401k Plan data: NICKERSON INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN plan

NICKERSON INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	NICKERSON INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	002

NICKERSON INSURANCE SERVICES, INC. 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).
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

NICKERSON INSURANCE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: NICKERSON INSURANCE SERVICES, INC.

Employer identification number (EIN): 952876395

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NICKERSON INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-11-01
002 2020-11-01
002 2019-11-01
002 2018-11-01
002 2017-11-01
002 2016-11-01
002 2015-11-01 SARAH KELLY 2017-08-15
002 2014-11-01 SARAH KELLY 2016-08-15
002 2013-11-01 BEN SCARSELLA 2016-04-01
002 2012-11-01 SARAH KELLY 2014-08-15
002 2011-11-01 SARAH KELLY 2013-08-07
002 2010-11-01 SARAH KELLY 2012-08-02
002 2008-11-01

Plan Statistics for NICKERSON INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for NICKERSON INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2021: NICKERSON INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-10-31 1,233,413
Acturial value of plan assets 2021-10-31 1,233,413
Funding target for retired participants and beneficiaries receiving payment 2021-10-31 0
Number of terminated vested participants 2021-10-31 1
Fundng target for terminated vested participants 2021-10-31 19,766
Active participant vested funding target 2021-10-31 1,522,021
Number of active participants 2021-10-31 10
Total funding liabilities for active participants 2021-10-31 1,522,021
Total participant count 2021-10-31 11
Total funding target for all participants 2021-10-31 1,541,787
Balance at beginning of prior year after applicable adjustments 2021-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-10-31 0
Prefunding balanced used to offset prior years funding requirement 2021-10-31 0
Amount remaining of carryover balance 2021-10-31 0
Amount remaining of prefunding balance 2021-10-31 0
Present value of excess contributions 2021-10-31 6
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-10-31 6
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-10-31 0
Reductions in caryover balances due to elections or deemed elections 2021-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-10-31 0
Balance of carryovers at beginning of current year 2021-10-31 0
Balance of prefunding at beginning of current year 2021-10-31 0
Total employer contributions 2021-10-31 33,895
Total employee contributions 2021-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-10-31 30,503
Unpaid minimum required contributions for all prior years 2021-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-10-31 0
Remaining amount of unpaid minimum required contributions 2021-10-31 0
Minimum required contributions for current year target normal cost 2021-10-31 0
Net shortfall amortization installment of oustanding balance 2021-10-31 308,374
Total funding amount beforereflecting carryover/prefunding balances 2021-10-31 29,955
Additional cash requirement 2021-10-31 29,955
Contributions allocatedtoward minimum required contributions for current year 2021-10-31 30,503
Unpaid minimum required contributions for current year 2021-10-31 0
Unpaid minimum required contributions for all years 2021-10-31 0
2020: NICKERSON INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-10-31 1,256,689
Acturial value of plan assets 2020-10-31 1,256,689
Funding target for retired participants and beneficiaries receiving payment 2020-10-31 1,150,722
Number of terminated vested participants 2020-10-31 0
Fundng target for terminated vested participants 2020-10-31 0
Active participant vested funding target 2020-10-31 350,395
Number of active participants 2020-10-31 11
Total funding liabilities for active participants 2020-10-31 350,395
Total participant count 2020-10-31 12
Total funding target for all participants 2020-10-31 1,501,117
Balance at beginning of prior year after applicable adjustments 2020-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-10-31 0
Prefunding balanced used to offset prior years funding requirement 2020-10-31 0
Amount remaining of carryover balance 2020-10-31 0
Amount remaining of prefunding balance 2020-10-31 0
Present value of excess contributions 2020-10-31 13,346
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-10-31 14,076
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-10-31 0
Reductions in caryover balances due to elections or deemed elections 2020-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-10-31 0
Balance of carryovers at beginning of current year 2020-10-31 0
Balance of prefunding at beginning of current year 2020-10-31 0
Total employer contributions 2020-10-31 25,180
Total employee contributions 2020-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-10-31 22,605
Unpaid minimum required contributions for all prior years 2020-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-10-31 0
Remaining amount of unpaid minimum required contributions 2020-10-31 0
Minimum required contributions for current year target normal cost 2020-10-31 0
Net shortfall amortization installment of oustanding balance 2020-10-31 244,428
Total funding amount beforereflecting carryover/prefunding balances 2020-10-31 22,599
Additional cash requirement 2020-10-31 22,599
Contributions allocatedtoward minimum required contributions for current year 2020-10-31 22,605
Unpaid minimum required contributions for current year 2020-10-31 0
Unpaid minimum required contributions for all years 2020-10-31 0
2019: NICKERSON INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-10-31 1,162,686
Acturial value of plan assets 2019-10-31 1,162,686
Funding target for retired participants and beneficiaries receiving payment 2019-10-31 0
Number of terminated vested participants 2019-10-31 0
Fundng target for terminated vested participants 2019-10-31 0
Active participant vested funding target 2019-10-31 1,460,615
Number of active participants 2019-10-31 11
Total funding liabilities for active participants 2019-10-31 1,460,615
Total participant count 2019-10-31 11
Total funding target for all participants 2019-10-31 1,460,615
Prefunding balance at beginning of prior year after applicable adjustments 2019-10-31 100,707
Prefunding balanced used to offset prior years funding requirement 2019-10-31 100,707
Amount remaining of carryover balance 2019-10-31 0
Amount remaining of prefunding balance 2019-10-31 0
Present value of excess contributions 2019-10-31 115
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-10-31 110
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-10-31 0
Balance of carryovers at beginning of current year 2019-10-31 0
Balance of prefunding at beginning of current year 2019-10-31 0
Total employer contributions 2019-10-31 100,000
Total employee contributions 2019-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-10-31 89,665
Unpaid minimum required contributions for all prior years 2019-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-10-31 0
Remaining amount of unpaid minimum required contributions 2019-10-31 0
Minimum required contributions for current year target normal cost 2019-10-31 15,484
Net shortfall amortization installment of oustanding balance 2019-10-31 297,929
Total funding amount beforereflecting carryover/prefunding balances 2019-10-31 76,319
Additional cash requirement 2019-10-31 76,319
Contributions allocatedtoward minimum required contributions for current year 2019-10-31 89,665
Unpaid minimum required contributions for current year 2019-10-31 0
Unpaid minimum required contributions for all years 2019-10-31 0
2018: NICKERSON INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-10-31 1,107,453
Acturial value of plan assets 2018-10-31 1,107,453
Funding target for retired participants and beneficiaries receiving payment 2018-10-31 0
Number of terminated vested participants 2018-10-31 0
Fundng target for terminated vested participants 2018-10-31 0
Active participant vested funding target 2018-10-31 1,210,161
Number of active participants 2018-10-31 11
Total funding liabilities for active participants 2018-10-31 1,210,161
Total participant count 2018-10-31 11
Total funding target for all participants 2018-10-31 1,210,161
