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PRODUCERS RETIREMENT PLAN TRUST 401k Plan overview

Plan NamePRODUCERS RETIREMENT PLAN TRUST
Plan identification number 001

PRODUCERS RETIREMENT PLAN TRUST Benefits

401k Plan TypeDefined 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

YOAKUM CO. CO-OP GIN has sponsored the creation of one or more 401k plans.

Company Name:YOAKUM CO. CO-OP GIN
Employer identification number (EIN):751118480
NAIC Classification:115110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRODUCERS RETIREMENT PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-05-01DARWIN ROBERTSON2023-12-14
0012021-05-01DARWIN ROBERTSON2023-02-09
0012020-05-01DARWIN ROBERTSON2022-02-07
0012019-05-01DARWIN ROBERTSON2020-06-17
0012018-05-01DARWIN ROBERTSON2019-07-11
0012017-05-01DARWIN ROBERTSON2018-10-26
0012016-05-01DARWIN ROBERTSON2017-10-20
0012015-05-01DARWIN ROBERTSON2016-11-17
0012014-05-01DARWIN ROBERTSON2016-02-09
0012013-05-01DARWIN ROBERTSON2014-11-19
0012012-05-01DARWIN ROBERTSON2013-11-19
0012011-05-01DARWIN ROBERTSON2012-11-26
0012010-05-01DARWIN ROBERTSON2011-09-26
0012007-05-01DARWIN ROBERTSON

Plan Statistics for PRODUCERS RETIREMENT PLAN TRUST

401k plan membership statisitcs for PRODUCERS RETIREMENT PLAN TRUST

Measure Date Value
2023: PRODUCERS RETIREMENT PLAN TRUST 2023 401k membership
Market value of plan assets2023-04-30779,025
Acturial value of plan assets2023-04-30779,025
Funding target for retired participants and beneficiaries receiving payment2023-04-30411,412
Number of terminated vested participants2023-04-305
Fundng target for terminated vested participants2023-04-30119,173
Active participant vested funding target2023-04-30284,536
Number of active participants2023-04-302
Total funding liabilities for active participants2023-04-30284,536
Total participant count2023-04-3011
Total funding target for all participants2023-04-30815,121
Balance at beginning of prior year after applicable adjustments2023-04-300
Prefunding balance at beginning of prior year after applicable adjustments2023-04-3010,192
Amount remaining of carryover balance2023-04-300
Amount remaining of prefunding balance2023-04-3010,192
Present value of excess contributions2023-04-3019,197
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-04-3020,270
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-04-300
Reductions in caryover balances due to elections or deemed elections2023-04-300
Reductions in prefunding balances due to elections or deemed elections2023-04-300
Balance of carryovers at beginning of current year2023-04-300
Balance of prefunding at beginning of current year2023-04-309,862
Total employer contributions2023-04-3080,000
Total employee contributions2023-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-04-300
Contributions made to avoid restrictions adjusted to valuation date2023-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-04-3077,759
Unpaid minimum required contributions for all prior years2023-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-04-300
Remaining amount of unpaid minimum required contributions2023-04-300
Minimum required contributions for current year target normal cost2023-04-3012,000
Net shortfall amortization installment of oustanding balance2023-04-3045,958
Waiver amortization installment2023-04-300
Total funding amount beforereflecting carryover/prefunding balances2023-04-3016,247
Additional cash requirement2023-04-3016,247
Contributions allocatedtoward minimum required contributions for current year2023-04-3077,759
Unpaid minimum required contributions for current year2023-04-300
Unpaid minimum required contributions for all years2023-04-300
2022: PRODUCERS RETIREMENT PLAN TRUST 2022 401k membership
Market value of plan assets2022-04-30876,108
Acturial value of plan assets2022-04-30876,108
Funding target for retired participants and beneficiaries receiving payment2022-04-30360,832
Number of terminated vested participants2022-04-306
Fundng target for terminated vested participants2022-04-30250,613
Active participant vested funding target2022-04-30262,525
Number of active participants2022-04-302
Total funding liabilities for active participants2022-04-30262,525
Total participant count2022-04-3011
Total funding target for all participants2022-04-30873,970
Balance at beginning of prior year after applicable adjustments2022-04-300
Prefunding balance at beginning of prior year after applicable adjustments2022-04-307,805
Amount remaining of carryover balance2022-04-300
Amount remaining of prefunding balance2022-04-307,805
Present value of excess contributions2022-04-3011,269
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-04-3011,880
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-04-300
Reductions in caryover balances due to elections or deemed elections2022-04-300
Reductions in prefunding balances due to elections or deemed elections2022-04-300
Balance of carryovers at beginning of current year2022-04-300
Balance of prefunding at beginning of current year2022-04-3010,192
Total employer contributions2022-04-3080,000
Total employee contributions2022-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-04-300
Contributions made to avoid restrictions adjusted to valuation date2022-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-04-3077,674
Unpaid minimum required contributions for all prior years2022-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-04-300
Remaining amount of unpaid minimum required contributions2022-04-300
Minimum required contributions for current year target normal cost2022-04-306,000
Net shortfall amortization installment of oustanding balance2022-04-30174,760
Waiver amortization installment2022-04-300
Total funding amount beforereflecting carryover/prefunding balances2022-04-3058,477
Additional cash requirement2022-04-3058,477
Contributions allocatedtoward minimum required contributions for current year2022-04-3077,674
Unpaid minimum required contributions for current year2022-04-300
Unpaid minimum required contributions for all years2022-04-300
2021: PRODUCERS RETIREMENT PLAN TRUST 2021 401k membership
Market value of plan assets2021-04-30665,609
Acturial value of plan assets2021-04-30665,609
Funding target for retired participants and beneficiaries receiving payment2021-04-30383,003
Number of terminated vested participants2021-04-306
Fundng target for terminated vested participants2021-04-30242,823
Active participant vested funding target2021-04-30252,965
Number of active participants2021-04-302
Total funding liabilities for active participants2021-04-30252,965
Total participant count2021-04-3011
Total funding target for all participants2021-04-30878,791
Balance at beginning of prior year after applicable adjustments2021-04-300
Prefunding balance at beginning of prior year after applicable adjustments2021-04-308,078
Amount remaining of carryover balance2021-04-300
Amount remaining of prefunding balance2021-04-308,078
Present value of excess contributions2021-04-3026,162
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-04-3027,614
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-04-300
Reductions in caryover balances due to elections or deemed elections2021-04-300
Reductions in prefunding balances due to elections or deemed elections2021-04-300
Balance of carryovers at beginning of current year2021-04-300
Balance of prefunding at beginning of current year2021-04-307,805
Total employer contributions2021-04-3070,000
Total employee contributions2021-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-04-300
Contributions made to avoid restrictions adjusted to valuation date2021-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-04-3068,300
Unpaid minimum required contributions for all prior years2021-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-04-300
Remaining amount of unpaid minimum required contributions2021-04-300
Minimum required contributions for current year target normal cost2021-04-306,000
Net shortfall amortization installment of oustanding balance2021-04-30220,987
Waiver amortization installment2021-04-300
Total funding amount beforereflecting carryover/prefunding balances2021-04-3057,031
Additional cash requirement2021-04-3057,031
Contributions allocatedtoward minimum required contributions for current year2021-04-3068,300
Unpaid minimum required contributions for current year2021-04-300
Unpaid minimum required contributions for all years2021-04-300
2020: PRODUCERS RETIREMENT PLAN TRUST 2020 401k membership
Market value of plan assets2020-04-30673,929
Acturial value of plan assets2020-04-30673,929
Funding target for retired participants and beneficiaries receiving payment2020-04-30393,563
Number of terminated vested participants2020-04-306
Fundng target for terminated vested participants2020-04-30221,689
Active participant vested funding target2020-04-30234,045
Number of active participants2020-04-302
Total funding liabilities for active participants2020-04-30234,045
Total participant count2020-04-3011
Total funding target for all participants2020-04-30849,297
Balance at beginning of prior year after applicable adjustments2020-04-300
Prefunding balance at beginning of prior year after applicable adjustments2020-04-307,710
Amount remaining of carryover balance2020-04-300
Amount remaining of prefunding balance2020-04-307,710
Present value of excess contributions2020-04-309,062
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-04-309,583
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-04-300
Reductions in caryover balances due to elections or deemed elections2020-04-300
Reductions in prefunding balances due to elections or deemed elections2020-04-300
Balance of carryovers at beginning of current year2020-04-300
Balance of prefunding at beginning of current year2020-04-308,078
Total employer contributions2020-04-3070,000
Total employee contributions2020-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-04-300
Contributions made to avoid restrictions adjusted to valuation date2020-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-04-3067,668
Unpaid minimum required contributions for all prior years2020-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-04-300
Remaining amount of unpaid minimum required contributions2020-04-300
Minimum required contributions for current year target normal cost2020-04-306,000
Net shortfall amortization installment of oustanding balance2020-04-30183,446
Waiver amortization installment2020-04-300
Total funding amount beforereflecting carryover/prefunding balances2020-04-3041,506
Additional cash requirement2020-04-3041,506
Contributions allocatedtoward minimum required contributions for current year2020-04-3067,668
Unpaid minimum required contributions for current year2020-04-300
Unpaid minimum required contributions for all years2020-04-300
2019: PRODUCERS RETIREMENT PLAN TRUST 2019 401k membership
Market value of plan assets2019-04-30643,580
Acturial value of plan assets2019-04-30643,580
Funding target for retired participants and beneficiaries receiving payment2019-04-30404,403
Number of terminated vested participants2019-04-306
Fundng target for terminated vested participants2019-04-30202,179
Active participant vested funding target2019-04-30215,409
Number of active participants2019-04-302
Total funding liabilities for active participants2019-04-30215,409
Total participant count2019-04-3011
Total funding target for all participants2019-04-30821,991
Balance at beginning of prior year after applicable adjustments2019-04-300
Prefunding balance at beginning of prior year after applicable adjustments2019-04-307,358
Amount remaining of carryover balance2019-04-300
Amount remaining of prefunding balance2019-04-307,358
Present value of excess contributions2019-04-3015,932
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-04-3016,859
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-04-300
Reductions in caryover balances due to elections or deemed elections2019-04-300
Reductions in prefunding balances due to elections or deemed elections2019-04-300
Balance of carryovers at beginning of current year2019-04-300
Balance of prefunding at beginning of current year2019-04-307,710
Total employer contributions2019-04-3059,000
Total employee contributions2019-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-04-300
Contributions made to avoid restrictions adjusted to valuation date2019-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-04-3056,663
Unpaid minimum required contributions for all prior years2019-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-04-300
Remaining amount of unpaid minimum required contributions2019-04-300
Minimum required contributions for current year target normal cost2019-04-308,000
Net shortfall amortization installment of oustanding balance2019-04-30186,121
Waiver amortization installment2019-04-300
Total funding amount beforereflecting carryover/prefunding balances2019-04-3047,601
Additional cash requirement2019-04-3047,601
Contributions allocatedtoward minimum required contributions for current year2019-04-3056,663
Unpaid minimum required contributions for current year2019-04-300
Unpaid minimum required contributions for all years2019-04-300
2018: PRODUCERS RETIREMENT PLAN TRUST 2018 401k membership
Market value of plan assets2018-04-30590,923
Acturial value of plan assets2018-04-30590,923
Funding target for retired participants and beneficiaries receiving payment2018-04-3018,315
Number of terminated vested participants2018-04-306
Fundng target for terminated vested participants2018-04-30207,479
Active participant vested funding target2018-04-30522,464
Number of active participants2018-04-304
Total funding liabilities for active participants2018-04-30522,464
Total participant count2018-04-3011
Total funding target for all participants2018-04-30748,258
Balance at beginning of prior year after applicable adjustments2018-04-300
Prefunding balance at beginning of prior year after applicable adjustments2018-04-3016,979
Carryover balanced portion elected for use to offset prior years funding requirement2018-04-300
Prefunding balanced used to offset prior years funding requirement2018-04-309,715
Amount remaining of carryover balance2018-04-300
Amount remaining of prefunding balance2018-04-307,264
Present value of excess contributions2018-04-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-04-300
Balance of carryovers at beginning of current year2018-04-300
Balance of prefunding at beginning of current year2018-04-307,358
Total employer contributions2018-04-3070,800
Total employee contributions2018-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-04-300
Contributions made to avoid restrictions adjusted to valuation date2018-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-04-3067,582
Unpaid minimum required contributions for all prior years2018-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-04-300
Remaining amount of unpaid minimum required contributions2018-04-300
Minimum required contributions for current year target normal cost2018-04-309,000
Net shortfall amortization installment of oustanding balance2018-04-30164,693
Waiver amortization installment2018-04-300
Total funding amount beforereflecting carryover/prefunding balances2018-04-3051,650
Additional cash requirement2018-04-3051,650
Contributions allocatedtoward minimum required contributions for current year2018-04-3067,582
Unpaid minimum required contributions for current year2018-04-300
Unpaid minimum required contributions for all years2018-04-300
2017: PRODUCERS RETIREMENT PLAN TRUST 2017 401k membership
Market value of plan assets2017-04-30546,405
Acturial value of plan assets2017-04-30546,405
Funding target for retired participants and beneficiaries receiving payment2017-04-3018,857
Number of terminated vested participants2017-04-305
Fundng target for terminated vested participants2017-04-30184,801
Active participant vested funding target2017-04-30475,935
Number of active participants2017-04-305
Total funding liabilities for active participants2017-04-30475,935
Total participant count2017-04-3011
Total funding target for all participants2017-04-30679,593
Balance at beginning of prior year after applicable adjustments2017-04-300
Prefunding balance at beginning of prior year after applicable adjustments2017-04-3018,798
Carryover balanced portion elected for use to offset prior years funding requirement2017-04-300
Prefunding balanced used to offset prior years funding requirement2017-04-301,148
Amount remaining of carryover balance2017-04-300
Amount remaining of prefunding balance2017-04-3017,650
Present value of excess contributions2017-04-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-04-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-04-300
Reductions in prefunding balances due to elections or deemed elections2017-04-300
Balance of carryovers at beginning of current year2017-04-300
Balance of prefunding at beginning of current year2017-04-3016,979
Total employer contributions2017-04-3040,000
Total employee contributions2017-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-04-300
Contributions made to avoid restrictions adjusted to valuation date2017-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-04-3038,461
Unpaid minimum required contributions for all prior years2017-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-04-300
Remaining amount of unpaid minimum required contributions2017-04-300
Minimum required contributions for current year target normal cost2017-04-3015,349
Net shortfall amortization installment of oustanding balance2017-04-30150,167
Waiver amortization installment2017-04-300
Total funding amount beforereflecting carryover/prefunding balances2017-04-3048,176
Carryover balance elected to use to offset funding requirement2017-04-300
Prefunding balance elected to use to offset funding requirement2017-04-309,715
Additional cash requirement2017-04-3038,461
Contributions allocatedtoward minimum required contributions for current year2017-04-3038,461
Unpaid minimum required contributions for current year2017-04-300
Unpaid minimum required contributions for all years2017-04-300
2007: PRODUCERS RETIREMENT PLAN TRUST 2007 401k membership
Total participants, beginning-of-year2007-05-019
Total number of active participants reported on line 7a of the Form 55002007-05-013
Number of retired or separated participants receiving benefits2007-05-010
Number of other retired or separated participants entitled to future benefits2007-05-015
Total of all active and inactive participants2007-05-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-05-010
Total participants2007-05-018

