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

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

GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN Benefits

401k Plan TypeDefined 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 SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01

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 assets2020-12-31153,033
Acturial value of plan assets2020-12-31153,033
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-310
Number of active participants2020-12-312
Total funding liabilities for active participants2020-12-31146,941
Total participant count2020-12-312
Total funding target for all participants2020-12-31146,941
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-315,772
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-315,772
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-315,772
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-315,772
Total employer contributions2020-12-31142,481
Total employee contributions2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31142,916
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31139,850
Total funding amount beforereflecting carryover/prefunding balances2020-12-31139,530
Additional cash requirement2020-12-31139,530
Contributions allocatedtoward minimum required contributions for current year2020-12-31142,916
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-310
Acturial value of plan assets2019-12-310
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-310
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-310
Total participant count2019-12-312
Total funding target for all participants2019-12-310
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31144,978
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31146,872
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31141,100
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Waived amount of outstanding balance2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31141,100
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31141,100
Contributions allocatedtoward minimum required contributions for current year2019-12-31146,872
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310

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