401k Plan data: AAAA INSURANCE DEFINED BENEFIT PENSION PLAN plan

AAAA INSURANCE DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	AAAA INSURANCE DEFINED BENEFIT PENSION PLAN
Plan identification number	001

AAAA INSURANCE DEFINED BENEFIT PENSION PLAN 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).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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.
Life insurance

401k Sponsoring company profile

SAGE INTERNATIONAL, INC. DBA AAAA INSURANCE has sponsored the creation of one or more 401k plans.

Company Name: SAGE INTERNATIONAL, INC. DBA AAAA INSURANCE

Employer identification number (EIN): 760444449

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AAAA INSURANCE DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 WINNIE PHUNG 2015-10-14
001 2013-01-01 WINNIE PHUNG 2014-10-13
001 2012-01-01 JOHN NANJI 2013-09-11
001 2011-01-01 JOHN NANJI
001 2010-01-01 JOHN NANJI 2011-10-01

Plan Statistics for AAAA INSURANCE DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for AAAA INSURANCE DEFINED BENEFIT PENSION PLAN

Measure Date Value
2025: AAAA INSURANCE DEFINED BENEFIT PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-10 10
Total number of particpants at end of year 2025-10-10 10
2022: AAAA INSURANCE DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 5,830,961
Acturial value of plan assets 2022-12-31 5,830,961
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 5
Fundng target for terminated vested participants 2022-12-31 12,453
Active participant vested funding target 2022-12-31 4,502,043
Number of active participants 2022-12-31 5
Total funding liabilities for active participants 2022-12-31 4,502,390
Total participant count 2022-12-31 10
Total funding target for all participants 2022-12-31 4,514,843
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 2,297,107
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 209,617
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 2,087,490
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 2,232,571
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 332,406
Net shortfall amortization installment of oustanding balance 2022-12-31 1,036,789
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 428,217
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 428,217
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: AAAA INSURANCE DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 6,747,953
Acturial value of plan assets 2021-12-31 6,747,953
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 5
Fundng target for terminated vested participants 2021-12-31 11,346
Active participant vested funding target 2021-12-31 4,179,407
Number of active participants 2021-12-31 6
Total funding liabilities for active participants 2021-12-31 4,179,872
Total participant count 2021-12-31 11
Total funding target for all participants 2021-12-31 4,191,218
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 2,097,623
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 2,097,623
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 2,297,107
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 332,567
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 209,617
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 209,617
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: AAAA INSURANCE DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 6,358,144
Acturial value of plan assets 2020-12-31 6,358,144
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 9
Fundng target for terminated vested participants 2020-12-31 21,973
Active participant vested funding target 2020-12-31 3,792,839
Number of active participants 2020-12-31 5
Total funding liabilities for active participants 2020-12-31 3,793,042
Total participant count 2020-12-31 14
Total funding target for all participants 2020-12-31 3,815,015
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 1,476,839
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 1,476,839
Present value of excess contributions 2020-12-31 445,040
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 445,040
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 445,040
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 2,097,623
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 327,827
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: AAAA INSURANCE DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 5,044,217
Acturial value of plan assets 2019-12-31 5,044,217
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 9
Fundng target for terminated vested participants 2019-12-31 20,603
Active participant vested funding target 2019-12-31 3,454,889
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 3,454,889
Total participant count 2019-12-31 14
Total funding target for all participants 2019-12-31 3,475,492
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 1,243,510
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 1,243,510
Present value of excess contributions 2019-12-31 291,152
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 291,152
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 291,152
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 1,476,839
Total employer contributions 2019-12-31 750,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 759,894
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 327,433
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 314,854
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 314,854
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 759,894
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: AAAA INSURANCE DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 3,802,868
Acturial value of plan assets 2018-12-31 3,802,868
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 9
Fundng target for terminated vested participants 2018-12-31 17,425
Active participant vested funding target 2018-12-31 3,098,758
Number of active participants 2018-12-31 4
Total funding liabilities for active participants 2018-12-31 3,098,758
Total participant count 2018-12-31 13
Total funding target for all participants 2018-12-31 3,116,183
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 1,642,589
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 385,452
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 1,257,137
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 96,975
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 1,243,510
Total employer contributions 2018-12-31 681,271
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 689,397
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 324,462
Net shortfall amortization installment of oustanding balance 2018-12-31 259,695
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 398,245
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 398,245
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 689,397
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: AAAA INSURANCE DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 4,008,712
Acturial value of plan assets 2017-12-31 4,008,712
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 8
Fundng target for terminated vested participants 2017-12-31 20,621
Active participant vested funding target 2017-12-31 2,596,797
Number of active participants 2017-12-31 7
Total funding liabilities for active participants 2017-12-31 2,597,329
Total participant count 2017-12-31 15
Total funding target for all participants 2017-12-31 2,617,950
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 992,179
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 992,179
Present value of excess contributions 2017-12-31 647,037
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 647,037
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 647,037
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 1,639,216
Total employer contributions 2017-12-31 0
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 303,785
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
2016: AAAA INSURANCE DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,748,525
Acturial value of plan assets 2016-12-31 2,748,525
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 7
Fundng target for terminated vested participants 2016-12-31 11,861
Active participant vested funding target 2016-12-31 2,114,989
Number of active participants 2016-12-31 7
Total funding liabilities for active participants 2016-12-31 2,114,989
Total participant count 2016-12-31 14
Total funding target for all participants 2016-12-31 2,126,850
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 7,119
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 7,119
Present value of excess contributions 2016-12-31 1,015,601
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 1,015,601
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 1,015,601
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 30,468
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 992,179
Total employer contributions 2016-12-31 1,040,000
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 1,004,519
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 2016-12-31 280,980
Net shortfall amortization installment of oustanding balance 2016-12-31 341,194
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 357,482
Additional cash requirement 2016-12-31 357,482
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 1,004,519
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2011: AAAA INSURANCE DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 11
Total participants 2011-01-01 11

