401k Plan data: THE HENRI STERN WATCH AGENCY PENSION PLAN plan

THE HENRI STERN WATCH AGENCY PENSION PLAN 401k Plan overview

Plan Name	THE HENRI STERN WATCH AGENCY PENSION PLAN
Plan identification number	001

THE HENRI STERN WATCH AGENCY 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.
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.

401k Sponsoring company profile

THE HENRI STERN WATCH AGENCY has sponsored the creation of one or more 401k plans.

Company Name: THE HENRI STERN WATCH AGENCY

Employer identification number (EIN): 131537970

NAIC Classification: 423940
NAIC Description: Jewelry, Watch, Precious Stone, and Precious Metal Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HENRI STERN WATCH AGENCY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-05-01 LISA L. JONES 2021-12-22
001 2020-05-01 LISA L. JONES 2021-11-13
001 2019-05-01 LISA L. JONES 2021-01-27
001 2018-05-01 LISA L. JONES 2020-02-06
001 2017-05-01 LAWRENCE PETTINELLI 2019-01-25
001 2016-05-01 LAWRENCE PETTINELLI 2017-11-14
001 2015-05-01 LAWRENCE PETTINELLI 2017-02-07
001 2014-05-01 LAWRENCE PETTINELLI 2016-02-04
001 2013-05-01 LAWRENCE PETTINELLI 2015-02-13
001 2012-05-01 LAWRENCE PETTINELLI 2014-02-11
001 2011-05-01 LAWRENCE PETTINELLI 2012-10-25
001 2010-05-01 LAWRENCE PETTINELLI 2012-01-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-05-01	LISA L. JONES	2021-12-22
001	2020-05-01	LISA L. JONES	2021-11-13
001	2019-05-01	LISA L. JONES	2021-01-27
001	2018-05-01	LISA L. JONES	2020-02-06
001	2017-05-01	LAWRENCE PETTINELLI	2019-01-25
001	2016-05-01	LAWRENCE PETTINELLI	2017-11-14
001	2015-05-01	LAWRENCE PETTINELLI	2017-02-07
001	2014-05-01	LAWRENCE PETTINELLI	2016-02-04
001	2013-05-01	LAWRENCE PETTINELLI	2015-02-13
001	2012-05-01	LAWRENCE PETTINELLI	2014-02-11
001	2011-05-01	LAWRENCE PETTINELLI	2012-10-25
001	2010-05-01	LAWRENCE PETTINELLI	2012-01-04

