JAMES L. HOWARD & COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES L. HOWARD & COMPANY, INC. CASH BALANCE PLAN
401k plan membership statisitcs for JAMES L. HOWARD & COMPANY, INC. CASH BALANCE PLAN
Measure | Date | Value |
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2022: JAMES L. HOWARD & COMPANY, INC. CASH BALANCE PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 2,261,988 |
Acturial value of plan assets | 2022-12-31 | 2,261,988 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
Number of terminated vested participants | 2022-12-31 | 3 |
Fundng target for terminated vested participants | 2022-12-31 | 46,506 |
Active participant vested funding target | 2022-12-31 | 1,928,659 |
Number of active participants | 2022-12-31 | 17 |
Total funding liabilities for active participants | 2022-12-31 | 1,932,138 |
Total participant count | 2022-12-31 | 20 |
Total funding target for all participants | 2022-12-31 | 1,978,644 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 117,891 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 84,727 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 33,164 |
Present value of excess contributions | 2022-12-31 | 185,802 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 199,270 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 199,270 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 235,624 |
Total employer contributions | 2022-12-31 | 190,000 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 185,280 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 176,391 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 128,671 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 128,671 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 185,280 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
2021: JAMES L. HOWARD & COMPANY, INC. CASH BALANCE PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 1,916,883 |
Acturial value of plan assets | 2021-12-31 | 1,916,883 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 3 |
Fundng target for terminated vested participants | 2021-12-31 | 40,204 |
Active participant vested funding target | 2021-12-31 | 1,665,204 |
Number of active participants | 2021-12-31 | 17 |
Total funding liabilities for active participants | 2021-12-31 | 1,670,012 |
Total participant count | 2021-12-31 | 20 |
Total funding target for all participants | 2021-12-31 | 1,710,216 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 3,183 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 3,183 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 112,091 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 117,891 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 117,891 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 117,891 |
Total employer contributions | 2021-12-31 | 190,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 185,802 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 173,503 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 84,727 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 84,727 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 185,802 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: JAMES L. HOWARD & COMPANY, INC. CASH BALANCE PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 1,582,008 |
Acturial value of plan assets | 2020-12-31 | 1,582,008 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 3 |
Fundng target for terminated vested participants | 2020-12-31 | 36,921 |
Active participant vested funding target | 2020-12-31 | 1,441,606 |
Number of active participants | 2020-12-31 | 14 |
Total funding liabilities for active participants | 2020-12-31 | 1,444,608 |
Total participant count | 2020-12-31 | 17 |
Total funding target for all participants | 2020-12-31 | 1,481,529 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 61,769 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 61,769 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 2,663 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 3,183 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 3,183 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 3,183 |
Total employer contributions | 2020-12-31 | 190,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 185,759 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 174,147 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 76,851 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 3,183 |
Additional cash requirement | 2020-12-31 | 73,668 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 185,759 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: JAMES L. HOWARD & COMPANY, INC. CASH BALANCE PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 1,177,392 |
Acturial value of plan assets | 2019-12-31 | 1,177,392 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 1 |
Fundng target for terminated vested participants | 2019-12-31 | 9,887 |
Active participant vested funding target | 2019-12-31 | 1,228,291 |
Number of active participants | 2019-12-31 | 17 |
Total funding liabilities for active participants | 2019-12-31 | 1,229,694 |
Total participant count | 2019-12-31 | 18 |
Total funding target for all participants | 2019-12-31 | 1,239,581 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 52,213 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 52,213 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 69,835 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 67,944 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 67,944 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 6,175 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 61,769 |
Total employer contributions | 2019-12-31 | 190,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 184,325 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 223,289 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 123,958 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 243,431 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 61,769 |
Additional cash requirement | 2019-12-31 | 181,662 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 184,325 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: JAMES L. HOWARD & COMPANY, INC. CASH BALANCE PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 1,076,195 |
Acturial value of plan assets | 2018-12-31 | 1,076,195 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 2 |
Fundng target for terminated vested participants | 2018-12-31 | 13,089 |
Active participant vested funding target | 2018-12-31 | 1,001,108 |
Number of active participants | 2018-12-31 | 17 |
Total funding liabilities for active participants | 2018-12-31 | 1,002,749 |
Total participant count | 2018-12-31 | 19 |
Total funding target for all participants | 2018-12-31 | 1,015,838 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 46,477 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 46,477 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 44,888 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 52,213 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 52,213 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 52,213 |
Total employer contributions | 2018-12-31 | 190,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 184,803 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 175,325 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 167,181 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 52,213 |
Additional cash requirement | 2018-12-31 | 114,968 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 184,803 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: JAMES L. HOWARD & COMPANY, INC. CASH BALANCE PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 774,154 |
Acturial value of plan assets | 2017-12-31 | 774,154 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 2 |
Fundng target for terminated vested participants | 2017-12-31 | 8,477 |
Active participant vested funding target | 2017-12-31 | 776,940 |
Number of active participants | 2017-12-31 | 18 |
Total funding liabilities for active participants | 2017-12-31 | 783,006 |
Total participant count | 2017-12-31 | 20 |
Total funding target for all participants | 2017-12-31 | 791,483 |
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 | 43,084 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 43,084 |
Present value of excess contributions | 2017-12-31 | 921 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 972 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 972 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 46,477 |
Total employer contributions | 2017-12-31 | 190,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 183,594 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 173,586 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 63,806 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 185,183 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 46,477 |
Additional cash requirement | 2017-12-31 | 138,706 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 183,594 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: JAMES L. HOWARD & COMPANY, INC. CASH BALANCE PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 561,733 |
Acturial value of plan assets | 2016-12-31 | 561,733 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 2 |
Fundng target for terminated vested participants | 2016-12-31 | 5,115 |
Active participant vested funding target | 2016-12-31 | 566,829 |
Number of active participants | 2016-12-31 | 20 |
Total funding liabilities for active participants | 2016-12-31 | 571,161 |
Total participant count | 2016-12-31 | 22 |
Total funding target for all participants | 2016-12-31 | 576,276 |
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 |
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 | 61,643 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 65,453 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 65,453 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 22,369 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 43,084 |
Total employer contributions | 2016-12-31 | 190,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 185,115 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 174,673 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 57,627 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 184,194 |
Additional cash requirement | 2016-12-31 | 184,194 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 185,115 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |