401k Plan data: CYNTHIA NUNN & ASSOCIATES INC. DEFINED BENEFIT PLAN AND TRUST plan

CYNTHIA NUNN & ASSOCIATES INC. DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan Name	CYNTHIA NUNN & ASSOCIATES INC. DEFINED BENEFIT PLAN AND TRUST
Plan identification number	002

CYNTHIA NUNN & ASSOCIATES INC. DEFINED BENEFIT PLAN AND TRUST 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

CYNTHIA NUNN & ASSOCIATES INC. has sponsored the creation of one or more 401k plans.

Company Name: CYNTHIA NUNN & ASSOCIATES INC.

Employer identification number (EIN): 521883834

NAIC Classification: 424600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CYNTHIA NUNN & ASSOCIATES INC. DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-12-31 CYNTHIA NUNN-SCOTCH 2019-03-05
002 2016-12-31 CYNTHIA NUNN-SCOTCH 2018-02-01
002 2015-12-31 CYNTHIA NUNN-SCOTCH 2017-06-29
002 2014-12-31 CYNTHIA NUNN-SCOTCH 2016-09-13
002 2013-12-31 CYNTHIA NUNN-SCOTCH 2015-07-02
002 2012-12-31 CYNTHIA NUNN-SCOTCH 2014-03-19
002 2011-12-31 CYNTHIA NUNN-SCOTCH 2013-05-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2017-12-31	CYNTHIA NUNN-SCOTCH	2019-03-05
002	2016-12-31	CYNTHIA NUNN-SCOTCH	2018-02-01
002	2015-12-31	CYNTHIA NUNN-SCOTCH	2017-06-29
002	2014-12-31	CYNTHIA NUNN-SCOTCH	2016-09-13
002	2013-12-31	CYNTHIA NUNN-SCOTCH	2015-07-02
002	2012-12-31	CYNTHIA NUNN-SCOTCH	2014-03-19
002	2011-12-31	CYNTHIA NUNN-SCOTCH	2013-05-14