Plan Statistics for THE HENRI STERN WATCH AGENCY PENSION PLAN

401k plan membership statisitcs for THE HENRI STERN WATCH AGENCY PENSION PLAN

Measure Date Value
2021: THE HENRI STERN WATCH AGENCY PENSION PLAN 2021 401k membership
Market value of plan assets 2021-04-30 11,220,996
Acturial value of plan assets 2021-04-30 11,220,996
Funding target for retired participants and beneficiaries receiving payment 2021-04-30 917,548
Number of terminated vested participants 2021-04-30 25
Fundng target for terminated vested participants 2021-04-30 3,291,947
Active participant vested funding target 2021-04-30 9,019,797
Number of active participants 2021-04-30 71
Total funding liabilities for active participants 2021-04-30 9,319,531
Total participant count 2021-04-30 97
Total funding target for all participants 2021-04-30 13,529,026
Balance at beginning of prior year after applicable adjustments 2021-04-30 581,066
Prefunding balance at beginning of prior year after applicable adjustments 2021-04-30 1,008,053
Amount remaining of carryover balance 2021-04-30 581,066
Amount remaining of prefunding balance 2021-04-30 1,008,053
Present value of excess contributions 2021-04-30 1,159
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-04-30 1,227
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-04-30 0
Reductions in caryover balances due to elections or deemed elections 2021-04-30 580,659
Balance of carryovers at beginning of current year 2021-04-30 0
Balance of prefunding at beginning of current year 2021-04-30 1,007,347
Total employer contributions 2021-04-30 17,787,489
Total employee contributions 2021-04-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-04-30 16,544,664
Unpaid minimum required contributions for all prior years 2021-04-30 0
Remaining amount of unpaid minimum required contributions 2021-04-30 0
Minimum required contributions for current year target normal cost 2021-04-30 754,282
Net shortfall amortization installment of oustanding balance 2021-04-30 3,315,377
Total funding amount beforereflecting carryover/prefunding balances 2021-04-30 1,349,877
Additional cash requirement 2021-04-30 1,349,877
Contributions allocatedtoward minimum required contributions for current year 2021-04-30 16,544,664
Unpaid minimum required contributions for current year 2021-04-30 0
Unpaid minimum required contributions for all years 2021-04-30 0
2020: THE HENRI STERN WATCH AGENCY PENSION PLAN 2020 401k membership
Market value of plan assets 2020-04-30 10,763,671
Acturial value of plan assets 2020-04-30 10,763,671
Funding target for retired participants and beneficiaries receiving payment 2020-04-30 0
Number of terminated vested participants 2020-04-30 23
Fundng target for terminated vested participants 2020-04-30 2,950,155
Active participant vested funding target 2020-04-30 9,027,035
Number of active participants 2020-04-30 63
Total funding liabilities for active participants 2020-04-30 9,244,318
Total participant count 2020-04-30 86
Total funding target for all participants 2020-04-30 12,194,473
Balance at beginning of prior year after applicable adjustments 2020-04-30 2,250,740
Prefunding balance at beginning of prior year after applicable adjustments 2020-04-30 991,593
Carryover balanced portion elected for use to offset prior years funding requirement 2020-04-30 0
Prefunding balanced used to offset prior years funding requirement 2020-04-30 0
Amount remaining of carryover balance 2020-04-30 2,250,740
Amount remaining of prefunding balance 2020-04-30 991,593
Present value of excess contributions 2020-04-30 147,690
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-04-30 156,492
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-04-30 0
Reductions in caryover balances due to elections or deemed elections 2020-04-30 1,707,036
Reductions in prefunding balances due to elections or deemed elections 2020-04-30 0
Balance of carryovers at beginning of current year 2020-04-30 581,066
Balance of prefunding at beginning of current year 2020-04-30 1,008,053
Total employer contributions 2020-04-30 1,275,245
Total employee contributions 2020-04-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-04-30 0
Contributions made to avoid restrictions adjusted to valuation date 2020-04-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-04-30 1,201,269
Unpaid minimum required contributions for all prior years 2020-04-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-04-30 0
