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PATRICIA A. TRACEY DEFINED BENEFIT PLAN 401k Plan overview

Plan NamePATRICIA A. TRACEY DEFINED BENEFIT PLAN
Plan identification number 001

PATRICIA A. TRACEY DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

PATRICIA A. TRACEY has sponsored the creation of one or more 401k plans.

Company Name:PATRICIA A. TRACEY
Employer identification number (EIN):264208832
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATRICIA A. TRACEY DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-10-01
0012017-10-01
0012016-10-01
0012015-10-01PATRICIA A. TRACEY2017-07-11
0012014-10-01PATRICIA A. TRACEY2016-04-22

Plan Statistics for PATRICIA A. TRACEY DEFINED BENEFIT PLAN

401k plan membership statisitcs for PATRICIA A. TRACEY DEFINED BENEFIT PLAN

Measure Date Value
2017: PATRICIA A. TRACEY DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-09-30903,402
Acturial value of plan assets2017-09-30903,402
Funding target for retired participants and beneficiaries receiving payment2017-09-300
Number of terminated vested participants2017-09-300
Fundng target for terminated vested participants2017-09-300
Active participant vested funding target2017-09-30692,915
Number of active participants2017-09-301
Total funding liabilities for active participants2017-09-30692,915
Total participant count2017-09-301
Total funding target for all participants2017-09-30692,915
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-30111,108
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-30111,108
Present value of excess contributions2017-09-3096,894
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-30102,805
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-30102,805
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-30222,768
Total employer contributions2017-09-3068,722
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-3067,103
Liquidity shortfalls end of Q12017-09-300
Liquidity shortfalls end of Q22017-09-300
Liquidity shortfalls end of Q32017-09-300
Liquidity shortfalls end of Q42017-09-300
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-300
Net shortfall amortization installment of oustanding balance2017-09-30127,218
Waiver amortization installment2017-09-300
Waived amount of outstanding balance2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-3030,947
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-3030,947
Contributions allocatedtoward minimum required contributions for current year2017-09-3067,103
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300

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