401k Plan data: LITTLE INSURANCE GROUP CASH BALANCE PLAN plan

LITTLE INSURANCE GROUP CASH BALANCE PLAN 401k Plan overview

Plan Name	LITTLE INSURANCE GROUP CASH BALANCE PLAN
Plan identification number	002

LITTLE INSURANCE GROUP CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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.
Plan covering Self-Employed individuals.
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

LITTLE INSURANCE GROUP has sponsored the creation of one or more 401k plans.

Company Name: LITTLE INSURANCE GROUP

Employer identification number (EIN): 860589052

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LITTLE INSURANCE GROUP CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 LARRY LITTLE
002 2015-01-01 LARRY LITTLE
002 2014-01-01 LARRY LITTLE 2015-10-02

Financial Data on LITTLE INSURANCE GROUP CASH BALANCE PLAN

Measure	Date	Value
2016 : LITTLE INSURANCE GROUP CASH BALANCE PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$207,238
Expenses. Total of all expenses incurred	2016-12-31	$254
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$543,085
Total plan assets at beginning of year	2016-12-31	$336,101
Value of fidelity bond covering the plan	2016-12-31	$125,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$254
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$7,238
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$206,984
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$543,085
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$336,101
Total contributions received or receivable from employer(s)	2016-12-31	$200,000
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : LITTLE INSURANCE GROUP CASH BALANCE PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$168,255
Expenses. Total of all expenses incurred	2015-12-31	$115
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$336,101
Total plan assets at beginning of year	2015-12-31	$167,961
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$255
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$168,140
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$336,101
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$167,961
Total contributions received or receivable from employer(s)	2015-12-31	$168,000
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$115
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for LITTLE INSURANCE GROUP CASH BALANCE PLAN

2016: LITTLE INSURANCE GROUP CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LITTLE INSURANCE GROUP CASH BALANCE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68136 )
Policy contract number	SV3501941
Policy instance	1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	31580686
Policy instance	2

Potentially related plans

LITTLE INSURANCE RETIREMENT PLAN [EIN = 455350042]

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Company Name:	LITTLE INSURANCE GROUP
Employer identification number (EIN):	860589052
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	LARRY LITTLE
002	2015-01-01	LARRY LITTLE
002	2014-01-01	LARRY LITTLE	2015-10-02