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HELEN D CLAUSEN PENSION PLAN 401k Plan overview

Plan NameHELEN D CLAUSEN PENSION PLAN
Plan identification number 003

HELEN D CLAUSEN PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing

401k Sponsoring company profile

HELEN D CLAUSEN has sponsored the creation of one or more 401k plans.

Company Name:HELEN D CLAUSEN
Employer identification number (EIN):621709829
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HELEN D CLAUSEN PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032018-01-01ROYAL ROLAND2019-07-29
0032018-01-01ROYAL ROLAND2022-08-09 ROYAL ROLAND2022-08-09
0032017-01-01ROYAL ROLAND2018-07-26 ROYAL ROLAND2018-07-26
0032016-01-01ROYAL ROLAND2017-07-29 ROYAL ROLAND2017-07-29
0032015-01-01ROYAL ROLAND2016-07-28
0032014-01-01ROYAL ROLAND2015-07-24 ROYAL ROLAND2015-07-24
0032013-01-01ROYAL ROLAND2014-07-30
0032012-01-01ROYAL ROLAND2013-07-24
0032011-01-01ROYAL ROLAND
0032010-01-01ROYAL ROLAND
0032009-01-01EDWIN DIELEMAN

Plan Statistics for HELEN D CLAUSEN PENSION PLAN

401k plan membership statisitcs for HELEN D CLAUSEN PENSION PLAN

Measure Date Value
2011: HELEN D CLAUSEN PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-010
Total of all active and inactive participants2011-01-010
Total participants2011-01-010
Number of participants with account balances2011-01-010
2010: HELEN D CLAUSEN PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
Total of all active and inactive participants2010-01-011
Total participants2010-01-011
2009: HELEN D CLAUSEN PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-011
Number of participants with account balances2009-01-011

Financial Data on HELEN D CLAUSEN PENSION PLAN

Measure Date Value
2011 : HELEN D CLAUSEN PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Expenses. Total of all expenses incurred2011-12-31$329
Benefits paid (including direct rollovers)2011-12-31$329
Total plan assets at end of year2011-12-31$0
Total plan assets at beginning of year2011-12-31$329
Net income (gross income less expenses)2011-12-31$-329
Net plan assets at end of year (total assets less liabilities)2011-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$329
2010 : HELEN D CLAUSEN PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$7,568
Expenses. Total of all expenses incurred2010-12-31$132,421
Benefits paid (including direct rollovers)2010-12-31$132,421
Total plan assets at end of year2010-12-31$329
Total plan assets at beginning of year2010-12-31$125,182
Other income received2010-12-31$7,568
Net income (gross income less expenses)2010-12-31$-124,853
Net plan assets at end of year (total assets less liabilities)2010-12-31$329
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$125,182

Form 5500 Responses for HELEN D CLAUSEN PENSION PLAN

2011: HELEN D CLAUSEN 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 filingYes
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
2010: HELEN D CLAUSEN PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HELEN D CLAUSEN 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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