Plan Statistics for CYNTHIA NUNN & ASSOCIATES INC. DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for CYNTHIA NUNN & ASSOCIATES INC. DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2018: CYNTHIA NUNN & ASSOCIATES INC. DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-12-30 703,718
Acturial value of plan assets 2018-12-30 703,718
Funding target for retired participants and beneficiaries receiving payment 2018-12-30 0
Number of terminated vested participants 2018-12-30 0
Fundng target for terminated vested participants 2018-12-30 0
Active participant vested funding target 2018-12-30 453,033
Number of active participants 2018-12-30 3
Total funding liabilities for active participants 2018-12-30 460,808
Total participant count 2018-12-30 3
Total funding target for all participants 2018-12-30 460,808
Balance at beginning of prior year after applicable adjustments 2018-12-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-30 226,624
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-30 0
Prefunding balanced used to offset prior years funding requirement 2018-12-30 0
Amount remaining of carryover balance 2018-12-30 0
Amount remaining of prefunding balance 2018-12-30 226,624
Present value of excess contributions 2018-12-30 43,447
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-30 45,937
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-30 45,937
Reductions in caryover balances due to elections or deemed elections 2018-12-30 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-30 0
Balance of carryovers at beginning of current year 2018-12-30 0
Balance of prefunding at beginning of current year 2018-12-30 280,221
Total employer contributions 2018-12-30 0
Total employee contributions 2018-12-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-30 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-30 0
Unpaid minimum required contributions for all prior years 2018-12-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-30 0
Remaining amount of unpaid minimum required contributions 2018-12-30 0
Minimum required contributions for current year target normal cost 2018-12-30 0
Net shortfall amortization installment of oustanding balance 2018-12-30 0
Waiver amortization installment 2018-12-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-30 0
Carryover balance elected to use to offset funding requirement 2018-12-30 0
Prefunding balance elected to use to offset funding requirement 2018-12-30 0
Additional cash requirement 2018-12-30 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-30 0
Unpaid minimum required contributions for current year 2018-12-30 0
Unpaid minimum required contributions for all years 2018-12-30 0
2017: CYNTHIA NUNN & ASSOCIATES INC. DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-12-30 727,077
Acturial value of plan assets 2017-12-30 727,077
Funding target for retired participants and beneficiaries receiving payment 2017-12-30 0
Number of terminated vested participants 2017-12-30 1
Fundng target for terminated vested participants 2017-12-30 71,276
Active participant vested funding target 2017-12-30 423,439
Number of active participants 2017-12-30 3
Total funding liabilities for active participants 2017-12-30 438,008
Total participant count 2017-12-30 4
Total funding target for all participants 2017-12-30 509,284
Balance at beginning of prior year after applicable adjustments 2017-12-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-30 974
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-30 0
Prefunding balanced used to offset prior years funding requirement 2017-12-30 0
Amount remaining of carryover balance 2017-12-30 0
Amount remaining of prefunding balance 2017-12-30 974
Present value of excess contributions 2017-12-30 213,353
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-30 225,621
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-30 225,621
Reductions in caryover balances due to elections or deemed elections 2017-12-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-30 0
Balance of carryovers at beginning of current year 2017-12-30 0
Balance of prefunding at beginning of current year 2017-12-30 226,624
Total employer contributions 2017-12-30 45,000
Total employee contributions 2017-12-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-30 43,447
Unpaid minimum required contributions for all prior years 2017-12-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-30 0
Remaining amount of unpaid minimum required contributions 2017-12-30 0
Minimum required contributions for current year target normal cost 2017-12-30 0
Net shortfall amortization installment of oustanding balance 2017-12-30 0
Waiver amortization installment 2017-12-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-30 0
Carryover balance elected to use to offset funding requirement 2017-12-30 0
Prefunding balance elected to use to offset funding requirement 2017-12-30 0
Additional cash requirement 2017-12-30 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-30 43,447
Unpaid minimum required contributions for current year 2017-12-30 0
Unpaid minimum required contributions for all years 2017-12-30 0

