401k Plan data: JULIA SHILDKRET REAL ESTATE DEFINED BENEFIT PENSION PLAN plan

JULIA SHILDKRET REAL ESTATE DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	JULIA SHILDKRET REAL ESTATE DEFINED BENEFIT PENSION PLAN
Plan identification number	003

JULIA SHILDKRET REAL ESTATE DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined 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

JULIA SHILDKRET has sponsored the creation of one or more 401k plans.

Company Name: JULIA SHILDKRET

Employer identification number (EIN): 134088552

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JULIA SHILDKRET REAL ESTATE DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01
003 2016-01-01 JULIA SHILDKRET 2017-06-23
003 2016-01-01 JULIA SHILDKRET 2017-02-28
003 2015-01-01 JULIA SHILDKRET 2016-05-02
003 2014-01-01 JULIA SHILDKRET 2015-04-13
003 2013-01-01 JULIA SHILDKRET 2014-09-18
003 2012-01-01 JULIA SHILDKRET 2013-04-24
003 2011-01-01 JULIA SHILDKRET 2012-09-27
003 2010-01-01 JULIA SHILDKRET 2011-07-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2017-01-01
003	2016-01-01	JULIA SHILDKRET	2017-06-23
003	2016-01-01	JULIA SHILDKRET	2017-02-28
003	2015-01-01	JULIA SHILDKRET	2016-05-02
003	2014-01-01	JULIA SHILDKRET	2015-04-13
003	2013-01-01	JULIA SHILDKRET	2014-09-18
003	2012-01-01	JULIA SHILDKRET	2013-04-24
003	2011-01-01	JULIA SHILDKRET	2012-09-27
003	2010-01-01	JULIA SHILDKRET	2011-07-27

Plan Statistics for JULIA SHILDKRET REAL ESTATE DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for JULIA SHILDKRET REAL ESTATE DEFINED BENEFIT PENSION PLAN

Measure Date Value
2016: JULIA SHILDKRET REAL ESTATE DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 4,069,897
Acturial value of plan assets 2016-12-31 4,069,897
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 3,396,034
Number of active participants 2016-12-31 3,396,034
Total funding liabilities for active participants 2016-12-31 3,396,034
Total participant count 2016-12-31 3,396,034
Total funding target for all participants 2016-12-31 3,396,034
Balance at beginning of prior year after applicable adjustments 2016-12-31 49,607
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 18,511
Amount remaining of carryover balance 2016-12-31 49,607
Amount remaining of prefunding balance 2016-12-31 18,511
Present value of excess contributions 2016-12-31 427,662
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 450,718
Balance of carryovers at beginning of current year 2016-12-31 49,691
Balance of prefunding at beginning of current year 2016-12-31 18,542
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2016: JULIA SHILDKRET REAL ESTATE DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	4,069,897
Acturial value of plan assets	2016-12-31	4,069,897
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	3,396,034
Number of active participants	2016-12-31	3,396,034
Total funding liabilities for active participants	2016-12-31	3,396,034
Total participant count	2016-12-31	3,396,034
Total funding target for all participants	2016-12-31	3,396,034
Balance at beginning of prior year after applicable adjustments	2016-12-31	49,607
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	18,511
Amount remaining of carryover balance	2016-12-31	49,607
Amount remaining of prefunding balance	2016-12-31	18,511
Present value of excess contributions	2016-12-31	427,662
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	450,718
Balance of carryovers at beginning of current year	2016-12-31	49,691
Balance of prefunding at beginning of current year	2016-12-31	18,542
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	JULIA SHILDKRET
Employer identification number (EIN):	134088552
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers