401k Plan data: DANIEL JOHNSON, A SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN plan

DANIEL JOHNSON, A SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	DANIEL JOHNSON, A SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN
Plan identification number	001

DANIEL JOHNSON, A SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

DANIEL JOHNSON, A SOLE PROPRIETOR has sponsored the creation of one or more 401k plans.

Company Name: DANIEL JOHNSON, A SOLE PROPRIETOR

Employer identification number (EIN): 262369852

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL JOHNSON, A SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 DOUG KATERS, FOR SBPC, INC 2019-10-15
001 2017-01-01 DOUG KATERS, FOR SBPC, INC 2018-10-15
001 2016-01-01 DOUG KATERS, FOR SBPC, INC 2017-10-16
001 2015-01-01 DOUG KATERS, FOR SBPC, INC 2016-10-17
001 2014-01-01 DOUG KATERS, FOR SBPC, INC 2015-10-13
001 2013-01-01 DOUG KATERS, FOR SBPC, INC 2014-10-12
001 2012-01-01 DOUG KATERS, FOR SBPC, INC 2013-10-08
001 2011-01-01 DOUG KATERS 2012-10-04
001 2010-01-01 DOUG KATERS 2011-10-17
001 2009-01-01 DOUG KATERS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01	DOUG KATERS, FOR SBPC, INC	2019-10-15
001	2017-01-01	DOUG KATERS, FOR SBPC, INC	2018-10-15
001	2016-01-01	DOUG KATERS, FOR SBPC, INC	2017-10-16
001	2015-01-01	DOUG KATERS, FOR SBPC, INC	2016-10-17
001	2014-01-01	DOUG KATERS, FOR SBPC, INC	2015-10-13
001	2013-01-01	DOUG KATERS, FOR SBPC, INC	2014-10-12
001	2012-01-01	DOUG KATERS, FOR SBPC, INC	2013-10-08
001	2011-01-01	DOUG KATERS	2012-10-04
001	2010-01-01	DOUG KATERS	2011-10-17
001	2009-01-01	DOUG KATERS

Plan Statistics for DANIEL JOHNSON, A SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for DANIEL JOHNSON, A SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018: DANIEL JOHNSON, A SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 948,593
Acturial value of plan assets 2018-12-31 948,593
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 22,913
Active participant vested funding target 2018-12-31 950,112
Number of active participants 2018-12-31 1
Total funding liabilities for active participants 2018-12-31 950,112
Total participant count 2018-12-31 3
Total funding target for all participants 2018-12-31 973,025
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 119,101
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 126,033
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 30,500
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 28,293
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 1
Net shortfall amortization installment of oustanding balance 2018-12-31 24,432
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 4,183
Additional cash requirement 2018-12-31 4,183
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 28,293
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: DANIEL JOHNSON, A SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 823,355
Acturial value of plan assets 2017-12-31 823,355
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 19,527
Active participant vested funding target 2017-12-31 813,799
Number of active participants 2017-12-31 1
Total funding liabilities for active participants 2017-12-31 813,799
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 833,326
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 47,402
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 50,260
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 129,900
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 120,738
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 9,971
Waiver amortization installment 2017-12-31 0
Waived amount of outstanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 1,637
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 1,637
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 120,738
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: DANIEL JOHNSON, A SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 719,785
Acturial value of plan assets 2016-12-31 719,785
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 516
Active participant vested funding target 2016-12-31 659,708
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 659,708
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 660,224
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 107,144
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 113,830
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 109,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 101,084
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 113,243
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 53,682
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 53,682
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 101,084
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: DANIEL JOHNSON, A SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2018: DANIEL JOHNSON, A SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	948,593
Acturial value of plan assets	2018-12-31	948,593
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	22,913
Active participant vested funding target	2018-12-31	950,112
Number of active participants	2018-12-31	1
Total funding liabilities for active participants	2018-12-31	950,112
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	973,025
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	119,101
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	126,033
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	30,500
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	28,293
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	1
Net shortfall amortization installment of oustanding balance	2018-12-31	24,432
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	4,183
Additional cash requirement	2018-12-31	4,183
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	28,293
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: DANIEL JOHNSON, A SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	823,355
Acturial value of plan assets	2017-12-31	823,355
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	19,527
Active participant vested funding target	2017-12-31	813,799
Number of active participants	2017-12-31	1
Total funding liabilities for active participants	2017-12-31	813,799
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	833,326
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	47,402
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	50,260
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	129,900
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	120,738
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	9,971
Waiver amortization installment	2017-12-31	0
Waived amount of outstanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	1,637
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	1,637
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	120,738
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: DANIEL JOHNSON, A SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	719,785
Acturial value of plan assets	2016-12-31	719,785
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	516
Active participant vested funding target	2016-12-31	659,708
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	659,708
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	660,224
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	107,144
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	113,830
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	109,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	101,084
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	113,243
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	53,682
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	53,682
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	101,084
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: DANIEL JOHNSON, A SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on DANIEL JOHNSON, A SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2009 : DANIEL JOHNSON, A SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for DANIEL JOHNSON, A SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN

2009: DANIEL JOHNSON, A SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DANIEL JOHNSON, A SOLE PROPRIETOR
Employer identification number (EIN):	262369852
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers