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MEDCALF INSURANCE AGENCY RETIREMENT PLAN 401k Plan overview

Plan NameMEDCALF INSURANCE AGENCY RETIREMENT PLAN
Plan identification number 001

MEDCALF INSURANCE AGENCY RETIREMENT PLAN 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MEDCALF INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:MEDCALF INSURANCE AGENCY, INC.
Employer identification number (EIN):454195392
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about MEDCALF INSURANCE AGENCY, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2012-01-06
Company Identification Number: 0745790
Legal Registered Office Address: 326 NORTH ROYAL AVENUE

FRONT ROYAL
United States of America (USA)
22630

More information about MEDCALF INSURANCE AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDCALF INSURANCE AGENCY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01DANA MEDCALF DANA MEDCALF2017-10-16
0012016-01-01DANA MEDCALF DANA MEDCALF2017-10-15
0012015-01-01DANA MEDCALF DANA MEDCALF2016-10-06
0012014-01-01DANA MEDCALF DANA MEDCALF2015-05-12
0012013-01-01DANA MEDCALF DANA MEDCALF2014-10-08
0012012-01-09DANA MEDCALF DANA MEDCALF2013-06-25

Financial Data on MEDCALF INSURANCE AGENCY RETIREMENT PLAN

Measure Date Value
2017 : MEDCALF INSURANCE AGENCY RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-10-13$-830
Expenses. Total of all expenses incurred2017-10-13$84,172
Benefits paid (including direct rollovers)2017-10-13$84,172
Total plan assets at end of year2017-10-13$0
Total plan assets at beginning of year2017-10-13$85,002
Value of fidelity bond covering the plan2017-10-13$20,000
Other income received2017-10-13$-830
Net income (gross income less expenses)2017-10-13$-85,002
Net plan assets at end of year (total assets less liabilities)2017-10-13$0
Net plan assets at beginning of year (total assets less liabilities)2017-10-13$85,002
Assets. Value of employer securities2017-10-13$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-10-13$0
2016 : MEDCALF INSURANCE AGENCY RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$233
Total income from all sources2016-12-31$-14,925
Expenses. Total of all expenses incurred2016-12-31$166,235
Benefits paid (including direct rollovers)2016-12-31$166,232
Total plan assets at end of year2016-12-31$85,002
Total plan assets at beginning of year2016-12-31$266,395
Value of fidelity bond covering the plan2016-12-31$20,000
Total contributions received or receivable from participants2016-12-31$300
Other income received2016-12-31$-15,757
Net income (gross income less expenses)2016-12-31$-181,160
Net plan assets at end of year (total assets less liabilities)2016-12-31$85,002
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$266,162
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$475
Assets. Value of employer securities2016-12-31$85,001
Total contributions received or receivable from employer(s)2016-12-31$532
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MEDCALF INSURANCE AGENCY RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$233
Total income from all sources2015-12-31$147,569
Expenses. Total of all expenses incurred2015-12-31$628
Benefits paid (including direct rollovers)2015-12-31$589
Total plan assets at end of year2015-12-31$266,395
Total plan assets at beginning of year2015-12-31$119,221
Value of fidelity bond covering the plan2015-12-31$20,000
Total contributions received or receivable from participants2015-12-31$1,175
Contributions received from other sources (not participants or employers)2015-12-31$235
Other income received2015-12-31$145,201
Net income (gross income less expenses)2015-12-31$146,941
Net plan assets at end of year (total assets less liabilities)2015-12-31$266,162
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$119,221
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$425
Assets. Value of employer securities2015-12-31$261,598
Total contributions received or receivable from employer(s)2015-12-31$958
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$39
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : MEDCALF INSURANCE AGENCY RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$40,938
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$119,221
Total plan assets at beginning of year2014-12-31$78,283
Value of fidelity bond covering the plan2014-12-31$20,000
Contributions received from other sources (not participants or employers)2014-12-31$1,756
Other income received2014-12-31$39,182
Net income (gross income less expenses)2014-12-31$40,938
Net plan assets at end of year (total assets less liabilities)2014-12-31$119,221
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$78,283
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$125
Assets. Value of employer securities2014-12-31$116,359
2013 : MEDCALF INSURANCE AGENCY RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$16,688
Total income from all sources2013-12-31$29,066
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$78,283
Total plan assets at beginning of year2013-12-31$65,905
Value of fidelity bond covering the plan2013-12-31$20,000
Contributions received from other sources (not participants or employers)2013-12-31$1,054
Other income received2013-12-31$28,012
Net income (gross income less expenses)2013-12-31$29,066
Net plan assets at end of year (total assets less liabilities)2013-12-31$78,283
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$49,217
Assets. Value of employer securities2013-12-31$77,229
2012 : MEDCALF INSURANCE AGENCY RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$16,688
Total income from all sources2012-12-31$49,235
Expenses. Total of all expenses incurred2012-12-31$18
Total plan assets at end of year2012-12-31$65,905
Expenses. Other expenses not covered elsewhere2012-12-31$18
Contributions received from other sources (not participants or employers)2012-12-31$41,697
Other income received2012-12-31$7,538
Net income (gross income less expenses)2012-12-31$49,217
Net plan assets at end of year (total assets less liabilities)2012-12-31$49,217
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Assets. Value of employer securities2012-12-31$49,217

Form 5500 Responses for MEDCALF INSURANCE AGENCY RETIREMENT PLAN

2017: MEDCALF INSURANCE AGENCY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MEDCALF INSURANCE AGENCY RETIREMENT 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: MEDCALF INSURANCE AGENCY RETIREMENT 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
2014: MEDCALF INSURANCE AGENCY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MEDCALF INSURANCE AGENCY RETIREMENT 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: MEDCALF INSURANCE AGENCY RETIREMENT PLAN 2012 form 5500 responses
2012-01-09Type of plan entitySingle employer plan
2012-01-09First time form 5500 has been submittedYes
2012-01-09Submission has been amendedNo
2012-01-09This submission is the final filingNo
2012-01-09This return/report is a short plan year return/report (less than 12 months)Yes
2012-01-09Plan is a collectively bargained planNo
2012-01-09Plan funding arrangement – TrustYes
2012-01-09Plan benefit arrangement - TrustYes

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