401k Plan data: PHIL SPECTOR ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN plan

PHIL SPECTOR ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	PHIL SPECTOR ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	003

PHIL SPECTOR ENTERPRISES, INC. 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Life insurance

401k Sponsoring company profile

PHIL SPECTOR ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name: PHIL SPECTOR ENTERPRISES, INC.

Employer identification number (EIN): 952568668

NAIC Classification: 512100
NAIC Description: Motion Picture and Video Industries

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHIL SPECTOR ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-02-01
003 2020-02-01
003 2019-02-01
003 2015-02-01
003 2014-02-01 PHIL SPECTOR 2015-11-12
003 2013-02-01 RACHELLE SPECTOR 2014-11-17
003 2012-02-01 RACHELLE SPECTOR 2014-11-19
003 2011-02-01 RACHELLE SPECTOR
003 2009-02-01 RACHELLE SPECTOR RACHELLE SPECTOR 2010-11-12
003 2009-02-01 RACHELLE SPECTOR
003 2009-02-01 RACHELLE SPECTOR

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2021-02-01
003	2020-02-01
003	2019-02-01
003	2015-02-01
003	2014-02-01	PHIL SPECTOR	2015-11-12
003	2013-02-01	RACHELLE SPECTOR	2014-11-17
003	2012-02-01	RACHELLE SPECTOR	2014-11-19
003	2011-02-01	RACHELLE SPECTOR
003	2009-02-01	RACHELLE SPECTOR		RACHELLE SPECTOR	2010-11-12
003	2009-02-01	RACHELLE SPECTOR
003	2009-02-01	RACHELLE SPECTOR