Financial Data on PRODUCERS RETIREMENT PLAN TRUST

Measure Date Value
2008 : PRODUCERS RETIREMENT PLAN TRUST 2008 401k financial data
Total income from all sources2008-04-30$14,015
Expenses. Total of all expenses incurred2008-04-30$7,150
Total plan assets at end of year2008-04-30$132,684
Total plan assets at beginning of year2008-04-30$125,819
Value of fidelity bond covering the plan2008-04-30$500,000
Expenses. Other expenses not covered elsewhere2008-04-30$7,150
Other income received2008-04-30$-773
Net income (gross income less expenses)2008-04-30$6,865
Net plan assets at end of year (total assets less liabilities)2008-04-30$132,684
Net plan assets at beginning of year (total assets less liabilities)2008-04-30$125,819
Total contributions received or receivable from employer(s)2008-04-30$14,788

Form 5500 Responses for PRODUCERS RETIREMENT PLAN TRUST

2007: PRODUCERS RETIREMENT PLAN TRUST 2007 form 5500 responses
2007-05-01Type of plan entitySingle employer plan
2007-05-01Submission has been amendedNo
2007-05-01This submission is the final filingNo
2007-05-01This return/report is a short plan year return/report (less than 12 months)No
2007-05-01Plan is a collectively bargained planNo
2007-05-01Plan funding arrangement – InsuranceYes
2007-05-01Plan funding arrangement – TrustYes
2007-05-01Plan benefit arrangement – InsuranceYes
2007-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberGA 60011
Policy instance 1
Insurance contract or identification numberGA 60011
Number of Individuals Covered8
Insurance policy start date2007-05-01
Insurance policy end date2008-04-30
Total amount of commissions paid to insurance brokerUSD $223
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $203
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND FINANCIAL - AGENCY 147
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberP 28217
Policy instance 2
Insurance contract or identification numberP 28217
Number of Individuals Covered5
Insurance policy start date2007-05-01
Insurance policy end date2008-04-30
Total amount of commissions paid to insurance brokerUSD $888
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $683
Insurance broker organization code?3
Insurance broker nameZANE OLIVER

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