Measure	Date	Value
2025: AAAA INSURANCE DEFINED BENEFIT PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-10	10
Total number of particpants at end of year	2025-10-10	10
2022: AAAA INSURANCE DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	5,830,961
Acturial value of plan assets	2022-12-31	5,830,961
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	5
Fundng target for terminated vested participants	2022-12-31	12,453
Active participant vested funding target	2022-12-31	4,502,043
Number of active participants	2022-12-31	5
Total funding liabilities for active participants	2022-12-31	4,502,390
Total participant count	2022-12-31	10
Total funding target for all participants	2022-12-31	4,514,843
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	2,297,107
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	209,617
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	2,087,490
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	2,232,571
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	332,406
Net shortfall amortization installment of oustanding balance	2022-12-31	1,036,789
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	428,217
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	428,217
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: AAAA INSURANCE DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	6,747,953
Acturial value of plan assets	2021-12-31	6,747,953
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	5
Fundng target for terminated vested participants	2021-12-31	11,346
Active participant vested funding target	2021-12-31	4,179,407
Number of active participants	2021-12-31	6
Total funding liabilities for active participants	2021-12-31	4,179,872
Total participant count	2021-12-31	11
Total funding target for all participants	2021-12-31	4,191,218
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	2,097,623
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	2,097,623
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	2,297,107
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	332,567
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	209,617
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	209,617
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: AAAA INSURANCE DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	6,358,144
Acturial value of plan assets	2020-12-31	6,358,144
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	9
Fundng target for terminated vested participants	2020-12-31	21,973
Active participant vested funding target	2020-12-31	3,792,839
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	3,793,042
Total participant count	2020-12-31	14
Total funding target for all participants	2020-12-31	3,815,015
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	1,476,839
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	1,476,839
Present value of excess contributions	2020-12-31	445,040
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	445,040
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	445,040
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	2,097,623
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	327,827
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: AAAA INSURANCE DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	5,044,217
Acturial value of plan assets	2019-12-31	5,044,217
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	9
Fundng target for terminated vested participants	2019-12-31	20,603
Active participant vested funding target	2019-12-31	3,454,889
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	3,454,889
Total participant count	2019-12-31	14
Total funding target for all participants	2019-12-31	3,475,492
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	1,243,510
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	1,243,510
Present value of excess contributions	2019-12-31	291,152
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	291,152
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	291,152
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	1,476,839
Total employer contributions	2019-12-31	750,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	759,894
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	327,433
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	314,854
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	314,854
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	759,894
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: AAAA INSURANCE DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	3,802,868
Acturial value of plan assets	2018-12-31	3,802,868
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	9
Fundng target for terminated vested participants	2018-12-31	17,425
Active participant vested funding target	2018-12-31	3,098,758
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	3,098,758
Total participant count	2018-12-31	13
Total funding target for all participants	2018-12-31	3,116,183
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	1,642,589
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	385,452
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	1,257,137
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	96,975
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	1,243,510
Total employer contributions	2018-12-31	681,271
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	689,397
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	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	324,462
Net shortfall amortization installment of oustanding balance	2018-12-31	259,695
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	398,245
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	398,245
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	689,397
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: AAAA INSURANCE DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	4,008,712
Acturial value of plan assets	2017-12-31	4,008,712
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	8
Fundng target for terminated vested participants	2017-12-31	20,621
Active participant vested funding target	2017-12-31	2,596,797
Number of active participants	2017-12-31	7
Total funding liabilities for active participants	2017-12-31	2,597,329
Total participant count	2017-12-31	15
Total funding target for all participants	2017-12-31	2,617,950
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	992,179
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	992,179
Present value of excess contributions	2017-12-31	647,037
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	647,037
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	647,037
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	1,639,216
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	303,785
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
2016: AAAA INSURANCE DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,748,525
Acturial value of plan assets	2016-12-31	2,748,525
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	7
Fundng target for terminated vested participants	2016-12-31	11,861
Active participant vested funding target	2016-12-31	2,114,989
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	2,114,989
Total participant count	2016-12-31	14
Total funding target for all participants	2016-12-31	2,126,850
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	7,119
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	7,119
Present value of excess contributions	2016-12-31	1,015,601
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	1,015,601
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	1,015,601
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	30,468
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	992,179
Total employer contributions	2016-12-31	1,040,000
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	1,004,519
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	280,980
Net shortfall amortization installment of oustanding balance	2016-12-31	341,194
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	357,482
Additional cash requirement	2016-12-31	357,482
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	1,004,519
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2011: AAAA INSURANCE DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	11
Total participants	2011-01-01	11

