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RETIREMENT PLAN FOR THE NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE 401k Plan overview

Plan NameRETIREMENT PLAN FOR THE NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE
Plan identification number 002

RETIREMENT PLAN FOR THE NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related

401k Sponsoring company profile

SHIELD OF DAVID, INC. has sponsored the creation of one or more 401k plans.

Company Name:SHIELD OF DAVID, INC.
Employer identification number (EIN):131740041
NAIC Classification:624410
NAIC Description:Child Day Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR THE NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01DR. SUSAN PROVENZANO2023-04-14 LISA STEWART2023-04-14
0022020-07-01DR. SUSAN PROVENZANO2022-04-14 LISA STEWART2022-04-14
0022019-07-01
0022018-07-01DR. SUSAN PROVENZANO2020-07-13 KARL HERR2020-07-13
0022017-07-01DR. SUSAN PROVENZANO2019-04-15 KARL HERR2019-04-15
0022016-07-01DR. SUSAN PROVENZANO2018-04-17 KARL HERR2018-04-17
0022015-07-01DR. SUSAN PROVENZANO2017-04-18 KARL HERR2017-04-07
0022014-07-01DR. SUSAN PROVENZANO2016-04-15 KARL HERR2016-04-15
0022013-07-01DR. SUSAN PROVENZANO2015-04-14 KARL HERR2015-04-14

Plan Statistics for RETIREMENT PLAN FOR THE NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE

401k plan membership statisitcs for RETIREMENT PLAN FOR THE NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE

Measure Date Value
2022: RETIREMENT PLAN FOR THE NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE 2022 401k membership
Market value of plan assets2022-06-302,884,754
Acturial value of plan assets2022-06-302,884,754
Funding target for retired participants and beneficiaries receiving payment2022-06-30520,454
Number of terminated vested participants2022-06-3025
Fundng target for terminated vested participants2022-06-30377,438
Active participant vested funding target2022-06-301,778,424
Number of active participants2022-06-3054
Total funding liabilities for active participants2022-06-301,922,061
Total participant count2022-06-3089
Total funding target for all participants2022-06-302,819,953
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-30286
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-30302
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-30227,994
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-30208,156
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30272,927
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-30208,126
Additional cash requirement2022-06-30208,126
Contributions allocatedtoward minimum required contributions for current year2022-06-30208,156
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: RETIREMENT PLAN FOR THE NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE 2021 401k membership
Market value of plan assets2021-06-302,174,999
Acturial value of plan assets2021-06-302,174,999
Funding target for retired participants and beneficiaries receiving payment2021-06-30134,541
Number of terminated vested participants2021-06-3021
Fundng target for terminated vested participants2021-06-30177,722
Active participant vested funding target2021-06-301,682,466
Number of active participants2021-06-3063
Total funding liabilities for active participants2021-06-301,773,723
Total participant count2021-06-3090
Total funding target for all participants2021-06-302,085,986
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-30267,047
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30244,062
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30332,789
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-30243,776
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-30243,776
Contributions allocatedtoward minimum required contributions for current year2021-06-30244,062
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: RETIREMENT PLAN FOR THE NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE 2020 401k membership
Market value of plan assets2020-06-301,840,979
Acturial value of plan assets2020-06-301,840,979
Funding target for retired participants and beneficiaries receiving payment2020-06-3093,446
Number of terminated vested participants2020-06-3020
Fundng target for terminated vested participants2020-06-30167,231
Active participant vested funding target2020-06-301,481,316
Number of active participants2020-06-3058
Total funding liabilities for active participants2020-06-301,577,256
Total participant count2020-06-3083
Total funding target for all participants2020-06-301,837,933
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-30408
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-30430
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-30338,983
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30297,915
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-30300,961
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-30297,915
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-30297,915
Contributions allocatedtoward minimum required contributions for current year2020-06-30297,915
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: RETIREMENT PLAN FOR THE NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE 2019 401k membership
Market value of plan assets2019-06-301,440,473
Acturial value of plan assets2019-06-301,440,473
Funding target for retired participants and beneficiaries receiving payment2019-06-3071,424
Number of terminated vested participants2019-06-3020
Fundng target for terminated vested participants2019-06-30137,046
Active participant vested funding target2019-06-301,198,973
Number of active participants2019-06-3047
Total funding liabilities for active participants2019-06-301,276,053
Total participant count2019-06-3071
Total funding target for all participants2019-06-301,484,523
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-30313,838
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30286,699
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30279,100
Net shortfall amortization installment of oustanding balance2019-06-3044,050
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-30286,291
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-30286,291
Contributions allocatedtoward minimum required contributions for current year2019-06-30286,699
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: RETIREMENT PLAN FOR THE NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE 2018 401k membership
Market value of plan assets2018-06-301,149,264
Acturial value of plan assets2018-06-301,149,264
Funding target for retired participants and beneficiaries receiving payment2018-06-3066,525
Number of terminated vested participants2018-06-3015
Fundng target for terminated vested participants2018-06-3079,310
Active participant vested funding target2018-06-30883,509
Number of active participants2018-06-3049
Total funding liabilities for active participants2018-06-30939,721
Total participant count2018-06-3068
Total funding target for all participants2018-06-301,085,556
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-302,577
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-302,719
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-30211,177
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30192,774
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30256,482
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-30192,774
Additional cash requirement2018-06-30192,774
Contributions allocatedtoward minimum required contributions for current year2018-06-30192,774
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: RETIREMENT PLAN FOR THE NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE 2017 401k membership
Market value of plan assets2017-06-30849,474
Acturial value of plan assets2017-06-30849,474
Funding target for retired participants and beneficiaries receiving payment2017-06-3043,178
Number of terminated vested participants2017-06-3010
Fundng target for terminated vested participants2017-06-3050,552
Active participant vested funding target2017-06-30667,259
Number of active participants2017-06-3055
Total funding liabilities for active participants2017-06-30710,380
Total participant count2017-06-3068
Total funding target for all participants2017-06-30804,110
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-3081
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3086
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-30241,646
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30220,620
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30263,407
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-30218,043
Additional cash requirement2017-06-30218,043
Contributions allocatedtoward minimum required contributions for current year2017-06-30220,620
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300

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