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NANCY JENKINS DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameNANCY JENKINS DEFINED BENEFIT PENSION PLAN
Plan identification number 003

NANCY JENKINS 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).
  • 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

NANCY JENKINS has sponsored the creation of one or more 401k plans.

Company Name:NANCY JENKINS
Employer identification number (EIN):030337055
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NANCY JENKINS DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032011-01-01BRYAN JACKSON
0032009-01-01BRYAN JACKSON

Plan Statistics for NANCY JENKINS DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for NANCY JENKINS DEFINED BENEFIT PENSION PLAN

Measure Date Value
2011: NANCY JENKINS DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: NANCY JENKINS DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on NANCY JENKINS DEFINED BENEFIT PENSION PLAN

Measure Date Value
2011 : NANCY JENKINS DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$47,058
Expenses. Total of all expenses incurred2011-12-31$138,831
Benefits paid (including direct rollovers)2011-12-31$105,765
Total plan assets at end of year2011-12-31$1,618,367
Total plan assets at beginning of year2011-12-31$1,710,140
Value of fidelity bond covering the plan2011-12-31$160,000
Other income received2011-12-31$-2,942
Net income (gross income less expenses)2011-12-31$-91,773
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,618,367
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,710,140
Total contributions received or receivable from employer(s)2011-12-31$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$33,066
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : NANCY JENKINS DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$283,011
Expenses. Total of all expenses incurred2010-12-31$37,362
Benefits paid (including direct rollovers)2010-12-31$14,698
Total plan assets at end of year2010-12-31$1,710,140
Total plan assets at beginning of year2010-12-31$1,464,491
Value of fidelity bond covering the plan2010-12-31$160,000
Total contributions received or receivable from participants2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$196,361
Net income (gross income less expenses)2010-12-31$245,649
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,710,140
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,464,491
Total contributions received or receivable from employer(s)2010-12-31$86,650
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$22,664
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : NANCY JENKINS DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NANCY JENKINS DEFINED BENEFIT PENSION PLAN

2011: NANCY JENKINS DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NANCY JENKINS DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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