401k Plan data: EMPLOYEES' PENSION PLAN OF AMERICAN ORT, INC. plan

EMPLOYEES' PENSION PLAN OF AMERICAN ORT, INC. 401k Plan overview

Plan Name	EMPLOYEES' PENSION PLAN OF AMERICAN ORT, INC.
Plan identification number	002

EMPLOYEES' PENSION PLAN OF AMERICAN ORT, INC. Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ORT AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name: ORT AMERICA, INC.

Employer identification number (EIN): 135562424

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about ORT AMERICA, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1969-10-20

Company Identification Number: 283690

More information about ORT AMERICA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES' PENSION PLAN OF AMERICAN ORT, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JEFFREY COOPER 2023-10-16 JEFFREY COOPER 2023-10-16
002 2021-01-01 JEFFREY COOPER 2022-10-17
002 2021-01-01 JEFFREY COOPER 2022-10-11 JEFFREY COOPER 2022-10-11
002 2020-01-01 JEFFREY COOPER 2021-10-14 JEFFREY COOPER 2021-10-14
002 2019-01-01 JEFFREY COOPER 2020-10-08 JEFFREY COOPER 2020-10-08
002 2018-01-01 JEFFREY COOPER 2019-10-28
002 2017-01-01 JEFFREY COOPER 2018-10-17
002 2016-01-01 JEFFREY COOPER 2017-10-16
002 2015-01-01 JEFFREY COOPER 2016-10-17
002 2014-01-01 JEFFREY COOPER 2015-10-14
002 2013-01-01 JEFFREY COOPER 2014-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JEFFREY COOPER	2023-10-16	JEFFREY COOPER	2023-10-16
002	2021-01-01	JEFFREY COOPER	2022-10-17
002	2021-01-01	JEFFREY COOPER	2022-10-11	JEFFREY COOPER	2022-10-11
002	2020-01-01	JEFFREY COOPER	2021-10-14	JEFFREY COOPER	2021-10-14
002	2019-01-01	JEFFREY COOPER	2020-10-08	JEFFREY COOPER	2020-10-08
002	2018-01-01	JEFFREY COOPER	2019-10-28
002	2017-01-01	JEFFREY COOPER	2018-10-17
002	2016-01-01	JEFFREY COOPER	2017-10-16
002	2015-01-01	JEFFREY COOPER	2016-10-17
002	2014-01-01	JEFFREY COOPER	2015-10-14
002	2013-01-01	JEFFREY COOPER	2014-10-13

Plan Statistics for EMPLOYEES' PENSION PLAN OF AMERICAN ORT, INC.

401k plan membership statisitcs for EMPLOYEES' PENSION PLAN OF AMERICAN ORT, INC.

