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WINCHESTER V, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameWINCHESTER V, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 002

WINCHESTER V, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

WINCHESTER V, INC. has sponsored the creation of one or more 401k plans.

Company Name:WINCHESTER V, INC.
Employer identification number (EIN):953713692
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINCHESTER V, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-07-01
0022016-07-01RICHARD A. HOLLMAN, TRUSTEE RICHARD A. HOLLMAN, PRESIDENT2017-11-21
0022015-07-01RICHARD A. HOLLMAN, TRUSTEE RICHARD A. HOLLMAN, PRESIDENT2017-04-06

Plan Statistics for WINCHESTER V, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for WINCHESTER V, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: WINCHESTER V, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-011
Total number of active participants reported on line 7a of the Form 55002017-07-010
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-010
Number of participants with account balances2017-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-301,043,485
Acturial value of plan assets2017-06-301,043,485
Funding target for retired participants and beneficiaries receiving payment2017-06-300
Number of terminated vested participants2017-06-300
Fundng target for terminated vested participants2017-06-300
Active participant vested funding target2017-06-30708,998
Number of active participants2017-06-301
Total funding liabilities for active participants2017-06-30708,998
Total participant count2017-06-301
Total funding target for all participants2017-06-30708,998
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-300
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: WINCHESTER V, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-011
Total number of active participants reported on line 7a of the Form 55002016-07-011
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: WINCHESTER V, INC. DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-011
Total number of active participants reported on line 7a of the Form 55002015-07-011
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010

Financial Data on WINCHESTER V, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018 : WINCHESTER V, INC. DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
2017 : WINCHESTER V, INC. DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-06-30$0
Total plan liabilities at end of year2017-06-30$0
Total plan liabilities at beginning of year2017-06-30$0
Total income from all sources2017-06-30$177,834
Expenses. Total of all expenses incurred2017-06-30$2,002
Benefits paid (including direct rollovers)2017-06-30$0
Total plan assets at end of year2017-06-30$1,043,485
Total plan assets at beginning of year2017-06-30$867,653
Total contributions received or receivable from participants2017-06-30$0
Assets. Value of loans (other than to participants)2017-06-30$176,348
Expenses. Other expenses not covered elsewhere2017-06-30$2,002
Contributions received from other sources (not participants or employers)2017-06-30$0
Other income received2017-06-30$177,834
Noncash contributions received2017-06-30$0
Net income (gross income less expenses)2017-06-30$175,832
Net plan assets at end of year (total assets less liabilities)2017-06-30$1,043,485
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$867,653
Assets. Value of participant loans2017-06-30$0
Assets. Value of assets in partnership/joint-venture interests2017-06-30$9,327
Total contributions received or receivable from employer(s)2017-06-30$0
Value of certain deemed distributions of participant loans2017-06-30$0
Value of corrective distributions2017-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$0
2016 : WINCHESTER V, INC. DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-06-30$0
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$130,174
Expenses. Total of all expenses incurred2016-06-30$2,477
Benefits paid (including direct rollovers)2016-06-30$0
Total plan assets at end of year2016-06-30$867,653
Total plan assets at beginning of year2016-06-30$739,956
Total contributions received or receivable from participants2016-06-30$0
Assets. Value of loans (other than to participants)2016-06-30$357,930
Expenses. Other expenses not covered elsewhere2016-06-30$2,477
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$130,174
Noncash contributions received2016-06-30$0
Net income (gross income less expenses)2016-06-30$127,697
Net plan assets at end of year (total assets less liabilities)2016-06-30$867,653
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$739,956
Assets. Value of participant loans2016-06-30$35,183
Assets. Value of assets in partnership/joint-venture interests2016-06-30$18,737
Total contributions received or receivable from employer(s)2016-06-30$0
Value of certain deemed distributions of participant loans2016-06-30$0
Value of corrective distributions2016-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0

Form 5500 Responses for WINCHESTER V, INC. DEFINED BENEFIT PENSION PLAN

2017: WINCHESTER V, INC. DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01This submission is the final filingYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: WINCHESTER V, INC. DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: WINCHESTER V, INC. DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes

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