HENRY C. LEVY COMANY DEFINED BENEFIT PLAN 401k Plan overview

HENRY C. LEVY COMANY DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	HENRY C. LEVY & COMPANY
Employer identification number (EIN):	943194056
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	HENRY C. LEVY	2013-10-08

Plan Statistics for HENRY C. LEVY COMANY DEFINED BENEFIT PLAN

Measure	Date	Value
2017: HENRY C. LEVY COMANY DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-09-30	854,758
Acturial value of plan assets	2017-09-30	854,758
Funding target for retired participants and beneficiaries receiving payment	2017-09-30	0
Number of terminated vested participants	2017-09-30	18
Fundng target for terminated vested participants	2017-09-30	702,701
Active participant vested funding target	2017-09-30	39,550
Number of active participants	2017-09-30	13
Total funding liabilities for active participants	2017-09-30	42,982
Total participant count	2017-09-30	31
Total funding target for all participants	2017-09-30	745,683
Balance at beginning of prior year after applicable adjustments	2017-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-09-30	99,873
Carryover balanced portion elected for use to offset prior years funding requirement	2017-09-30	0
Prefunding balanced used to offset prior years funding requirement	2017-09-30	0
Amount remaining of carryover balance	2017-09-30	0
Amount remaining of prefunding balance	2017-09-30	99,873
Present value of excess contributions	2017-09-30	9,112
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-09-30	9,112
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-09-30	0
Reductions in caryover balances due to elections or deemed elections	2017-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-09-30	0
Balance of carryovers at beginning of current year	2017-09-30	0
Balance of prefunding at beginning of current year	2017-09-30	104,297
Total employer contributions	2017-09-30	0
Total employee contributions	2017-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-09-30	0
Liquidity shortfalls end of Q1	2017-09-30	0
Liquidity shortfalls end of Q2	2017-09-30	0
Liquidity shortfalls end of Q3	2017-09-30	0
Liquidity shortfalls end of Q4	2017-09-30	0
Unpaid minimum required contributions for all prior years	2017-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-09-30	0
Remaining amount of unpaid minimum required contributions	2017-09-30	0
Minimum required contributions for current year target normal cost	2017-09-30	11,946
Net shortfall amortization installment of oustanding balance	2017-09-30	4,334
Waiver amortization installment	2017-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-09-30	12,707
Carryover balance elected to use to offset funding requirement	2017-09-30	0
Prefunding balance elected to use to offset funding requirement	2017-09-30	12,707
Additional cash requirement	2017-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2017-09-30	0
Unpaid minimum required contributions for current year	2017-09-30	0
Unpaid minimum required contributions for all years	2017-09-30	0
2016: HENRY C. LEVY COMANY DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	640,261
Acturial value of plan assets	2016-12-31	640,261
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	17
Fundng target for terminated vested participants	2016-12-31	506,471
Active participant vested funding target	2016-12-31	28,174
Number of active participants	2016-12-31	12
Total funding liabilities for active participants	2016-12-31	30,522
Total participant count	2016-12-31	29
Total funding target for all participants	2016-12-31	536,993
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	46,313
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	46,313
Present value of excess contributions	2016-12-31	55,776
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	55,776
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	55,776
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	99,963
Total employer contributions	2016-12-31	160,000
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	155,970
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	146,442
Net shortfall amortization installment of oustanding balance	2016-12-31	2,517
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	146,858
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	105,785
Additional cash requirement	2016-12-31	41,073
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	155,970
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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