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EMPLOYEE BENEFITS PLAN OF TRINITY ALLIANCE OF THE CAPITAL REGION, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFITS PLAN OF TRINITY ALLIANCE OF THE CAPITAL REGION, INC.
Plan identification number 001

EMPLOYEE BENEFITS PLAN OF TRINITY ALLIANCE OF THE CAPITAL REGION, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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).
  • 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

TRINITY ALLIANCE OF THE CAPITAL REGION, INC. has sponsored the creation of one or more 401k plans.

Company Name:TRINITY ALLIANCE OF THE CAPITAL REGION, INC.
Employer identification number (EIN):141340122
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about TRINITY ALLIANCE OF THE CAPITAL REGION, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1921-08-02
Company Identification Number: 16750
Legal Registered Office Address: 15 TRINITY PLACE
Albany
ALBANY
United States of America (USA)
12202

More information about TRINITY ALLIANCE OF THE CAPITAL REGION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF TRINITY ALLIANCE OF THE CAPITAL REGION, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01HARRIS OBERLANDER2020-10-09 HARRIS OBERLANDER2020-10-09
0012019-01-01HARRIS OBERLANDER2020-10-09 HARRIS OBERLANDER2020-10-09
0012018-01-01HARRIS OBERLANDER2019-10-04 HARRIS OBERLANDER2019-10-04
0012017-01-01HARRIS OBERLANDER2018-10-15 HARRIS OBERLANDER2018-10-15
0012016-01-01HARRIS OBERLANDER2017-10-13 HARRIS OBERLANDER2017-10-13
0012015-01-01HARRIS OBERLANDER2016-10-05 HARRIS OBERLANDER2016-10-05
0012014-01-01HARRIS OBERLANDER2015-10-07 HARRIS OBERLANDER2015-10-07
0012013-01-01HARRIS OBERLANDER2014-10-08 HARRIS OBERLANDER2014-10-08
0012012-01-01HARRIS OBERLANDER2013-09-26 HARRIS OBERLANDER2013-09-26
0012011-01-01HARRIS OBERLANDER2012-10-15 HARRIS OBERLANDER2012-10-15
0012010-01-01HARRIS OBERLANDER2011-10-12 HARRIS OBERLANDER2011-10-12

Plan Statistics for EMPLOYEE BENEFITS PLAN OF TRINITY ALLIANCE OF THE CAPITAL REGION, INC.

401k plan membership statisitcs for EMPLOYEE BENEFITS PLAN OF TRINITY ALLIANCE OF THE CAPITAL REGION, INC.

Measure Date Value
2019: EMPLOYEE BENEFITS PLAN OF TRINITY ALLIANCE OF THE CAPITAL REGION, INC. 2019 401k membership
Market value of plan assets2019-12-31590,502
Acturial value of plan assets2019-12-31614,760
Funding target for retired participants and beneficiaries receiving payment2019-12-31446,191
Number of terminated vested participants2019-12-316
Fundng target for terminated vested participants2019-12-3191,173
Active participant vested funding target2019-12-3176,970
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-3176,970
Total participant count2019-12-3114
Total funding target for all participants2019-12-31614,334
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3123,319
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3123,319
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3122,419
Total employer contributions2019-12-31159,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31149,217
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-317,741
Total funding amount beforereflecting carryover/prefunding balances2019-12-317,741
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-317,741
Contributions allocatedtoward minimum required contributions for current year2019-12-31149,217
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: EMPLOYEE BENEFITS PLAN OF TRINITY ALLIANCE OF THE CAPITAL REGION, INC. 2018 401k membership
Market value of plan assets2018-12-31660,864
Acturial value of plan assets2018-12-31636,772
Funding target for retired participants and beneficiaries receiving payment2018-12-31427,589
Number of terminated vested participants2018-12-316
Fundng target for terminated vested participants2018-12-3179,507
Active participant vested funding target2018-12-3168,037
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-3168,037
Total participant count2018-12-3114
Total funding target for all participants2018-12-31575,133
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3120,999
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3120,999
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3123,319
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-318,621
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: EMPLOYEE BENEFITS PLAN OF TRINITY ALLIANCE OF THE CAPITAL REGION, INC. 2017 401k membership
Market value of plan assets2017-12-31632,920
Acturial value of plan assets2017-12-31638,126
Funding target for retired participants and beneficiaries receiving payment2017-12-31354,580
Number of terminated vested participants2017-12-318
Fundng target for terminated vested participants2017-12-31135,355
Active participant vested funding target2017-12-3161,864
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-3161,864
Total participant count2017-12-3115
Total funding target for all participants2017-12-31551,799
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3119,239
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3119,239
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3120,999
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-318,212
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: EMPLOYEE BENEFITS PLAN OF TRINITY ALLIANCE OF THE CAPITAL REGION, INC. 2016 401k membership
Market value of plan assets2016-12-31614,481
Acturial value of plan assets2016-12-31648,080
Funding target for retired participants and beneficiaries receiving payment2016-12-31353,290
Number of terminated vested participants2016-12-318
Fundng target for terminated vested participants2016-12-31122,077
Active participant vested funding target2016-12-3156,430
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-3156,430
Total participant count2016-12-3115
Total funding target for all participants2016-12-31531,797
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3119,408
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3119,408
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3119,239
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-317,981
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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