401k Plan data: PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN plan

PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN 401k Plan overview

Plan Name	PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN
Plan identification number	001

PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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

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

Company Name: PAUL WILLEMS INSURANCE AGENCY, INC

Employer identification number (EIN): 463855438

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-07-01 PAUL WILLEMS
001 2016-07-01
001 2015-07-01 PAUL WILLEMS
001 2014-07-01 PAUL WILLEMS
001 2013-10-11 PAUL WILLEMS

Plan Statistics for PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN

401k plan membership statisitcs for PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN

Measure Date Value
2016: PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 0
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 1
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 1
Number of participants with account balances 2015-07-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 1
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 1
Number of participants with account balances 2014-07-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-11 0
Total number of active participants reported on line 7a of the Form 5500 2013-10-11 1
Number of retired or separated participants receiving benefits 2013-10-11 0
Number of other retired or separated participants entitled to future benefits 2013-10-11 0
Total of all active and inactive participants 2013-10-11 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-11 0
Total participants 2013-10-11 1
Number of participants with account balances 2013-10-11 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-11 0

Measure	Date	Value
2016: PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	0
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	1
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	1
Number of participants with account balances	2015-07-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	1
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	1
Number of participants with account balances	2014-07-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-11	0
Total number of active participants reported on line 7a of the Form 5500	2013-10-11	1
Number of retired or separated participants receiving benefits	2013-10-11	0
Number of other retired or separated participants entitled to future benefits	2013-10-11	0
Total of all active and inactive participants	2013-10-11	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-11	0
Total participants	2013-10-11	1
Number of participants with account balances	2013-10-11	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-11	0

Financial Data on PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN

Measure	Date	Value
2017 : PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-06-30	$4
Expenses. Total of all expenses incurred	2017-06-30	$78,781
Benefits paid (including direct rollovers)	2017-06-30	$78,781
Total plan assets at end of year	2017-06-30	$0
Total plan assets at beginning of year	2017-06-30	$78,777
Other income received	2017-06-30	$4
Net income (gross income less expenses)	2017-06-30	$-78,777
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$78,777
Assets. Value of employer securities	2017-06-30	$0
2016 : PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$4
Expenses. Total of all expenses incurred	2016-12-31	$78,781
Benefits paid (including direct rollovers)	2016-12-31	$78,781
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$78,777
Other income received	2016-12-31	$4
Net income (gross income less expenses)	2016-12-31	$-78,777
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$78,777
Assets. Value of employer securities	2016-12-31	$0
Total income from all sources	2016-06-30	$12
Expenses. Total of all expenses incurred	2016-06-30	$75,030
Benefits paid (including direct rollovers)	2016-06-30	$75,000
Total plan assets at end of year	2016-06-30	$78,777
Total plan assets at beginning of year	2016-06-30	$153,795
Expenses. Other expenses not covered elsewhere	2016-06-30	$30
Other income received	2016-06-30	$12
Net income (gross income less expenses)	2016-06-30	$-75,018
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$78,777
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$153,795
Assets. Value of employer securities	2016-06-30	$75,000
2015 : PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$32
Expenses. Total of all expenses incurred	2015-06-30	$48,180
Benefits paid (including direct rollovers)	2015-06-30	$48,150
Total plan assets at end of year	2015-06-30	$153,795
Total plan assets at beginning of year	2015-06-30	$201,943
Expenses. Other expenses not covered elsewhere	2015-06-30	$30
Other income received	2015-06-30	$32
Net income (gross income less expenses)	2015-06-30	$-48,148
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$153,795
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$201,943
Assets. Value of employer securities	2015-06-30	$75,000
2014 : PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$41,894
Total plan assets at end of year	2014-06-30	$41,894
Total plan assets at beginning of year	2014-06-30	$0
Contributions received from other sources (not participants or employers)	2014-06-30	$41,894
Other income received	2014-06-30	$37
Net income (gross income less expenses)	2014-06-30	$41,894
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$41,894
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$0
Assets. Value of employer securities	2014-06-30	$41,894

Form 5500 Responses for PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN

2016: PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	This submission is the final filing	Yes
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: PAUL WILLEMS INSURANCE AGENCY RETIREMENT PLAN 2013 form 5500 responses
2013-10-11	Type of plan entity	Single employer plan
2013-10-11	First time form 5500 has been submitted	Yes
2013-10-11	Submission has been amended	Yes
2013-10-11	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-10-11	Plan funding arrangement – Trust	Yes
2013-10-11	Plan benefit arrangement - Trust	Yes

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Company Name:	PAUL WILLEMS INSURANCE AGENCY, INC
Employer identification number (EIN):	463855438
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Plan id#	Filing Submission Date	Name of Administrator
001	2016-07-01	PAUL WILLEMS
001	2016-07-01
001	2015-07-01	PAUL WILLEMS
001	2014-07-01	PAUL WILLEMS
001	2013-10-11	PAUL WILLEMS