 |
|
|
|
| Plan Name | BRETT HARTZELL, INC. PENSION PLAN & TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | BRETT HARTZELL, INC. |
| Employer identification number (EIN): | 912114061 |
| NAIC Classification: | 531210 |
| NAIC Description: | Offices of Real Estate Agents and Brokers |
Additional information about BRETT HARTZELL, INC.
| Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
| Incorporation Date: | 2001-04-05 |
| Company Identification Number: | 602112264 |
| Legal Registered Office Address: |
13555 SE 36TH ST STE 100 BELLEVUE United States of America (USA) 980061456 |
More information about BRETT HARTZELL, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2019-01-01 | BRUCE MAROTTA | 2020-07-16 | ||
| 001 | 2018-01-01 | BRETT HARTZELL | 2019-10-13 | ||
| 001 | 2017-01-01 | BRETT HARTZELL | 2018-10-03 | ||
| 001 | 2016-01-01 | BRETT HARTZELL | 2017-09-17 | BRETT HARTZELL | 2017-09-17 |
| 001 | 2015-01-01 | BRETT HARTZELL | 2016-09-14 | ||
| 001 | 2014-01-01 | BRETT HARTZELL | 2015-05-05 | ||
| 001 | 2013-01-01 | BRUCE MAROTTA | 2014-04-01 | BRETT HARTZELL | 2014-03-31 |
| Measure | Date | Value |
|---|---|---|
| 2019: BRETT HARTZELL, INC. PENSION PLAN & TRUST 2019 401k membership | ||
| Market value of plan assets | 2019-12-31 | 1,732,195 |
| Acturial value of plan assets | 2019-12-31 | 1,732,195 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
| Number of terminated vested participants | 2019-12-31 | 0 |
| Fundng target for terminated vested participants | 2019-12-31 | 0 |
| Active participant vested funding target | 2019-12-31 | 1,496,457 |
| Number of active participants | 2019-12-31 | 2 |
| Total funding liabilities for active participants | 2019-12-31 | 1,496,457 |
| Total participant count | 2019-12-31 | 2 |
| Total funding target for all participants | 2019-12-31 | 1,496,457 |
| Amount remaining of carryover balance | 2019-12-31 | 0 |
| Amount remaining of prefunding balance | 2019-12-31 | 0 |
| Present value of excess contributions | 2019-12-31 | 302,473 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 319,169 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 319,169 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 319,169 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
| Total employer contributions | 2019-12-31 | 373,000 |
| Total employee contributions | 2019-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 349,348 |
| Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-12-31 | 269,878 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 34,140 |
| Additional cash requirement | 2019-12-31 | 34,140 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 349,348 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| 2018: BRETT HARTZELL, INC. PENSION PLAN & TRUST 2018 401k membership | ||
| Market value of plan assets | 2018-12-31 | 1,566,944 |
| Acturial value of plan assets | 2018-12-31 | 1,566,944 |
| Active participant vested funding target | 2018-12-31 | 879,650 |
| Number of active participants | 2018-12-31 | 2 |
| Total funding liabilities for active participants | 2018-12-31 | 1,099,563 |
| Total participant count | 2018-12-31 | 2 |
| Total funding target for all participants | 2018-12-31 | 1,099,563 |
| Amount remaining of carryover balance | 2018-12-31 | 0 |
| Amount remaining of prefunding balance | 2018-12-31 | 0 |
| Present value of excess contributions | 2018-12-31 | 311,052 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 328,844 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 328,844 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 328,844 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
| Total employer contributions | 2018-12-31 | 322,000 |
| Total employee contributions | 2018-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 302,473 |
| Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-12-31 | 202,189 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
| Additional cash requirement | 2018-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 302,473 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| 2017: BRETT HARTZELL, INC. PENSION PLAN & TRUST 2017 401k membership | ||
| Market value of plan assets | 2017-12-31 | 954,875 |
| Acturial value of plan assets | 2017-12-31 | 954,875 |
| Active participant vested funding target | 2017-12-31 | 477,759 |
| Number of active participants | 2017-12-31 | 2 |
| Total funding liabilities for active participants | 2017-12-31 | 796,264 |
| Total participant count | 2017-12-31 | 2 |
| Total funding target for all participants | 2017-12-31 | 796,264 |
| Amount remaining of carryover balance | 2017-12-31 | 0 |
| Amount remaining of prefunding balance | 2017-12-31 | 0 |
| Present value of excess contributions | 2017-12-31 | 183,770 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 194,631 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 194,631 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 194,631 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
| Total employer contributions | 2017-12-31 | 399,000 |
| Total employee contributions | 2017-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 362,916 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 210,475 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 51,864 |
| Additional cash requirement | 2017-12-31 | 51,864 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 362,916 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| 2016: BRETT HARTZELL, INC. PENSION PLAN & TRUST 2016 401k membership | ||
| Market value of plan assets | 2016-12-31 | 759,254 |
| Acturial value of plan assets | 2016-12-31 | 759,254 |
| Active participant vested funding target | 2016-12-31 | 224,766 |
| Number of active participants | 2016-12-31 | 2 |
| Total funding liabilities for active participants | 2016-12-31 | 561,918 |
| Total participant count | 2016-12-31 | 2 |
| Total funding target for all participants | 2016-12-31 | 561,918 |
| Amount remaining of carryover balance | 2016-12-31 | 0 |
| Amount remaining of prefunding balance | 2016-12-31 | 0 |
| Present value of excess contributions | 2016-12-31 | 178,471 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 189,376 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 189,376 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 189,376 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
| Total employer contributions | 2016-12-31 | 200,000 |
| Total employee contributions | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 183,770 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 174,845 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
| Additional cash requirement | 2016-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 183,770 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping | |
| | |
|