401k Plan data: BILL E. SANDERS DEFINED BENEFIT PENSION PLAN plan

BILL E. SANDERS DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	BILL E. SANDERS DEFINED BENEFIT PENSION PLAN
Plan identification number	001

BILL E. SANDERS 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).
Plan covering Self-Employed individuals.
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

BILL E. SANDERS has sponsored the creation of one or more 401k plans.

Company Name: BILL E. SANDERS

Employer identification number (EIN): 752652396

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BILL E. SANDERS DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 BILL SANDERS 2017-06-19 BILL SANDERS 2017-06-19
001 2015-01-01 BILL SANDERS 2016-10-12 BILL SANDERS 2016-10-12
001 2014-01-01 BILL SANDERS 2015-10-15 BILL SANDERS 2015-10-15
001 2013-01-01 BILL SANDERS 2014-10-14 BILL SANDERS 2014-10-14
001 2012-01-01 BILL SANDERS 2013-09-29 BILL SANDERS 2013-09-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	BILL SANDERS	2017-06-19	BILL SANDERS	2017-06-19
001	2015-01-01	BILL SANDERS	2016-10-12	BILL SANDERS	2016-10-12
001	2014-01-01	BILL SANDERS	2015-10-15	BILL SANDERS	2015-10-15
001	2013-01-01	BILL SANDERS	2014-10-14	BILL SANDERS	2014-10-14
001	2012-01-01	BILL SANDERS	2013-09-29	BILL SANDERS	2013-09-29

Plan Statistics for BILL E. SANDERS DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for BILL E. SANDERS DEFINED BENEFIT PENSION PLAN

Measure Date Value
2016: BILL E. SANDERS DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-14 963,419
Acturial value of plan assets 2016-12-14 963,419
Funding target for retired participants and beneficiaries receiving payment 2016-12-14 0
Number of terminated vested participants 2016-12-14 0
Fundng target for terminated vested participants 2016-12-14 0
Active participant vested funding target 2016-12-14 749,725
Number of active participants 2016-12-14 5
Total funding liabilities for active participants 2016-12-14 764,644
Total participant count 2016-12-14 5
Total funding target for all participants 2016-12-14 764,644
Balance at beginning of prior year after applicable adjustments 2016-12-14 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-14 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-14 0
Prefunding balanced used to offset prior years funding requirement 2016-12-14 0
Amount remaining of carryover balance 2016-12-14 0
Amount remaining of prefunding balance 2016-12-14 0
Present value of excess contributions 2016-12-14 154,544
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-14 154,544
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-14 0
Reductions in caryover balances due to elections or deemed elections 2016-12-14 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-14 0
Balance of carryovers at beginning of current year 2016-12-14 0
Balance of prefunding at beginning of current year 2016-12-14 0
Total employer contributions 2016-12-14 0
Total employee contributions 2016-12-14 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-14 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-14 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-14 0
Unpaid minimum required contributions for all prior years 2016-12-14 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-14 0
Remaining amount of unpaid minimum required contributions 2016-12-14 0
Minimum required contributions for current year target normal cost 2016-12-14 0
Net shortfall amortization installment of oustanding balance 2016-12-14 0
Waiver amortization installment 2016-12-14 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-14 0
Carryover balance elected to use to offset funding requirement 2016-12-14 0
Prefunding balance elected to use to offset funding requirement 2016-12-14 0
Additional cash requirement 2016-12-14 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-14 0
Unpaid minimum required contributions for current year 2016-12-14 0
Unpaid minimum required contributions for all years 2016-12-14 0

Measure	Date	Value
2016: BILL E. SANDERS DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-14	963,419
Acturial value of plan assets	2016-12-14	963,419
Funding target for retired participants and beneficiaries receiving payment	2016-12-14	0
Number of terminated vested participants	2016-12-14	0
Fundng target for terminated vested participants	2016-12-14	0
Active participant vested funding target	2016-12-14	749,725
Number of active participants	2016-12-14	5
Total funding liabilities for active participants	2016-12-14	764,644
Total participant count	2016-12-14	5
Total funding target for all participants	2016-12-14	764,644
Balance at beginning of prior year after applicable adjustments	2016-12-14	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-14	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-14	0
Prefunding balanced used to offset prior years funding requirement	2016-12-14	0
Amount remaining of carryover balance	2016-12-14	0
Amount remaining of prefunding balance	2016-12-14	0
Present value of excess contributions	2016-12-14	154,544
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-14	154,544
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-14	0
Reductions in caryover balances due to elections or deemed elections	2016-12-14	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-14	0
Balance of carryovers at beginning of current year	2016-12-14	0
Balance of prefunding at beginning of current year	2016-12-14	0
Total employer contributions	2016-12-14	0
Total employee contributions	2016-12-14	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-14	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-14	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-14	0
Unpaid minimum required contributions for all prior years	2016-12-14	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-14	0
Remaining amount of unpaid minimum required contributions	2016-12-14	0
Minimum required contributions for current year target normal cost	2016-12-14	0
Net shortfall amortization installment of oustanding balance	2016-12-14	0
Waiver amortization installment	2016-12-14	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-14	0
Carryover balance elected to use to offset funding requirement	2016-12-14	0
Prefunding balance elected to use to offset funding requirement	2016-12-14	0
Additional cash requirement	2016-12-14	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-14	0
Unpaid minimum required contributions for current year	2016-12-14	0
Unpaid minimum required contributions for all years	2016-12-14	0

Potentially related plans

BILL E. LUM AGENCY, INC. PROFIT SHARING PLAN [EIN = 043601638]

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Company Name:	BILL E. SANDERS
Employer identification number (EIN):	752652396
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)