401k Plan data: SOUND FINANCIAL PLANNING, INC. PENSION PLAN plan

SOUND FINANCIAL PLANNING, INC. PENSION PLAN 401k Plan overview

Plan Name	SOUND FINANCIAL PLANNING, INC. PENSION PLAN
Plan identification number	001

SOUND FINANCIAL PLANNING, INC. 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.
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

SOUND FINANCIAL PLANNING, INC. has sponsored the creation of one or more 401k plans.

Company Name: SOUND FINANCIAL PLANNING, INC.

Employer identification number (EIN): 911155535

NAIC Classification: 523900

Additional information about SOUND FINANCIAL PLANNING, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1981-09-02

Company Identification Number: 600438446

Legal Registered Office Address: 1111 CLEVELAND AVE STE 101

MOUNT VERNON
United States of America (USA)
982734229

More information about SOUND FINANCIAL PLANNING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUND FINANCIAL PLANNING, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 STEPHEN DELOREY 2013-09-17
001 2011-01-01 STEPHEN DELOREY 2012-09-10
001 2010-01-01 STEPHEN DELOREY 2011-08-05

Plan Statistics for SOUND FINANCIAL PLANNING, INC. PENSION PLAN

401k plan membership statisitcs for SOUND FINANCIAL PLANNING, INC. PENSION PLAN

Measure Date Value
2017: SOUND FINANCIAL PLANNING, INC. PENSION PLAN 2017 401k membership
Market value of plan assets 2017-06-27 1,099,273
Acturial value of plan assets 2017-06-27 1,099,273
Funding target for retired participants and beneficiaries receiving payment 2017-06-27 0
Number of terminated vested participants 2017-06-27 0
Fundng target for terminated vested participants 2017-06-27 0
Active participant vested funding target 2017-06-27 703,206
Number of active participants 2017-06-27 2
Total funding liabilities for active participants 2017-06-27 703,206
Total participant count 2017-06-27 2
Total funding target for all participants 2017-06-27 703,206
Balance at beginning of prior year after applicable adjustments 2017-06-27 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-06-27 657
Carryover balanced portion elected for use to offset prior years funding requirement 2017-06-27 0
Prefunding balanced used to offset prior years funding requirement 2017-06-27 0
Amount remaining of carryover balance 2017-06-27 0
Amount remaining of prefunding balance 2017-06-27 657
Present value of excess contributions 2017-06-27 91,945
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-06-27 97,995
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-06-27 0
Reductions in caryover balances due to elections or deemed elections 2017-06-27 0
Reductions in prefunding balances due to elections or deemed elections 2017-06-27 0
Balance of carryovers at beginning of current year 2017-06-27 0
Balance of prefunding at beginning of current year 2017-06-27 697
Contributions allocated toward unpaid minimum require contributions from prior years 2017-06-27 0
Contributions made to avoid restrictions adjusted to valuation date 2017-06-27 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-06-27 0
Unpaid minimum required contributions for all prior years 2017-06-27 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-06-27 0
Remaining amount of unpaid minimum required contributions 2017-06-27 0
Minimum required contributions for current year target normal cost 2017-06-27 8,681
Net shortfall amortization installment of oustanding balance 2017-06-27 0
Waiver amortization installment 2017-06-27 0
Total funding amount beforereflecting carryover/prefunding balances 2017-06-27 0
Carryover balance elected to use to offset funding requirement 2017-06-27 0
Prefunding balance elected to use to offset funding requirement 2017-06-27 0
Additional cash requirement 2017-06-27 0
Contributions allocatedtoward minimum required contributions for current year 2017-06-27 0
Unpaid minimum required contributions for current year 2017-06-27 0
Unpaid minimum required contributions for all years 2017-06-27 0
2016: SOUND FINANCIAL PLANNING, INC. PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 959,808
Acturial value of plan assets 2016-12-31 959,808
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 647,919
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 653,471
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 653,471
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 666
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 2016-12-31 666
Present value of excess contributions 2016-12-31 115,724
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 122,783
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 657
Total employer contributions 2016-12-31 100,000
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 91,945
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 23,350
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 91,945
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2017: SOUND FINANCIAL PLANNING, INC. PENSION PLAN 2017 401k membership
Market value of plan assets	2017-06-27	1,099,273
Acturial value of plan assets	2017-06-27	1,099,273
Funding target for retired participants and beneficiaries receiving payment	2017-06-27	0
Number of terminated vested participants	2017-06-27	0
Fundng target for terminated vested participants	2017-06-27	0
Active participant vested funding target	2017-06-27	703,206
Number of active participants	2017-06-27	2
Total funding liabilities for active participants	2017-06-27	703,206
Total participant count	2017-06-27	2
Total funding target for all participants	2017-06-27	703,206
Balance at beginning of prior year after applicable adjustments	2017-06-27	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-06-27	657
Carryover balanced portion elected for use to offset prior years funding requirement	2017-06-27	0
Prefunding balanced used to offset prior years funding requirement	2017-06-27	0
Amount remaining of carryover balance	2017-06-27	0
Amount remaining of prefunding balance	2017-06-27	657
Present value of excess contributions	2017-06-27	91,945
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-06-27	97,995
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-06-27	0
Reductions in caryover balances due to elections or deemed elections	2017-06-27	0
Reductions in prefunding balances due to elections or deemed elections	2017-06-27	0
Balance of carryovers at beginning of current year	2017-06-27	0
Balance of prefunding at beginning of current year	2017-06-27	697
Contributions allocated toward unpaid minimum require contributions from prior years	2017-06-27	0
Contributions made to avoid restrictions adjusted to valuation date	2017-06-27	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-06-27	0
Unpaid minimum required contributions for all prior years	2017-06-27	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-06-27	0
Remaining amount of unpaid minimum required contributions	2017-06-27	0
Minimum required contributions for current year target normal cost	2017-06-27	8,681
Net shortfall amortization installment of oustanding balance	2017-06-27	0
Waiver amortization installment	2017-06-27	0
Total funding amount beforereflecting carryover/prefunding balances	2017-06-27	0
Carryover balance elected to use to offset funding requirement	2017-06-27	0
Prefunding balance elected to use to offset funding requirement	2017-06-27	0
Additional cash requirement	2017-06-27	0
Contributions allocatedtoward minimum required contributions for current year	2017-06-27	0
Unpaid minimum required contributions for current year	2017-06-27	0
Unpaid minimum required contributions for all years	2017-06-27	0
2016: SOUND FINANCIAL PLANNING, INC. PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	959,808
Acturial value of plan assets	2016-12-31	959,808
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	647,919
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	653,471
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	653,471
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	666
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	666
Present value of excess contributions	2016-12-31	115,724
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	122,783
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	657
Total employer contributions	2016-12-31	100,000
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	91,945
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	23,350
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	91,945
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	SOUND FINANCIAL PLANNING, INC.
Employer identification number (EIN):	911155535
NAIC Classification:	523900

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1981-09-02
Company Identification Number:	600438446
Legal Registered Office Address:	1111 CLEVELAND AVE STE 101 MOUNT VERNON United States of America (USA) 982734229

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	STEPHEN DELOREY	2013-09-17
001	2011-01-01	STEPHEN DELOREY	2012-09-10
001	2010-01-01	STEPHEN DELOREY	2011-08-05