PENNSYLVANIA FARMERS UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NATIONAL FARMERS UNION UNIFORM PENSION PLAN
Measure | Date | Value |
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2017: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 35,329 |
Acturial value of plan assets | 2016-12-31 | 38,325 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 23,097 |
Number of terminated vested participants | 2016-12-31 | 2 |
Fundng target for terminated vested participants | 2016-12-31 | 22,116 |
Active participant vested funding target | 2016-12-31 | 0 |
Number of active participants | 2016-12-31 | 0 |
Total funding liabilities for active participants | 2016-12-31 | 0 |
Total participant count | 2016-12-31 | 4 |
Total funding target for all participants | 2016-12-31 | 45,213 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
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 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
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 | 32,565 |
Total employee contributions | 2016-12-31 | 0 |
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 | 29,728 |
Unpaid minimum required contributions for all prior years | 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 | 824 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 6,888 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 2,378 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 2,378 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 29,728 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 4 |
2009: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2017 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2017 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-09-06 | $0 |
2016 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $34,697 |
Expenses. Total of all expenses incurred | 2016-12-31 | $12,261 |
Benefits paid (including direct rollovers) | 2016-12-31 | $3,048 |
Total plan assets at end of year | 2016-12-31 | $57,901 |
Total plan assets at beginning of year | 2016-12-31 | $35,465 |
Value of fidelity bond covering the plan | 2016-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $9,213 |
Other income received | 2016-12-31 | $2,132 |
Net income (gross income less expenses) | 2016-12-31 | $22,436 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $57,901 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $35,465 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $32,565 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $3,572 |
Expenses. Total of all expenses incurred | 2015-12-31 | $3,872 |
Benefits paid (including direct rollovers) | 2015-12-31 | $3,049 |
Total plan assets at end of year | 2015-12-31 | $35,465 |
Total plan assets at beginning of year | 2015-12-31 | $35,765 |
Value of fidelity bond covering the plan | 2015-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $823 |
Other income received | 2015-12-31 | $-1,402 |
Net income (gross income less expenses) | 2015-12-31 | $-300 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $35,465 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $35,765 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $4,974 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $3,194 |
Expenses. Total of all expenses incurred | 2014-12-31 | $10,828 |
Benefits paid (including direct rollovers) | 2014-12-31 | $3,048 |
Total plan assets at end of year | 2014-12-31 | $33,515 |
Total plan assets at beginning of year | 2014-12-31 | $41,149 |
Value of fidelity bond covering the plan | 2014-12-31 | $3,000,000 |
Other income received | 2014-12-31 | $1,194 |
Net income (gross income less expenses) | 2014-12-31 | $-7,634 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $33,515 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $41,149 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $2,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $7,780 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $7,259 |
Expenses. Total of all expenses incurred | 2013-12-31 | $8,608 |
Benefits paid (including direct rollovers) | 2013-12-31 | $3,049 |
Total plan assets at end of year | 2013-12-31 | $41,149 |
Total plan assets at beginning of year | 2013-12-31 | $42,498 |
Value of fidelity bond covering the plan | 2013-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $5,559 |
Other income received | 2013-12-31 | $5,259 |
Net income (gross income less expenses) | 2013-12-31 | $-1,349 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $41,149 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $42,498 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $2,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2012 401k financial data |
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Total plan liabilities at beginning of year | 2012-12-31 | $7 |
Total income from all sources | 2012-12-31 | $6,347 |
Expenses. Total of all expenses incurred | 2012-12-31 | $3,492 |
Benefits paid (including direct rollovers) | 2012-12-31 | $3,048 |
Total plan assets at end of year | 2012-12-31 | $42,498 |
Total plan assets at beginning of year | 2012-12-31 | $39,650 |
Value of fidelity bond covering the plan | 2012-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $444 |
Other income received | 2012-12-31 | $4,347 |
Net income (gross income less expenses) | 2012-12-31 | $2,855 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $42,498 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $39,643 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $2,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $7 |
Total plan liabilities at beginning of year | 2011-12-31 | $23 |
Total income from all sources | 2011-12-31 | $6,644 |
Expenses. Total of all expenses incurred | 2011-12-31 | $8,925 |
Benefits paid (including direct rollovers) | 2011-12-31 | $2,874 |
Total plan assets at end of year | 2011-12-31 | $39,650 |
Total plan assets at beginning of year | 2011-12-31 | $41,947 |
Value of fidelity bond covering the plan | 2011-12-31 | $3,000,000 |
Other income received | 2011-12-31 | $3,644 |
Net income (gross income less expenses) | 2011-12-31 | $-2,281 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $39,643 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $41,924 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $3,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $6,051 |
2010 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2010 401k financial data |
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Total plan liabilities at end of year | 2010-12-31 | $23 |
Total plan liabilities at beginning of year | 2010-12-31 | $23 |
Total income from all sources | 2010-12-31 | $6,765 |
Expenses. Total of all expenses incurred | 2010-12-31 | $7,236 |
Benefits paid (including direct rollovers) | 2010-12-31 | $957 |
Total plan assets at end of year | 2010-12-31 | $41,947 |
Total plan assets at beginning of year | 2010-12-31 | $42,418 |
Value of fidelity bond covering the plan | 2010-12-31 | $3,000,000 |
Other income received | 2010-12-31 | $4,765 |
Net income (gross income less expenses) | 2010-12-31 | $-471 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $41,924 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $42,395 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $2,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $6,279 |
2017: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | Yes |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | Yes |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |