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Plan Name | FANNING, HARPER, MARTINSON, BRANDT & KUTCHIN PENSION AND PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | FANNING, HARPER, MARTINSON, BRANDT & KUTCHIN, PC |
Employer identification number (EIN): | 751465949 |
NAIC Classification: | 541190 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | ||||
001 | 2013-01-01 | ||||
001 | 2012-04-01 | MARC H. FANNING | 2013-10-04 | MARC H. FANNING | 2013-10-04 |
001 | 2011-04-01 | KARMANN SCHACKMANN | 2012-10-02 | ||
001 | 2010-04-01 | KARMANN SCHACKMANN | |||
001 | 2009-04-01 | KARMANN SCHACKMANN |
Measure | Date | Value |
---|---|---|
2010: FANNING, HARPER, MARTINSON, BRANDT & KUTCHIN PENSION AND PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-04-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 22 |
Number of retired or separated participants receiving benefits | 2010-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-04-01 | 6 |
Total of all active and inactive participants | 2010-04-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-04-01 | 0 |
Total participants | 2010-04-01 | 28 |
Number of participants with account balances | 2010-04-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-04-01 | 1 |
2009: FANNING, HARPER, MARTINSON, BRANDT & KUTCHIN PENSION AND PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-04-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 24 |
Number of retired or separated participants receiving benefits | 2009-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 5 |
Total of all active and inactive participants | 2009-04-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
Total participants | 2009-04-01 | 29 |
Number of participants with account balances | 2009-04-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : FANNING, HARPER, MARTINSON, BRANDT & KUTCHIN PENSION AND PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-03-31 | $518,333 |
Expenses. Total of all expenses incurred | 2011-03-31 | $485,204 |
Benefits paid (including direct rollovers) | 2011-03-31 | $484,563 |
Total plan assets at end of year | 2011-03-31 | $3,104,018 |
Total plan assets at beginning of year | 2011-03-31 | $3,070,889 |
Value of fidelity bond covering the plan | 2011-03-31 | $500,000 |
Total contributions received or receivable from participants | 2011-03-31 | $141,012 |
Other income received | 2011-03-31 | $347,739 |
Net income (gross income less expenses) | 2011-03-31 | $33,129 |
Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $3,104,018 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $3,070,889 |
Total contributions received or receivable from employer(s) | 2011-03-31 | $29,582 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-03-31 | $641 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-03-31 | $0 |
2010 : FANNING, HARPER, MARTINSON, BRANDT & KUTCHIN PENSION AND PROFIT SHARING PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-03-31 | $0 |
2010: FANNING, HARPER, MARTINSON, BRANDT & KUTCHIN PENSION AND PROFIT SHARING PLAN 2010 form 5500 responses | ||
---|---|---|
2010-04-01 | Type of plan entity | Single employer plan |
2010-04-01 | Submission has been amended | No |
2010-04-01 | This submission is the final filing | No |
2010-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-04-01 | Plan is a collectively bargained plan | No |
2010-04-01 | Plan funding arrangement – Insurance | Yes |
2010-04-01 | Plan funding arrangement – Trust | Yes |
2010-04-01 | Plan benefit arrangement – Insurance | Yes |
2010-04-01 | Plan benefit arrangement - Trust | Yes |
2009: FANNING, HARPER, MARTINSON, BRANDT & KUTCHIN PENSION AND PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-04-01 | Type of plan entity | Single employer plan |
2009-04-01 | Submission has been amended | No |
2009-04-01 | This submission is the final filing | No |
2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-04-01 | Plan is a collectively bargained plan | No |
2009-04-01 | Plan funding arrangement – Insurance | Yes |
2009-04-01 | Plan funding arrangement – Trust | Yes |
2009-04-01 | Plan benefit arrangement – Insurance | Yes |
2009-04-01 | Plan benefit arrangement - Trust | Yes |
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 35370-002 | ||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
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