CASE POMEROY & CO., INC. has sponsored the creation of one or more 401k plans.
Additional information about CASE POMEROY & CO., INC.
Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC.
401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC.
| Measure | Date | Value |
|---|
| 2022: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-31 | 9,403,576 |
| Acturial value of plan assets | 2022-12-31 | 9,403,576 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 5,440,997 |
| Number of terminated vested participants | 2022-12-31 | 4 |
| Fundng target for terminated vested participants | 2022-12-31 | 247,310 |
| Active participant vested funding target | 2022-12-31 | 2,157,035 |
| Number of active participants | 2022-12-31 | 7 |
| Total funding liabilities for active participants | 2022-12-31 | 2,167,184 |
| Total participant count | 2022-12-31 | 24 |
| Total funding target for all participants | 2022-12-31 | 7,855,491 |
| Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 192,314 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
| Amount remaining of carryover balance | 2022-12-31 | 0 |
| Amount remaining of prefunding balance | 2022-12-31 | 192,314 |
| Present value of excess contributions | 2022-12-31 | 337,517 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 356,384 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 356,384 |
| Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 574,603 |
| Total employer contributions | 2022-12-31 | 280,000 |
| Total employee contributions | 2022-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 272,548 |
| Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-31 | 225,967 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
| Additional cash requirement | 2022-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 272,548 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| Total participants, beginning-of-year | 2022-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 4 |
| Total of all active and inactive participants | 2022-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 3 |
| Total participants | 2022-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
| 2021: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 8,561,554 |
| Acturial value of plan assets | 2021-12-31 | 8,561,554 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 6,153,097 |
| Number of terminated vested participants | 2021-12-31 | 4 |
| Fundng target for terminated vested participants | 2021-12-31 | 222,712 |
| Active participant vested funding target | 2021-12-31 | 1,824,964 |
| Number of active participants | 2021-12-31 | 7 |
| Total funding liabilities for active participants | 2021-12-31 | 1,828,086 |
| Total participant count | 2021-12-31 | 25 |
| Total funding target for all participants | 2021-12-31 | 8,203,895 |
| Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 136,302 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
| Amount remaining of carryover balance | 2021-12-31 | 0 |
| Amount remaining of prefunding balance | 2021-12-31 | 136,302 |
| Present value of excess contributions | 2021-12-31 | 39,438 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 41,564 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 41,564 |
| Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2021-12-31 | 192,314 |
| Total employer contributions | 2021-12-31 | 350,000 |
| Total employee contributions | 2021-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 340,984 |
| Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-12-31 | 168,812 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 3,467 |
| Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Additional cash requirement | 2021-12-31 | 3,467 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 340,984 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| Total participants, beginning-of-year | 2021-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 4 |
| Total of all active and inactive participants | 2021-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 3 |
| Total participants | 2021-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2020 401k membership |
|---|
| Market value of plan assets | 2020-12-31 | 8,014,661 |
| Acturial value of plan assets | 2020-12-31 | 8,014,661 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 4,706,202 |
| Number of terminated vested participants | 2020-12-31 | 5 |
| Fundng target for terminated vested participants | 2020-12-31 | 648,170 |
| Active participant vested funding target | 2020-12-31 | 2,991,946 |
| Number of active participants | 2020-12-31 | 7 |
| Total funding liabilities for active participants | 2020-12-31 | 2,994,714 |
| Total participant count | 2020-12-31 | 25 |
| Total funding target for all participants | 2020-12-31 | 8,349,086 |
| Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 116,356 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 73,169 |
| Amount remaining of carryover balance | 2020-12-31 | 0 |
| Amount remaining of prefunding balance | 2020-12-31 | 43,187 |
| Present value of excess contributions | 2020-12-31 | 74,397 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 86,192 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 86,192 |
| Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2020-12-31 | 136,302 |
| Total employer contributions | 2020-12-31 | 300,000 |
| Total employee contributions | 2020-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 291,909 |
| Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-12-31 | 134,216 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 470,727 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 252,471 |
| Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Additional cash requirement | 2020-12-31 | 252,471 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 291,909 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| Total participants, beginning-of-year | 2020-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 4 |
| Total of all active and inactive participants | 2020-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 4 |
| Total participants | 2020-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 6,847,185 |
| Acturial value of plan assets | 2019-12-31 | 6,847,185 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 2,420,773 |
| Number of terminated vested participants | 2019-12-31 | 5 |
| Fundng target for terminated vested participants | 2019-12-31 | 597,748 |
| Active participant vested funding target | 2019-12-31 | 4,895,135 |
| Number of active participants | 2019-12-31 | 9 |
| Total funding liabilities for active participants | 2019-12-31 | 4,896,103 |
| Total participant count | 2019-12-31 | 25 |
| Total funding target for all participants | 2019-12-31 | 7,914,624 |
| Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 129,334 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 5,432 |
| Amount remaining of carryover balance | 2019-12-31 | 0 |
| Amount remaining of prefunding balance | 2019-12-31 | 123,902 |
| Present value of excess contributions | 2019-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 116,356 |
| Total employer contributions | 2019-12-31 | 400,000 |
| Total employee contributions | 2019-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 389,482 |
| Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-12-31 | 121,263 |
| Net shortfall amortization installment of oustanding balance | 2019-12-31 | 1,183,795 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 388,254 |
| Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 73,169 |
| Additional cash requirement | 2019-12-31 | 315,085 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 389,482 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| Total participants, beginning-of-year | 2019-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 5 |
| Total of all active and inactive participants | 2019-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 4 |
| Total participants | 2019-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 7,336,405 |
| Acturial value of plan assets | 2018-12-31 | 7,336,405 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 2,498,698 |
| Number of terminated vested participants | 2018-12-31 | 5 |
| Fundng target for terminated vested participants | 2018-12-31 | 548,498 |
| Active participant vested funding target | 2018-12-31 | 4,415,693 |
| Number of active participants | 2018-12-31 | 9 |
| Total funding liabilities for active participants | 2018-12-31 | 4,418,102 |
| Total participant count | 2018-12-31 | 26 |
| Total funding target for all participants | 2018-12-31 | 7,465,298 |
| Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
| Amount remaining of carryover balance | 2018-12-31 | 0 |
| Amount remaining of prefunding balance | 2018-12-31 | 0 |
| Present value of excess contributions | 2018-12-31 | 122,383 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 129,334 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 129,334 |
| Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 129,334 |
| Total employer contributions | 2018-12-31 | 300,000 |
| Total employee contributions | 2018-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 291,657 |
| Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-12-31 | 200,473 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 258,227 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 297,089 |
| Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 5,432 |
| Additional cash requirement | 2018-12-31 | 291,657 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 291,657 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| Total participants, beginning-of-year | 2018-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 5 |
| Total of all active and inactive participants | 2018-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 4 |
| Total participants | 2018-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 6,169,442 |
| Acturial value of plan assets | 2017-12-31 | 6,169,442 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 2,531,474 |
| Number of terminated vested participants | 2017-12-31 | 4 |
| Fundng target for terminated vested participants | 2017-12-31 | 408,820 |
| Active participant vested funding target | 2017-12-31 | 3,873,170 |
| Number of active participants | 2017-12-31 | 10 |
| Total funding liabilities for active participants | 2017-12-31 | 3,874,466 |
| Total participant count | 2017-12-31 | 26 |
| Total funding target for all participants | 2017-12-31 | 6,814,760 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
| Amount remaining of carryover balance | 2017-12-31 | 0 |
| Amount remaining of prefunding balance | 2017-12-31 | 0 |
| Present value of excess contributions | 2017-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
| Total employer contributions | 2017-12-31 | 623,249 |
| Total employee contributions | 2017-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 610,572 |
| Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 200,733 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 645,318 |
| Waiver amortization installment | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 488,189 |
| Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Additional cash requirement | 2017-12-31 | 488,189 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 610,572 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| Total participants, beginning-of-year | 2017-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 5 |
| Total of all active and inactive participants | 2017-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 5 |
| Total participants | 2017-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 5,686,009 |
| Acturial value of plan assets | 2016-12-31 | 5,686,009 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 1,845,427 |
| Number of terminated vested participants | 2016-12-31 | 4 |
| Fundng target for terminated vested participants | 2016-12-31 | 371,300 |
| Active participant vested funding target | 2016-12-31 | 4,855,581 |
| Number of active participants | 2016-12-31 | 11 |
| Total funding liabilities for active participants | 2016-12-31 | 4,856,170 |
| Total participant count | 2016-12-31 | 26 |
| Total funding target for all participants | 2016-12-31 | 7,072,897 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 332,234 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 332,234 |
| Amount remaining of carryover balance | 2016-12-31 | 0 |
| Amount remaining of prefunding balance | 2016-12-31 | 0 |
| Present value of excess contributions | 2016-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
| Total employer contributions | 2016-12-31 | 553,583 |
| Total employee contributions | 2016-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 541,070 |
| Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 180,716 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 1,386,888 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 541,070 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Additional cash requirement | 2016-12-31 | 541,070 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 541,070 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
| Total of all active and inactive participants | 2016-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 3 |
| Total participants | 2016-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 4 |
| Total of all active and inactive participants | 2015-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 3 |
| Total participants | 2015-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 3 |
| Total participants | 2014-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
| Total of all active and inactive participants | 2013-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 3 |
| Total participants | 2013-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 3 |
| Total participants | 2012-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 3 |
| Total participants | 2011-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 3 |
| Total participants | 2010-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 3 |
| Total participants | 2009-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-768,956 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $545,833 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $485,695 |
| Total plan assets at end of year | 2022-12-31 | $8,088,787 |
| Total plan assets at beginning of year | 2022-12-31 | $9,403,576 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $60,138 |
| Other income received | 2022-12-31 | $-1,048,956 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,314,789 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $8,088,787 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,403,576 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $280,000 |
| 2021 : RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,483,266 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $641,244 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $555,351 |
| Total plan assets at end of year | 2021-12-31 | $9,403,576 |
| Total plan assets at beginning of year | 2021-12-31 | $8,561,554 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $85,893 |
| Other income received | 2021-12-31 | $1,133,266 |