Remaining amount of unpaid minimum required contributions 2020-04-30 0
Minimum required contributions for current year target normal cost 2020-04-30 709,410
Net shortfall amortization installment of oustanding balance 2020-04-30 3,019,921
Total funding amount beforereflecting carryover/prefunding balances 2020-04-30 1,200,110
Additional cash requirement 2020-04-30 1,200,110
Contributions allocatedtoward minimum required contributions for current year 2020-04-30 1,201,269
Unpaid minimum required contributions for current year 2020-04-30 0
Unpaid minimum required contributions for all years 2020-04-30 0
2019: THE HENRI STERN WATCH AGENCY PENSION PLAN 2019 401k membership
Market value of plan assets 2019-04-30 13,178,795
Acturial value of plan assets 2019-04-30 13,178,795
Funding target for retired participants and beneficiaries receiving payment 2019-04-30 1,841,798
Number of terminated vested participants 2019-04-30 19
Fundng target for terminated vested participants 2019-04-30 1,884,959
Active participant vested funding target 2019-04-30 9,211,278
Number of active participants 2019-04-30 67
Total funding liabilities for active participants 2019-04-30 9,403,465
Total participant count 2019-04-30 91
Total funding target for all participants 2019-04-30 13,130,222
Balance at beginning of prior year after applicable adjustments 2019-04-30 2,225,371
Prefunding balance at beginning of prior year after applicable adjustments 2019-04-30 980,416
Carryover balanced portion elected for use to offset prior years funding requirement 2019-04-30 0
Prefunding balanced used to offset prior years funding requirement 2019-04-30 0
Amount remaining of carryover balance 2019-04-30 2,225,371
Amount remaining of prefunding balance 2019-04-30 980,416
Present value of excess contributions 2019-04-30 1,759
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-04-30 1,759
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-04-30 0
Reductions in caryover balances due to elections or deemed elections 2019-04-30 0
Reductions in prefunding balances due to elections or deemed elections 2019-04-30 0
Balance of carryovers at beginning of current year 2019-04-30 2,250,740
Balance of prefunding at beginning of current year 2019-04-30 991,593
Total employer contributions 2019-04-30 967,724
Total employee contributions 2019-04-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-04-30 0
Contributions made to avoid restrictions adjusted to valuation date 2019-04-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-04-30 918,709
Unpaid minimum required contributions for all prior years 2019-04-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-04-30 0
Remaining amount of unpaid minimum required contributions 2019-04-30 0
Minimum required contributions for current year target normal cost 2019-04-30 771,019
Net shortfall amortization installment of oustanding balance 2019-04-30 0
Waiver amortization installment 2019-04-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-04-30 771,019
Carryover balance elected to use to offset funding requirement 2019-04-30 0
Prefunding balance elected to use to offset funding requirement 2019-04-30 0
Additional cash requirement 2019-04-30 771,019
Contributions allocatedtoward minimum required contributions for current year 2019-04-30 918,709
Unpaid minimum required contributions for current year 2019-04-30 0
Unpaid minimum required contributions for all years 2019-04-30 0
2018: THE HENRI STERN WATCH AGENCY PENSION PLAN 2018 401k membership
Market value of plan assets 2018-04-30 12,354,835
Acturial value of plan assets 2018-04-30 12,354,835
Funding target for retired participants and beneficiaries receiving payment 2018-04-30 1,081,388
Number of terminated vested participants 2018-04-30 18
Fundng target for terminated vested participants 2018-04-30 1,553,447
Active participant vested funding target 2018-04-30 8,256,305
Number of active participants 2018-04-30 58
Total funding liabilities for active participants 2018-04-30 8,359,332
Total participant count 2018-04-30 79
Total funding target for all participants 2018-04-30 10,994,167
Balance at beginning of prior year after applicable adjustments 2018-04-30 2,200,505
Prefunding balance at beginning of prior year after applicable adjustments 2018-04-30 969,461
Carryover balanced portion elected for use to offset prior years funding requirement 2018-04-30 0
Prefunding balanced used to offset prior years funding requirement 2018-04-30 0
Amount remaining of carryover balance 2018-04-30 2,200,505
Amount remaining of prefunding balance 2018-04-30 969,461
Present value of excess contributions 2018-04-30 6,705
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-04-30 7,130
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-04-30 0
Reductions in caryover balances due to elections or deemed elections 2018-04-30 0
Reductions in prefunding balances due to elections or deemed elections 2018-04-30 0
Balance of carryovers at beginning of current year 2018-04-30 2,225,371
Balance of prefunding at beginning of current year 2018-04-30 980,416
Total employer contributions 2018-04-30 830,880
Total employee contributions 2018-04-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-04-30 0
Contributions made to avoid restrictions adjusted to valuation date 2018-04-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-04-30 790,106
Unpaid minimum required contributions for all prior years 2018-04-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-04-30 0
Remaining amount of unpaid minimum required contributions 2018-04-30 0
Minimum required contributions for current year target normal cost 2018-04-30 788,347
Net shortfall amortization installment of oustanding balance 2018-04-30 0
Waiver amortization installment 2018-04-30 0
Waived amount of outstanding balance 2018-04-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-04-30 788,347
Carryover balance elected to use to offset funding requirement 2018-04-30 0
Prefunding balance elected to use to offset funding requirement 2018-04-30 0
Additional cash requirement 2018-04-30 788,347
Contributions allocatedtoward minimum required contributions for current year 2018-04-30 790,106
Unpaid minimum required contributions for current year 2018-04-30 0
Unpaid minimum required contributions for all years 2018-04-30 0
2017: THE HENRI STERN WATCH AGENCY PENSION PLAN 2017 401k membership
Market value of plan assets 2017-04-30 11,513,624
Acturial value of plan assets 2017-04-30 11,513,624
Funding target for retired participants and beneficiaries receiving payment 2017-04-30 1,073,897
Number of terminated vested participants 2017-04-30 17
Fundng target for terminated vested participants 2017-04-30 1,031,577
Active participant vested funding target 2017-04-30 6,990,459
Number of active participants 2017-04-30 55
Total funding liabilities for active participants 2017-04-30 7,122,447
Total participant count 2017-04-30 75
Total funding target for all participants 2017-04-30 9,227,921
Balance at beginning of prior year after applicable adjustments 2017-04-30 2,167,558
Prefunding balance at beginning of prior year after applicable adjustments 2017-04-30 954,946
Carryover balanced portion elected for use to offset prior years funding requirement 2017-04-30 0
Prefunding balanced used to offset prior years funding requirement 2017-04-30 0
Amount remaining of carryover balance 2017-04-30 2,167,558
Amount remaining of prefunding balance 2017-04-30 954,946
Present value of excess contributions 2017-04-30 119,158
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-04-30 126,927
Balance of carryovers at beginning of current year 2017-04-30 2,200,505
Balance of prefunding at beginning of current year 2017-04-30 969,461
Total employer contributions 2017-04-30 828,680
Total employee contributions 2017-04-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-04-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-04-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-04-30 794,134
Unpaid minimum required contributions for all prior years 2017-04-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-04-30 0
Remaining amount of unpaid minimum required contributions 2017-04-30 0
Minimum required contributions for current year target normal cost 2017-04-30 787,429
Net shortfall amortization installment of oustanding balance 2017-04-30 0
Waiver amortization installment 2017-04-30 0
Waived amount of outstanding balance 2017-04-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-04-30 787,429
Carryover balance elected to use to offset funding requirement 2017-04-30 0
Prefunding balance elected to use to offset funding requirement 2017-04-30 0
Additional cash requirement 2017-04-30 787,429
Contributions allocatedtoward minimum required contributions for current year 2017-04-30 794,134
Unpaid minimum required contributions for current year 2017-04-30 0
Unpaid minimum required contributions for all years 2017-04-30 0

