401k Plan data: ST. DENIS J. VILLERE & COMPANY, LLC DEFINED BENEFIT PENSION PLAN plan

ST. DENIS J. VILLERE & COMPANY, LLC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	ST. DENIS J. VILLERE & COMPANY, LLC DEFINED BENEFIT PENSION PLAN
Plan identification number	003

ST. DENIS J. VILLERE & COMPANY, LLC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

ST DENIS J VILLERE & COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name: ST DENIS J VILLERE & COMPANY, LLC

Employer identification number (EIN): 720343760

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. DENIS J. VILLERE & COMPANY, LLC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01 GEORGE V. YOUNG 2018-05-01 GEORGE V. YOUNG 2018-05-01
003 2016-01-01 GEORGE YOUNG 2017-03-28 GEORGE YOUNG 2017-03-28
003 2015-01-01 GEORGE YOUNG 2016-07-05 GEORGE YOUNG 2016-07-05
003 2014-01-01 GEORGE YOUNG 2015-09-01 GEORGE YOUNG 2015-09-01
003 2013-01-01 GEORGE V. YOUNG 2014-07-01 GEORGE V. YOUNG 2014-07-01
003 2012-01-01 GEORGE V. YOUNG 2013-08-21 GEORGE V. YOUNG 2013-08-21
003 2011-01-01 GEORGE V. YOUNG 2012-07-24 GEORGE V. YOUNG 2012-07-24
003 2010-01-01 GEORGE V. YOUNG 2011-05-10 GEORGE V. YOUNG 2011-05-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2017-01-01	GEORGE V. YOUNG	2018-05-01	GEORGE V. YOUNG	2018-05-01
003	2016-01-01	GEORGE YOUNG	2017-03-28	GEORGE YOUNG	2017-03-28
003	2015-01-01	GEORGE YOUNG	2016-07-05	GEORGE YOUNG	2016-07-05
003	2014-01-01	GEORGE YOUNG	2015-09-01	GEORGE YOUNG	2015-09-01
003	2013-01-01	GEORGE V. YOUNG	2014-07-01	GEORGE V. YOUNG	2014-07-01
003	2012-01-01	GEORGE V. YOUNG	2013-08-21	GEORGE V. YOUNG	2013-08-21
003	2011-01-01	GEORGE V. YOUNG	2012-07-24	GEORGE V. YOUNG	2012-07-24
003	2010-01-01	GEORGE V. YOUNG	2011-05-10	GEORGE V. YOUNG	2011-05-10

Plan Statistics for ST. DENIS J. VILLERE & COMPANY, LLC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ST. DENIS J. VILLERE & COMPANY, LLC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: ST. DENIS J. VILLERE & COMPANY, LLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 3,585,825
Acturial value of plan assets 2017-12-31 3,585,123
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 3,582,755
Number of active participants 2017-12-31 10
Total funding liabilities for active participants 2017-12-31 3,582,755
Total participant count 2017-12-31 10
Total funding target for all participants 2017-12-31 3,582,755
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 2017-12-31 241,860
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 256,976
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 2017-12-31 882,000
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 2017-12-31 843,328
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 2017-12-31 229,747
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 227,379
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 2017-12-31 227,379
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 843,328
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ST. DENIS J. VILLERE & COMPANY, LLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,694,699
Acturial value of plan assets 2016-12-31 2,694,699
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 3,080,041
Number of active participants 2016-12-31 10
Total funding liabilities for active participants 2016-12-31 3,080,041
Total participant count 2016-12-31 10
Total funding target for all participants 2016-12-31 3,080,041
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 73,933
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 78,694
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 2016-12-31 568,500
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 2016-12-31 537,527
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 2016-12-31 231,999
Net shortfall amortization installment of oustanding balance 2016-12-31 385,342
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 295,667
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 2016-12-31 295,667
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 537,527
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: ST. DENIS J. VILLERE & COMPANY, LLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	3,585,825
Acturial value of plan assets	2017-12-31	3,585,123
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	3,582,755
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	3,582,755
Total participant count	2017-12-31	10
Total funding target for all participants	2017-12-31	3,582,755
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	241,860
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	256,976
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	882,000
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	843,328
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	229,747
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	227,379
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	227,379
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	843,328
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ST. DENIS J. VILLERE & COMPANY, LLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,694,699
Acturial value of plan assets	2016-12-31	2,694,699
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	3,080,041
Number of active participants	2016-12-31	10
Total funding liabilities for active participants	2016-12-31	3,080,041
Total participant count	2016-12-31	10
Total funding target for all participants	2016-12-31	3,080,041
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	73,933
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	78,694
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	568,500
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	537,527
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	231,999
Net shortfall amortization installment of oustanding balance	2016-12-31	385,342
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	295,667
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	295,667
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	537,527
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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ST. DENIS & DAVEY, P.A. 401(K) PLAN [EIN = 593809111]

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Company Name:	ST DENIS J VILLERE & COMPANY, LLC
Employer identification number (EIN):	720343760
NAIC Classification:	523900