401k Plan data: RET PL FOR THE EMP OF FAM OF H. PHIPPS plan

RET PL FOR THE EMP OF FAM OF H. PHIPPS 401k Plan overview

Plan Name	RET PL FOR THE EMP OF FAM OF H. PHIPPS
Plan identification number	001

RET PL FOR THE EMP OF FAM OF H. PHIPPS Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related

401k Sponsoring company profile

FAMILY OF HOWARD PHIPPS has sponsored the creation of one or more 401k plans.

Company Name: FAMILY OF HOWARD PHIPPS

Employer identification number (EIN): 131830011

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RET PL FOR THE EMP OF FAM OF H. PHIPPS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MATTHEW TOGLIA 2023-10-13
001 2021-01-01 MATTHEW TOGLIA 2022-10-11
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MATTHEW TOGLIA
001 2016-01-01 MATTHEW TOGLIA
001 2015-01-01 MATTHEW TOGLIA

Plan Statistics for RET PL FOR THE EMP OF FAM OF H. PHIPPS

401k plan membership statisitcs for RET PL FOR THE EMP OF FAM OF H. PHIPPS

Measure Date Value
2022: RET PL FOR THE EMP OF FAM OF H. PHIPPS 2022 401k membership
Market value of plan assets 2022-12-31 5,173,732
Acturial value of plan assets 2022-12-31 5,173,732
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 1,268,312
Number of terminated vested participants 2022-12-31 3
Fundng target for terminated vested participants 2022-12-31 55,265
Active participant vested funding target 2022-12-31 3,302,549
Number of active participants 2022-12-31 15
Total funding liabilities for active participants 2022-12-31 3,302,549
Total participant count 2022-12-31 33
Total funding target for all participants 2022-12-31 4,626,126
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 0
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 0
Present value of excess contributions 2022-12-31 156,803
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 165,615
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from 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 2022-12-31 105,074
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: RET PL FOR THE EMP OF FAM OF H. PHIPPS 2021 401k membership
Market value of plan assets 2021-12-31 4,774,478
Acturial value of plan assets 2021-12-31 4,491,207
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 1,380,574
Number of terminated vested participants 2021-12-31 3
Fundng target for terminated vested participants 2021-12-31 48,238
Active participant vested funding target 2021-12-31 2,798,080
Number of active participants 2021-12-31 15
Total funding liabilities for active participants 2021-12-31 2,871,607
Total participant count 2021-12-31 35
Total funding target for all participants 2021-12-31 4,300,419
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 0
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 0
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 160,350
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 2021-12-31 156,803
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 2021-12-31 156,879
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 156,803
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: RET PL FOR THE EMP OF FAM OF H. PHIPPS 2020 401k membership
Market value of plan assets 2020-12-31 4,168,217
Acturial value of plan assets 2020-12-31 4,053,188
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 1,420,948
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 47,062
Active participant vested funding target 2020-12-31 2,965,104
Number of active participants 2020-12-31 16
Total funding liabilities for active participants 2020-12-31 3,054,376
Total participant count 2020-12-31 38
Total funding target for all participants 2020-12-31 4,522,386
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 0
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 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 332,273
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 2020-12-31 320,699
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 2020-12-31 150,601
Net shortfall amortization installment of oustanding balance 2020-12-31 469,198
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 320,699
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 2020-12-31 320,699
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 320,699
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 37
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 15
Number of retired or separated participants receiving benefits 2020-01-01 9
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 7
Total participants 2020-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: RET PL FOR THE EMP OF FAM OF H. PHIPPS 2019 401k membership
Market value of plan assets 2019-12-31 3,482,112
Acturial value of plan assets 2019-12-31 3,670,931
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 1,551,769
Number of terminated vested participants 2019-12-31 3
Fundng target for terminated vested participants 2019-12-31 42,503
Active participant vested funding target 2019-12-31 2,641,689
Number of active participants 2019-12-31 16
Total funding liabilities for active participants 2019-12-31 2,732,283
Total participant count 2019-12-31 40
Total funding target for all participants 2019-12-31 4,326,555
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 0
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 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 51
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 54
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 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 0
Total employer contributions 2019-12-31 348,499
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 2019-12-31 336,284
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 2019-12-31 161,080
Net shortfall amortization installment of oustanding balance 2019-12-31 655,624
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 336,284
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 0
Additional cash requirement 2019-12-31 336,284
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 336,284
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 39
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 16
Number of retired or separated participants receiving benefits 2019-01-01 11
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 7
Total participants 2019-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: RET PL FOR THE EMP OF FAM OF H. PHIPPS 2018 401k membership
Market value of plan assets 2018-12-31 3,506,924
Acturial value of plan assets 2018-12-31 3,414,979
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 1,762,804
Number of terminated vested participants 2018-12-31 3
Fundng target for terminated vested participants 2018-12-31 38,392
Active participant vested funding target 2018-12-31 2,352,717
Number of active participants 2018-12-31 16
Total funding liabilities for active participants 2018-12-31 2,443,184
Total participant count 2018-12-31 42
Total funding target for all participants 2018-12-31 4,244,380
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 0
Total employer contributions 2018-12-31 368,006
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 2018-12-31 351,189