Measure	Date	Value
2021: THE HENRI STERN WATCH AGENCY PENSION PLAN 2021 401k membership
Market value of plan assets	2021-04-30	11,220,996
Acturial value of plan assets	2021-04-30	11,220,996
Funding target for retired participants and beneficiaries receiving payment	2021-04-30	917,548
Number of terminated vested participants	2021-04-30	25
Fundng target for terminated vested participants	2021-04-30	3,291,947
Active participant vested funding target	2021-04-30	9,019,797
Number of active participants	2021-04-30	71
Total funding liabilities for active participants	2021-04-30	9,319,531
Total participant count	2021-04-30	97
Total funding target for all participants	2021-04-30	13,529,026
Balance at beginning of prior year after applicable adjustments	2021-04-30	581,066
Prefunding balance at beginning of prior year after applicable adjustments	2021-04-30	1,008,053
Amount remaining of carryover balance	2021-04-30	581,066
Amount remaining of prefunding balance	2021-04-30	1,008,053
Present value of excess contributions	2021-04-30	1,159
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-04-30	1,227
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-04-30	0
Reductions in caryover balances due to elections or deemed elections	2021-04-30	580,659
Balance of carryovers at beginning of current year	2021-04-30	0
Balance of prefunding at beginning of current year	2021-04-30	1,007,347
Total employer contributions	2021-04-30	17,787,489
Total employee contributions	2021-04-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-04-30	16,544,664
Unpaid minimum required contributions for all prior years	2021-04-30	0
Remaining amount of unpaid minimum required contributions	2021-04-30	0
Minimum required contributions for current year target normal cost	2021-04-30	754,282
Net shortfall amortization installment of oustanding balance	2021-04-30	3,315,377
Total funding amount beforereflecting carryover/prefunding balances	2021-04-30	1,349,877
Additional cash requirement	2021-04-30	1,349,877
Contributions allocatedtoward minimum required contributions for current year	2021-04-30	16,544,664
Unpaid minimum required contributions for current year	2021-04-30	0
Unpaid minimum required contributions for all years	2021-04-30	0
2020: THE HENRI STERN WATCH AGENCY PENSION PLAN 2020 401k membership
Market value of plan assets	2020-04-30	10,763,671
Acturial value of plan assets	2020-04-30	10,763,671
Funding target for retired participants and beneficiaries receiving payment	2020-04-30	0
Number of terminated vested participants	2020-04-30	23
Fundng target for terminated vested participants	2020-04-30	2,950,155
Active participant vested funding target	2020-04-30	9,027,035
Number of active participants	2020-04-30	63
Total funding liabilities for active participants	2020-04-30	9,244,318
Total participant count	2020-04-30	86
Total funding target for all participants	2020-04-30	12,194,473
Balance at beginning of prior year after applicable adjustments	2020-04-30	2,250,740
Prefunding balance at beginning of prior year after applicable adjustments	2020-04-30	991,593
Carryover balanced portion elected for use to offset prior years funding requirement	2020-04-30	0
Prefunding balanced used to offset prior years funding requirement	2020-04-30	0
Amount remaining of carryover balance	2020-04-30	2,250,740
Amount remaining of prefunding balance	2020-04-30	991,593
Present value of excess contributions	2020-04-30	147,690
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-04-30	156,492
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-04-30	0
Reductions in caryover balances due to elections or deemed elections	2020-04-30	1,707,036
Reductions in prefunding balances due to elections or deemed elections	2020-04-30	0
Balance of carryovers at beginning of current year	2020-04-30	581,066
Balance of prefunding at beginning of current year	2020-04-30	1,008,053
Total employer contributions	2020-04-30	1,275,245
Total employee contributions	2020-04-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-04-30	0
Contributions made to avoid restrictions adjusted to valuation date	2020-04-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-04-30	1,201,269
Unpaid minimum required contributions for all prior years	2020-04-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-04-30	0
Remaining amount of unpaid minimum required contributions	2020-04-30	0
Minimum required contributions for current year target normal cost	2020-04-30	709,410
Net shortfall amortization installment of oustanding balance	2020-04-30	3,019,921
Total funding amount beforereflecting carryover/prefunding balances	2020-04-30	1,200,110
Additional cash requirement	2020-04-30	1,200,110
Contributions allocatedtoward minimum required contributions for current year	2020-04-30	1,201,269
Unpaid minimum required contributions for current year	2020-04-30	0
Unpaid minimum required contributions for all years	2020-04-30	0
2019: THE HENRI STERN WATCH AGENCY PENSION PLAN 2019 401k membership
Market value of plan assets	2019-04-30	13,178,795
Acturial value of plan assets	2019-04-30	13,178,795
Funding target for retired participants and beneficiaries receiving payment	2019-04-30	1,841,798
Number of terminated vested participants	2019-04-30	19
Fundng target for terminated vested participants	2019-04-30	1,884,959
Active participant vested funding target	2019-04-30	9,211,278
Number of active participants	2019-04-30	67
Total funding liabilities for active participants	2019-04-30	9,403,465
Total participant count	2019-04-30	91
Total funding target for all participants	2019-04-30	13,130,222
Balance at beginning of prior year after applicable adjustments	2019-04-30	2,225,371
Prefunding balance at beginning of prior year after applicable adjustments	2019-04-30	980,416
Carryover balanced portion elected for use to offset prior years funding requirement	2019-04-30	0
Prefunding balanced used to offset prior years funding requirement	2019-04-30	0
Amount remaining of carryover balance	2019-04-30	2,225,371
Amount remaining of prefunding balance	2019-04-30	980,416
Present value of excess contributions	2019-04-30	1,759
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-04-30	1,759
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-04-30	0
Reductions in caryover balances due to elections or deemed elections	2019-04-30	0
Reductions in prefunding balances due to elections or deemed elections	2019-04-30	0
Balance of carryovers at beginning of current year	2019-04-30	2,250,740
Balance of prefunding at beginning of current year	2019-04-30	991,593
Total employer contributions	2019-04-30	967,724
Total employee contributions	2019-04-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-04-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-04-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-04-30	918,709
