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JOSEPH T. MEZZINA AGENCY, INC. PENSION TRUST PSP 401k Plan overview

Plan NameJOSEPH T. MEZZINA AGENCY, INC. PENSION TRUST PSP
Plan identification number 002

JOSEPH T. MEZZINA AGENCY, INC. PENSION TRUST PSP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOSEPH T. MEZZINA AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH T. MEZZINA AGENCY, INC.
Employer identification number (EIN):222032844
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH T. MEZZINA AGENCY, INC. PENSION TRUST PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-04-01JOSEPH T MEZZINA2020-12-28
0022019-04-01JOSEPH T MEZZINA2020-12-28
0022018-04-01JOSEPH T MEZZINA2019-09-16
0022017-04-01JOSEPH T MEZZINA2018-12-14
0022016-04-01JOSEPH T MEZZINA2017-12-21
0022015-04-01JOSEPH T MEZZINA2017-01-06
0022014-04-01JOSEPH T MEZZINA2015-10-27
0022013-04-01JOSEPH T MEZZINA2015-01-15
0022012-04-01JOSEPH T MEZZINA2013-10-29
0022011-04-01JOSEPH T MEZZINA2012-10-26
0022010-04-01JOSEPH T MEZZINA2012-01-10
0022009-04-01JOSEPH T MEZZINA

Plan Statistics for JOSEPH T. MEZZINA AGENCY, INC. PENSION TRUST PSP

401k plan membership statisitcs for JOSEPH T. MEZZINA AGENCY, INC. PENSION TRUST PSP

Measure Date Value
2009: JOSEPH T. MEZZINA AGENCY, INC. PENSION TRUST PSP 2009 401k membership
Total participants, beginning-of-year2009-04-016
Total number of active participants reported on line 7a of the Form 55002009-04-015
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-010
Total of all active and inactive participants2009-04-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-015
Number of participants with account balances2009-04-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010

Financial Data on JOSEPH T. MEZZINA AGENCY, INC. PENSION TRUST PSP

Measure Date Value
2010 : JOSEPH T. MEZZINA AGENCY, INC. PENSION TRUST PSP 2010 401k financial data
Total plan liabilities at end of year2010-03-31$0
Total plan liabilities at beginning of year2010-03-31$0
Total income from all sources2010-03-31$-125,759
Expenses. Total of all expenses incurred2010-03-31$53,482
Benefits paid (including direct rollovers)2010-03-31$49,832
Total plan assets at end of year2010-03-31$388,968
Total plan assets at beginning of year2010-03-31$568,209
Value of fidelity bond covering the plan2010-03-31$213,000
Total contributions received or receivable from participants2010-03-31$3,520
Assets. Value of loans (other than to participants)2010-03-31$195,411
Other income received2010-03-31$-132,903
Net income (gross income less expenses)2010-03-31$-179,241
Net plan assets at end of year (total assets less liabilities)2010-03-31$388,968
Net plan assets at beginning of year (total assets less liabilities)2010-03-31$568,209
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-03-31$177,446
Total contributions received or receivable from employer(s)2010-03-31$3,624
Expenses. Administrative service providers (salaries,fees and commissions)2010-03-31$3,650
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for JOSEPH T. MEZZINA AGENCY, INC. PENSION TRUST PSP

2009: JOSEPH T. MEZZINA AGENCY, INC. PENSION TRUST PSP 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedYes
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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