Measure	Date	Value
2018: CYNTHIA NUNN & ASSOCIATES INC. DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-12-30	703,718
Acturial value of plan assets	2018-12-30	703,718
Funding target for retired participants and beneficiaries receiving payment	2018-12-30	0
Number of terminated vested participants	2018-12-30	0
Fundng target for terminated vested participants	2018-12-30	0
Active participant vested funding target	2018-12-30	453,033
Number of active participants	2018-12-30	3
Total funding liabilities for active participants	2018-12-30	460,808
Total participant count	2018-12-30	3
Total funding target for all participants	2018-12-30	460,808
Balance at beginning of prior year after applicable adjustments	2018-12-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-30	226,624
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-30	0
Prefunding balanced used to offset prior years funding requirement	2018-12-30	0
Amount remaining of carryover balance	2018-12-30	0
Amount remaining of prefunding balance	2018-12-30	226,624
Present value of excess contributions	2018-12-30	43,447
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-30	45,937
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-30	45,937
Reductions in caryover balances due to elections or deemed elections	2018-12-30	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-30	0
Balance of carryovers at beginning of current year	2018-12-30	0
Balance of prefunding at beginning of current year	2018-12-30	280,221
Total employer contributions	2018-12-30	0
Total employee contributions	2018-12-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-30	0
Unpaid minimum required contributions for all prior years	2018-12-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-30	0
Remaining amount of unpaid minimum required contributions	2018-12-30	0
Minimum required contributions for current year target normal cost	2018-12-30	0
Net shortfall amortization installment of oustanding balance	2018-12-30	0
Waiver amortization installment	2018-12-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-30	0
Carryover balance elected to use to offset funding requirement	2018-12-30	0
Prefunding balance elected to use to offset funding requirement	2018-12-30	0
Additional cash requirement	2018-12-30	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-30	0
Unpaid minimum required contributions for current year	2018-12-30	0
Unpaid minimum required contributions for all years	2018-12-30	0
2017: CYNTHIA NUNN & ASSOCIATES INC. DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-30	727,077
Acturial value of plan assets	2017-12-30	727,077
Funding target for retired participants and beneficiaries receiving payment	2017-12-30	0
Number of terminated vested participants	2017-12-30	1
Fundng target for terminated vested participants	2017-12-30	71,276
Active participant vested funding target	2017-12-30	423,439
Number of active participants	2017-12-30	3
Total funding liabilities for active participants	2017-12-30	438,008
Total participant count	2017-12-30	4
Total funding target for all participants	2017-12-30	509,284
Balance at beginning of prior year after applicable adjustments	2017-12-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-30	974
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-30	0
Prefunding balanced used to offset prior years funding requirement	2017-12-30	0
Amount remaining of carryover balance	2017-12-30	0
Amount remaining of prefunding balance	2017-12-30	974
Present value of excess contributions	2017-12-30	213,353
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-30	225,621
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-30	225,621
Reductions in caryover balances due to elections or deemed elections	2017-12-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-30	0
Balance of carryovers at beginning of current year	2017-12-30	0
Balance of prefunding at beginning of current year	2017-12-30	226,624
Total employer contributions	2017-12-30	45,000
Total employee contributions	2017-12-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-30	43,447
Unpaid minimum required contributions for all prior years	2017-12-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-30	0
Remaining amount of unpaid minimum required contributions	2017-12-30	0
Minimum required contributions for current year target normal cost	2017-12-30	0
Net shortfall amortization installment of oustanding balance	2017-12-30	0
Waiver amortization installment	2017-12-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-30	0
Carryover balance elected to use to offset funding requirement	2017-12-30	0
Prefunding balance elected to use to offset funding requirement	2017-12-30	0
Additional cash requirement	2017-12-30	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-30	43,447
Unpaid minimum required contributions for current year	2017-12-30	0
Unpaid minimum required contributions for all years	2017-12-30	0

Financial Data on CYNTHIA NUNN & ASSOCIATES INC. DEFINED BENEFIT PLAN AND TRUST

Measure	Date	Value
2011 : CYNTHIA NUNN & ASSOCIATES INC. DEFINED BENEFIT PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-30	$0
Total plan liabilities at beginning of year	2011-12-30	$0
Total income from all sources	2011-12-30	$33,181
Expenses. Total of all expenses incurred	2011-12-30	$0
Benefits paid (including direct rollovers)	2011-12-30	$0
Total plan assets at end of year	2011-12-30	$311,764
Total plan assets at beginning of year	2011-12-30	$278,583
Total contributions received or receivable from participants	2011-12-30	$0
Expenses. Other expenses not covered elsewhere	2011-12-30	$0
Contributions received from other sources (not participants or employers)	2011-12-30	$0
Other income received	2011-12-30	$9,286
Noncash contributions received	2011-12-30	$0
Net income (gross income less expenses)	2011-12-30	$33,181
Net plan assets at end of year (total assets less liabilities)	2011-12-30	$311,764
Net plan assets at beginning of year (total assets less liabilities)	2011-12-30	$278,583
Total contributions received or receivable from employer(s)	2011-12-30	$23,895
Value of certain deemed distributions of participant loans	2011-12-30	$0
Value of corrective distributions	2011-12-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-30	$0

Insurance Providers Used on plan

LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )

Policy contract number

33820

Policy instance

Insurance contract or identification number	33820
Number of Individuals Covered	2
Insurance policy start date	2010-12-31
Insurance policy end date	2011-12-30
Total amount of commissions paid to insurance broker	USD $1,494
Total amount of fees paid to insurance company	USD $2
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CYNTHIA NUNN & ASSOCIATES INC.
Employer identification number (EIN):	521883834
NAIC Classification:	424600