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RETIREMENT PLAN FOR EMPLOYEES OF MARSH ENTERPRISES 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF MARSH ENTERPRISES
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF MARSH ENTERPRISES 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).

401k Sponsoring company profile

MARSH ENTERPRISES has sponsored the creation of one or more 401k plans.

Company Name:MARSH ENTERPRISES
Employer identification number (EIN):751235069
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about MARSH ENTERPRISES

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1300073

More information about MARSH ENTERPRISES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF MARSH ENTERPRISES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-02-01KELLI AARON2020-10-27
0012018-02-01KELLI AARON2019-11-12
0012017-02-01KELLI AARON2019-04-12
0012016-02-01KELLI ERWIN2018-04-03
0012015-02-01KELLI ERWIN2016-11-11
0012014-02-01KELLI ERWIN2015-11-16
0012013-02-01KELLI ERWIN2014-11-13 KELLI ERWIN2014-11-13
0012012-02-01KELLI ERWIN2013-11-08
0012011-02-01KELLI ERWIN2012-11-15
0012010-02-01KELLI ERWIN2011-11-15

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF MARSH ENTERPRISES

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF MARSH ENTERPRISES

Measure Date Value
2020: RETIREMENT PLAN FOR EMPLOYEES OF MARSH ENTERPRISES 2020 401k membership
Market value of plan assets2020-01-313,040,879
Acturial value of plan assets2020-01-313,139,446
Funding target for retired participants and beneficiaries receiving payment2020-01-313,722,634
Number of terminated vested participants2020-01-3116
Fundng target for terminated vested participants2020-01-31546,164
Active participant vested funding target2020-01-310
Number of active participants2020-01-310
Total funding liabilities for active participants2020-01-310
Total participant count2020-01-3149
Total funding target for all participants2020-01-314,268,798
Balance at beginning of prior year after applicable adjustments2020-01-310
Prefunding balance at beginning of prior year after applicable adjustments2020-01-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-01-310
Prefunding balanced used to offset prior years funding requirement2020-01-310
Amount remaining of carryover balance2020-01-310
Amount remaining of prefunding balance2020-01-310
Present value of excess contributions2020-01-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-01-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-01-310
Reductions in caryover balances due to elections or deemed elections2020-01-310
Reductions in prefunding balances due to elections or deemed elections2020-01-310
Balance of carryovers at beginning of current year2020-01-310
Balance of prefunding at beginning of current year2020-01-310
Total employer contributions2020-01-310
Total employee contributions2020-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-01-310
Contributions made to avoid restrictions adjusted to valuation date2020-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-01-310
Liquidity shortfalls end of Q12020-01-310
Liquidity shortfalls end of Q22020-01-310
Liquidity shortfalls end of Q32020-01-310
Liquidity shortfalls end of Q42020-01-310
Unpaid minimum required contributions for all prior years2020-01-31519,544
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-01-310
Remaining amount of unpaid minimum required contributions2020-01-31519,544
Minimum required contributions for current year target normal cost2020-01-3183,618
Net shortfall amortization installment of oustanding balance2020-01-311,129,352
Waiver amortization installment2020-01-310
Total funding amount beforereflecting carryover/prefunding balances2020-01-31305,152
Additional cash requirement2020-01-31305,152
Contributions allocatedtoward minimum required contributions for current year2020-01-310
Unpaid minimum required contributions for current year2020-01-31305,152
Unpaid minimum required contributions for all years2020-01-31824,696
2019: RETIREMENT PLAN FOR EMPLOYEES OF MARSH ENTERPRISES 2019 401k membership
Market value of plan assets2019-01-313,554,637
Acturial value of plan assets2019-01-313,285,311
Funding target for retired participants and beneficiaries receiving payment2019-01-313,356,440
Number of terminated vested participants2019-01-3119
Fundng target for terminated vested participants2019-01-31915,647
Active participant vested funding target2019-01-310
Number of active participants2019-01-310
Total funding liabilities for active participants2019-01-310
Total participant count2019-01-3149
Total funding target for all participants2019-01-314,272,087
Balance at beginning of prior year after applicable adjustments2019-01-310
Prefunding balance at beginning of prior year after applicable adjustments2019-01-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-01-310
Prefunding balanced used to offset prior years funding requirement2019-01-310
Amount remaining of carryover balance2019-01-310
Amount remaining of prefunding balance2019-01-310
Present value of excess contributions2019-01-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-01-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-01-310
Reductions in caryover balances due to elections or deemed elections2019-01-310
Reductions in prefunding balances due to elections or deemed elections2019-01-310
Balance of carryovers at beginning of current year2019-01-310
Balance of prefunding at beginning of current year2019-01-310
Total employer contributions2019-01-310
Total employee contributions2019-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-01-310
Contributions made to avoid restrictions adjusted to valuation date2019-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-01-310
Liquidity shortfalls end of Q12019-01-310
Liquidity shortfalls end of Q22019-01-310
Liquidity shortfalls end of Q32019-01-310
Liquidity shortfalls end of Q42019-01-310
Unpaid minimum required contributions for all prior years2019-01-31323,068
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-01-310
Remaining amount of unpaid minimum required contributions2019-01-31323,068
Minimum required contributions for current year target normal cost2019-01-3119,622
Net shortfall amortization installment of oustanding balance2019-01-31986,776