Measure Date Value
2022: EMPLOYEES' PENSION PLAN OF AMERICAN ORT, INC. 2022 401k membership
Market value of plan assets 2022-12-31 8,177,555
Acturial value of plan assets 2022-12-31 7,542,040
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 5,475,537
Number of terminated vested participants 2022-12-31 26
Fundng target for terminated vested participants 2022-12-31 1,238,797
Active participant vested funding target 2022-12-31 0
Number of active participants 2022-12-31 0
Total funding liabilities for active participants 2022-12-31 0
Total participant count 2022-12-31 72
Total funding target for all participants 2022-12-31 6,714,334
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
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
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 90,000
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: EMPLOYEES' PENSION PLAN OF AMERICAN ORT, INC. 2021 401k membership
Market value of plan assets 2021-12-31 7,890,804
Acturial value of plan assets 2021-12-31 7,101,724
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 5,549,543
Number of terminated vested participants 2021-12-31 29
Fundng target for terminated vested participants 2021-12-31 1,246,643
Active participant vested funding target 2021-12-31 0
Number of active participants 2021-12-31 0
Total funding liabilities for active participants 2021-12-31 0
Total participant count 2021-12-31 75
Total funding target for all participants 2021-12-31 6,796,186
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 8,224
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 8,685
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 0
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 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 2021-12-31 104,000
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 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: EMPLOYEES' PENSION PLAN OF AMERICAN ORT, INC. 2020 401k membership
Market value of plan assets 2020-12-31 7,452,894
Acturial value of plan assets 2020-12-31 7,174,177
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 5,632,686
Number of terminated vested participants 2020-12-31 32
Fundng target for terminated vested participants 2020-12-31 1,312,371
Active participant vested funding target 2020-12-31 0
Number of active participants 2020-12-31 0
Total funding liabilities for active participants 2020-12-31 0
Total participant count 2020-12-31 78
Total funding target for all participants 2020-12-31 6,945,057
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 1
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 1
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 8,690
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 8,224
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 2020-12-31 120,000
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 8,224
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: EMPLOYEES' PENSION PLAN OF AMERICAN ORT, INC. 2019 401k membership
Market value of plan assets 2019-12-31 6,762,246
Acturial value of plan assets 2019-12-31 7,195,895
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 5,573,452
Number of terminated vested participants 2019-12-31 35
Fundng target for terminated vested participants 2019-12-31 1,933,067
Active participant vested funding target 2019-12-31 0
Number of active participants 2019-12-31 0
Total funding liabilities for active participants 2019-12-31 0
Total participant count 2019-12-31 81
Total funding target for all participants 2019-12-31 7,506,519
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 4,982
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 4,761
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 0
Net shortfall amortization installment of oustanding balance 2019-12-31 310,624
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 4,760
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 4,760
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 4,761
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: EMPLOYEES' PENSION PLAN OF AMERICAN ORT, INC. 2018 401k membership
Market value of plan assets 2018-12-31 7,667,206
Acturial value of plan assets 2018-12-31 7,288,577
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 5,845,041
Number of terminated vested participants 2018-12-31 40
Fundng target for terminated vested participants 2018-12-31 2,004,333
Active participant vested funding target 2018-12-31 0
Number of active participants 2018-12-31 0
Total funding liabilities for active participants 2018-12-31 0
Total participant count 2018-12-31 83
Total funding target for all participants 2018-12-31 7,849,374
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 14
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 15
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 2018-12-31 131,288
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 2018-12-31 125,455
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 23,000
Net shortfall amortization installment of oustanding balance 2018-12-31 560,797
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 125,455
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 2018-12-31 125,455
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 125,455
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: EMPLOYEES' PENSION PLAN OF AMERICAN ORT, INC. 2017 401k membership
Market value of plan assets 2017-12-31 7,148,878
Acturial value of plan assets 2017-12-31 7,275,502
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 5,937,338
Number of terminated vested participants 2017-12-31 40
Fundng target for terminated vested participants 2017-12-31 1,652,377
Active participant vested funding target 2017-12-31 0
Number of active participants 2017-12-31 0
Total funding liabilities for active participants 2017-12-31 0
Total participant count 2017-12-31 86
Total funding target for all participants 2017-12-31 7,589,715
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 2017-12-31 176,180
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 2017-12-31 167,675
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 15,000
Net shortfall amortization installment of oustanding balance 2017-12-31 314,213
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 167,661
Additional cash requirement 2017-12-31 167,661
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 167,675
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: EMPLOYEES' PENSION PLAN OF AMERICAN ORT, INC. 2016 401k membership
Market value of plan assets 2016-12-31 6,826,287
Acturial value of plan assets 2016-12-31 7,161,094
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 4,658,475
Number of terminated vested participants 2016-12-31 44
Fundng target for terminated vested participants 2016-12-31 2,549,377
Active participant vested funding target 2016-12-31 422,909
Number of active participants 2016-12-31 1
Total funding liabilities for active participants 2016-12-31 422,909
Total participant count 2016-12-31 89
Total funding target for all participants 2016-12-31 7,630,761
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 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
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 2016-12-31 358,768
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 2016-12-31 341,528
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 45,000
Net shortfall amortization installment of oustanding balance 2016-12-31 469,667
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 341,528
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 2016-12-31 341,528
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 341,528