| Net income (gross income less expenses) | 2021-12-31 | $842,022 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $9,403,576 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,561,554 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $350,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,134,097 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $587,204 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $535,274 |
| Total plan assets at end of year | 2020-12-31 | $8,561,554 |
| Total plan assets at beginning of year | 2020-12-31 | $8,014,661 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $51,930 |
| Other income received | 2020-12-31 | $834,097 |
| Net income (gross income less expenses) | 2020-12-31 | $546,893 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $8,561,554 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,014,661 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $300,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,502,892 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $335,416 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $259,161 |
| Total plan assets at end of year | 2019-12-31 | $8,014,661 |
| Total plan assets at beginning of year | 2019-12-31 | $6,847,185 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $76,255 |
| Other income received | 2019-12-31 | $1,102,892 |
| Net income (gross income less expenses) | 2019-12-31 | $1,167,476 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $8,014,661 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,847,185 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $400,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-145,744 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $343,476 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $265,736 |
| Total plan assets at end of year | 2018-12-31 | $6,847,185 |
| Total plan assets at beginning of year | 2018-12-31 | $7,336,405 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $77,740 |
| Other income received | 2018-12-31 | $-445,744 |
| Net income (gross income less expenses) | 2018-12-31 | $-489,220 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $6,847,185 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,336,405 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $300,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,506,140 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $340,368 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $268,526 |
| Total plan assets at end of year | 2017-12-31 | $7,336,405 |
| Total plan assets at beginning of year | 2017-12-31 | $6,170,633 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $71,842 |
| Other income received | 2017-12-31 | $882,891 |
| Net income (gross income less expenses) | 2017-12-31 | $1,165,772 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $7,336,405 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,170,633 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $623,249 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $836,820 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $352,975 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $295,586 |
| Total plan assets at end of year | 2016-12-31 | $6,170,633 |
| Total plan assets at beginning of year | 2016-12-31 | $5,686,788 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $57,389 |
| Other income received | 2016-12-31 | $283,237 |
| Net income (gross income less expenses) | 2016-12-31 | $483,845 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $6,170,633 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,686,788 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $553,583 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-58,143 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $434,854 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $346,549 |
| Total plan assets at end of year | 2015-12-31 | $5,686,788 |
| Total plan assets at beginning of year | 2015-12-31 | $6,179,785 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $88,305 |
| Other income received | 2015-12-31 | $-131,311 |
| Net income (gross income less expenses) | 2015-12-31 | $-492,997 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,686,788 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,179,785 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $73,168 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $243,578 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $448,514 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $356,064 |
| Total plan assets at end of year | 2014-12-31 | $6,179,785 |
| Total plan assets at beginning of year | 2014-12-31 | $6,384,721 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $92,450 |
| Other income received | 2014-12-31 | $243,578 |
| Net income (gross income less expenses) | 2014-12-31 | $-204,936 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $6,179,785 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,384,721 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $896,892 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $535,858 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $436,844 |
| Total plan assets at end of year | 2013-12-31 | $6,384,721 |
| Total plan assets at beginning of year | 2013-12-31 | $6,023,687 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $99,014 |
| Other income received | 2013-12-31 | $896,892 |
| Net income (gross income less expenses) | 2013-12-31 | $361,034 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $6,384,721 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,023,687 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,537,631 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $369,055 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $292,829 |
| Total plan assets at end of year | 2012-12-31 | $6,023,687 |
| Total plan assets at beginning of year | 2012-12-31 | $4,855,111 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $76,226 |
| Other income received | 2012-12-31 | $360,631 |
| Net income (gross income less expenses) | 2012-12-31 | $1,168,576 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $6,023,687 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,855,111 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $1,177,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-49,818 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $242,334 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $170,235 |
| Total plan assets at end of year | 2011-12-31 | $4,855,111 |
| Total plan assets at beginning of year | 2011-12-31 | $5,147,263 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Other income received | 2011-12-31 | $-49,818 |
| Net income (gross income less expenses) | 2011-12-31 | $-292,152 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,855,111 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,147,263 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $72,099 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $481,148 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $173,320 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $112,563 |
| Total plan assets at end of year | 2010-12-31 | $5,147,263 |
| Total plan assets at beginning of year | 2010-12-31 | $4,839,435 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Other income received | 2010-12-31 | $481,148 |
| Net income (gross income less expenses) | 2010-12-31 | $307,828 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,147,263 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,839,435 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $60,757 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2022: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
