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THOMAS A. GEISLER & CO., PC CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameTHOMAS A. GEISLER & CO., PC CASH BALANCE PENSION PLAN
Plan identification number 002

THOMAS A. GEISLER & CO., PC CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

THOMAS A. GEISLER & CO., PC has sponsored the creation of one or more 401k plans.

Company Name:THOMAS A. GEISLER & CO., PC
Employer identification number (EIN):232378467
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS A. GEISLER & CO., PC CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01THOMAS GEISLER2023-09-07
0022021-01-01THOMAS GEISLER2022-09-28
0022020-01-01THOMAS GEISLER2021-08-23
0022018-01-01THOMAS GEISLER2019-08-22
0022017-01-01THOMAS GEISLER2018-07-02
0022016-01-01THOMAS GEISLER2017-06-19
0022015-01-01THOMAS GEISLER2016-05-23
0022014-01-01THOMAS GEISLER2015-05-27
0022013-01-01THOMAS GEISLER2014-07-15
0022012-01-01THOMAS GEISLER2013-07-01
0022011-01-01THOMAS GEISLER2012-08-14
0022010-01-01THOMAS GEISLER2011-06-10

Plan Statistics for THOMAS A. GEISLER & CO., PC CASH BALANCE PENSION PLAN

401k plan membership statisitcs for THOMAS A. GEISLER & CO., PC CASH BALANCE PENSION PLAN

Measure Date Value
2022: THOMAS A. GEISLER & CO., PC CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-311,653,501
Acturial value of plan assets2022-12-311,653,501
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-311,345,827
Number of active participants2022-12-316
Total funding liabilities for active participants2022-12-311,345,827
Total participant count2022-12-316
Total funding target for all participants2022-12-311,345,827
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31152,861
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-319,927
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31142,934
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31164,831
Total employer contributions2022-12-31154,918
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31143,437
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31208,522
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3165,679
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-3165,679
Contributions allocatedtoward minimum required contributions for current year2022-12-31143,437
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: THOMAS A. GEISLER & CO., PC CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-311,375,072
Acturial value of plan assets2021-12-311,375,072
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-311
Fundng target for terminated vested participants2021-12-3146,240
Active participant vested funding target2021-12-311,103,993
Number of active participants2021-12-317
Total funding liabilities for active participants2021-12-311,108,982
Total participant count2021-12-318
Total funding target for all participants2021-12-311,155,222
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31145,540
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31145,540
Present value of excess contributions2021-12-3175,501
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3179,185
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31152,861
Total employer contributions2021-12-31128,666
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31122,868
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31199,784
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31132,795
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-319,927
Additional cash requirement2021-12-31122,868
Contributions allocatedtoward minimum required contributions for current year2021-12-31122,868
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: THOMAS A. GEISLER & CO., PC CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-311,178,040
Acturial value of plan assets2020-12-311,178,040
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-31891,590
Number of active participants2020-12-318
Total funding liabilities for active participants2020-12-31892,720
Total participant count2020-12-318
Total funding target for all participants2020-12-31892,720
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31162,730
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3144,539
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31118,191
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31145,540
Total employer contributions2020-12-31141,657
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31133,518
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31197,797
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3158,017
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3158,017
Contributions allocatedtoward minimum required contributions for current year2020-12-31133,518
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: THOMAS A. GEISLER & CO., PC CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31870,898
Acturial value of plan assets2019-12-31870,898
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-31666,310
Number of active participants2019-12-316
Total funding liabilities for active participants2019-12-31666,310
Total participant count2019-12-316
Total funding target for all participants2019-12-31666,310
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31176,880
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 balance2019-12-31176,880
Present value of excess contributions2019-12-31120,383
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31126,017
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 year2019-12-31162,730
Total employer contributions2019-12-31110,692
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 date2019-12-31104,899
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 cost2019-12-31191,296
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31149,438
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3144,539
Additional cash requirement2019-12-31104,899
Contributions allocatedtoward minimum required contributions for current year2019-12-31104,899
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: THOMAS A. GEISLER & CO., PC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31817,679
Acturial value of plan assets2018-12-31817,679
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-315,343
Active participant vested funding target2018-12-31575,283
Number of active participants2018-12-316
Total funding liabilities for active participants2018-12-31575,283
Total participant count2018-12-317
Total funding target for all participants2018-12-31580,626
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31130,566
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 balance2018-12-31130,566
Present value of excess contributions2018-12-3123,708
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3124,815
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3124,000
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 year2018-12-31176,880
Total employer contributions2018-12-31132,838
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 date2018-12-31127,523
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 cost2018-12-3167,313
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-317,140
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-317,140
Contributions allocatedtoward minimum required contributions for current year2018-12-31127,523
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: THOMAS A. GEISLER & CO., PC CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31620,133
Acturial value of plan assets2017-12-31620,133
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31485,804
Number of active participants2017-12-317
Total funding liabilities for active participants2017-12-31486,653
Total participant count2017-12-317
Total funding target for all participants2017-12-31486,653
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31113,101
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 balance2017-12-31113,101
Present value of excess contributions2017-12-3138,803
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3141,100
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3110,000
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 year2017-12-31130,566
Total employer contributions2017-12-3191,902
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 date2017-12-3188,043
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 cost2017-12-3167,249
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3164,335
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3164,335
Contributions allocatedtoward minimum required contributions for current year2017-12-3188,043
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: THOMAS A. GEISLER & CO., PC CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31502,826
Acturial value of plan assets2016-12-31502,826
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-3113,341
Active participant vested funding target2016-12-31372,761
Number of active participants2016-12-317
Total funding liabilities for active participants2016-12-31372,761
Total participant count2016-12-318
Total funding target for all participants2016-12-31386,102
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31110,521
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31110,521
Present value of excess contributions2016-12-3139,658
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3142,097
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-315,000
Reductions in caryover balances due to elections or deemed elections2016-12-310
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 year2016-12-31113,101
Total employer contributions2016-12-3198,726
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 date2016-12-3194,383
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 cost2016-12-3159,203
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 balances2016-12-3155,580
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3155,580
Contributions allocatedtoward minimum required contributions for current year2016-12-3194,383
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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