Logo

MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameMICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN
Plan identification number 002

MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

MICHAEL S LOUIS, CLU INSURANCE AGENCY INC has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL S LOUIS, CLU INSURANCE AGENCY INC
Employer identification number (EIN):208278572
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01HEATHER RETSKY
0022014-01-01HEATHER RETSKY
0022013-01-01HEATHER RETSKY
0022012-01-01HEATHER RETSKY
0022011-01-01HEATHER RETSKY
0022010-01-01HEATHER RETSKY
0022009-01-01HEATHER RETSKY

Plan Statistics for MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN

Measure Date Value
2015: MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-010
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
2014: MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2010: MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN

Measure Date Value
2015 : MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources2015-11-30$0
Expenses. Total of all expenses incurred2015-11-30$329,023
Benefits paid (including direct rollovers)2015-11-30$329,023
Total plan assets at end of year2015-11-30$0
Total plan assets at beginning of year2015-11-30$329,023
Value of fidelity bond covering the plan2015-11-30$75,000
Other income received2015-11-30$0
Net income (gross income less expenses)2015-11-30$-329,023
Net plan assets at end of year (total assets less liabilities)2015-11-30$0
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$329,023
2014 : MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$48,132
Expenses. Total of all expenses incurred2014-12-31$12,377
Benefits paid (including direct rollovers)2014-12-31$12,377
Total plan assets at end of year2014-12-31$329,023
Total plan assets at beginning of year2014-12-31$293,268
Value of fidelity bond covering the plan2014-12-31$75,000
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$19,317
Other income received2014-12-31$15,680
Net income (gross income less expenses)2014-12-31$35,755
Net plan assets at end of year (total assets less liabilities)2014-12-31$329,023
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$293,268
Total contributions received or receivable from employer(s)2014-12-31$13,135
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$13,135
Amount contributed by the employer to the plan for this plan year2014-12-31$13,135
2013 : MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$24,120
Total income from all sources2013-12-31$13,967
Expenses. Total of all expenses incurred2013-12-31$10,767
Benefits paid (including direct rollovers)2013-12-31$10,767
Total plan assets at end of year2013-12-31$293,268
Total plan assets at beginning of year2013-12-31$265,948
Value of fidelity bond covering the plan2013-12-31$75,000
Total contributions received or receivable from participants2013-12-31$3,929
Net income (gross income less expenses)2013-12-31$3,200
Net plan assets at end of year (total assets less liabilities)2013-12-31$293,268
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$265,948
Total contributions received or receivable from employer(s)2013-12-31$10,038
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$13,968
Amount contributed by the employer to the plan for this plan year2013-12-31$13,968
2012 : MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$13,232
Total plan assets at end of year2012-12-31$265,948
Total plan assets at beginning of year2012-12-31$242,687
Value of fidelity bond covering the plan2012-12-31$75,000
Total contributions received or receivable from participants2012-12-31$4,030
Net income (gross income less expenses)2012-12-31$13,232
Net plan assets at end of year (total assets less liabilities)2012-12-31$265,948
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$242,687
Total contributions received or receivable from employer(s)2012-12-31$9,202
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$13,232
Amount contributed by the employer to the plan for this plan year2012-12-31$13,232
2011 : MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$13,570
Total plan assets at end of year2011-12-31$242,687
Total plan assets at beginning of year2011-12-31$254,142
Value of fidelity bond covering the plan2011-12-31$75,000
Total contributions received or receivable from participants2011-12-31$4,003
Other income received2011-12-31$0
Net income (gross income less expenses)2011-12-31$13,570
Net plan assets at end of year (total assets less liabilities)2011-12-31$242,687
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$254,142
Total contributions received or receivable from employer(s)2011-12-31$9,567
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$13,570
Amount contributed by the employer to the plan for this plan year2011-12-31$13,570
2010 : MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$53,974
Total plan assets at end of year2010-12-31$254,142
Total plan assets at beginning of year2010-12-31$200,168
Value of fidelity bond covering the plan2010-12-31$75,000
Total contributions received or receivable from participants2010-12-31$3,775
Other income received2010-12-31$39,519
Net income (gross income less expenses)2010-12-31$53,974
Net plan assets at end of year (total assets less liabilities)2010-12-31$254,142
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$200,168
Total contributions received or receivable from employer(s)2010-12-31$10,680
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$14,455
Amount contributed by the employer to the plan for this plan year2010-12-31$14,455
2009 : MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$14,259
Amount contributed by the employer to the plan for this plan year2009-12-31$14,259

Form 5500 Responses for MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN

2015: MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MICHAEL S LOUIS, CLU MONEY PURCHASE 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 - TrustYes
2010: MICHAEL S LOUIS, CLU MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MICHAEL S LOUIS, CLU MONEY PURCHASE 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 - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup