SHIELD OF DAVID, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2022: RETIREMENT PLAN FOR THE NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE 2022 401k membership |
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Market value of plan assets | 2022-06-30 | 2,884,754 |
Acturial value of plan assets | 2022-06-30 | 2,884,754 |
Funding target for retired participants and beneficiaries receiving payment | 2022-06-30 | 520,454 |
Number of terminated vested participants | 2022-06-30 | 25 |
Fundng target for terminated vested participants | 2022-06-30 | 377,438 |
Active participant vested funding target | 2022-06-30 | 1,778,424 |
Number of active participants | 2022-06-30 | 54 |
Total funding liabilities for active participants | 2022-06-30 | 1,922,061 |
Total participant count | 2022-06-30 | 89 |
Total funding target for all participants | 2022-06-30 | 2,819,953 |
Balance at beginning of prior year after applicable adjustments | 2022-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-06-30 | 0 |
Amount remaining of carryover balance | 2022-06-30 | 0 |
Amount remaining of prefunding balance | 2022-06-30 | 0 |
Present value of excess contributions | 2022-06-30 | 286 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-06-30 | 302 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-06-30 | 0 |
Balance of carryovers at beginning of current year | 2022-06-30 | 0 |
Balance of prefunding at beginning of current year | 2022-06-30 | 0 |
Total employer contributions | 2022-06-30 | 227,994 |
Total employee contributions | 2022-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-06-30 | 208,156 |
Unpaid minimum required contributions for all prior years | 2022-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-06-30 | 272,927 |
Net shortfall amortization installment of oustanding balance | 2022-06-30 | 0 |
Waiver amortization installment | 2022-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-06-30 | 208,126 |
Additional cash requirement | 2022-06-30 | 208,126 |
Contributions allocatedtoward minimum required contributions for current year | 2022-06-30 | 208,156 |
Unpaid minimum required contributions for current year | 2022-06-30 | 0 |
Unpaid minimum required contributions for all years | 2022-06-30 | 0 |
2021: RETIREMENT PLAN FOR THE NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE 2021 401k membership |
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Market value of plan assets | 2021-06-30 | 2,174,999 |
Acturial value of plan assets | 2021-06-30 | 2,174,999 |
Funding target for retired participants and beneficiaries receiving payment | 2021-06-30 | 134,541 |
Number of terminated vested participants | 2021-06-30 | 21 |
Fundng target for terminated vested participants | 2021-06-30 | 177,722 |
Active participant vested funding target | 2021-06-30 | 1,682,466 |
Number of active participants | 2021-06-30 | 63 |
Total funding liabilities for active participants | 2021-06-30 | 1,773,723 |
Total participant count | 2021-06-30 | 90 |
Total funding target for all participants | 2021-06-30 | 2,085,986 |
Balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-06-30 | 0 |
Amount remaining of carryover balance | 2021-06-30 | 0 |
Amount remaining of prefunding balance | 2021-06-30 | 0 |
Present value of excess contributions | 2021-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-06-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-06-30 | 0 |
Balance of carryovers at beginning of current year | 2021-06-30 | 0 |
Balance of prefunding at beginning of current year | 2021-06-30 | 0 |
Total employer contributions | 2021-06-30 | 267,047 |
Total employee contributions | 2021-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-06-30 | 244,062 |
Unpaid minimum required contributions for all prior years | 2021-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-06-30 | 332,789 |
Net shortfall amortization installment of oustanding balance | 2021-06-30 | 0 |
Waiver amortization installment | 2021-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-06-30 | 243,776 |
Carryover balance elected to use to offset funding requirement | 2021-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-06-30 | 0 |
Additional cash requirement | 2021-06-30 | 243,776 |
Contributions allocatedtoward minimum required contributions for current year | 2021-06-30 | 244,062 |
Unpaid minimum required contributions for current year | 2021-06-30 | 0 |
Unpaid minimum required contributions for all years | 2021-06-30 | 0 |
2020: RETIREMENT PLAN FOR THE NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE 2020 401k membership |
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Market value of plan assets | 2020-06-30 | 1,840,979 |
Acturial value of plan assets | 2020-06-30 | 1,840,979 |
Funding target for retired participants and beneficiaries receiving payment | 2020-06-30 | 93,446 |
Number of terminated vested participants | 2020-06-30 | 20 |
Fundng target for terminated vested participants | 2020-06-30 | 167,231 |
Active participant vested funding target | 2020-06-30 | 1,481,316 |
Number of active participants | 2020-06-30 | 58 |
Total funding liabilities for active participants | 2020-06-30 | 1,577,256 |
Total participant count | 2020-06-30 | 83 |
Total funding target for all participants | 2020-06-30 | 1,837,933 |
Balance at beginning of prior year after applicable adjustments | 2020-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-06-30 | 0 |
Amount remaining of carryover balance | 2020-06-30 | 0 |
Amount remaining of prefunding balance | 2020-06-30 | 0 |
Present value of excess contributions | 2020-06-30 | 408 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-06-30 | 430 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-06-30 | 0 |
Balance of carryovers at beginning of current year | 2020-06-30 | 0 |
Balance of prefunding at beginning of current year | 2020-06-30 | 0 |
Total employer contributions | 2020-06-30 | 338,983 |
Total employee contributions | 2020-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-06-30 | 297,915 |
Liquidity shortfalls end of Q1 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2020-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2020-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-06-30 | 300,961 |
Net shortfall amortization installment of oustanding balance | 2020-06-30 | 0 |
Waiver amortization installment | 2020-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-06-30 | 297,915 |
Carryover balance elected to use to offset funding requirement | 2020-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-06-30 | 0 |
Additional cash requirement | 2020-06-30 | 297,915 |
Contributions allocatedtoward minimum required contributions for current year | 2020-06-30 | 297,915 |
Unpaid minimum required contributions for current year | 2020-06-30 | 0 |
Unpaid minimum required contributions for all years | 2020-06-30 | 0 |
2019: RETIREMENT PLAN FOR THE NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE 2019 401k membership |
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Market value of plan assets | 2019-06-30 | 1,440,473 |
Acturial value of plan assets | 2019-06-30 | 1,440,473 |
Funding target for retired participants and beneficiaries receiving payment | 2019-06-30 | 71,424 |
Number of terminated vested participants | 2019-06-30 | 20 |
Fundng target for terminated vested participants | 2019-06-30 | 137,046 |
Active participant vested funding target | 2019-06-30 | 1,198,973 |
Number of active participants | 2019-06-30 | 47 |
Total funding liabilities for active participants | 2019-06-30 | 1,276,053 |
Total participant count | 2019-06-30 | 71 |
Total funding target for all participants | 2019-06-30 | 1,484,523 |
Balance at beginning of prior year after applicable adjustments | 2019-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-06-30 | 0 |
Amount remaining of carryover balance | 2019-06-30 | 0 |
Amount remaining of prefunding balance | 2019-06-30 | 0 |
Present value of excess contributions | 2019-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-06-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-06-30 | 0 |
Balance of carryovers at beginning of current year | 2019-06-30 | 0 |
Balance of prefunding at beginning of current year | 2019-06-30 | 0 |
Total employer contributions | 2019-06-30 | 313,838 |
Total employee contributions | 2019-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-06-30 | 286,699 |
Unpaid minimum required contributions for all prior years | 2019-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-06-30 | 279,100 |
Net shortfall amortization installment of oustanding balance | 2019-06-30 | 44,050 |
Waiver amortization installment | 2019-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-06-30 | 286,291 |
Carryover balance elected to use to offset funding requirement | 2019-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-06-30 | 0 |
Additional cash requirement | 2019-06-30 | 286,291 |
Contributions allocatedtoward minimum required contributions for current year | 2019-06-30 | 286,699 |
