401k Plan data: BOB JOHNSON ASSOCIATES, INC. CASH BALANCE PENSION PLAN plan

BOB JOHNSON ASSOCIATES, INC. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	BOB JOHNSON ASSOCIATES, INC. CASH BALANCE PENSION PLAN
Plan identification number	003

BOB JOHNSON ASSOCIATES, INC. CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BOB JOHNSON ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: BOB JOHNSON ASSOCIATES, INC.

Employer identification number (EIN): 043282396

NAIC Classification: 339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOB JOHNSON ASSOCIATES, INC. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-08-01
003 2017-08-01
003 2016-08-01
003 2015-08-01
003 2014-08-01
003 2013-08-01
003 2012-08-01 JASON DENTON 2014-05-07 JASON DENTON 2014-05-07
003 2011-08-01 JASON DENTON 2013-05-16
003 2010-08-01 JASON DENTON 2012-05-10

Plan Statistics for BOB JOHNSON ASSOCIATES, INC. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for BOB JOHNSON ASSOCIATES, INC. CASH BALANCE PENSION PLAN

Measure Date Value
2019: BOB JOHNSON ASSOCIATES, INC. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-07-31 836,378
Acturial value of plan assets 2019-07-31 836,378
Funding target for retired participants and beneficiaries receiving payment 2019-07-31 0
Number of terminated vested participants 2019-07-31 0
Fundng target for terminated vested participants 2019-07-31 0
Active participant vested funding target 2019-07-31 1,090,216
Number of active participants 2019-07-31 7
Total funding liabilities for active participants 2019-07-31 1,093,435
Total participant count 2019-07-31 7
Total funding target for all participants 2019-07-31 1,093,435
Balance at beginning of prior year after applicable adjustments 2019-07-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-07-31 21,107
Carryover balanced portion elected for use to offset prior years funding requirement 2019-07-31 0
Prefunding balanced used to offset prior years funding requirement 2019-07-31 21,072
Amount remaining of carryover balance 2019-07-31 0
Amount remaining of prefunding balance 2019-07-31 35
Present value of excess contributions 2019-07-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-07-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-07-31 0
Reductions in caryover balances due to elections or deemed elections 2019-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-07-31 0
Balance of carryovers at beginning of current year 2019-07-31 0
Balance of prefunding at beginning of current year 2019-07-31 35
Total employer contributions 2019-07-31 308,198
Total employee contributions 2019-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-07-31 291,388
Liquidity shortfalls end of Q1 2019-07-31 0
Liquidity shortfalls end of Q2 2019-07-31 0
Liquidity shortfalls end of Q3 2019-07-31 0
Liquidity shortfalls end of Q4 2019-07-31 0
Unpaid minimum required contributions for all prior years 2019-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-07-31 0
Remaining amount of unpaid minimum required contributions 2019-07-31 0
Minimum required contributions for current year target normal cost 2019-07-31 11,944
Net shortfall amortization installment of oustanding balance 2019-07-31 257,092
Waiver amortization installment 2019-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-07-31 59,252
Carryover balance elected to use to offset funding requirement 2019-07-31 0
Prefunding balance elected to use to offset funding requirement 2019-07-31 0
Additional cash requirement 2019-07-31 59,252
Contributions allocatedtoward minimum required contributions for current year 2019-07-31 291,388
Unpaid minimum required contributions for current year 2019-07-31 0
Unpaid minimum required contributions for all years 2019-07-31 0
2018: BOB JOHNSON ASSOCIATES, INC. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-07-31 860,468
Acturial value of plan assets 2018-07-31 860,468
Funding target for retired participants and beneficiaries receiving payment 2018-07-31 0
Number of terminated vested participants 2018-07-31 0
Fundng target for terminated vested participants 2018-07-31 0
Active participant vested funding target 2018-07-31 1,002,519
Number of active participants 2018-07-31 6
Total funding liabilities for active participants 2018-07-31 1,003,860
Total participant count 2018-07-31 6
Total funding target for all participants 2018-07-31 1,003,860
Balance at beginning of prior year after applicable adjustments 2018-07-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-07-31 43,636
