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Plan Name | PHILIPS BONDING AGENCY MONEY PURCHASE PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | PHILIPS BONDING AGENCY |
Employer identification number (EIN): | 952594137 |
NAIC Classification: | 524290 |
Additional information about PHILIPS BONDING AGENCY
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1969-08-11 |
Company Identification Number: | C0577349 |
Legal Registered Office Address: |
3872 Tenth St Riverside United States of America (USA) 92501 |
More information about PHILIPS BONDING AGENCY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2011-08-01 | TONY JIMENEZ, JR. | |||
003 | 2009-08-01 | TONY JIMENEZ |
Measure | Date | Value |
---|---|---|
2011: PHILIPS BONDING AGENCY MONEY PURCHASE PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-08-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 0 |
Number of retired or separated participants receiving benefits | 2011-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 0 |
Total of all active and inactive participants | 2011-08-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-08-01 | 0 |
Total participants | 2011-08-01 | 0 |
Number of participants with account balances | 2011-08-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-08-01 | 0 |
2009: PHILIPS BONDING AGENCY MONEY PURCHASE PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-08-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 2 |
Number of retired or separated participants receiving benefits | 2009-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 0 |
Total of all active and inactive participants | 2009-08-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-08-01 | 0 |
Total participants | 2009-08-01 | 2 |
Number of participants with account balances | 2009-08-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-08-01 | 0 |
Measure | Date | Value |
---|---|---|
2012 : PHILIPS BONDING AGENCY MONEY PURCHASE PLAN 2012 401k financial data | ||
Total income from all sources | 2012-07-31 | $14,501 |
Expenses. Total of all expenses incurred | 2012-07-31 | $883,566 |
Benefits paid (including direct rollovers) | 2012-07-31 | $881,446 |
Total plan assets at end of year | 2012-07-31 | $0 |
Total plan assets at beginning of year | 2012-07-31 | $869,065 |
Value of fidelity bond covering the plan | 2012-07-31 | $100,000 |
Other income received | 2012-07-31 | $14,501 |
Net income (gross income less expenses) | 2012-07-31 | $-869,065 |
Net plan assets at end of year (total assets less liabilities) | 2012-07-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-07-31 | $869,065 |
Assets. Value of assets in partnership/joint-venture interests | 2012-07-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-07-31 | $2,120 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-07-31 | $7,266 |
Funding deficiency by the employer to the plan for this plan year | 2012-07-31 | $0 |
Minimum employer required contribution for this plan year | 2012-07-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-07-31 | $0 |
2011 : PHILIPS BONDING AGENCY MONEY PURCHASE PLAN 2011 401k financial data | ||
Total income from all sources | 2011-07-31 | $114,307 |
Expenses. Total of all expenses incurred | 2011-07-31 | $52,862 |
Benefits paid (including direct rollovers) | 2011-07-31 | $42,500 |
Total plan assets at end of year | 2011-07-31 | $869,065 |
Total plan assets at beginning of year | 2011-07-31 | $807,620 |
Value of fidelity bond covering the plan | 2011-07-31 | $100,000 |
Other income received | 2011-07-31 | $114,307 |
Net income (gross income less expenses) | 2011-07-31 | $61,445 |
Net plan assets at end of year (total assets less liabilities) | 2011-07-31 | $869,065 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-07-31 | $807,620 |
Assets. Value of assets in partnership/joint-venture interests | 2011-07-31 | $7,266 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-07-31 | $10,362 |
Funding deficiency by the employer to the plan for this plan year | 2011-07-31 | $0 |
Minimum employer required contribution for this plan year | 2011-07-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-07-31 | $0 |
2010 : PHILIPS BONDING AGENCY MONEY PURCHASE PLAN 2010 401k financial data | ||
Funding deficiency by the employer to the plan for this plan year | 2010-07-31 | $0 |
Minimum employer required contribution for this plan year | 2010-07-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-07-31 | $0 |
2011: PHILIPS BONDING AGENCY MONEY PURCHASE PLAN 2011 form 5500 responses | ||
---|---|---|
2011-08-01 | Type of plan entity | Single employer plan |
2011-08-01 | Submission has been amended | No |
2011-08-01 | This submission is the final filing | Yes |
2011-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-08-01 | Plan is a collectively bargained plan | No |
2011-08-01 | Plan funding arrangement – Insurance | Yes |
2011-08-01 | Plan funding arrangement – Trust | Yes |
2011-08-01 | Plan benefit arrangement – Insurance | Yes |
2011-08-01 | Plan benefit arrangement - Trust | Yes |
2009: PHILIPS BONDING AGENCY MONEY PURCHASE PLAN 2009 form 5500 responses | ||
2009-08-01 | Type of plan entity | Single employer plan |
2009-08-01 | Submission has been amended | No |
2009-08-01 | This submission is the final filing | No |
2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-08-01 | Plan is a collectively bargained plan | No |
2009-08-01 | Plan funding arrangement – Insurance | Yes |
2009-08-01 | Plan funding arrangement – Trust | Yes |
2009-08-01 | Plan benefit arrangement – Insurance | Yes |
2009-08-01 | Plan benefit arrangement - Trust | Yes |