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 2018-12-31 171,485
Net shortfall amortization installment of oustanding balance 2018-12-31 829,401
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 351,138
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 0
Additional cash requirement 2018-12-31 351,138
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 351,189
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 41
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 16
Number of retired or separated participants receiving benefits 2018-01-01 12
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 8
Total participants 2018-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: RET PL FOR THE EMP OF FAM OF H. PHIPPS 2017 401k membership
Market value of plan assets 2017-12-31 3,076,165
Acturial value of plan assets 2017-12-31 3,198,629
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 1,808,579
Number of terminated vested participants 2017-12-31 3
Fundng target for terminated vested participants 2017-12-31 33,382
Active participant vested funding target 2017-12-31 2,012,029
Number of active participants 2017-12-31 16
Total funding liabilities for active participants 2017-12-31 2,101,824
Total participant count 2017-12-31 44
Total funding target for all participants 2017-12-31 3,943,785
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 2017-12-31 315,124
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 2017-12-31 301,125
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 2017-12-31 153,857
Net shortfall amortization installment of oustanding balance 2017-12-31 745,156
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 301,125
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 2017-12-31 301,125
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 301,125
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 43
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 16
Number of retired or separated participants receiving benefits 2017-01-01 14
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 8
Total participants 2017-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: RET PL FOR THE EMP OF FAM OF H. PHIPPS 2016 401k membership
Market value of plan assets 2016-12-31 3,121,765
Acturial value of plan assets 2016-12-31 3,298,776
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 1,636,655
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 29,808
Active participant vested funding target 2016-12-31 2,034,913
Number of active participants 2016-12-31 18
Total funding liabilities for active participants 2016-12-31 2,122,537
Total participant count 2016-12-31 46
Total funding target for all participants 2016-12-31 3,789,000
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 0
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 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 120
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 128
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 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 2016-12-31 286,677
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 2016-12-31 273,603
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 2016-12-31 179,849
Net shortfall amortization installment of oustanding balance 2016-12-31 490,224
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 273,603
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 2016-12-31 273,603
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 273,603
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 46
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 16
Number of retired or separated participants receiving benefits 2016-01-01 17
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 7
Total participants 2016-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: RET PL FOR THE EMP OF FAM OF H. PHIPPS 2015 401k membership
Total participants, beginning-of-year 2015-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 18
Number of retired or separated participants receiving benefits 2015-01-01 17
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 8
Total participants 2015-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: RET PL FOR THE EMP OF FAM OF H. PHIPPS 2022 401k membership
Market value of plan assets	2022-12-31	5,173,732
Acturial value of plan assets	2022-12-31	5,173,732
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	1,268,312
Number of terminated vested participants	2022-12-31	3
Fundng target for terminated vested participants	2022-12-31	55,265
Active participant vested funding target	2022-12-31	3,302,549
Number of active participants	2022-12-31	15
Total funding liabilities for active participants	2022-12-31	3,302,549
Total participant count	2022-12-31	33
Total funding target for all participants	2022-12-31	4,626,126
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	0
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	0
Present value of excess contributions	2022-12-31	156,803
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	165,615
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from 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	105,074
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: RET PL FOR THE EMP OF FAM OF H. PHIPPS 2021 401k membership
Market value of plan assets	2021-12-31	4,774,478
Acturial value of plan assets	2021-12-31	4,491,207
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	1,380,574
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	48,238
Active participant vested funding target	2021-12-31	2,798,080
Number of active participants	2021-12-31	15
Total funding liabilities for active participants	2021-12-31	2,871,607
Total participant count	2021-12-31	35
Total funding target for all participants	2021-12-31	4,300,419
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	0
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	0
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	160,350
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	156,803
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	156,879
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	156,803
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: RET PL FOR THE EMP OF FAM OF H. PHIPPS 2020 401k membership
Market value of plan assets	2020-12-31	4,168,217
Acturial value of plan assets	2020-12-31	4,053,188
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	1,420,948
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	47,062
Active participant vested funding target	2020-12-31	2,965,104
Number of active participants	2020-12-31	16
Total funding liabilities for active participants	2020-12-31	3,054,376
Total participant count	2020-12-31	38
Total funding target for all participants	2020-12-31	4,522,386
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	0
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	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	332,273
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	320,699
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	150,601
Net shortfall amortization installment of oustanding balance	2020-12-31	469,198
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	320,699
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	320,699
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	320,699
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	37
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	15
Number of retired or separated participants receiving benefits	2020-01-01	9
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	7
Total participants	2020-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: RET PL FOR THE EMP OF FAM OF H. PHIPPS 2019 401k membership
Market value of plan assets	2019-12-31	3,482,112
Acturial value of plan assets	2019-12-31	3,670,931
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	1,551,769
Number of terminated vested participants	2019-12-31	3
Fundng target for terminated vested participants	2019-12-31	42,503
Active participant vested funding target	2019-12-31	2,641,689
Number of active participants	2019-12-31	16
Total funding liabilities for active participants	2019-12-31	2,732,283
Total participant count	2019-12-31	40
Total funding target for all participants	2019-12-31	4,326,555
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	0
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	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	51
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	54
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	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	0
Total employer contributions	2019-12-31	348,499
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	336,284
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	161,080
Net shortfall amortization installment of oustanding balance	2019-12-31	655,624
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	336,284
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	0
Additional cash requirement	2019-12-31	336,284
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	336,284
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	39
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	16
Number of retired or separated participants receiving benefits	2019-01-01	11
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	7
Total participants	2019-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: RET PL FOR THE EMP OF FAM OF H. PHIPPS 2018 401k membership
Market value of plan assets	2018-12-31	3,506,924
Acturial value of plan assets	2018-12-31	3,414,979
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	1,762,804
Number of terminated vested participants	2018-12-31	3
Fundng target for terminated vested participants	2018-12-31	38,392
Active participant vested funding target	2018-12-31	2,352,717
Number of active participants	2018-12-31	16
Total funding liabilities for active participants	2018-12-31	2,443,184
Total participant count	2018-12-31	42
Total funding target for all participants	2018-12-31	4,244,380
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	0
Total employer contributions	2018-12-31	368,006
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	351,189
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	171,485
Net shortfall amortization installment of oustanding balance	2018-12-31	829,401
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	351,138
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	0
Additional cash requirement	2018-12-31	351,138
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	351,189
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	41
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	16
Number of retired or separated participants receiving benefits	2018-01-01	12
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	8
Total participants	2018-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: RET PL FOR THE EMP OF FAM OF H. PHIPPS 2017 401k membership
Market value of plan assets	2017-12-31	3,076,165
Acturial value of plan assets	2017-12-31	3,198,629
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	1,808,579
Number of terminated vested participants	2017-12-31	3
Fundng target for terminated vested participants	2017-12-31	33,382
Active participant vested funding target	2017-12-31	2,012,029
Number of active participants	2017-12-31	16
Total funding liabilities for active participants	2017-12-31	2,101,824
Total participant count	2017-12-31	44
Total funding target for all participants	2017-12-31	3,943,785
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	315,124
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	301,125
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	153,857
Net shortfall amortization installment of oustanding balance	2017-12-31	745,156
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	301,125
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	301,125
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	301,125
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	43
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	16
Number of retired or separated participants receiving benefits	2017-01-01	14
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	8
Total participants	2017-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: RET PL FOR THE EMP OF FAM OF H. PHIPPS 2016 401k membership
Market value of plan assets	2016-12-31	3,121,765
Acturial value of plan assets	2016-12-31	3,298,776
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	1,636,655
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	29,808
Active participant vested funding target	2016-12-31	2,034,913
Number of active participants	2016-12-31	18
Total funding liabilities for active participants	2016-12-31	2,122,537
Total participant count	2016-12-31	46
Total funding target for all participants	2016-12-31	3,789,000
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	0
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	0
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	120
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	128
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	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	286,677
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	273,603
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	179,849
Net shortfall amortization installment of oustanding balance	2016-12-31	490,224
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	273,603
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	273,603
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	273,603
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	46
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	16
Number of retired or separated participants receiving benefits	2016-01-01	17
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	7
Total participants	2016-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: RET PL FOR THE EMP OF FAM OF H. PHIPPS 2015 401k membership
Total participants, beginning-of-year	2015-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	18
Number of retired or separated participants receiving benefits	2015-01-01	17
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	8
Total participants	2015-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on RET PL FOR THE EMP OF FAM OF H. PHIPPS

