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THE JAMES V TRASK PENSION PLAN 401k Plan overview

Plan NameTHE JAMES V TRASK PENSION PLAN
Plan identification number 001

THE JAMES V TRASK PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

JAMES V TRASK has sponsored the creation of one or more 401k plans.

Company Name:JAMES V TRASK
Employer identification number (EIN):421424148
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JAMES V TRASK PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JAMES V TRASK
0012017-01-01JAMES V TRASK
0012016-01-01JAMES V TRASK
0012015-01-01JAMES V TRASK
0012014-01-01DENNIS PRINSEN
0012013-01-01DENNIS PRINSEN
0012012-01-01JAMES V TRASK
0012011-01-01DENNIS W PRINSEN
0012010-01-01DENNIS W PRINSEN
0012009-01-01DENNIS PRINSEN

Plan Statistics for THE JAMES V TRASK PENSION PLAN

401k plan membership statisitcs for THE JAMES V TRASK PENSION PLAN

Measure Date Value
2023: THE JAMES V TRASK PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011
Total number of active participants reported on line 7a of the Form 55002023-01-012
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-012
Number of participants with account balances2023-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE JAMES V TRASK PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE JAMES V TRASK PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-014
Number of participants with account balances2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE JAMES V TRASK PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE JAMES V TRASK PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE JAMES V TRASK PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE JAMES V TRASK PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE JAMES V TRASK PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE JAMES V TRASK PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE JAMES V TRASK PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: THE JAMES V TRASK PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: THE JAMES V TRASK PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-013
2011: THE JAMES V TRASK PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-013
2010: THE JAMES V TRASK PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
Number of participants with account balances2010-01-013
2009: THE JAMES V TRASK PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on THE JAMES V TRASK PENSION PLAN