Plan Statistics for PHIL SPECTOR ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for PHIL SPECTOR ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: PHIL SPECTOR ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-01-31 2,184,079
Acturial value of plan assets 2022-01-31 2,184,079
Funding target for retired participants and beneficiaries receiving payment 2022-01-31 0
Number of terminated vested participants 2022-01-31 2
Fundng target for terminated vested participants 2022-01-31 2,013,925
Active participant vested funding target 2022-01-31 0
Number of active participants 2022-01-31 0
Total funding liabilities for active participants 2022-01-31 0
Total participant count 2022-01-31 2
Total funding target for all participants 2022-01-31 2,013,925
Balance at beginning of prior year after applicable adjustments 2022-01-31 77,979
Prefunding balance at beginning of prior year after applicable adjustments 2022-01-31 339,595
Carryover balanced portion elected for use to offset prior years funding requirement 2022-01-31 0
Prefunding balanced used to offset prior years funding requirement 2022-01-31 0
Amount remaining of carryover balance 2022-01-31 77,979
Amount remaining of prefunding balance 2022-01-31 339,595
Present value of excess contributions 2022-01-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-01-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-01-31 0
Reductions in caryover balances due to elections or deemed elections 2022-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-01-31 0
Balance of carryovers at beginning of current year 2022-01-31 80,420
Balance of prefunding at beginning of current year 2022-01-31 350,224
Total employer contributions 2022-01-31 0
Total employee contributions 2022-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-01-31 0
Unpaid minimum required contributions for all prior years 2022-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-01-31 0
Remaining amount of unpaid minimum required contributions 2022-01-31 0
Minimum required contributions for current year target normal cost 2022-01-31 0
Net shortfall amortization installment of oustanding balance 2022-01-31 0
Waiver amortization installment 2022-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-01-31 0
Additional cash requirement 2022-01-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-01-31 0
Unpaid minimum required contributions for current year 2022-01-31 0
Unpaid minimum required contributions for all years 2022-01-31 0
2021: PHIL SPECTOR ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-01-31 2,262,101
Acturial value of plan assets 2021-01-31 2,262,101
Funding target for retired participants and beneficiaries receiving payment 2021-01-31 0
Number of terminated vested participants 2021-01-31 1
Fundng target for terminated vested participants 2021-01-31 269,067
Active participant vested funding target 2021-01-31 1,809,413
Number of active participants 2021-01-31 1
Total funding liabilities for active participants 2021-01-31 1,809,413
Total participant count 2021-01-31 2
Total funding target for all participants 2021-01-31 2,078,480
Balance at beginning of prior year after applicable adjustments 2021-01-31 73,413
Prefunding balance at beginning of prior year after applicable adjustments 2021-01-31 319,709
Carryover balanced portion elected for use to offset prior years funding requirement 2021-01-31 0
Prefunding balanced used to offset prior years funding requirement 2021-01-31 0
Amount remaining of carryover balance 2021-01-31 73,413
Amount remaining of prefunding balance 2021-01-31 319,709
Present value of excess contributions 2021-01-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-01-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-01-31 0
Reductions in caryover balances due to elections or deemed elections 2021-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-01-31 0
Balance of carryovers at beginning of current year 2021-01-31 77,979
Balance of prefunding at beginning of current year 2021-01-31 339,595
Total employer contributions 2021-01-31 0
Total employee contributions 2021-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-01-31 0
Unpaid minimum required contributions for all prior years 2021-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-01-31 0
Remaining amount of unpaid minimum required contributions 2021-01-31 0
Minimum required contributions for current year target normal cost 2021-01-31 0
Net shortfall amortization installment of oustanding balance 2021-01-31 0
Waiver amortization installment 2021-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-01-31 0
Carryover balance elected to use to offset funding requirement 2021-01-31 0
Prefunding balance elected to use to offset funding requirement 2021-01-31 0
Additional cash requirement 2021-01-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-01-31 0
Unpaid minimum required contributions for current year 2021-01-31 0
Unpaid minimum required contributions for all years 2021-01-31 0
2020: PHIL SPECTOR ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-01-31 2,267,675
Acturial value of plan assets 2020-01-31 2,267,675
Funding target for retired participants and beneficiaries receiving payment 2020-01-31 0
Number of terminated vested participants 2020-01-31 1
Fundng target for terminated vested participants 2020-01-31 272,571
Active participant vested funding target 2020-01-31 1,761,454
Number of active participants 2020-01-31 1
Total funding liabilities for active participants 2020-01-31 1,761,454
Total participant count 2020-01-31 2
Total funding target for all participants 2020-01-31 2,034,025
Balance at beginning of prior year after applicable adjustments 2020-01-31 75,644
Prefunding balance at beginning of prior year after applicable adjustments 2020-01-31 329,427
Carryover balanced portion elected for use to offset prior years funding requirement 2020-01-31 0
Prefunding balanced used to offset prior years funding requirement 2020-01-31 0
Amount remaining of carryover balance 2020-01-31 75,644
Amount remaining of prefunding balance 2020-01-31 329,427
Present value of excess contributions 2020-01-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-01-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-01-31 0
Reductions in caryover balances due to elections or deemed elections 2020-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-01-31 0
Balance of carryovers at beginning of current year 2020-01-31 73,413
Balance of prefunding at beginning of current year 2020-01-31 319,709
Total employer contributions 2020-01-31 0
Total employee contributions 2020-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-01-31 0
Unpaid minimum required contributions for all prior years 2020-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-01-31 0
Remaining amount of unpaid minimum required contributions 2020-01-31 0
Minimum required contributions for current year target normal cost 2020-01-31 0
Net shortfall amortization installment of oustanding balance 2020-01-31 0
Waiver amortization installment 2020-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-01-31 0
Carryover balance elected to use to offset funding requirement 2020-01-31 0
Prefunding balance elected to use to offset funding requirement 2020-01-31 0
Additional cash requirement 2020-01-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-01-31 0
Unpaid minimum required contributions for current year 2020-01-31 0
Unpaid minimum required contributions for all years 2020-01-31 0
2011: PHIL SPECTOR ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 3
Number of retired or separated participants receiving benefits 2011-02-01 0
Number of other retired or separated participants entitled to future benefits 2011-02-01 1
Total of all active and inactive participants 2011-02-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 0
Total participants 2011-02-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 0
2009: PHIL SPECTOR ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 3
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 1
Total of all active and inactive participants 2009-02-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 0