Carryover balanced portion elected for use to offset prior years funding requirement 2018-07-31 0
Prefunding balanced used to offset prior years funding requirement 2018-07-31 22,875
Amount remaining of carryover balance 2018-07-31 0
Amount remaining of prefunding balance 2018-07-31 20,761
Present value of excess contributions 2018-07-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-07-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-07-31 0
Reductions in caryover balances due to elections or deemed elections 2018-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-07-31 0
Balance of carryovers at beginning of current year 2018-07-31 0
Balance of prefunding at beginning of current year 2018-07-31 21,107
Total employer contributions 2018-07-31 17,500
Total employee contributions 2018-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-07-31 15,780
Liquidity shortfalls end of Q1 2018-07-31 0
Liquidity shortfalls end of Q2 2018-07-31 0
Liquidity shortfalls end of Q3 2018-07-31 0
Liquidity shortfalls end of Q4 2018-07-31 0
Unpaid minimum required contributions for all prior years 2018-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-07-31 0
Remaining amount of unpaid minimum required contributions 2018-07-31 0
Minimum required contributions for current year target normal cost 2018-07-31 8,022
Net shortfall amortization installment of oustanding balance 2018-07-31 164,499
Waiver amortization installment 2018-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-07-31 36,852
Carryover balance elected to use to offset funding requirement 2018-07-31 0
Prefunding balance elected to use to offset funding requirement 2018-07-31 21,072
Additional cash requirement 2018-07-31 15,780
Contributions allocatedtoward minimum required contributions for current year 2018-07-31 15,780
Unpaid minimum required contributions for current year 2018-07-31 0
Unpaid minimum required contributions for all years 2018-07-31 0
2017: BOB JOHNSON ASSOCIATES, INC. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-07-31 861,646
Acturial value of plan assets 2017-07-31 861,646
Funding target for retired participants and beneficiaries receiving payment 2017-07-31 0
Number of terminated vested participants 2017-07-31 0
Fundng target for terminated vested participants 2017-07-31 0
Active participant vested funding target 2017-07-31 911,514
Number of active participants 2017-07-31 6
Total funding liabilities for active participants 2017-07-31 911,514
Total participant count 2017-07-31 6
Total funding target for all participants 2017-07-31 911,514
Balance at beginning of prior year after applicable adjustments 2017-07-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-07-31 7
Carryover balanced portion elected for use to offset prior years funding requirement 2017-07-31 0
Prefunding balanced used to offset prior years funding requirement 2017-07-31 0
Amount remaining of carryover balance 2017-07-31 0
Amount remaining of prefunding balance 2017-07-31 7
Present value of excess contributions 2017-07-31 40,962
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-07-31 43,629
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-07-31 43,629
Reductions in caryover balances due to elections or deemed elections 2017-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-07-31 0
Balance of carryovers at beginning of current year 2017-07-31 0
Balance of prefunding at beginning of current year 2017-07-31 43,636
Contributions allocated toward unpaid minimum require contributions from prior years 2017-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-07-31 0
Unpaid minimum required contributions for all prior years 2017-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-07-31 0
Remaining amount of unpaid minimum required contributions 2017-07-31 0
Minimum required contributions for current year target normal cost 2017-07-31 7,426
Net shortfall amortization installment of oustanding balance 2017-07-31 93,504
Waiver amortization installment 2017-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-07-31 22,875
Carryover balance elected to use to offset funding requirement 2017-07-31 0
Prefunding balance elected to use to offset funding requirement 2017-07-31 22,875
Additional cash requirement 2017-07-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-07-31 0
Unpaid minimum required contributions for current year 2017-07-31 0
Unpaid minimum required contributions for all years 2017-07-31 0

