Plan Name | PUCKETT & ASSOCIATES MARKETING, LLC RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | PUCKETT & ASSOCIATES MARKETING, LLC |
Employer identification number (EIN): | 202967395 |
NAIC Classification: | 541800 |
Additional information about PUCKETT & ASSOCIATES MARKETING, LLC
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2005-06-08 |
Company Identification Number: | S156440 |
Legal Registered Office Address: |
10417 JACKSONTOWN RD DELAPLANE United States of America (USA) 20144 |
More information about PUCKETT & ASSOCIATES MARKETING, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2021-12-01 | ||||
002 | 2020-12-01 | ||||
002 | 2019-12-01 | ||||
002 | 2018-12-01 | ||||
002 | 2017-12-01 | ||||
002 | 2016-12-01 | ||||
002 | 2015-12-01 |
Measure | Date | Value |
---|---|---|
2021: PUCKETT & ASSOCIATES MARKETING, LLC RETIREMENT PLAN 2021 401k membership | ||
Market value of plan assets | 2021-11-30 | 1,294,784 |
Acturial value of plan assets | 2021-11-30 | 1,294,784 |
Funding target for retired participants and beneficiaries receiving payment | 2021-11-30 | 0 |
Number of terminated vested participants | 2021-11-30 | 0 |
Fundng target for terminated vested participants | 2021-11-30 | 0 |
Active participant vested funding target | 2021-11-30 | 889,090 |
Number of active participants | 2021-11-30 | 5 |
Total funding liabilities for active participants | 2021-11-30 | 889,090 |
Total participant count | 2021-11-30 | 5 |
Total funding target for all participants | 2021-11-30 | 889,090 |
Balance at beginning of prior year after applicable adjustments | 2021-11-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-11-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-11-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-11-30 | 0 |
Amount remaining of carryover balance | 2021-11-30 | 0 |
Amount remaining of prefunding balance | 2021-11-30 | 0 |
Present value of excess contributions | 2021-11-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-11-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-11-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-11-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-11-30 | 0 |
Balance of carryovers at beginning of current year | 2021-11-30 | 0 |
Balance of prefunding at beginning of current year | 2021-11-30 | 0 |
Total employer contributions | 2021-11-30 | 0 |
Total employee contributions | 2021-11-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-11-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-11-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-11-30 | 0 |
Unpaid minimum required contributions for all prior years | 2021-11-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-11-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-11-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-11-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2021-11-30 | 0 |
Waiver amortization installment | 2021-11-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-11-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-11-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-11-30 | 0 |
Additional cash requirement | 2021-11-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-11-30 | 0 |
Unpaid minimum required contributions for current year | 2021-11-30 | 0 |
Unpaid minimum required contributions for all years | 2021-11-30 | 0 |
2020: PUCKETT & ASSOCIATES MARKETING, LLC RETIREMENT PLAN 2020 401k membership | ||
Market value of plan assets | 2020-11-30 | 1,159,087 |
Acturial value of plan assets | 2020-11-30 | 1,159,087 |
Funding target for retired participants and beneficiaries receiving payment | 2020-11-30 | 0 |
Number of terminated vested participants | 2020-11-30 | 0 |
Fundng target for terminated vested participants | 2020-11-30 | 0 |
Active participant vested funding target | 2020-11-30 | 876,642 |
Number of active participants | 2020-11-30 | 9 |
Total funding liabilities for active participants | 2020-11-30 | 876,642 |
Total participant count | 2020-11-30 | 9 |
Total funding target for all participants | 2020-11-30 | 876,642 |
Balance at beginning of prior year after applicable adjustments | 2020-11-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-11-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-11-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-11-30 | 0 |
Amount remaining of carryover balance | 2020-11-30 | 0 |
Amount remaining of prefunding balance | 2020-11-30 | 0 |
Present value of excess contributions | 2020-11-30 | 45,835 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-11-30 | 45,835 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-11-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-11-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-11-30 | 0 |
Balance of carryovers at beginning of current year | 2020-11-30 | 0 |
Balance of prefunding at beginning of current year | 2020-11-30 | 0 |
Total employer contributions | 2020-11-30 | 0 |
Total employee contributions | 2020-11-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-11-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-11-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-11-30 | 0 |
Unpaid minimum required contributions for all prior years | 2020-11-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-11-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-11-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-11-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2020-11-30 | 0 |
