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Plan Name | THE ROD BECKSTROM GROUP DBA BECKSTROM CASH BALANCE PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | THE ROD BECKSTROM GROUP DBA BECKSTROM |
Employer identification number (EIN): | 203717746 |
NAIC Classification: | 561490 |
Additional information about THE ROD BECKSTROM GROUP DBA BECKSTROM
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 2005-10-28 |
Company Identification Number: | C2786084 |
Legal Registered Office Address: |
2030 E Cliff Dr Santa Cruz United States of America (USA) 95062 |
More information about THE ROD BECKSTROM GROUP DBA BECKSTROM
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-01-01 | ROD BECKSTROM | 2021-10-20 | ||
001 | 2020-01-01 | ROD BECKSTROM | 2021-08-18 | ||
001 | 2019-01-01 | ROD BECKSTROM | 2020-10-07 | ||
001 | 2018-01-01 | ROD BECKSTROM | 2019-10-09 |
Measure | Date | Value |
---|---|---|
2021: THE ROD BECKSTROM GROUP DBA BECKSTROM CASH BALANCE PLAN 2021 401k membership | ||
Market value of plan assets | 2021-09-30 | 1,484,571 |
Acturial value of plan assets | 2021-09-30 | 1,484,571 |
Funding target for retired participants and beneficiaries receiving payment | 2021-09-30 | 0 |
Number of terminated vested participants | 2021-09-30 | 0 |
Fundng target for terminated vested participants | 2021-09-30 | 0 |
Active participant vested funding target | 2021-09-30 | 1,493,730 |
Number of active participants | 2021-09-30 | 3 |
Total funding liabilities for active participants | 2021-09-30 | 1,493,730 |
Total participant count | 2021-09-30 | 3 |
Total funding target for all participants | 2021-09-30 | 1,493,730 |
Balance at beginning of prior year after applicable adjustments | 2021-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-09-30 | 0 |
Amount remaining of carryover balance | 2021-09-30 | 0 |
Amount remaining of prefunding balance | 2021-09-30 | 0 |
Present value of excess contributions | 2021-09-30 | 17 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-09-30 | 17 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-09-30 | 0 |
Balance of carryovers at beginning of current year | 2021-09-30 | 0 |
Balance of prefunding at beginning of current year | 2021-09-30 | 0 |
Total employer contributions | 2021-09-30 | 51,000 |
Total employee contributions | 2021-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-09-30 | 49,221 |
Unpaid minimum required contributions for all prior years | 2021-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-09-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2021-09-30 | 9,159 |
Waiver amortization installment | 2021-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-09-30 | 1,691 |
Carryover balance elected to use to offset funding requirement | 2021-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-09-30 | 0 |
Additional cash requirement | 2021-09-30 | 1,691 |
Contributions allocatedtoward minimum required contributions for current year | 2021-09-30 | 49,221 |
Unpaid minimum required contributions for current year | 2021-09-30 | 0 |
Unpaid minimum required contributions for all years | 2021-09-30 | 0 |
2020: THE ROD BECKSTROM GROUP DBA BECKSTROM CASH BALANCE PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 1,471,164 |
Acturial value of plan assets | 2020-12-31 | 1,471,164 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 0 |
Fundng target for terminated vested participants | 2020-12-31 | 0 |
Active participant vested funding target | 2020-12-31 | 1,532,718 |
Number of active participants | 2020-12-31 | 3 |
Total funding liabilities for active participants | 2020-12-31 | 1,532,718 |
Total participant count | 2020-12-31 | 3 |
Total funding target for all participants | 2020-12-31 | 1,532,718 |
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 | 68 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 68 |
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 | 13,492 |
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 | 13,359 |
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 | 0 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 61,554 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 13,342 |
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 | 13,342 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 13,359 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: THE ROD BECKSTROM GROUP DBA BECKSTROM CASH BALANCE PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 1,427,064 |
Acturial value of plan assets | 2019-12-31 | 1,427,064 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 0 |
Fundng target for terminated vested participants | 2019-12-31 | 0 |
Active participant vested funding target | 2019-12-31 | 1,472,412 |
Number of active participants | 2019-12-31 | 3 |
Total funding liabilities for active participants | 2019-12-31 | 1,472,412 |
Total participant count | 2019-12-31 | 3 |
Total funding target for all participants | 2019-12-31 | 1,472,412 |
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 | 1,049 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 1,049 |
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 | 9,998 |
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 | 9,555 |
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 | 45,348 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 9,487 |
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 | 9,487 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 9,555 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: THE ROD BECKSTROM GROUP DBA BECKSTROM CASH BALANCE PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 766,961 |
Acturial value of plan assets | 2018-12-31 | 766,961 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 0 |
Fundng target for terminated vested participants | 2018-12-31 | 0 |
Active participant vested funding target | 2018-12-31 | 876,146 |
Number of active participants | 2018-12-31 | 3 |
Total funding liabilities for active participants | 2018-12-31 | 876,146 |
Total participant count | 2018-12-31 | 3 |
Total funding target for all participants | 2018-12-31 | 876,146 |
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 | 776 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 776 |
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 | 517,172 |
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 | 500,081 |
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 | 481,208 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 109,185 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 499,032 |
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 | 499,032 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 500,081 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |