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SEEMAN HOLTZ 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameSEEMAN HOLTZ 401(K) RETIREMENT PLAN
Plan identification number 001

SEEMAN HOLTZ 401(K) 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.
  • 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.

401k Sponsoring company profile

SEEMAN HOLTZ PROPERTY AND CASUALTY INC. has sponsored the creation of one or more 401k plans.

Company Name:SEEMAN HOLTZ PROPERTY AND CASUALTY INC.
Employer identification number (EIN):474626961
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEEMAN HOLTZ 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01BRETT WILLIAMS2018-10-15

Plan Statistics for SEEMAN HOLTZ 401(K) RETIREMENT PLAN

401k plan membership statisitcs for SEEMAN HOLTZ 401(K) RETIREMENT PLAN

Measure Date Value
2019: SEEMAN HOLTZ 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01135
Total number of active participants reported on line 7a of the Form 55002019-01-01155
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01197
Number of participants with account balances2019-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010

Financial Data on SEEMAN HOLTZ 401(K) RETIREMENT PLAN

Measure Date Value
2019 : SEEMAN HOLTZ 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,403,700
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$290,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$242,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,667,342
Value of total assets at end of year2019-12-31$4,651,686
Value of total assets at beginning of year2019-12-31$2,538,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,200
Total interest from all sources2019-12-31$5,498
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$254,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$795,458
Participant contributions at end of year2019-12-31$129,285
Participant contributions at beginning of year2019-12-31$74,981
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$429,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,112,756
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,651,686
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,538,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$4,522,390
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,463,949
Interest on participant loans2019-12-31$5,487
Interest earned on other investments2019-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$730,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$442,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$242,744
Contract administrator fees2019-12-31$48,200
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOLYFIELD & THOMAS LLC
Accountancy firm EIN2019-12-31651083521

Form 5500 Responses for SEEMAN HOLTZ 401(K) RETIREMENT PLAN

2019: SEEMAN HOLTZ 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number130716
Policy instance 1
Insurance contract or identification number130716
Number of Individuals Covered237
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,800
Total amount of fees paid to insurance companyUSD $20,813
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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