Balance at beginning of prior year after applicable adjustments 2018-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-10-31 131,463
Carryover balanced portion elected for use to offset prior years funding requirement 2018-10-31 0
Prefunding balanced used to offset prior years funding requirement 2018-10-31 0
Amount remaining of carryover balance 2018-10-31 0
Amount remaining of prefunding balance 2018-10-31 131,463
Present value of excess contributions 2018-10-31 63,916
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-10-31 63,916
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-10-31 0
Reductions in caryover balances due to elections or deemed elections 2018-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-10-31 31,124
Balance of carryovers at beginning of current year 2018-10-31 0
Balance of prefunding at beginning of current year 2018-10-31 100,707
Total employer contributions 2018-10-31 39,727
Total employee contributions 2018-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-10-31 38,310
Unpaid minimum required contributions for all prior years 2018-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-10-31 0
Remaining amount of unpaid minimum required contributions 2018-10-31 0
Minimum required contributions for current year target normal cost 2018-10-31 85,755
Net shortfall amortization installment of oustanding balance 2018-10-31 209,175
Total funding amount beforereflecting carryover/prefunding balances 2018-10-31 143,338
Carryover balance elected to use to offset funding requirement 2018-10-31 0
Prefunding balance elected to use to offset funding requirement 2018-10-31 105,143
Additional cash requirement 2018-10-31 38,195
Contributions allocatedtoward minimum required contributions for current year 2018-10-31 38,310
Unpaid minimum required contributions for current year 2018-10-31 0
Unpaid minimum required contributions for all years 2018-10-31 0
2017: NICKERSON INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-10-31 1,016,110
Acturial value of plan assets 2017-10-31 1,016,110
Funding target for retired participants and beneficiaries receiving payment 2017-10-31 0
Number of terminated vested participants 2017-10-31 0
Fundng target for terminated vested participants 2017-10-31 0
Active participant vested funding target 2017-10-31 1,045,467
Number of active participants 2017-10-31 11
Total funding liabilities for active participants 2017-10-31 1,045,467
Total participant count 2017-10-31 11
Total funding target for all participants 2017-10-31 1,045,467
Balance at beginning of prior year after applicable adjustments 2017-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-10-31 184,252
Carryover balanced portion elected for use to offset prior years funding requirement 2017-10-31 0
Prefunding balanced used to offset prior years funding requirement 2017-10-31 52,592
Amount remaining of carryover balance 2017-10-31 0
Amount remaining of prefunding balance 2017-10-31 131,660
Present value of excess contributions 2017-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-10-31 0
Reductions in caryover balances due to elections or deemed elections 2017-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-10-31 0
Balance of carryovers at beginning of current year 2017-10-31 0
Balance of prefunding at beginning of current year 2017-10-31 131,463
Total employer contributions 2017-10-31 130,000
Total employee contributions 2017-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-10-31 122,306
Unpaid minimum required contributions for all prior years 2017-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-10-31 0
Remaining amount of unpaid minimum required contributions 2017-10-31 0
Minimum required contributions for current year target normal cost 2017-10-31 1,861
Net shortfall amortization installment of oustanding balance 2017-10-31 169,023
Total funding amount beforereflecting carryover/prefunding balances 2017-10-31 58,390
Additional cash requirement 2017-10-31 58,390
Contributions allocatedtoward minimum required contributions for current year 2017-10-31 122,306
Unpaid minimum required contributions for current year 2017-10-31 0
Unpaid minimum required contributions for all years 2017-10-31 0

