401k Plan data: LAGUNA FINANCIAL GROUP, INC. PENSION PLAN plan

LAGUNA FINANCIAL GROUP, INC. PENSION PLAN 401k Plan overview

Plan Name	LAGUNA FINANCIAL GROUP, INC. PENSION PLAN
Plan identification number	001

LAGUNA FINANCIAL GROUP, INC. PENSION PLAN Benefits

401k Plan Type	Defined 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

LAGUNA FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: LAGUNA FINANCIAL GROUP, INC.

Employer identification number (EIN): 208200490

NAIC Classification: 523900

Additional information about LAGUNA FINANCIAL GROUP, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 2007-01-01

Company Identification Number: C2940281

Legal Registered Office Address: 332 Forest Ave Ste 17

Laguna Beach
United States of America (USA)
92651

More information about LAGUNA FINANCIAL GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAGUNA FINANCIAL GROUP, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 BRUCE MAROTTA 2019-10-15
001 2017-01-01 BRUCE MAROTTA 2018-07-31
001 2016-01-01 BRUCE MAROTTA 2017-10-16
001 2015-01-01 BRUCE MAROTTA 2016-10-17
001 2014-01-01 DEBBIE SPICER 2015-10-08
001 2014-01-01 DEBBIE SPICER 2015-08-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01	BRUCE MAROTTA	2019-10-15
001	2017-01-01	BRUCE MAROTTA	2018-07-31
001	2016-01-01	BRUCE MAROTTA	2017-10-16
001	2015-01-01	BRUCE MAROTTA	2016-10-17
001	2014-01-01	DEBBIE SPICER	2015-10-08
001	2014-01-01	DEBBIE SPICER	2015-08-19

Plan Statistics for LAGUNA FINANCIAL GROUP, INC. PENSION PLAN

401k plan membership statisitcs for LAGUNA FINANCIAL GROUP, INC. PENSION PLAN

Measure Date Value
2018: LAGUNA FINANCIAL GROUP, INC. PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 413,105
Acturial value of plan assets 2018-12-31 413,105
Active participant vested funding target 2018-12-31 341,539
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 341,539
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 341,539
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 49,032
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 51,836
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 51,836
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 51,836
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 42,240
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Additional cash requirement 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: LAGUNA FINANCIAL GROUP, INC. PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 266,439
Acturial value of plan assets 2017-12-31 266,439
Active participant vested funding target 2017-12-31 261,161
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 261,161
Total participant count 2017-12-31 2
Total funding target for all participants 2017-12-31 261,161
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 53,893
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 57,078
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 57,078
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 57,078
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 85,000
Total employee contributions 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 80,635
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 36,881
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 31,603
Additional cash requirement 2017-12-31 31,603
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 80,635
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: LAGUNA FINANCIAL GROUP, INC. PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 146,359
Acturial value of plan assets 2016-12-31 146,359
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 218,047
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 218,047
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 30,841
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 32,725
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 32,275
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 32,275
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 115,000
Total employee contributions 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 106,288
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 39,466
Net shortfall amortization installment of oustanding balance 2016-12-31 71,688
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 52,395
Additional cash requirement 2016-12-31 52,395
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 106,288
Unpaid minimum required contributions for current year 2016-12-31 0

Measure	Date	Value
2018: LAGUNA FINANCIAL GROUP, INC. PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	413,105
Acturial value of plan assets	2018-12-31	413,105
Active participant vested funding target	2018-12-31	341,539
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	341,539
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	341,539
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	49,032
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	51,836
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	51,836
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	51,836
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	42,240
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: LAGUNA FINANCIAL GROUP, INC. PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	266,439
Acturial value of plan assets	2017-12-31	266,439
Active participant vested funding target	2017-12-31	261,161
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	261,161
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	261,161
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	53,893
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	57,078
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	57,078
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	57,078
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	85,000
Total employee contributions	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	80,635
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	36,881
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	31,603
Additional cash requirement	2017-12-31	31,603
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	80,635
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LAGUNA FINANCIAL GROUP, INC. PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	146,359
Acturial value of plan assets	2016-12-31	146,359
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	218,047
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	218,047
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	30,841
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	32,725
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	32,275
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	32,275
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	115,000
Total employee contributions	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	106,288
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	39,466
Net shortfall amortization installment of oustanding balance	2016-12-31	71,688
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	52,395
Additional cash requirement	2016-12-31	52,395
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	106,288
Unpaid minimum required contributions for current year	2016-12-31	0

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Company Name:	LAGUNA FINANCIAL GROUP, INC.
Employer identification number (EIN):	208200490
NAIC Classification:	523900

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	2007-01-01
Company Identification Number:	C2940281
Legal Registered Office Address:	332 Forest Ave Ste 17 Laguna Beach United States of America (USA) 92651