Waiver amortization installment2019-01-310
Total funding amount beforereflecting carryover/prefunding balances2019-01-31196,476
Carryover balance elected to use to offset funding requirement2019-01-310
Prefunding balance elected to use to offset funding requirement2019-01-310
Additional cash requirement2019-01-31196,476
Contributions allocatedtoward minimum required contributions for current year2019-01-310
Unpaid minimum required contributions for current year2019-01-31196,476
Unpaid minimum required contributions for all years2019-01-31519,544
2018: RETIREMENT PLAN FOR EMPLOYEES OF MARSH ENTERPRISES 2018 401k membership
Market value of plan assets2018-01-313,377,177
Acturial value of plan assets2018-01-313,356,824
Funding target for retired participants and beneficiaries receiving payment2018-01-313,209,582
Number of terminated vested participants2018-01-3121
Fundng target for terminated vested participants2018-01-31556,768
Active participant vested funding target2018-01-310
Number of active participants2018-01-310
Total funding liabilities for active participants2018-01-310
Total participant count2018-01-3149
Total funding target for all participants2018-01-313,766,350
Balance at beginning of prior year after applicable adjustments2018-01-310
Prefunding balance at beginning of prior year after applicable adjustments2018-01-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-01-310
Prefunding balanced used to offset prior years funding requirement2018-01-310
Amount remaining of carryover balance2018-01-310
Amount remaining of prefunding balance2018-01-310
Present value of excess contributions2018-01-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-01-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-01-310
Reductions in caryover balances due to elections or deemed elections2018-01-310
Reductions in prefunding balances due to elections or deemed elections2018-01-310
Balance of carryovers at beginning of current year2018-01-310
Balance of prefunding at beginning of current year2018-01-310
Total employer contributions2018-01-310
Total employee contributions2018-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-01-310
Contributions made to avoid restrictions adjusted to valuation date2018-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-01-310
Liquidity shortfalls end of Q12018-01-310
Liquidity shortfalls end of Q22018-01-310
Liquidity shortfalls end of Q32018-01-310
Liquidity shortfalls end of Q42018-01-310
Unpaid minimum required contributions for all prior years2018-01-31167,095
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-01-310
Remaining amount of unpaid minimum required contributions2018-01-31167,095
Minimum required contributions for current year target normal cost2018-01-3182,183
Net shortfall amortization installment of oustanding balance2018-01-31409,526
Waiver amortization installment2018-01-310
Total funding amount beforereflecting carryover/prefunding balances2018-01-31155,973
Carryover balance elected to use to offset funding requirement2018-01-310
Prefunding balance elected to use to offset funding requirement2018-01-310
Additional cash requirement2018-01-31155,973
Contributions allocatedtoward minimum required contributions for current year2018-01-310
Unpaid minimum required contributions for current year2018-01-31155,973
Unpaid minimum required contributions for all years2018-01-31323,068
2017: RETIREMENT PLAN FOR EMPLOYEES OF MARSH ENTERPRISES 2017 401k membership
Market value of plan assets2017-01-313,382,837
Acturial value of plan assets2017-01-313,600,401
Funding target for retired participants and beneficiaries receiving payment2017-01-313,319,908
Number of terminated vested participants2017-01-3122
Fundng target for terminated vested participants2017-01-31532,353
Active participant vested funding target2017-01-310
Number of active participants2017-01-310
Total funding liabilities for active participants2017-01-310
Total participant count2017-01-3151
Total funding target for all participants2017-01-313,852,261
Balance at beginning of prior year after applicable adjustments2017-01-310
Prefunding balance at beginning of prior year after applicable adjustments2017-01-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-01-310
Prefunding balanced used to offset prior years funding requirement2017-01-310
Amount remaining of carryover balance2017-01-310
Amount remaining of prefunding balance2017-01-310
Present value of excess contributions2017-01-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-01-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-01-310
Reductions in caryover balances due to elections or deemed elections2017-01-310
Reductions in prefunding balances due to elections or deemed elections2017-01-310
Balance of carryovers at beginning of current year2017-01-310
Balance of prefunding at beginning of current year2017-01-310
Total employer contributions2017-01-310
Total employee contributions2017-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-01-310
Contributions made to avoid restrictions adjusted to valuation date2017-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-01-310
Liquidity shortfalls end of Q12017-01-310
Liquidity shortfalls end of Q22017-01-310
Liquidity shortfalls end of Q32017-01-310
Liquidity shortfalls end of Q42017-01-310
Unpaid minimum required contributions for all prior years2017-01-3158,611
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-01-310
Remaining amount of unpaid minimum required contributions2017-01-3158,611
Minimum required contributions for current year target normal cost2017-01-3165,475
Net shortfall amortization installment of oustanding balance2017-01-31251,860
Waiver amortization installment2017-01-310
Total funding amount beforereflecting carryover/prefunding balances2017-01-31108,484
Carryover balance elected to use to offset funding requirement2017-01-310
Prefunding balance elected to use to offset funding requirement2017-01-310
Additional cash requirement2017-01-31108,484
Contributions allocatedtoward minimum required contributions for current year2017-01-310
Unpaid minimum required contributions for current year2017-01-31108,484
Unpaid minimum required contributions for all years2017-01-31167,095

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