Measure	Date	Value
2019: BOB JOHNSON ASSOCIATES, INC. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-07-31	836,378
Acturial value of plan assets	2019-07-31	836,378
Funding target for retired participants and beneficiaries receiving payment	2019-07-31	0
Number of terminated vested participants	2019-07-31	0
Fundng target for terminated vested participants	2019-07-31	0
Active participant vested funding target	2019-07-31	1,090,216
Number of active participants	2019-07-31	7
Total funding liabilities for active participants	2019-07-31	1,093,435
Total participant count	2019-07-31	7
Total funding target for all participants	2019-07-31	1,093,435
Balance at beginning of prior year after applicable adjustments	2019-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-07-31	21,107
Carryover balanced portion elected for use to offset prior years funding requirement	2019-07-31	0
Prefunding balanced used to offset prior years funding requirement	2019-07-31	21,072
Amount remaining of carryover balance	2019-07-31	0
Amount remaining of prefunding balance	2019-07-31	35
Present value of excess contributions	2019-07-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-07-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-07-31	0
Reductions in caryover balances due to elections or deemed elections	2019-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-07-31	0
Balance of carryovers at beginning of current year	2019-07-31	0
Balance of prefunding at beginning of current year	2019-07-31	35
Total employer contributions	2019-07-31	308,198
Total employee contributions	2019-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-07-31	291,388
Liquidity shortfalls end of Q1	2019-07-31	0
Liquidity shortfalls end of Q2	2019-07-31	0
Liquidity shortfalls end of Q3	2019-07-31	0
Liquidity shortfalls end of Q4	2019-07-31	0
Unpaid minimum required contributions for all prior years	2019-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-07-31	0
Remaining amount of unpaid minimum required contributions	2019-07-31	0
Minimum required contributions for current year target normal cost	2019-07-31	11,944
Net shortfall amortization installment of oustanding balance	2019-07-31	257,092
Waiver amortization installment	2019-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-07-31	59,252
Carryover balance elected to use to offset funding requirement	2019-07-31	0
Prefunding balance elected to use to offset funding requirement	2019-07-31	0
Additional cash requirement	2019-07-31	59,252
Contributions allocatedtoward minimum required contributions for current year	2019-07-31	291,388
Unpaid minimum required contributions for current year	2019-07-31	0
Unpaid minimum required contributions for all years	2019-07-31	0
2018: BOB JOHNSON ASSOCIATES, INC. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-07-31	860,468
Acturial value of plan assets	2018-07-31	860,468
Funding target for retired participants and beneficiaries receiving payment	2018-07-31	0
Number of terminated vested participants	2018-07-31	0
Fundng target for terminated vested participants	2018-07-31	0
Active participant vested funding target	2018-07-31	1,002,519
Number of active participants	2018-07-31	6
Total funding liabilities for active participants	2018-07-31	1,003,860
Total participant count	2018-07-31	6
Total funding target for all participants	2018-07-31	1,003,860
Balance at beginning of prior year after applicable adjustments	2018-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-07-31	43,636
Carryover balanced portion elected for use to offset prior years funding requirement	2018-07-31	0
Prefunding balanced used to offset prior years funding requirement	2018-07-31	22,875
Amount remaining of carryover balance	2018-07-31	0
Amount remaining of prefunding balance	2018-07-31	20,761
Present value of excess contributions	2018-07-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-07-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-07-31	0
Reductions in caryover balances due to elections or deemed elections	2018-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-07-31	0
Balance of carryovers at beginning of current year	2018-07-31	0
Balance of prefunding at beginning of current year	2018-07-31	21,107
Total employer contributions	2018-07-31	17,500
Total employee contributions	2018-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-07-31	15,780
Liquidity shortfalls end of Q1	2018-07-31	0
Liquidity shortfalls end of Q2	2018-07-31	0
Liquidity shortfalls end of Q3	2018-07-31	0
Liquidity shortfalls end of Q4	2018-07-31	0
Unpaid minimum required contributions for all prior years	2018-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-07-31	0
Remaining amount of unpaid minimum required contributions	2018-07-31	0
Minimum required contributions for current year target normal cost	2018-07-31	8,022
Net shortfall amortization installment of oustanding balance	2018-07-31	164,499
Waiver amortization installment	2018-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-07-31	36,852
Carryover balance elected to use to offset funding requirement	2018-07-31	0
Prefunding balance elected to use to offset funding requirement	2018-07-31	21,072
Additional cash requirement	2018-07-31	15,780
Contributions allocatedtoward minimum required contributions for current year	2018-07-31	15,780
Unpaid minimum required contributions for current year	2018-07-31	0
Unpaid minimum required contributions for all years	2018-07-31	0
2017: BOB JOHNSON ASSOCIATES, INC. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-07-31	861,646
Acturial value of plan assets	2017-07-31	861,646
Funding target for retired participants and beneficiaries receiving payment	2017-07-31	0
Number of terminated vested participants	2017-07-31	0
Fundng target for terminated vested participants	2017-07-31	0
Active participant vested funding target	2017-07-31	911,514
Number of active participants	2017-07-31	6
Total funding liabilities for active participants	2017-07-31	911,514
Total participant count	2017-07-31	6
Total funding target for all participants	2017-07-31	911,514
Balance at beginning of prior year after applicable adjustments	2017-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-07-31	7
Carryover balanced portion elected for use to offset prior years funding requirement	2017-07-31	0
Prefunding balanced used to offset prior years funding requirement	2017-07-31	0
Amount remaining of carryover balance	2017-07-31	0
Amount remaining of prefunding balance	2017-07-31	7
Present value of excess contributions	2017-07-31	40,962
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-07-31	43,629
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-07-31	43,629
Reductions in caryover balances due to elections or deemed elections	2017-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-07-31	0
Balance of carryovers at beginning of current year	2017-07-31	0
Balance of prefunding at beginning of current year	2017-07-31	43,636
Contributions allocated toward unpaid minimum require contributions from prior years	2017-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-07-31	0
Unpaid minimum required contributions for all prior years	2017-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-07-31	0
Remaining amount of unpaid minimum required contributions	2017-07-31	0
Minimum required contributions for current year target normal cost	2017-07-31	7,426
Net shortfall amortization installment of oustanding balance	2017-07-31	93,504
Waiver amortization installment	2017-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-07-31	22,875
Carryover balance elected to use to offset funding requirement	2017-07-31	0
Prefunding balance elected to use to offset funding requirement	2017-07-31	22,875
Additional cash requirement	2017-07-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-07-31	0
Unpaid minimum required contributions for current year	2017-07-31	0
Unpaid minimum required contributions for all years	2017-07-31	0

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Company Name:	BOB JOHNSON ASSOCIATES, INC.
Employer identification number (EIN):	043282396
NAIC Classification:	339900

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2018-08-01
003	2017-08-01
003	2016-08-01
003	2015-08-01
003	2014-08-01
003	2013-08-01
003	2012-08-01	JASON DENTON	2014-05-07	JASON DENTON	2014-05-07
003	2011-08-01	JASON DENTON	2013-05-16
003	2010-08-01	JASON DENTON	2012-05-10