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CUTLER INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameCUTLER INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

CUTLER INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • 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

CUTLER INSURANCE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CUTLER INSURANCE SERVICES, INC.
Employer identification number (EIN):953927919
NAIC Classification:524290

Additional information about CUTLER INSURANCE SERVICES, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1984-07-23
Company Identification Number: C1313695
Legal Registered Office Address: 1824 Pacific Avenue

Manhattan Beach
United States of America (USA)
90266

More information about CUTLER INSURANCE SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUTLER INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-07-01BRIDGETTE ASUNCION2014-03-19 BRIDGETTE ASUNCION2014-03-19
0012011-07-01MALCOLM CUTLER2013-04-09 MALCOLM CUTLER2013-04-09
0012010-07-01BRIDGETTE ASUNCION2012-04-13

Financial Data on CUTLER INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2009 : CUTLER INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total income from all sources2009-06-30$-81,384
Expenses. Total of all expenses incurred2009-06-30$136,283
Benefits paid (including direct rollovers)2009-06-30$136,283
Total plan assets at end of year2009-06-30$655,401
Total plan assets at beginning of year2009-06-30$873,068
Value of fidelity bond covering the plan2009-06-30$100,000
Total contributions received or receivable from participants2009-06-30$0
Expenses. Other expenses not covered elsewhere2009-06-30$0
Contributions received from other sources (not participants or employers)2009-06-30$0
Other income received2009-06-30$-129,384
Noncash contributions received2009-06-30$0
Net income (gross income less expenses)2009-06-30$-217,667
Net plan assets at end of year (total assets less liabilities)2009-06-30$655,401
Net plan assets at beginning of year (total assets less liabilities)2009-06-30$873,068
Total contributions received or receivable from employer(s)2009-06-30$48,000
Value of certain deemed distributions of participant loans2009-06-30$0
Value of corrective distributions2009-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2009-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-06-30$0

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