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MARK A. CHANDIK, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameMARK A. CHANDIK, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 003

MARK A. CHANDIK, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined 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).
  • 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

MARK A. CHANDIK, INC. has sponsored the creation of one or more 401k plans.

Company Name:MARK A. CHANDIK, INC.
Employer identification number (EIN):330266353
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK A. CHANDIK, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032011-01-01MARK CHANDIK
0032009-01-01MARK CHANDIK
0032009-01-01MARK CHANDIK

Plan Statistics for MARK A. CHANDIK, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for MARK A. CHANDIK, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2011: MARK A. CHANDIK, INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MARK A. CHANDIK, INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MARK A. CHANDIK, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2011 : MARK A. CHANDIK, INC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$2,087
Expenses. Total of all expenses incurred2011-12-31$1,029
Total plan assets at end of year2011-12-31$1,090,853
Total plan assets at beginning of year2011-12-31$1,089,795
Value of fidelity bond covering the plan2011-12-31$150,000
Expenses. Other expenses not covered elsewhere2011-12-31$1,029
Other income received2011-12-31$-111,401
Net income (gross income less expenses)2011-12-31$1,058
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,090,853
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,089,795
Assets. Value of assets in partnership/joint-venture interests2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$113,488
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : MARK A. CHANDIK, INC. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$-78,119
Expenses. Total of all expenses incurred2010-12-31$6,670
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,089,795
Total plan assets at beginning of year2010-12-31$1,174,584
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$-160,119
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-84,789
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,089,795
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,174,584
Assets. Value of assets in partnership/joint-venture interests2010-12-31$234,853
Total contributions received or receivable from employer(s)2010-12-31$82,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$6,670
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : MARK A. CHANDIK, INC. 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 securities2009-12-31$0

Form 5500 Responses for MARK A. CHANDIK, INC. DEFINED BENEFIT PENSION PLAN

2011: MARK A. CHANDIK, INC. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MARK A. CHANDIK, INC. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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