401k Plan data: TRILOGY INVESTMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN plan

TRILOGY INVESTMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	TRILOGY INVESTMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN
Plan identification number	001

TRILOGY INVESTMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined 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).
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

TRILOGY INVESTMENT GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: TRILOGY INVESTMENT GROUP, LLC

Employer identification number (EIN): 680348327

NAIC Classification: 531310

Additional information about TRILOGY INVESTMENT GROUP, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3852200

More information about TRILOGY INVESTMENT GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRILOGY INVESTMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 STEPHEN MARKS 2018-12-20
001 2017-01-01 STEVEN MARKS 2018-03-21
001 2016-01-01 STEVEN MARKS 2017-10-07
001 2015-01-01 STEVEN MARKS 2016-07-05
001 2014-01-01 STEVEN MARKS 2015-06-23
001 2013-01-01 STEVEN MARKS 2014-07-22
001 2012-01-01 STEVEN MARKS 2013-05-06
001 2011-01-01 STEVEN MARKS 2012-06-26
001 2010-01-01 STEVEN MARKS 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01	STEPHEN MARKS	2018-12-20
001	2017-01-01	STEVEN MARKS	2018-03-21
001	2016-01-01	STEVEN MARKS	2017-10-07
001	2015-01-01	STEVEN MARKS	2016-07-05
001	2014-01-01	STEVEN MARKS	2015-06-23
001	2013-01-01	STEVEN MARKS	2014-07-22
001	2012-01-01	STEVEN MARKS	2013-05-06
001	2011-01-01	STEVEN MARKS	2012-06-26
001	2010-01-01	STEVEN MARKS	2011-10-12

Plan Statistics for TRILOGY INVESTMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for TRILOGY INVESTMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: TRILOGY INVESTMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,022,183
Acturial value of plan assets 2017-12-31 2,022,183
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 2,116,201
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 2,116,201
Total participant count 2017-12-31 2
Total funding target for all participants 2017-12-31 2,116,201
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 5
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 5
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 20,514
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 19,062
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 94,018
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 17,976
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 17,976
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 19,062
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: TRILOGY INVESTMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,874,827
Acturial value of plan assets 2016-12-31 1,874,827
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,966,329
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 1,996,329
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 1,996,329
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 3,168
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 3,350
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 23,086
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 20,229
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 121,502
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 20,224
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 20,224
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 20,229
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2017: TRILOGY INVESTMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,022,183
Acturial value of plan assets	2017-12-31	2,022,183
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	2,116,201
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	2,116,201
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	2,116,201
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	5
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	5
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	20,514
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	19,062
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	94,018
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	17,976
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	17,976
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	19,062
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: TRILOGY INVESTMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,874,827
Acturial value of plan assets	2016-12-31	1,874,827
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,966,329
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	1,996,329
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	1,996,329
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	3,168
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	3,350
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	23,086
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	20,229
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	121,502
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	20,224
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	20,224
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	20,229
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	TRILOGY INVESTMENT GROUP, LLC
Employer identification number (EIN):	680348327
NAIC Classification:	531310

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3852200