MOON-BAKER AGENCY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MOON-BAKER AGENCY, INC. PENSION PLAN
401k plan membership statisitcs for MOON-BAKER AGENCY, INC. PENSION PLAN
| Measure | Date | Value |
|---|
| 2012: MOON-BAKER AGENCY, INC. PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-03-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-03-01 | 10 |
| Number of retired or separated participants receiving benefits | 2012-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-03-01 | 10 |
| Total of all active and inactive participants | 2012-03-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-03-01 | 0 |
| Total participants | 2012-03-01 | 20 |
| Number of participants with account balances | 2012-03-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-03-01 | 1 |
| 2011: MOON-BAKER AGENCY, INC. PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-03-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 12 |
| Number of retired or separated participants receiving benefits | 2011-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-03-01 | 9 |
| Total of all active and inactive participants | 2011-03-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-03-01 | 0 |
| Total participants | 2011-03-01 | 21 |
| Number of participants with account balances | 2011-03-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-03-01 | 0 |
| 2010: MOON-BAKER AGENCY, INC. PENSION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-03-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-03-01 | 11 |
| Number of retired or separated participants receiving benefits | 2010-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-03-01 | 9 |
| Total of all active and inactive participants | 2010-03-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-03-01 | 0 |
| Total participants | 2010-03-01 | 20 |
| Number of participants with account balances | 2010-03-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-03-01 | 0 |
| 2009: MOON-BAKER AGENCY, INC. PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-03-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 10 |
| Number of retired or separated participants receiving benefits | 2009-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-03-01 | 8 |
| Total of all active and inactive participants | 2009-03-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-03-01 | 0 |
| Total participants | 2009-03-01 | 18 |
| Number of participants with account balances | 2009-03-01 | 18 |
| Measure | Date | Value |
|---|
| 2013 : MOON-BAKER AGENCY, INC. PENSION PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-02-28 | $1,108 |
| Total plan liabilities at beginning of year | 2013-02-28 | $1,108 |
| Total income from all sources | 2013-02-28 | $369,529 |
| Expenses. Total of all expenses incurred | 2013-02-28 | $1,108 |
| Total plan assets at end of year | 2013-02-28 | $2,999,430 |
| Total plan assets at beginning of year | 2013-02-28 | $2,631,009 |
| Value of fidelity bond covering the plan | 2013-02-28 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2013-02-28 | $1,108 |
| Other income received | 2013-02-28 | $236,250 |
| Net income (gross income less expenses) | 2013-02-28 | $368,421 |
| Net plan assets at end of year (total assets less liabilities) | 2013-02-28 | $2,998,322 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-02-28 | $2,629,901 |
| Total contributions received or receivable from employer(s) | 2013-02-28 | $133,279 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-02-28 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-02-28 | $0 |
| Minimum employer required contribution for this plan year | 2013-02-28 | $133,279 |
| Amount contributed by the employer to the plan for this plan year | 2013-02-28 | $133,279 |
| 2012 : MOON-BAKER AGENCY, INC. PENSION PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-02-29 | $1,108 |
| Total plan liabilities at beginning of year | 2012-02-29 | $1,108 |
| Total income from all sources | 2012-02-29 | $131,238 |
| Expenses. Total of all expenses incurred | 2012-02-29 | $24,657 |
| Benefits paid (including direct rollovers) | 2012-02-29 | $23,549 |
| Total plan assets at end of year | 2012-02-29 | $2,631,009 |
| Total plan assets at beginning of year | 2012-02-29 | $2,524,428 |
| Value of fidelity bond covering the plan | 2012-02-29 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2012-02-29 | $1,108 |
| Other income received | 2012-02-29 | $8,297 |
| Net income (gross income less expenses) | 2012-02-29 | $106,581 |
| Net plan assets at end of year (total assets less liabilities) | 2012-02-29 | $2,629,901 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-02-29 | $2,523,320 |
| Total contributions received or receivable from employer(s) | 2012-02-29 | $122,941 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-02-29 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-02-29 | $0 |
| Minimum employer required contribution for this plan year | 2012-02-29 | $122,941 |
| Amount contributed by the employer to the plan for this plan year | 2012-02-29 | $122,941 |
