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ERNEST V DEL DUKE AGENCY MONEY PURCHASE PLAN 401k Plan overview

Plan NameERNEST V DEL DUKE AGENCY MONEY PURCHASE PLAN
Plan identification number 002

ERNEST V DEL DUKE AGENCY MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

ERNEST V DEL DUKE has sponsored the creation of one or more 401k plans.

Company Name:ERNEST V DEL DUKE
Employer identification number (EIN):226215892
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ERNEST V DEL DUKE AGENCY MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022011-01-01ERNEST V DEL DUKE ERNEST V DEL DUKE2012-07-27
0022009-01-01ERNEST V DEL DUKE ERNEST V DEL DUKE2010-06-29

Plan Statistics for ERNEST V DEL DUKE AGENCY MONEY PURCHASE PLAN

401k plan membership statisitcs for ERNEST V DEL DUKE AGENCY MONEY PURCHASE PLAN

Measure Date Value
2011: ERNEST V DEL DUKE AGENCY MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-010
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ERNEST V DEL DUKE AGENCY MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-010

Financial Data on ERNEST V DEL DUKE AGENCY MONEY PURCHASE PLAN

Measure Date Value
2011 : ERNEST V DEL DUKE AGENCY MONEY PURCHASE PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Expenses. Total of all expenses incurred2011-12-31$355,058
Benefits paid (including direct rollovers)2011-12-31$355,058
Total plan assets at end of year2011-12-31$0
Total plan assets at beginning of year2011-12-31$355,058
Value of fidelity bond covering the plan2011-12-31$250,000
Net income (gross income less expenses)2011-12-31$-355,058
Net plan assets at end of year (total assets less liabilities)2011-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$355,058
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$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : ERNEST V DEL DUKE AGENCY MONEY PURCHASE PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$21,835
Total plan assets at end of year2010-12-31$355,058
Total plan assets at beginning of year2010-12-31$333,223
Value of fidelity bond covering the plan2010-12-31$250,000
Contributions received from other sources (not participants or employers)2010-12-31$14,408
Net income (gross income less expenses)2010-12-31$21,835
Net plan assets at end of year (total assets less liabilities)2010-12-31$355,058
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$333,223
Total contributions received or receivable from employer(s)2010-12-31$7,427
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$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : ERNEST V DEL DUKE AGENCY MONEY PURCHASE 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$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for ERNEST V DEL DUKE AGENCY MONEY PURCHASE PLAN

2011: ERNEST V DEL DUKE AGENCY MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: ERNEST V DEL DUKE AGENCY MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

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