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DEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY 401k Plan overview

Plan NameDEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY
Plan identification number 002

DEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY Benefits

401k Plan TypeDefined 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JEFF MALMUTH & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:JEFF MALMUTH & COMPANY, INC.
Employer identification number (EIN):061675459
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DANIELA CALCIOLARI2023-09-05 DANIELA CALCIOLARI2023-09-05
0022022-01-01DANIELA CALCIOLARI2023-09-05 DANIELA CALCIOLARI2023-09-05
0022021-01-01DANIELA CALCIOLARI2022-09-02 DANIELA CALCIOLARI2022-09-02
0022020-01-01DANIELA CALCIOLARI2021-07-05 DANIELA CALCIOLARI2021-07-05
0022019-01-01DANIELA CALCIOLARI2020-07-06 DANIELA CALCIOLARI2020-07-06
0022018-01-01DANIELA CALCIOLARI2019-07-26 DANIELA CALCIOLARI2019-07-26
0022017-01-01DANIELA CALCIOLARI2018-09-25 DANIELA CALCIOLARI2018-09-25
0022016-01-01DANIELA CALCIOLARI2017-10-11 DANIELA CALCIOLARI2017-10-11
0022015-01-01DANIELA CALCIOLARI2016-09-07 DANIELA CALCIOLARI2016-09-07
0022014-01-01DANIELA CALCIOLARI2015-08-26 DANIELA CALCIOLARI2015-08-26
0022012-01-01DANIELA CALCIOLARI2013-09-29
0022011-01-01DANIELA CALCIOLARI2012-10-11

Plan Statistics for DEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY

401k plan membership statisitcs for DEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY

Measure Date Value
2022: DEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY 2022 401k membership
Market value of plan assets2022-12-313,031,782
Acturial value of plan assets2022-12-313,031,782
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-319
Fundng target for terminated vested participants2022-12-316,576
Active participant vested funding target2022-12-312,778,925
Number of active participants2022-12-313
Total funding liabilities for active participants2022-12-312,778,925
Total participant count2022-12-3112
Total funding target for all participants2022-12-312,785,501
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31585,594
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-3175,195
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31510,399
Present value of excess contributions2022-12-311
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-311
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31510,246
Total employer contributions2022-12-31300,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31284,615
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31219,256
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31219,256
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31219,256
Contributions allocatedtoward minimum required contributions for current year2022-12-31284,615
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: DEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY 2021 401k membership
Market value of plan assets2021-12-312,802,805
Acturial value of plan assets2021-12-312,802,805
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-3112
Fundng target for terminated vested participants2021-12-319,130
Active participant vested funding target2021-12-312,362,454
Number of active participants2021-12-313
Total funding liabilities for active participants2021-12-312,362,454
Total participant count2021-12-3115
Total funding target for all participants2021-12-312,371,584
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31657,984
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-3176,056
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31581,928
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31585,594
Total employer contributions2021-12-31259,671
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31251,913
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31299,013
Net shortfall amortization installment of oustanding balance2021-12-31186,229
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31329,704
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-3177,792
Additional cash requirement2021-12-31251,912
Contributions allocatedtoward minimum required contributions for current year2021-12-31251,913
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: DEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY 2020 401k membership
Market value of plan assets2020-12-312,938,971
Acturial value of plan assets2020-12-312,938,971
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3124
Fundng target for terminated vested participants2020-12-3188,298
Active participant vested funding target2020-12-312,274,633
Number of active participants2020-12-314
Total funding liabilities for active participants2020-12-312,274,633
Total participant count2020-12-3128
Total funding target for all participants2020-12-312,362,931
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31401,216
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31401,216
Present value of excess contributions2020-12-31251,084
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31251,084
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31248,623
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31657,984
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3160,700
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3160,700
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3160,700
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-3160,700
Unpaid minimum required contributions for all years2020-12-3160,700
2019: DEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY 2019 401k membership
Market value of plan assets2019-12-312,652,386
Acturial value of plan assets2019-12-312,652,386
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3122
Fundng target for terminated vested participants2019-12-3133,514
Active participant vested funding target2019-12-312,156,160
Number of active participants2019-12-318
Total funding liabilities for active participants2019-12-312,156,417
Total participant count2019-12-3130
Total funding target for all participants2019-12-312,189,931
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31200,374
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31200,374
Present value of excess contributions2019-12-31365,446
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31365,446
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31200,000
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31401,216
Total employer contributions2019-12-31271,774
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31273,187
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3161,676
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3122,103
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3122,103
Contributions allocatedtoward minimum required contributions for current year2019-12-31273,187
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: DEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY 2018 401k membership
Market value of plan assets2018-12-312,173,059
Acturial value of plan assets2018-12-312,173,059
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-3123
Fundng target for terminated vested participants2018-12-3117,905
Active participant vested funding target2018-12-311,823,842
Number of active participants2018-12-318
Total funding liabilities for active participants2018-12-311,824,984
Total participant count2018-12-3131
Total funding target for all participants2018-12-311,842,889
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31372
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31372
Present value of excess contributions2018-12-31494,156
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31494,156
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31200,000
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31200,374
Total employer contributions2018-12-31435,295
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31427,898
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31181,047
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3162,452
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3162,452
Contributions allocatedtoward minimum required contributions for current year2018-12-31427,898
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: DEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY 2017 401k membership
Market value of plan assets2017-12-311,555,723
Acturial value of plan assets2017-12-311,555,723
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3113
Fundng target for terminated vested participants2017-12-317,981
Active participant vested funding target2017-12-311,393,130
Number of active participants2017-12-3117
Total funding liabilities for active participants2017-12-311,395,286
Total participant count2017-12-3130
Total funding target for all participants2017-12-311,403,267
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31374
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31374
Present value of excess contributions2017-12-31250,121
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31250,121
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31372
Total employer contributions2017-12-31609,957
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31585,034
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31242,941
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3190,878
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3190,878
Contributions allocatedtoward minimum required contributions for current year2017-12-31585,034
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: DEFINED BENEFIT PLAN AND TRUST OF JEFF MALMUTH & COMPANY 2016 401k membership
Market value of plan assets2016-12-311,042,462
Acturial value of plan assets2016-12-311,042,462
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-3114
Fundng target for terminated vested participants2016-12-314,702
Active participant vested funding target2016-12-311,070,665
Number of active participants2016-12-3116
Total funding liabilities for active participants2016-12-311,073,117
Total participant count2016-12-3130
Total funding target for all participants2016-12-311,077,819
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31374
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31374
Present value of excess contributions2016-12-31114,191
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31114,191
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31374
Total employer contributions2016-12-31510,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31482,994
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31222,361
Net shortfall amortization installment of oustanding balance2016-12-3135,753
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31232,873
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31232,873
Contributions allocatedtoward minimum required contributions for current year2016-12-31482,994
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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