401k Plan data: GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN plan

GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN 401k Plan overview

Plan Name	GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN
Plan identification number	002

GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

GEORGE A MCCALL has sponsored the creation of one or more 401k plans.

Company Name: GEORGE A MCCALL

Employer identification number (EIN): 043420668

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01

Plan Statistics for GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN

401k plan membership statisitcs for GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN

Measure Date Value
2020: GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 153,033
Acturial value of plan assets 2020-12-31 153,033
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 0
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 146,941
Total participant count 2020-12-31 2
Total funding target for all participants 2020-12-31 146,941
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 5,772
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 5,772
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 5,772
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 5,772
Total employer contributions 2020-12-31 142,481
Total employee contributions 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 142,916
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 139,850
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 139,530
Additional cash requirement 2020-12-31 139,530
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 142,916
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 0
Acturial value of plan assets 2019-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 0
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 0
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 0
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 144,978
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 146,872
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 141,100
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Waived amount of outstanding balance 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 141,100
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 141,100
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 146,872
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0

Measure	Date	Value
2020: GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	153,033
Acturial value of plan assets	2020-12-31	153,033
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	0
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	146,941
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	146,941
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	5,772
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	5,772
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	5,772
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	5,772
Total employer contributions	2020-12-31	142,481
Total employee contributions	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	142,916
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	139,850
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	139,530
Additional cash requirement	2020-12-31	139,530
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	142,916
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	0
Acturial value of plan assets	2019-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	0
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	0
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	0
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	144,978
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	146,872
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	141,100
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Waived amount of outstanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	141,100
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	141,100
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	146,872
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0

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Company Name:	GEORGE A MCCALL
Employer identification number (EIN):	043420668
NAIC Classification:	523900