate (other than employer real property)2015-12-31$976,913
Total contributions received or receivable from employer(s)2015-12-31$57,288
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6,092
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2013 : MARY ANNE LE VIET DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$178,368
Expenses. Total of all expenses incurred2013-12-31$40,779
Benefits paid (including direct rollovers)2013-12-31$296
Total plan assets at end of year2013-12-31$1,476,156
Total plan assets at beginning of year2013-12-31$1,338,567
Value of fidelity bond covering the plan2013-12-31$930,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$35,138
Contributions received from other sources (not participants or employers)2013-12-31$26,020
Other income received2013-12-31$102,348
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$137,589
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,476,156
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,338,567
Assets. Value of participant loans2013-12-31$36,026
Assets. Value of real-estate (other than employer real property)2013-12-31$249,990
Total contributions received or receivable from employer(s)2013-12-31$50,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,345
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : MARY ANNE LE VIET DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$136,586
Expenses. Total of all expenses incurred2012-12-31$40,315
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,338,567
Total plan assets at beginning of year2012-12-31$1,242,296
Value of fidelity bond covering the plan2012-12-31$930,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$34,186
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$86,586
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$96,271
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,338,567
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,242,296
Assets. Value of participant loans2012-12-31$13,808
Assets. Value of real-estate (other than employer real property)2012-12-31$924,990
Total contributions received or receivable from employer(s)2012-12-31$50,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,129
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for MARY ANNE LE VIET DEFINED BENEFIT PENSION PLAN

2017: MARY ANNE LE VIET DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARY ANNE LE VIET DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARY ANNE LE VIET DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2013: MARY ANNE LE VIET DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARY ANNE LE VIET DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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 S3