Measure	Date	Value
2021: NICKERSON INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-10-31	1,233,413
Acturial value of plan assets	2021-10-31	1,233,413
Funding target for retired participants and beneficiaries receiving payment	2021-10-31	0
Number of terminated vested participants	2021-10-31	1
Fundng target for terminated vested participants	2021-10-31	19,766
Active participant vested funding target	2021-10-31	1,522,021
Number of active participants	2021-10-31	10
Total funding liabilities for active participants	2021-10-31	1,522,021
Total participant count	2021-10-31	11
Total funding target for all participants	2021-10-31	1,541,787
Balance at beginning of prior year after applicable adjustments	2021-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-10-31	0
Prefunding balanced used to offset prior years funding requirement	2021-10-31	0
Amount remaining of carryover balance	2021-10-31	0
Amount remaining of prefunding balance	2021-10-31	0
Present value of excess contributions	2021-10-31	6
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-10-31	6
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-10-31	0
Reductions in caryover balances due to elections or deemed elections	2021-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-10-31	0
Balance of carryovers at beginning of current year	2021-10-31	0
Balance of prefunding at beginning of current year	2021-10-31	0
Total employer contributions	2021-10-31	33,895
Total employee contributions	2021-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-10-31	30,503
Unpaid minimum required contributions for all prior years	2021-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-10-31	0
Remaining amount of unpaid minimum required contributions	2021-10-31	0
Minimum required contributions for current year target normal cost	2021-10-31	0
Net shortfall amortization installment of oustanding balance	2021-10-31	308,374
Total funding amount beforereflecting carryover/prefunding balances	2021-10-31	29,955
Additional cash requirement	2021-10-31	29,955
Contributions allocatedtoward minimum required contributions for current year	2021-10-31	30,503
Unpaid minimum required contributions for current year	2021-10-31	0
Unpaid minimum required contributions for all years	2021-10-31	0
2020: NICKERSON INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-10-31	1,256,689
Acturial value of plan assets	2020-10-31	1,256,689
Funding target for retired participants and beneficiaries receiving payment	2020-10-31	1,150,722
Number of terminated vested participants	2020-10-31	0
Fundng target for terminated vested participants	2020-10-31	0
Active participant vested funding target	2020-10-31	350,395
Number of active participants	2020-10-31	11
Total funding liabilities for active participants	2020-10-31	350,395
Total participant count	2020-10-31	12
Total funding target for all participants	2020-10-31	1,501,117
Balance at beginning of prior year after applicable adjustments	2020-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-10-31	0
Prefunding balanced used to offset prior years funding requirement	2020-10-31	0
Amount remaining of carryover balance	2020-10-31	0
Amount remaining of prefunding balance	2020-10-31	0
Present value of excess contributions	2020-10-31	13,346
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-10-31	14,076
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-10-31	0
Reductions in caryover balances due to elections or deemed elections	2020-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-10-31	0
Balance of carryovers at beginning of current year	2020-10-31	0
Balance of prefunding at beginning of current year	2020-10-31	0
Total employer contributions	2020-10-31	25,180
Total employee contributions	2020-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-10-31	22,605
Unpaid minimum required contributions for all prior years	2020-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-10-31	0
Remaining amount of unpaid minimum required contributions	2020-10-31	0
Minimum required contributions for current year target normal cost	2020-10-31	0
Net shortfall amortization installment of oustanding balance	2020-10-31	244,428
Total funding amount beforereflecting carryover/prefunding balances	2020-10-31	22,599
Additional cash requirement	2020-10-31	22,599
Contributions allocatedtoward minimum required contributions for current year	2020-10-31	22,605
Unpaid minimum required contributions for current year	2020-10-31	0
Unpaid minimum required contributions for all years	2020-10-31	0
2019: NICKERSON INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-10-31	1,162,686
Acturial value of plan assets	2019-10-31	1,162,686
Funding target for retired participants and beneficiaries receiving payment	2019-10-31	0
Number of terminated vested participants	2019-10-31	0
Fundng target for terminated vested participants	2019-10-31	0
Active participant vested funding target	2019-10-31	1,460,615
Number of active participants	2019-10-31	11
Total funding liabilities for active participants	2019-10-31	1,460,615
Total participant count	2019-10-31	11
Total funding target for all participants	2019-10-31	1,460,615
Prefunding balance at beginning of prior year after applicable adjustments	2019-10-31	100,707
Prefunding balanced used to offset prior years funding requirement	2019-10-31	100,707
Amount remaining of carryover balance	2019-10-31	0
Amount remaining of prefunding balance	2019-10-31	0
Present value of excess contributions	2019-10-31	115
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-10-31	110
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-10-31	0
Balance of carryovers at beginning of current year	2019-10-31	0
Balance of prefunding at beginning of current year	2019-10-31	0
Total employer contributions	2019-10-31	100,000
Total employee contributions	2019-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-10-31	89,665
Unpaid minimum required contributions for all prior years	2019-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-10-31	0
Remaining amount of unpaid minimum required contributions	2019-10-31	0
