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OTTO POHL INSURANCE CENTER RETIREMENT PLAN 401k Plan overview

Plan NameOTTO POHL INSURANCE CENTER RETIREMENT PLAN
Plan identification number 003

OTTO POHL INSURANCE CENTER RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

OTTO POHL has sponsored the creation of one or more 401k plans.

Company Name:OTTO POHL
Employer identification number (EIN):221699832
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OTTO POHL INSURANCE CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01MICHAEL KEEFE ESQ. MICHAEL KEEFE ESQ.2017-12-01
0032015-01-01MICHAEL KEEFE ESQ. MICHAEL KEEFE ESQ.2017-12-01
0032014-01-01OTTO POHL OTTO POHL2015-11-25
0032013-01-01OTTO POHL OTTO POHL2015-11-25
0032011-01-01OTTO POHL
0032009-01-01OTTO POHL
0032009-01-01OTTO POHL
0032009-01-01OTTO POHL

Plan Statistics for OTTO POHL INSURANCE CENTER RETIREMENT PLAN

401k plan membership statisitcs for OTTO POHL INSURANCE CENTER RETIREMENT PLAN

Measure Date Value
2019: OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-010
2018: OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-012
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-012
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-010
2016: OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2011: OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-011

Financial Data on OTTO POHL INSURANCE CENTER RETIREMENT PLAN

Measure Date Value
2019 : OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,395
Expenses. Total of all expenses incurred2019-12-31$120,843
Benefits paid (including direct rollovers)2019-12-31$120,843
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$119,448
Other income received2019-12-31$1,395
Net income (gross income less expenses)2019-12-31$-119,448
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$119,448
2018 : OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$935
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$119,448
Total plan assets at beginning of year2018-12-31$118,513
Other income received2018-12-31$935
Net income (gross income less expenses)2018-12-31$935
Net plan assets at end of year (total assets less liabilities)2018-12-31$119,448
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$118,513
2016 : OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$16,216
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$126,752
Total plan assets at beginning of year2016-12-31$110,536
Other income received2016-12-31$16,216
Net income (gross income less expenses)2016-12-31$16,216
Net plan assets at end of year (total assets less liabilities)2016-12-31$126,752
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$110,536
2015 : OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$-13,489
Expenses. Total of all expenses incurred2015-12-31$11,515
Benefits paid (including direct rollovers)2015-12-31$11,515
Total plan assets at end of year2015-12-31$110,536
Total plan assets at beginning of year2015-12-31$135,540
Other income received2015-12-31$-13,489
Net income (gross income less expenses)2015-12-31$-25,004
Net plan assets at end of year (total assets less liabilities)2015-12-31$110,536
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$135,540
2014 : OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$610
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$115,901
Total plan assets at beginning of year2014-12-31$115,291
Other income received2014-12-31$610
Net income (gross income less expenses)2014-12-31$610
Net plan assets at end of year (total assets less liabilities)2014-12-31$115,901
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$115,291
2013 : OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$2,244
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$115,281
Total plan assets at beginning of year2013-12-31$113,037
Other income received2013-12-31$2,244
Net income (gross income less expenses)2013-12-31$2,244
Net plan assets at end of year (total assets less liabilities)2013-12-31$115,281
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$113,037
2011 : OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2011 401k financial data
Expenses. Total of all expenses incurred2011-12-31$617
Benefits paid (including direct rollovers)2011-12-31$617
Total plan assets at end of year2011-12-31$112,223
Total plan assets at beginning of year2011-12-31$113,922
Net income (gross income less expenses)2011-12-31$-617
Net plan assets at end of year (total assets less liabilities)2011-12-31$112,223
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$113,922
2010 : OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$1,028
Expenses. Total of all expenses incurred2010-12-31$559
Benefits paid (including direct rollovers)2010-12-31$559
Total plan assets at end of year2010-12-31$113,922
Total plan assets at beginning of year2010-12-31$113,453
Total contributions received or receivable from participants2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$1,028
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$469
Net plan assets at end of year (total assets less liabilities)2010-12-31$113,922
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$113,453
Total contributions received or receivable from employer(s)2010-12-31$0

Form 5500 Responses for OTTO POHL INSURANCE CENTER RETIREMENT PLAN

2019: OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2011: OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
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
2009: OTTO POHL INSURANCE CENTER RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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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