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: EMPLOYEES' PENSION PLAN OF AMERICAN ORT, INC. 2022 401k membership
Market value of plan assets	2022-12-31	8,177,555
Acturial value of plan assets	2022-12-31	7,542,040
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	5,475,537
Number of terminated vested participants	2022-12-31	26
Fundng target for terminated vested participants	2022-12-31	1,238,797
Active participant vested funding target	2022-12-31	0
Number of active participants	2022-12-31	0
Total funding liabilities for active participants	2022-12-31	0
Total participant count	2022-12-31	72
Total funding target for all participants	2022-12-31	6,714,334
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
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
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	90,000
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: EMPLOYEES' PENSION PLAN OF AMERICAN ORT, INC. 2021 401k membership
Market value of plan assets	2021-12-31	7,890,804
Acturial value of plan assets	2021-12-31	7,101,724
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	5,549,543
Number of terminated vested participants	2021-12-31	29
Fundng target for terminated vested participants	2021-12-31	1,246,643
Active participant vested funding target	2021-12-31	0
Number of active participants	2021-12-31	0
Total funding liabilities for active participants	2021-12-31	0
Total participant count	2021-12-31	75
Total funding target for all participants	2021-12-31	6,796,186
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	8,224
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	8,685
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	0
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	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	104,000
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	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: EMPLOYEES' PENSION PLAN OF AMERICAN ORT, INC. 2020 401k membership
Market value of plan assets	2020-12-31	7,452,894
Acturial value of plan assets	2020-12-31	7,174,177
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	5,632,686
Number of terminated vested participants	2020-12-31	32
Fundng target for terminated vested participants	2020-12-31	1,312,371
Active participant vested funding target	2020-12-31	0
Number of active participants	2020-12-31	0
Total funding liabilities for active participants	2020-12-31	0
Total participant count	2020-12-31	78
Total funding target for all participants	2020-12-31	6,945,057
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	1
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	1
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	8,690
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	8,224
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	120,000
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	8,224
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: EMPLOYEES' PENSION PLAN OF AMERICAN ORT, INC. 2019 401k membership
Market value of plan assets	2019-12-31	6,762,246
Acturial value of plan assets	2019-12-31	7,195,895
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	5,573,452
Number of terminated vested participants	2019-12-31	35
Fundng target for terminated vested participants	2019-12-31	1,933,067
Active participant vested funding target	2019-12-31	0
Number of active participants	2019-12-31	0
Total funding liabilities for active participants	2019-12-31	0
Total participant count	2019-12-31	81
Total funding target for all participants	2019-12-31	7,506,519
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	4,982
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	4,761
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	0
Net shortfall amortization installment of oustanding balance	2019-12-31	310,624
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	4,760
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	4,760
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	4,761
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: EMPLOYEES' PENSION PLAN OF AMERICAN ORT, INC. 2018 401k membership
Market value of plan assets	2018-12-31	7,667,206
Acturial value of plan assets	2018-12-31	7,288,577
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	5,845,041
Number of terminated vested participants	2018-12-31	40
Fundng target for terminated vested participants	2018-12-31	2,004,333
Active participant vested funding target	2018-12-31	0
Number of active participants	2018-12-31	0
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	83
Total funding target for all participants	2018-12-31	7,849,374
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	14
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	15
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	131,288
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	125,455
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	23,000
Net shortfall amortization installment of oustanding balance	2018-12-31	560,797
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	125,455
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	125,455
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	125,455
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: EMPLOYEES' PENSION PLAN OF AMERICAN ORT, INC. 2017 401k membership
Market value of plan assets	2017-12-31	7,148,878
Acturial value of plan assets	2017-12-31	7,275,502
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	5,937,338
Number of terminated vested participants	2017-12-31	40
Fundng target for terminated vested participants	2017-12-31	1,652,377
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	0
Total funding liabilities for active participants	2017-12-31	0
Total participant count	2017-12-31	86
Total funding target for all participants	2017-12-31	7,589,715
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	176,180
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	167,675
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	15,000
Net shortfall amortization installment of oustanding balance	2017-12-31	314,213
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	167,661
Additional cash requirement	2017-12-31	167,661
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	167,675
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: EMPLOYEES' PENSION PLAN OF AMERICAN ORT, INC. 2016 401k membership
Market value of plan assets	2016-12-31	6,826,287
Acturial value of plan assets	2016-12-31	7,161,094
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	4,658,475
Number of terminated vested participants	2016-12-31	44
Fundng target for terminated vested participants	2016-12-31	2,549,377
Active participant vested funding target	2016-12-31	422,909
Number of active participants	2016-12-31	1
Total funding liabilities for active participants	2016-12-31	422,909
Total participant count	2016-12-31	89
Total funding target for all participants	2016-12-31	7,630,761
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	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
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	358,768
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	341,528
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	45,000
Net shortfall amortization installment of oustanding balance	2016-12-31	469,667
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	341,528
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	341,528
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	341,528
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	ORT AMERICA, INC.
Employer identification number (EIN):	135562424
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1969-10-20
Company Identification Number:	283690