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JOHN F. HOWELLS IV 401(K) PLAN 401k Plan overview

Plan NameJOHN F. HOWELLS IV 401(K) PLAN
Plan identification number 001

JOHN F. HOWELLS IV 401(K) PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

JOHN F. HOWELLS IV has sponsored the creation of one or more 401k plans.

Company Name:JOHN F. HOWELLS IV
Employer identification number (EIN):330217187
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN F. HOWELLS IV 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01JOHN F. HOWELLS IV2020-07-21 JOHN F. HOWELLS IV2020-07-21
0012018-01-01JOHN F. HOWELLS IV2019-07-29 JOHN F. HOWELLS IV2019-07-29
0012017-01-01JOHN F. HOWELLS IV2018-07-25 JOHN F. HOWELLS IV2018-07-25
0012017-01-01JOHN HOWELLS IV2018-10-01
0012016-01-01JOHN F. HOWELLS IV2017-06-05 JOHN F. HOWELLS IV2017-06-05
0012015-01-01JOHN F. HOWELLS IV2016-07-12 JOHN F. HOWELLS IV2016-07-12
0012014-01-01JOHN F. HOWELLS IV2015-09-21 JOHN F. HOWELLS IV2015-09-21
0012013-01-01JOHN F. HOWELLS IV2014-09-29 JOHN F. HOWELLS IV2014-09-29

Plan Statistics for JOHN F. HOWELLS IV 401(K) PLAN

401k plan membership statisitcs for JOHN F. HOWELLS IV 401(K) PLAN

Measure Date Value
2017: JOHN F. HOWELLS IV 401(K) PLAN 2017 401k membership
Market value of plan assets2017-12-310
Acturial value of plan assets2017-12-310
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31286,277
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-31286,277
Total participant count2017-12-312
Total funding target for all participants2017-12-31286,277
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31109,900
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31105,905
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3121,199
Net shortfall amortization installment of oustanding balance2017-12-31286,277
Total funding amount beforereflecting carryover/prefunding balances2017-12-3168,209
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3168,209
Contributions allocatedtoward minimum required contributions for current year2017-12-31105,905
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310

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