Minimum required contributions for current year target normal cost	2019-10-31	15,484
Net shortfall amortization installment of oustanding balance	2019-10-31	297,929
Total funding amount beforereflecting carryover/prefunding balances	2019-10-31	76,319
Additional cash requirement	2019-10-31	76,319
Contributions allocatedtoward minimum required contributions for current year	2019-10-31	89,665
Unpaid minimum required contributions for current year	2019-10-31	0
Unpaid minimum required contributions for all years	2019-10-31	0
2018: NICKERSON INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-10-31	1,107,453
Acturial value of plan assets	2018-10-31	1,107,453
Funding target for retired participants and beneficiaries receiving payment	2018-10-31	0
Number of terminated vested participants	2018-10-31	0
Fundng target for terminated vested participants	2018-10-31	0
Active participant vested funding target	2018-10-31	1,210,161
Number of active participants	2018-10-31	11
Total funding liabilities for active participants	2018-10-31	1,210,161
Total participant count	2018-10-31	11
Total funding target for all participants	2018-10-31	1,210,161
Balance at beginning of prior year after applicable adjustments	2018-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-10-31	131,463
Carryover balanced portion elected for use to offset prior years funding requirement	2018-10-31	0
Prefunding balanced used to offset prior years funding requirement	2018-10-31	0
Amount remaining of carryover balance	2018-10-31	0
Amount remaining of prefunding balance	2018-10-31	131,463
Present value of excess contributions	2018-10-31	63,916
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-10-31	63,916
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-10-31	0
Reductions in caryover balances due to elections or deemed elections	2018-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-10-31	31,124
Balance of carryovers at beginning of current year	2018-10-31	0
Balance of prefunding at beginning of current year	2018-10-31	100,707
Total employer contributions	2018-10-31	39,727
Total employee contributions	2018-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-10-31	38,310
Unpaid minimum required contributions for all prior years	2018-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-10-31	0
Remaining amount of unpaid minimum required contributions	2018-10-31	0
Minimum required contributions for current year target normal cost	2018-10-31	85,755
Net shortfall amortization installment of oustanding balance	2018-10-31	209,175
Total funding amount beforereflecting carryover/prefunding balances	2018-10-31	143,338
Carryover balance elected to use to offset funding requirement	2018-10-31	0
Prefunding balance elected to use to offset funding requirement	2018-10-31	105,143
Additional cash requirement	2018-10-31	38,195
Contributions allocatedtoward minimum required contributions for current year	2018-10-31	38,310
Unpaid minimum required contributions for current year	2018-10-31	0
Unpaid minimum required contributions for all years	2018-10-31	0
2017: NICKERSON INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-10-31	1,016,110
Acturial value of plan assets	2017-10-31	1,016,110
Funding target for retired participants and beneficiaries receiving payment	2017-10-31	0
Number of terminated vested participants	2017-10-31	0
Fundng target for terminated vested participants	2017-10-31	0
Active participant vested funding target	2017-10-31	1,045,467
Number of active participants	2017-10-31	11
Total funding liabilities for active participants	2017-10-31	1,045,467
Total participant count	2017-10-31	11
Total funding target for all participants	2017-10-31	1,045,467
Balance at beginning of prior year after applicable adjustments	2017-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-10-31	184,252
Carryover balanced portion elected for use to offset prior years funding requirement	2017-10-31	0
Prefunding balanced used to offset prior years funding requirement	2017-10-31	52,592
Amount remaining of carryover balance	2017-10-31	0
Amount remaining of prefunding balance	2017-10-31	131,660
Present value of excess contributions	2017-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-10-31	0
Reductions in caryover balances due to elections or deemed elections	2017-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-10-31	0
Balance of carryovers at beginning of current year	2017-10-31	0
Balance of prefunding at beginning of current year	2017-10-31	131,463
Total employer contributions	2017-10-31	130,000
Total employee contributions	2017-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-10-31	122,306
Unpaid minimum required contributions for all prior years	2017-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-10-31	0
Remaining amount of unpaid minimum required contributions	2017-10-31	0
Minimum required contributions for current year target normal cost	2017-10-31	1,861
Net shortfall amortization installment of oustanding balance	2017-10-31	169,023
Total funding amount beforereflecting carryover/prefunding balances	2017-10-31	58,390
Additional cash requirement	2017-10-31	58,390
Contributions allocatedtoward minimum required contributions for current year	2017-10-31	122,306
Unpaid minimum required contributions for current year	2017-10-31	0
Unpaid minimum required contributions for all years	2017-10-31	0

Form 5500 Responses for NICKERSON INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN

2008: NICKERSON INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

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Company Name:	NICKERSON INSURANCE SERVICES, INC.
Employer identification number (EIN):	952876395
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-11-01
002	2020-11-01
002	2019-11-01
002	2018-11-01
002	2017-11-01
002	2016-11-01
002	2015-11-01	SARAH KELLY	2017-08-15
002	2014-11-01	SARAH KELLY	2016-08-15
002	2013-11-01	BEN SCARSELLA	2016-04-01
002	2012-11-01	SARAH KELLY	2014-08-15
002	2011-11-01	SARAH KELLY	2013-08-07
002	2010-11-01	SARAH KELLY	2012-08-02
002	2008-11-01