Waiver amortization installment | 2020-11-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-11-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-11-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-11-30 | 0 |
Additional cash requirement | 2020-11-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-11-30 | 0 |
Unpaid minimum required contributions for current year | 2020-11-30 | 0 |
Unpaid minimum required contributions for all years | 2020-11-30 | 0 |
2018: PUCKETT & ASSOCIATES MARKETING, LLC RETIREMENT PLAN 2018 401k membership | ||
Market value of plan assets | 2018-11-30 | 500,142 |
Acturial value of plan assets | 2018-11-30 | 500,142 |
Funding target for retired participants and beneficiaries receiving payment | 2018-11-30 | 0 |
Number of terminated vested participants | 2018-11-30 | 0 |
Fundng target for terminated vested participants | 2018-11-30 | 0 |
Active participant vested funding target | 2018-11-30 | 0 |
Number of active participants | 2018-11-30 | 8 |
Total funding liabilities for active participants | 2018-11-30 | 815,817 |
Total participant count | 2018-11-30 | 8 |
Total funding target for all participants | 2018-11-30 | 815,817 |
Balance at beginning of prior year after applicable adjustments | 2018-11-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-11-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-11-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-11-30 | 0 |
Amount remaining of carryover balance | 2018-11-30 | 0 |
Amount remaining of prefunding balance | 2018-11-30 | 0 |
Present value of excess contributions | 2018-11-30 | 22,438 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-11-30 | 22,438 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-11-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-11-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-11-30 | 0 |
Balance of carryovers at beginning of current year | 2018-11-30 | 0 |
Balance of prefunding at beginning of current year | 2018-11-30 | 0 |
Total employer contributions | 2018-11-30 | 399,151 |
Total employee contributions | 2018-11-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-11-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-11-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-11-30 | 413,856 |
Unpaid minimum required contributions for all prior years | 2018-11-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-11-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-11-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-11-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-11-30 | 315,675 |
Waiver amortization installment | 2018-11-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-11-30 | 59,422 |
Additional cash requirement | 2018-11-30 | 59,422 |
Contributions allocatedtoward minimum required contributions for current year | 2018-11-30 | 413,856 |
Unpaid minimum required contributions for current year | 2018-11-30 | 0 |
Unpaid minimum required contributions for all years | 2018-11-30 | 0 |
2017: PUCKETT & ASSOCIATES MARKETING, LLC RETIREMENT PLAN 2017 401k membership | ||
Market value of plan assets | 2017-11-30 | 31,828 |
Acturial value of plan assets | 2017-11-30 | 31,828 |
Funding target for retired participants and beneficiaries receiving payment | 2017-11-30 | 0 |
Number of terminated vested participants | 2017-11-30 | 0 |
Fundng target for terminated vested participants | 2017-11-30 | 0 |
Active participant vested funding target | 2017-11-30 | 0 |
Number of active participants | 2017-11-30 | 4 |
Total funding liabilities for active participants | 2017-11-30 | 422,128 |
Total participant count | 2017-11-30 | 4 |
Total funding target for all participants | 2017-11-30 | 422,128 |
Balance at beginning of prior year after applicable adjustments | 2017-11-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-11-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-11-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-11-30 | 0 |
Amount remaining of carryover balance | 2017-11-30 | 0 |
Amount remaining of prefunding balance | 2017-11-30 | 0 |
Present value of excess contributions | 2017-11-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-11-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-11-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-11-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-11-30 | 0 |
Balance of carryovers at beginning of current year | 2017-11-30 | 0 |
Balance of prefunding at beginning of current year | 2017-11-30 | 0 |
Total employer contributions | 2017-11-30 | 482,488 |
Total employee contributions | 2017-11-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-11-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-11-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-11-30 | 499,361 |
Unpaid minimum required contributions for all prior years | 2017-11-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-11-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-11-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-11-30 | 412,436 |
Net shortfall amortization installment of oustanding balance | 2017-11-30 | 390,300 |
Waiver amortization installment | 2017-11-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-11-30 | 476,923 |
Carryover balance elected to use to offset funding requirement | 2017-11-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-11-30 | 0 |
Additional cash requirement | 2017-11-30 | 476,923 |
Contributions allocatedtoward minimum required contributions for current year | 2017-11-30 | 499,361 |
Unpaid minimum required contributions for current year | 2017-11-30 | 0 |
Unpaid minimum required contributions for all years | 2017-11-30 | 0 |