Measure	Date	Value
2022: PHIL SPECTOR ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-01-31	2,184,079
Acturial value of plan assets	2022-01-31	2,184,079
Funding target for retired participants and beneficiaries receiving payment	2022-01-31	0
Number of terminated vested participants	2022-01-31	2
Fundng target for terminated vested participants	2022-01-31	2,013,925
Active participant vested funding target	2022-01-31	0
Number of active participants	2022-01-31	0
Total funding liabilities for active participants	2022-01-31	0
Total participant count	2022-01-31	2
Total funding target for all participants	2022-01-31	2,013,925
Balance at beginning of prior year after applicable adjustments	2022-01-31	77,979
Prefunding balance at beginning of prior year after applicable adjustments	2022-01-31	339,595
Carryover balanced portion elected for use to offset prior years funding requirement	2022-01-31	0
Prefunding balanced used to offset prior years funding requirement	2022-01-31	0
Amount remaining of carryover balance	2022-01-31	77,979
Amount remaining of prefunding balance	2022-01-31	339,595
Present value of excess contributions	2022-01-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-01-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-01-31	0
Reductions in caryover balances due to elections or deemed elections	2022-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-01-31	0
Balance of carryovers at beginning of current year	2022-01-31	80,420
Balance of prefunding at beginning of current year	2022-01-31	350,224
Total employer contributions	2022-01-31	0
Total employee contributions	2022-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-01-31	0
Unpaid minimum required contributions for all prior years	2022-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-01-31	0
Remaining amount of unpaid minimum required contributions	2022-01-31	0
Minimum required contributions for current year target normal cost	2022-01-31	0
Net shortfall amortization installment of oustanding balance	2022-01-31	0
Waiver amortization installment	2022-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-01-31	0
Additional cash requirement	2022-01-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-01-31	0
Unpaid minimum required contributions for current year	2022-01-31	0
Unpaid minimum required contributions for all years	2022-01-31	0
2021: PHIL SPECTOR ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-01-31	2,262,101
Acturial value of plan assets	2021-01-31	2,262,101
Funding target for retired participants and beneficiaries receiving payment	2021-01-31	0
Number of terminated vested participants	2021-01-31	1
Fundng target for terminated vested participants	2021-01-31	269,067
Active participant vested funding target	2021-01-31	1,809,413
Number of active participants	2021-01-31	1
Total funding liabilities for active participants	2021-01-31	1,809,413
Total participant count	2021-01-31	2
Total funding target for all participants	2021-01-31	2,078,480
Balance at beginning of prior year after applicable adjustments	2021-01-31	73,413
Prefunding balance at beginning of prior year after applicable adjustments	2021-01-31	319,709
Carryover balanced portion elected for use to offset prior years funding requirement	2021-01-31	0
Prefunding balanced used to offset prior years funding requirement	2021-01-31	0
Amount remaining of carryover balance	2021-01-31	73,413
Amount remaining of prefunding balance	2021-01-31	319,709
Present value of excess contributions	2021-01-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-01-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-01-31	0
Reductions in caryover balances due to elections or deemed elections	2021-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-01-31	0
Balance of carryovers at beginning of current year	2021-01-31	77,979
Balance of prefunding at beginning of current year	2021-01-31	339,595
Total employer contributions	2021-01-31	0
Total employee contributions	2021-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-01-31	0
Unpaid minimum required contributions for all prior years	2021-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-01-31	0
Remaining amount of unpaid minimum required contributions	2021-01-31	0
Minimum required contributions for current year target normal cost	2021-01-31	0
Net shortfall amortization installment of oustanding balance	2021-01-31	0
Waiver amortization installment	2021-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-01-31	0
Carryover balance elected to use to offset funding requirement	2021-01-31	0
Prefunding balance elected to use to offset funding requirement	2021-01-31	0
Additional cash requirement	2021-01-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-01-31	0
Unpaid minimum required contributions for current year	2021-01-31	0
Unpaid minimum required contributions for all years	2021-01-31	0
2020: PHIL SPECTOR ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-01-31	2,267,675
Acturial value of plan assets	2020-01-31	2,267,675
Funding target for retired participants and beneficiaries receiving payment	2020-01-31	0
Number of terminated vested participants	2020-01-31	1
Fundng target for terminated vested participants	2020-01-31	272,571
Active participant vested funding target	2020-01-31	1,761,454
Number of active participants	2020-01-31	1
Total funding liabilities for active participants	2020-01-31	1,761,454
Total participant count	2020-01-31	2
Total funding target for all participants	2020-01-31	2,034,025
Balance at beginning of prior year after applicable adjustments	2020-01-31	75,644
Prefunding balance at beginning of prior year after applicable adjustments	2020-01-31	329,427
Carryover balanced portion elected for use to offset prior years funding requirement	2020-01-31	0
Prefunding balanced used to offset prior years funding requirement	2020-01-31	0
Amount remaining of carryover balance	2020-01-31	75,644
Amount remaining of prefunding balance	2020-01-31	329,427
Present value of excess contributions	2020-01-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-01-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-01-31	0
Reductions in caryover balances due to elections or deemed elections	2020-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-01-31	0
Balance of carryovers at beginning of current year	2020-01-31	73,413
Balance of prefunding at beginning of current year	2020-01-31	319,709
Total employer contributions	2020-01-31	0
Total employee contributions	2020-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-01-31	0
Unpaid minimum required contributions for all prior years	2020-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-01-31	0
Remaining amount of unpaid minimum required contributions	2020-01-31	0
Minimum required contributions for current year target normal cost	2020-01-31	0
Net shortfall amortization installment of oustanding balance	2020-01-31	0
Waiver amortization installment	2020-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-01-31	0
Carryover balance elected to use to offset funding requirement	2020-01-31	0
Prefunding balance elected to use to offset funding requirement	2020-01-31	0
Additional cash requirement	2020-01-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-01-31	0
Unpaid minimum required contributions for current year	2020-01-31	0
Unpaid minimum required contributions for all years	2020-01-31	0
2011: PHIL SPECTOR ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	3
Number of retired or separated participants receiving benefits	2011-02-01	0
Number of other retired or separated participants entitled to future benefits	2011-02-01	1
Total of all active and inactive participants	2011-02-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	0
Total participants	2011-02-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	0
2009: PHIL SPECTOR ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	3
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	1
Total of all active and inactive participants	2009-02-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	0