Measure	Date	Value
2020 : RET PL FOR THE EMP OF FAM OF H. PHIPPS 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$933
Total plan liabilities at beginning of year	2020-12-31	$2,262
Total income from all sources	2020-12-31	$831,191
Expenses. Total of all expenses incurred	2020-12-31	$219,589
Benefits paid (including direct rollovers)	2020-12-31	$153,999
Total plan assets at end of year	2020-12-31	$4,695,785
Total plan assets at beginning of year	2020-12-31	$4,085,512
Expenses. Other expenses not covered elsewhere	2020-12-31	$65,590
Other income received	2020-12-31	$493,834
Net income (gross income less expenses)	2020-12-31	$611,602
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,694,852
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,083,250
Total contributions received or receivable from employer(s)	2020-12-31	$337,357
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : RET PL FOR THE EMP OF FAM OF H. PHIPPS 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$2,262
Total plan liabilities at beginning of year	2019-12-31	$2,769
Total income from all sources	2019-12-31	$973,729
Expenses. Total of all expenses incurred	2019-12-31	$233,043
Benefits paid (including direct rollovers)	2019-12-31	$172,175
Total plan assets at end of year	2019-12-31	$4,085,512
Total plan assets at beginning of year	2019-12-31	$3,345,333
Expenses. Other expenses not covered elsewhere	2019-12-31	$60,868
Other income received	2019-12-31	$568,166
Net income (gross income less expenses)	2019-12-31	$740,686
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,083,250
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,342,564
Total contributions received or receivable from employer(s)	2019-12-31	$405,563
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : RET PL FOR THE EMP OF FAM OF H. PHIPPS 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$2,769
Total plan liabilities at beginning of year	2018-12-31	$193
Total income from all sources	2018-12-31	$183,346
Expenses. Total of all expenses incurred	2018-12-31	$239,453
Benefits paid (including direct rollovers)	2018-12-31	$178,672
Total plan assets at end of year	2018-12-31	$3,345,333
Total plan assets at beginning of year	2018-12-31	$3,398,864
Expenses. Other expenses not covered elsewhere	2018-12-31	$60,781
Other income received	2018-12-31	$-152,474
Net income (gross income less expenses)	2018-12-31	$-56,107
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,342,564
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,398,671
Total contributions received or receivable from employer(s)	2018-12-31	$335,820
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : RET PL FOR THE EMP OF FAM OF H. PHIPPS 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$193
Total plan liabilities at beginning of year	2017-12-31	$183
Total income from all sources	2017-12-31	$674,567
Expenses. Total of all expenses incurred	2017-12-31	$254,330
Benefits paid (including direct rollovers)	2017-12-31	$195,832
Total plan assets at end of year	2017-12-31	$3,398,864
Total plan assets at beginning of year	2017-12-31	$2,978,617
Other income received	2017-12-31	$370,066
Net income (gross income less expenses)	2017-12-31	$420,237
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,398,671
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,978,434
Total contributions received or receivable from employer(s)	2017-12-31	$304,501
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$58,498
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : RET PL FOR THE EMP OF FAM OF H. PHIPPS 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$183
Total plan liabilities at beginning of year	2016-12-31	$7,658
Total income from all sources	2016-12-31	$384,330
Expenses. Total of all expenses incurred	2016-12-31	$456,002
Benefits paid (including direct rollovers)	2016-12-31	$396,406
Total plan assets at end of year	2016-12-31	$2,978,617
Total plan assets at beginning of year	2016-12-31	$3,057,764
Other income received	2016-12-31	$122,226
Net income (gross income less expenses)	2016-12-31	$-71,672
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,978,434
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,050,106
Total contributions received or receivable from employer(s)	2016-12-31	$262,104
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$59,596
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : RET PL FOR THE EMP OF FAM OF H. PHIPPS 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$7,658
Total plan liabilities at beginning of year	2015-12-31	$5,248
Total income from all sources	2015-12-31	$380,215
Expenses. Total of all expenses incurred	2015-12-31	$283,645
Benefits paid (including direct rollovers)	2015-12-31	$181,254
Total plan assets at end of year	2015-12-31	$3,057,764
Total plan assets at beginning of year	2015-12-31	$2,958,784
Other income received	2015-12-31	$-20,381
Net income (gross income less expenses)	2015-12-31	$96,570
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,050,106
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,953,536
Total contributions received or receivable from employer(s)	2015-12-31	$400,596
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$102,391
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for RET PL FOR THE EMP OF FAM OF H. PHIPPS

2020: RET PL FOR THE EMP OF FAM OF H. PHIPPS 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple 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: RET PL FOR THE EMP OF FAM OF H. PHIPPS 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple 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: RET PL FOR THE EMP OF FAM OF H. PHIPPS 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple 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: RET PL FOR THE EMP OF FAM OF H. PHIPPS 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple 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: RET PL FOR THE EMP OF FAM OF H. PHIPPS 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple 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: RET PL FOR THE EMP OF FAM OF H. PHIPPS 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple 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

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Company Name:	FAMILY OF HOWARD PHIPPS
Employer identification number (EIN):	131830011
NAIC Classification:	812990
NAIC Description:	All Other Personal Services

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	MATTHEW TOGLIA	2023-10-13
001	2021-01-01	MATTHEW TOGLIA	2022-10-11
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MATTHEW TOGLIA
001	2016-01-01	MATTHEW TOGLIA
001	2015-01-01	MATTHEW TOGLIA