Unpaid minimum required contributions for all prior years	2019-04-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-04-30	0
Remaining amount of unpaid minimum required contributions	2019-04-30	0
Minimum required contributions for current year target normal cost	2019-04-30	771,019
Net shortfall amortization installment of oustanding balance	2019-04-30	0
Waiver amortization installment	2019-04-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-04-30	771,019
Carryover balance elected to use to offset funding requirement	2019-04-30	0
Prefunding balance elected to use to offset funding requirement	2019-04-30	0
Additional cash requirement	2019-04-30	771,019
Contributions allocatedtoward minimum required contributions for current year	2019-04-30	918,709
Unpaid minimum required contributions for current year	2019-04-30	0
Unpaid minimum required contributions for all years	2019-04-30	0
2018: THE HENRI STERN WATCH AGENCY PENSION PLAN 2018 401k membership
Market value of plan assets	2018-04-30	12,354,835
Acturial value of plan assets	2018-04-30	12,354,835
Funding target for retired participants and beneficiaries receiving payment	2018-04-30	1,081,388
Number of terminated vested participants	2018-04-30	18
Fundng target for terminated vested participants	2018-04-30	1,553,447
Active participant vested funding target	2018-04-30	8,256,305
Number of active participants	2018-04-30	58
Total funding liabilities for active participants	2018-04-30	8,359,332
Total participant count	2018-04-30	79
Total funding target for all participants	2018-04-30	10,994,167
Balance at beginning of prior year after applicable adjustments	2018-04-30	2,200,505
Prefunding balance at beginning of prior year after applicable adjustments	2018-04-30	969,461
Carryover balanced portion elected for use to offset prior years funding requirement	2018-04-30	0
Prefunding balanced used to offset prior years funding requirement	2018-04-30	0
Amount remaining of carryover balance	2018-04-30	2,200,505
Amount remaining of prefunding balance	2018-04-30	969,461
Present value of excess contributions	2018-04-30	6,705
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-04-30	7,130
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-04-30	0
Reductions in caryover balances due to elections or deemed elections	2018-04-30	0
Reductions in prefunding balances due to elections or deemed elections	2018-04-30	0
Balance of carryovers at beginning of current year	2018-04-30	2,225,371
Balance of prefunding at beginning of current year	2018-04-30	980,416
Total employer contributions	2018-04-30	830,880
Total employee contributions	2018-04-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-04-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-04-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-04-30	790,106
Unpaid minimum required contributions for all prior years	2018-04-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-04-30	0
Remaining amount of unpaid minimum required contributions	2018-04-30	0
Minimum required contributions for current year target normal cost	2018-04-30	788,347
Net shortfall amortization installment of oustanding balance	2018-04-30	0
Waiver amortization installment	2018-04-30	0
Waived amount of outstanding balance	2018-04-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-04-30	788,347
Carryover balance elected to use to offset funding requirement	2018-04-30	0
Prefunding balance elected to use to offset funding requirement	2018-04-30	0
Additional cash requirement	2018-04-30	788,347
Contributions allocatedtoward minimum required contributions for current year	2018-04-30	790,106
Unpaid minimum required contributions for current year	2018-04-30	0
Unpaid minimum required contributions for all years	2018-04-30	0
2017: THE HENRI STERN WATCH AGENCY PENSION PLAN 2017 401k membership
Market value of plan assets	2017-04-30	11,513,624
Acturial value of plan assets	2017-04-30	11,513,624
Funding target for retired participants and beneficiaries receiving payment	2017-04-30	1,073,897
Number of terminated vested participants	2017-04-30	17
Fundng target for terminated vested participants	2017-04-30	1,031,577
Active participant vested funding target	2017-04-30	6,990,459
Number of active participants	2017-04-30	55
Total funding liabilities for active participants	2017-04-30	7,122,447
Total participant count	2017-04-30	75
Total funding target for all participants	2017-04-30	9,227,921
Balance at beginning of prior year after applicable adjustments	2017-04-30	2,167,558
Prefunding balance at beginning of prior year after applicable adjustments	2017-04-30	954,946
Carryover balanced portion elected for use to offset prior years funding requirement	2017-04-30	0
Prefunding balanced used to offset prior years funding requirement	2017-04-30	0
Amount remaining of carryover balance	2017-04-30	2,167,558
Amount remaining of prefunding balance	2017-04-30	954,946
Present value of excess contributions	2017-04-30	119,158
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-04-30	126,927
Balance of carryovers at beginning of current year	2017-04-30	2,200,505
Balance of prefunding at beginning of current year	2017-04-30	969,461
Total employer contributions	2017-04-30	828,680
Total employee contributions	2017-04-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-04-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-04-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-04-30	794,134
Unpaid minimum required contributions for all prior years	2017-04-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-04-30	0
Remaining amount of unpaid minimum required contributions	2017-04-30	0
Minimum required contributions for current year target normal cost	2017-04-30	787,429
Net shortfall amortization installment of oustanding balance	2017-04-30	0
Waiver amortization installment	2017-04-30	0
Waived amount of outstanding balance	2017-04-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-04-30	787,429
Carryover balance elected to use to offset funding requirement	2017-04-30	0
Prefunding balance elected to use to offset funding requirement	2017-04-30	0
Additional cash requirement	2017-04-30	787,429
Contributions allocatedtoward minimum required contributions for current year	2017-04-30	794,134
Unpaid minimum required contributions for current year	2017-04-30	0
Unpaid minimum required contributions for all years	2017-04-30	0

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Company Name:	THE HENRI STERN WATCH AGENCY
Employer identification number (EIN):	131537970
NAIC Classification:	423940
NAIC Description:	Jewelry, Watch, Precious Stone, and Precious Metal Merchant Wholesalers