Unpaid minimum required contributions for current year | 2019-06-30 | 0 |
Unpaid minimum required contributions for all years | 2019-06-30 | 0 |
2018: RETIREMENT PLAN FOR THE NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE 2018 401k membership |
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Market value of plan assets | 2018-06-30 | 1,149,264 |
Acturial value of plan assets | 2018-06-30 | 1,149,264 |
Funding target for retired participants and beneficiaries receiving payment | 2018-06-30 | 66,525 |
Number of terminated vested participants | 2018-06-30 | 15 |
Fundng target for terminated vested participants | 2018-06-30 | 79,310 |
Active participant vested funding target | 2018-06-30 | 883,509 |
Number of active participants | 2018-06-30 | 49 |
Total funding liabilities for active participants | 2018-06-30 | 939,721 |
Total participant count | 2018-06-30 | 68 |
Total funding target for all participants | 2018-06-30 | 1,085,556 |
Balance at beginning of prior year after applicable adjustments | 2018-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-06-30 | 0 |
Amount remaining of carryover balance | 2018-06-30 | 0 |
Amount remaining of prefunding balance | 2018-06-30 | 0 |
Present value of excess contributions | 2018-06-30 | 2,577 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-06-30 | 2,719 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-06-30 | 0 |
Balance of carryovers at beginning of current year | 2018-06-30 | 0 |
Balance of prefunding at beginning of current year | 2018-06-30 | 0 |
Total employer contributions | 2018-06-30 | 211,177 |
Total employee contributions | 2018-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-06-30 | 192,774 |
Unpaid minimum required contributions for all prior years | 2018-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-06-30 | 256,482 |
Net shortfall amortization installment of oustanding balance | 2018-06-30 | 0 |
Waiver amortization installment | 2018-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-06-30 | 192,774 |
Additional cash requirement | 2018-06-30 | 192,774 |
Contributions allocatedtoward minimum required contributions for current year | 2018-06-30 | 192,774 |
Unpaid minimum required contributions for current year | 2018-06-30 | 0 |
Unpaid minimum required contributions for all years | 2018-06-30 | 0 |
2017: RETIREMENT PLAN FOR THE NON-UNION EMPLOYEES OF THE SHIELD INSTITUTE 2017 401k membership |
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Market value of plan assets | 2017-06-30 | 849,474 |
Acturial value of plan assets | 2017-06-30 | 849,474 |
Funding target for retired participants and beneficiaries receiving payment | 2017-06-30 | 43,178 |
Number of terminated vested participants | 2017-06-30 | 10 |
Fundng target for terminated vested participants | 2017-06-30 | 50,552 |
Active participant vested funding target | 2017-06-30 | 667,259 |
Number of active participants | 2017-06-30 | 55 |
Total funding liabilities for active participants | 2017-06-30 | 710,380 |
Total participant count | 2017-06-30 | 68 |
Total funding target for all participants | 2017-06-30 | 804,110 |
Balance at beginning of prior year after applicable adjustments | 2017-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-06-30 | 0 |
Amount remaining of carryover balance | 2017-06-30 | 0 |
Amount remaining of prefunding balance | 2017-06-30 | 0 |
Present value of excess contributions | 2017-06-30 | 81 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-06-30 | 86 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-06-30 | 0 |
Balance of carryovers at beginning of current year | 2017-06-30 | 0 |
Balance of prefunding at beginning of current year | 2017-06-30 | 0 |
Total employer contributions | 2017-06-30 | 241,646 |
Total employee contributions | 2017-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-06-30 | 220,620 |
Unpaid minimum required contributions for all prior years | 2017-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-06-30 | 263,407 |
Net shortfall amortization installment of oustanding balance | 2017-06-30 | 0 |
Waiver amortization installment | 2017-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-06-30 | 218,043 |
Additional cash requirement | 2017-06-30 | 218,043 |
Contributions allocatedtoward minimum required contributions for current year | 2017-06-30 | 220,620 |
Unpaid minimum required contributions for current year | 2017-06-30 | 0 |
Unpaid minimum required contributions for all years | 2017-06-30 | 0 |