Financial Data on AAAA INSURANCE DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2025 : AAAA INSURANCE DEFINED BENEFIT PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-10-10	0
Total liabilities as of the end of the plan year	2025-10-10	0
Total liabilities as of the beginning of the plan year	2025-10-10	0
Total expenses incurred by plan in this plan year	2025-10-10	9047
Net assets as of the end of the plan year	2025-10-10	6771593
Total assets as of the beginning of the plan year	2025-10-10	6024472
Participant contributions to plan in this plan year	2025-10-10	0
Other expenses paid from plan in this plan year	2025-10-10	0
Other contributions to plan in this plan year	2025-10-10	0
Other income to plan in this plan year	2025-10-10	256168
Plan net income in this plan year	2025-10-10	747121
Net assets as of the end of the plan year	2025-10-10	6771593
Net assets as of the beginning of the plan year	2025-10-10	6024472
Employer contributions to plan in this plan year	2025-10-10	500000
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-10	9047
2011 : AAAA INSURANCE DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$271,082
Total plan assets at end of year	2011-12-31	$639,967
Total plan assets at beginning of year	2011-12-31	$368,885
Other income received	2011-12-31	$-45,470
Net income (gross income less expenses)	2011-12-31	$271,082
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$639,967
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$368,885
Total contributions received or receivable from employer(s)	2011-12-31	$316,552

Form 5500 Responses for AAAA INSURANCE DEFINED BENEFIT PENSION PLAN

2011: AAAA INSURANCE DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number
Policy instance	1

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Company Name:	SAGE INTERNATIONAL, INC. DBA AAAA INSURANCE
Employer identification number (EIN):	760444449
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	WINNIE PHUNG	2015-10-14
001	2013-01-01	WINNIE PHUNG	2014-10-13
001	2012-01-01	JOHN NANJI	2013-09-11
001	2011-01-01	JOHN NANJI
001	2010-01-01	JOHN NANJI	2011-10-01