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ROBERT NAVA INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameROBERT NAVA INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 002

ROBERT NAVA INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION 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

ROBERT NAVA INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT NAVA INSURANCE AGENCY, INC.
Employer identification number (EIN):650541921
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about ROBERT NAVA INSURANCE AGENCY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1994-10-03
Company Identification Number: P94000073236
Legal Registered Office Address: 13730 biscayne boulevard

north miami beach

33181

More information about ROBERT NAVA INSURANCE AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT NAVA INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ROBERT NAVA2024-09-14
0022022-01-01
0022021-01-01ROBERT NAVA2022-10-13
0022020-01-01ROBERT NAVA2021-10-13
0022019-01-01ROBERT NAVA2020-10-13
0022019-01-01ROBERT NAVA2021-01-15
0022018-01-01ROBERT NAVA2019-10-15
0022017-01-01ROBERT NAVA2018-10-11
0022016-01-01ROBERT NAVA2018-01-30
0022015-01-01ROBERT NAVA2016-09-29
0022014-01-01ROBERT NAVA2015-10-01
0022013-01-01ROBERT NAVA2014-10-15
0022012-01-01ROBERT NAVA2013-10-08

Plan Statistics for ROBERT NAVA INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ROBERT NAVA INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: ROBERT NAVA INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31664,830
Acturial value of plan assets2022-12-31664,830
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-312
Fundng target for terminated vested participants2022-12-31411
Active participant vested funding target2022-12-31885,622
Number of active participants2022-12-314
Total funding liabilities for active participants2022-12-31885,654
Total participant count2022-12-316
Total funding target for all participants2022-12-31886,065
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3153,979
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3153,979
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-3123,345
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3121,910
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31186
Net shortfall amortization installment of oustanding balance2022-12-31221,235
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3121,706
Additional cash requirement2022-12-3121,706
Contributions allocatedtoward minimum required contributions for current year2022-12-3121,910
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: ROBERT NAVA INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31676,324
Acturial value of plan assets2021-12-31676,324
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-312
Fundng target for terminated vested participants2021-12-31371
Active participant vested funding target2021-12-31806,659
Number of active participants2021-12-314
Total funding liabilities for active participants2021-12-31806,687
Total participant count2021-12-316
Total funding target for all participants2021-12-31807,058
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31528
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31528
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3170,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3166,807
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31171
Net shortfall amortization installment of oustanding balance2021-12-31130,734
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3112,828
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-3112,828
Contributions allocatedtoward minimum required contributions for current year2021-12-3166,807
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: ROBERT NAVA INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31635,803
Acturial value of plan assets2020-12-31635,803
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-312
Fundng target for terminated vested participants2020-12-31334
Active participant vested funding target2020-12-31746,199
Number of active participants2020-12-314
Total funding liabilities for active participants2020-12-31746,216
Total participant count2020-12-316
Total funding target for all participants2020-12-31746,550
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3112,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3111,103
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31177
Net shortfall amortization installment of oustanding balance2020-12-31110,747
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3110,575
Additional cash requirement2020-12-3110,575
Contributions allocatedtoward minimum required contributions for current year2020-12-3111,103
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: ROBERT NAVA INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31562,271
Acturial value of plan assets2019-12-31562,271
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-31325
Active participant vested funding target2019-12-31716,138
Number of active participants2019-12-314
Total funding liabilities for active participants2019-12-31716,153
Total participant count2019-12-316
Total funding target for all participants2019-12-31716,478
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31115
Net shortfall amortization installment of oustanding balance2019-12-31154,207
Total funding amount beforereflecting carryover/prefunding balances2019-12-3133,462
Additional cash requirement2019-12-3133,462
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-3133,462
Unpaid minimum required contributions for all years2019-12-3133,462
2018: ROBERT NAVA INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31469,938
Acturial value of plan assets2018-12-31469,938
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-31295
Active participant vested funding target2018-12-31649,656
Number of active participants2018-12-314
Total funding liabilities for active participants2018-12-31649,711
Total participant count2018-12-316
Total funding target for all participants2018-12-31650,006
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3139,365
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3133,503
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31141
Net shortfall amortization installment of oustanding balance2018-12-31180,068
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3133,503
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3133,503
Contributions allocatedtoward minimum required contributions for current year2018-12-3133,503
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: ROBERT NAVA INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31459,147
Acturial value of plan assets2017-12-31459,147
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-31255
Active participant vested funding target2017-12-31524,688
Number of active participants2017-12-314
Total funding liabilities for active participants2017-12-31524,755
Total participant count2017-12-316
Total funding target for all participants2017-12-31525,010
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 contributions2017-12-3166,682
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 date2017-12-3161,187
Unpaid minimum required contributions for all prior years2017-12-310
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 cost2017-12-3148,466
Net shortfall amortization installment of oustanding balance2017-12-3165,863
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3161,187
Additional cash requirement2017-12-3161,187
Contributions allocatedtoward minimum required contributions for current year2017-12-3161,187
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: ROBERT NAVA INSURANCE AGENCY, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31345,600
Acturial value of plan assets2016-12-31345,600
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-31227
Active participant vested funding target2016-12-31432,764
Number of active participants2016-12-314
Total funding liabilities for active participants2016-12-31432,764
Total participant count2016-12-316
Total funding target for all participants2016-12-31432,991
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3168,910
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3160,851
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3144,388
Net shortfall amortization installment of oustanding balance2016-12-3187,391
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3160,851
Additional cash requirement2016-12-3160,851
Contributions allocatedtoward minimum required contributions for current year2016-12-3160,851
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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