| 2011 : MOON-BAKER AGENCY, INC. PENSION PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-02-28 | $1,108 |
| Total plan liabilities at beginning of year | 2011-02-28 | $1,108 |
| Total income from all sources | 2011-02-28 | $444,777 |
| Expenses. Total of all expenses incurred | 2011-02-28 | $1,108 |
| Total plan assets at end of year | 2011-02-28 | $2,524,428 |
| Total plan assets at beginning of year | 2011-02-28 | $2,080,759 |
| Value of fidelity bond covering the plan | 2011-02-28 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2011-02-28 | $1,108 |
| Other income received | 2011-02-28 | $340,763 |
| Net income (gross income less expenses) | 2011-02-28 | $443,669 |
| Net plan assets at end of year (total assets less liabilities) | 2011-02-28 | $2,523,320 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-02-28 | $2,079,651 |
| Total contributions received or receivable from employer(s) | 2011-02-28 | $104,014 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-02-28 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-02-28 | $0 |
| Minimum employer required contribution for this plan year | 2011-02-28 | $104,014 |
| Amount contributed by the employer to the plan for this plan year | 2011-02-28 | $104,014 |
| 2010 : MOON-BAKER AGENCY, INC. PENSION PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-02-28 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-02-28 | $0 |
| Minimum employer required contribution for this plan year | 2010-02-28 | $107,509 |
| Amount contributed by the employer to the plan for this plan year | 2010-02-28 | $107,509 |
| 2012: MOON-BAKER AGENCY, INC. PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-03-01 | Type of plan entity | Single employer plan |
| 2012-03-01 | Submission has been amended | No |
| 2012-03-01 | This submission is the final filing | No |
| 2012-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-03-01 | Plan is a collectively bargained plan | No |
| 2012-03-01 | Plan funding arrangement – Insurance | Yes |
| 2012-03-01 | Plan funding arrangement – Trust | Yes |
| 2012-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-03-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MOON-BAKER AGENCY, INC. PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-03-01 | Type of plan entity | Single employer plan |
| 2011-03-01 | Submission has been amended | No |
| 2011-03-01 | This submission is the final filing | No |
| 2011-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-03-01 | Plan is a collectively bargained plan | No |
| 2011-03-01 | Plan funding arrangement – Insurance | Yes |
| 2011-03-01 | Plan funding arrangement – Trust | Yes |
| 2011-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-03-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MOON-BAKER AGENCY, INC. PENSION PLAN 2010 form 5500 responses |
|---|
| 2010-03-01 | Type of plan entity | Single employer plan |
| 2010-03-01 | Submission has been amended | No |
| 2010-03-01 | This submission is the final filing | No |
| 2010-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-03-01 | Plan is a collectively bargained plan | No |
| 2010-03-01 | Plan funding arrangement – Insurance | Yes |
| 2010-03-01 | Plan funding arrangement – Trust | Yes |
| 2010-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-03-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MOON-BAKER AGENCY, INC. PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-03-01 | Type of plan entity | Single employer plan |
| 2009-03-01 | Submission has been amended | Yes |
| 2009-03-01 | This submission is the final filing | No |
| 2009-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-03-01 | Plan is a collectively bargained plan | No |
| 2009-03-01 | Plan funding arrangement – Insurance | Yes |
| 2009-03-01 | Plan funding arrangement – Trust | Yes |
| 2009-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-03-01 | Plan benefit arrangement - Trust | Yes |
| MHN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 734927930 |
| Policy instance | 1 |
| Insurance contract or identification number | 734927930 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-03-01 | | Insurance policy end date | 2013-02-28 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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? | Yes |
|
| MHN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 734927930 |
| Policy instance | 1 |
| Insurance contract or identification number | 734927930 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-03-01 | | Insurance policy end date | 2012-02-28 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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? | Yes |
|
| MHN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 734927930 |
| Policy instance | 1 |
| Insurance contract or identification number | 734927930 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-03-01 | | Insurance policy end date | 2011-02-28 | | Are there contracts with allocated funds for individual policies? | Yes | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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? | Yes |
|