Measure Date Value
2023 : THE JAMES V TRASK PENSION PLAN 2023 401k financial data
Total income from all sources2023-12-31$67,614
Total plan assets at end of year2023-12-31$245,191
Total plan assets at beginning of year2023-12-31$177,577
Other income received2023-12-31$13,757
Net income (gross income less expenses)2023-12-31$67,614
Net plan assets at end of year (total assets less liabilities)2023-12-31$245,191
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$177,577
Total contributions received or receivable from employer(s)2023-12-31$53,857
2022 : THE JAMES V TRASK PENSION PLAN 2022 401k financial data
Total income from all sources2022-12-31$73,584
Total plan assets at end of year2022-12-31$177,577
Total plan assets at beginning of year2022-12-31$103,993
Other income received2022-12-31$30,028
Net income (gross income less expenses)2022-12-31$73,584
Net plan assets at end of year (total assets less liabilities)2022-12-31$177,577
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$103,993
Total contributions received or receivable from employer(s)2022-12-31$43,556
2021 : THE JAMES V TRASK PENSION PLAN 2021 401k financial data
Total income from all sources2021-12-31$32,901
Expenses. Total of all expenses incurred2021-12-31$6,300
Benefits paid (including direct rollovers)2021-12-31$6,300
Total plan assets at end of year2021-12-31$103,993
Total plan assets at beginning of year2021-12-31$77,392
Other income received2021-12-31$7,486
Net income (gross income less expenses)2021-12-31$26,601
Net plan assets at end of year (total assets less liabilities)2021-12-31$103,993
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$77,392
Total contributions received or receivable from employer(s)2021-12-31$25,415
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$25,415
Amount contributed by the employer to the plan for this plan year2021-12-31$25,415
2020 : THE JAMES V TRASK PENSION PLAN 2020 401k financial data
Total income from all sources2020-12-31$20,960
Expenses. Total of all expenses incurred2020-12-31$53,500
Benefits paid (including direct rollovers)2020-12-31$53,500
Total plan assets at end of year2020-12-31$77,392
Total plan assets at beginning of year2020-12-31$109,932
Other income received2020-12-31$6,862
Net income (gross income less expenses)2020-12-31$-32,540
Net plan assets at end of year (total assets less liabilities)2020-12-31$77,392
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$109,932
Total contributions received or receivable from employer(s)2020-12-31$14,098
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
2019 : THE JAMES V TRASK PENSION PLAN 2019 401k financial data
Total income from all sources2019-12-31$3,085
Total plan assets at end of year2019-12-31$109,932
Total plan assets at beginning of year2019-12-31$106,847
Other income received2019-12-31$-10,614
Net income (gross income less expenses)2019-12-31$3,085
Net plan assets at end of year (total assets less liabilities)2019-12-31$109,932
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$106,847
Total contributions received or receivable from employer(s)2019-12-31$13,699
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
2018 : THE JAMES V TRASK PENSION PLAN 2018 401k financial data
Total income from all sources2018-12-31$12,393
Total plan assets at end of year2018-12-31$106,847
Total plan assets at beginning of year2018-12-31$94,454
Other income received2018-12-31$-1
Net income (gross income less expenses)2018-12-31$12,393
Net plan assets at end of year (total assets less liabilities)2018-12-31$106,847
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$94,454
Total contributions received or receivable from employer(s)2018-12-31$12,394
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$13,699
Amount contributed by the employer to the plan for this plan year2018-12-31$13,699
2017 : THE JAMES V TRASK PENSION PLAN 2017 401k financial data
Total income from all sources2017-12-31$19,627
Total plan assets at end of year2017-12-31$94,454
Total plan assets at beginning of year2017-12-31$74,827
Other income received2017-12-31$9,687
Net income (gross income less expenses)2017-12-31$19,627
Net plan assets at end of year (total assets less liabilities)2017-12-31$94,454
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$74,827
Total contributions received or receivable from employer(s)2017-12-31$9,940
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$12,394
Amount contributed by the employer to the plan for this plan year2017-12-31$12,394
2016 : THE JAMES V TRASK PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$12,192
Total plan assets at end of year2016-12-31$74,827
Total plan assets at beginning of year2016-12-31$62,635
Other income received2016-12-31$12,192
Net income (gross income less expenses)2016-12-31$12,192
Net plan assets at end of year (total assets less liabilities)2016-12-31$74,827
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$62,635
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$9,940
Amount contributed by the employer to the plan for this plan year2016-12-31$9,940
2015 : THE JAMES V TRASK PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$8,097
Total plan assets at end of year2015-12-31$62,635
Total plan assets at beginning of year2015-12-31$54,538
Other income received2015-12-31$8,097
Net income (gross income less expenses)2015-12-31$8,097
Net plan assets at end of year (total assets less liabilities)2015-12-31$62,635
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$54,538
2014 : THE JAMES V TRASK PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$2,278
Total plan assets at end of year2014-12-31$54,538
Total plan assets at beginning of year2014-12-31$52,260
Other income received2014-12-31$2,278
Net income (gross income less expenses)2014-12-31$2,278
Net plan assets at end of year (total assets less liabilities)2014-12-31$54,538
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$52,260
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : THE JAMES V TRASK PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$2,808
Expenses. Total of all expenses incurred2013-12-31$20,700
Benefits paid (including direct rollovers)2013-12-31$20,700
Total plan assets at end of year2013-12-31$52,260
Total plan assets at beginning of year2013-12-31$70,152
Other income received2013-12-31$2,808
Net income (gross income less expenses)2013-12-31$-17,892
Net plan assets at end of year (total assets less liabilities)2013-12-31$52,260
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$70,152
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : THE JAMES V TRASK PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$4,170
Total plan assets at end of year2012-12-31$70,152
Total plan assets at beginning of year2012-12-31$65,982
Other income received2012-12-31$4,170
Net income (gross income less expenses)2012-12-31$4,170
Net plan assets at end of year (total assets less liabilities)2012-12-31$70,152
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$65,982
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : THE JAMES V TRASK PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$2,564
Total plan assets at end of year2011-12-31$65,982
Total plan assets at beginning of year2011-12-31$63,418
Other income received2011-12-31$2,564
Net income (gross income less expenses)2011-12-31$2,564
Net plan assets at end of year (total assets less liabilities)2011-12-31$65,982
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$63,418
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 : THE JAMES V TRASK PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$16,203
Expenses. Total of all expenses incurred2010-12-31$17,305
Benefits paid (including direct rollovers)2010-12-31$17,305
Total plan assets at end of year2010-12-31$63,418
Total plan assets at beginning of year2010-12-31$64,520
Other income received2010-12-31$10,961
Net income (gross income less expenses)2010-12-31$-1,102
Net plan assets at end of year (total assets less liabilities)2010-12-31$63,418
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$64,520
Total contributions received or receivable from employer(s)2010-12-31$5,242
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 : THE JAMES V TRASK PENSION PLAN 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$5,242
Amount contributed by the employer to the plan for this plan year2009-12-31$5,242

Form 5500 Responses for THE JAMES V TRASK PENSION PLAN

2023: THE JAMES V TRASK PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE JAMES V TRASK PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE JAMES V TRASK PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE JAMES V TRASK PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE JAMES V TRASK PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE JAMES V TRASK PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE JAMES V TRASK PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE JAMES V TRASK PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE JAMES V TRASK PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE JAMES V TRASK PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE JAMES V TRASK PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE JAMES V TRASK PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE JAMES V TRASK PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE JAMES V TRASK PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE JAMES V TRASK PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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