Financial Data on PHIL SPECTOR ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2012 : PHIL SPECTOR ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan	2012-01-31	$0
Total plan liabilities at end of year	2012-01-31	$0
Total plan liabilities at beginning of year	2012-01-31	$0
Total income from all sources	2012-01-31	$4,123
Expenses. Total of all expenses incurred	2012-01-31	$188,118
Benefits paid (including direct rollovers)	2012-01-31	$188,118
Total plan assets at end of year	2012-01-31	$2,774,983
Total plan assets at beginning of year	2012-01-31	$2,958,978
Value of fidelity bond covering the plan	2012-01-31	$425,000
Total contributions received or receivable from participants	2012-01-31	$0
Expenses. Other expenses not covered elsewhere	2012-01-31	$0
Contributions received from other sources (not participants or employers)	2012-01-31	$0
Other income received	2012-01-31	$4,123
Noncash contributions received	2012-01-31	$0
Net income (gross income less expenses)	2012-01-31	$-183,995
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$2,774,983
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$2,958,978
Assets. Value of participant loans	2012-01-31	$95,886
Assets. Value of real-estate (other than employer real property)	2012-01-31	$0
Total contributions received or receivable from employer(s)	2012-01-31	$0
Value of certain deemed distributions of participant loans	2012-01-31	$0
Value of corrective distributions	2012-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-01-31	$0
2011 : PHIL SPECTOR ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan	2011-01-31	$0
Total plan liabilities at end of year	2011-01-31	$0
Total plan liabilities at beginning of year	2011-01-31	$87,026
Total income from all sources	2011-01-31	$-70,859
Expenses. Total of all expenses incurred	2011-01-31	$249,565
Benefits paid (including direct rollovers)	2011-01-31	$188,118
Total plan assets at end of year	2011-01-31	$2,958,978
Total plan assets at beginning of year	2011-01-31	$3,366,428
Value of fidelity bond covering the plan	2011-01-31	$425,000
Total contributions received or receivable from participants	2011-01-31	$0
Assets. Value of loans (other than to participants)	2011-01-31	$0
Expenses. Other expenses not covered elsewhere	2011-01-31	$61,447
Contributions received from other sources (not participants or employers)	2011-01-31	$0
Other income received	2011-01-31	$-70,859
Noncash contributions received	2011-01-31	$0
Net income (gross income less expenses)	2011-01-31	$-320,424
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$2,958,978
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$3,279,402
Assets. Value of participant loans	2011-01-31	$95,886
Assets. Value of real-estate (other than employer real property)	2011-01-31	$6,556
Total contributions received or receivable from employer(s)	2011-01-31	$0
Value of certain deemed distributions of participant loans	2011-01-31	$0
Value of corrective distributions	2011-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-01-31	$0
2010 : PHIL SPECTOR ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-01-31	$0

Form 5500 Responses for PHIL SPECTOR ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN

2011: PHIL SPECTOR ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	No
2011-02-01	Plan funding arrangement – Insurance	Yes
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement – Insurance	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2009: PHIL SPECTOR ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	Yes
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	No
2009-02-01	Plan funding arrangement – Insurance	Yes
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement – Insurance	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

LINCOLN NATIONAL LIFE (National Association of Insurance Commissioners NAIC id number: 77909 )

Policy contract number

000750855

Policy instance

Insurance contract or identification number	000750855
Number of Individuals Covered	1
Insurance policy start date	2011-02-01
Insurance policy end date	2012-01-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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	No
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?	No

LINCOLN NATIONAL LIFE (National Association of Insurance Commissioners NAIC id number: 77909 )

Policy contract number

000750855

Policy instance

Insurance contract or identification number	000750855
Number of Individuals Covered	1
Insurance policy start date	2010-02-01
Insurance policy end date	2011-01-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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	No
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?	No

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PHIL SPECTOR ENTERPRISES, INC.
Employer identification number (EIN):	952568668
NAIC Classification:	512100
NAIC Description:	Motion Picture and Video Industries