401k Plan data: R.V. NUCCIO AND ASSOCIATES INSURANCE BROKERS, INC. DEFINED BENEFIT PENSION PLAN plan

R.V. NUCCIO AND ASSOCIATES INSURANCE BROKERS, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	R.V. NUCCIO AND ASSOCIATES INSURANCE BROKERS, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	001

R.V. NUCCIO AND ASSOCIATES INSURANCE BROKERS, 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).
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.
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

R.V. NUCCIO & ASSOCIATES INSURANCE BROKERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: R.V. NUCCIO & ASSOCIATES INSURANCE BROKERS, INC.

Employer identification number (EIN): 954338114

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about R.V. NUCCIO & ASSOCIATES INSURANCE BROKERS, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2011-04-07

Company Identification Number: 0801409385

Legal Registered Office Address: 10148 RIVERSIDE DR

TOLUCA LAKE
United States of America (USA)
91602

More information about R.V. NUCCIO & ASSOCIATES INSURANCE BROKERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R.V. NUCCIO AND ASSOCIATES INSURANCE BROKERS, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 ROBERT NUCCIO 2024-08-05
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 ROBERT PRESBERG 2014-10-06
001 2012-01-01 ROBERT PRESBERG 2013-09-20
001 2011-01-01 ROBERT PRESBERG 2012-10-11
001 2010-01-01 ROBERT PRESBERG 2011-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2024-01-01	ROBERT NUCCIO	2024-08-05
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	ROBERT PRESBERG	2014-10-06
001	2012-01-01	ROBERT PRESBERG	2013-09-20
001	2011-01-01	ROBERT PRESBERG	2012-10-11
001	2010-01-01	ROBERT PRESBERG	2011-10-07

Plan Statistics for R.V. NUCCIO AND ASSOCIATES INSURANCE BROKERS, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for R.V. NUCCIO AND ASSOCIATES INSURANCE BROKERS, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: R.V. NUCCIO AND ASSOCIATES INSURANCE BROKERS, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,511,893
Acturial value of plan assets 2017-12-31 2,511,893
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 7
Fundng target for terminated vested participants 2017-12-31 4,730
Active participant vested funding target 2017-12-31 2,221,189
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 2,221,189
Total participant count 2017-12-31 16
Total funding target for all participants 2017-12-31 2,225,919
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 343,072
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 343,072
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
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 0
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Waived amount of outstanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: R.V. NUCCIO AND ASSOCIATES INSURANCE BROKERS, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,109,747
Acturial value of plan assets 2016-12-31 2,109,747
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 1,303
Active participant vested funding target 2016-12-31 1,732,907
Number of active participants 2016-12-31 13
Total funding liabilities for active participants 2016-12-31 1,733,430
Total participant count 2016-12-31 16
Total funding target for all participants 2016-12-31 1,734,733
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 0
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 0
Present value of excess contributions 2016-12-31 358,521
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 358,521
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 0
Total employer contributions 2016-12-31 500,001
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 2016-12-31 481,067
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 2016-12-31 513,009
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 137,995
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 2016-12-31 137,995
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 481,067
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: R.V. NUCCIO AND ASSOCIATES INSURANCE BROKERS, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,511,893
Acturial value of plan assets	2017-12-31	2,511,893
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	7
Fundng target for terminated vested participants	2017-12-31	4,730
Active participant vested funding target	2017-12-31	2,221,189
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	2,221,189
Total participant count	2017-12-31	16
Total funding target for all participants	2017-12-31	2,225,919
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
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	343,072
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	343,072
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
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	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Waived amount of outstanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: R.V. NUCCIO AND ASSOCIATES INSURANCE BROKERS, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,109,747
Acturial value of plan assets	2016-12-31	2,109,747
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	1,303
Active participant vested funding target	2016-12-31	1,732,907
Number of active participants	2016-12-31	13
Total funding liabilities for active participants	2016-12-31	1,733,430
Total participant count	2016-12-31	16
Total funding target for all participants	2016-12-31	1,734,733
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	0
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	0
Present value of excess contributions	2016-12-31	358,521
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	358,521
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	0
Total employer contributions	2016-12-31	500,001
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	481,067
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	513,009
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	137,995
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	137,995
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	481,067
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:	R.V. NUCCIO & ASSOCIATES INSURANCE BROKERS, INC.
Employer identification number (EIN):	954338114
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2011-04-07
Company Identification Number:	0801409385
Legal Registered Office Address:	10148 RIVERSIDE DR TOLUCA LAKE United States of America (USA) 91602