GOULD AND NAIMOLI PARTNERS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan G & N INSURANCE CASH BALANCE PLAN
| Measure | Date | Value |
|---|
| 2020: G & N INSURANCE CASH BALANCE PLAN 2020 401k membership |
|---|
| Market value of plan assets | 2020-04-30 | 481,817 |
| Acturial value of plan assets | 2020-04-30 | 481,817 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-04-30 | 0 |
| Number of terminated vested participants | 2020-04-30 | 14 |
| Fundng target for terminated vested participants | 2020-04-30 | 89,790 |
| Active participant vested funding target | 2020-04-30 | 389,454 |
| Number of active participants | 2020-04-30 | 2 |
| Total funding liabilities for active participants | 2020-04-30 | 389,454 |
| Total participant count | 2020-04-30 | 16 |
| Total funding target for all participants | 2020-04-30 | 479,244 |
| Balance at beginning of prior year after applicable adjustments | 2020-04-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-04-30 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-04-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-04-30 | 0 |
| Amount remaining of carryover balance | 2020-04-30 | 0 |
| Amount remaining of prefunding balance | 2020-04-30 | 0 |
| Present value of excess contributions | 2020-04-30 | 274,222 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-04-30 | 274,222 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-04-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-04-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-04-30 | 0 |
| Balance of carryovers at beginning of current year | 2020-04-30 | 0 |
| Balance of prefunding at beginning of current year | 2020-04-30 | 0 |
| Total employer contributions | 2020-04-30 | 0 |
| Total employee contributions | 2020-04-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-04-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-04-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-04-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-04-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-04-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-04-30 | 0 |
| Minimum required contributions for current year target normal cost | 2020-04-30 | 0 |
| Net shortfall amortization installment of oustanding balance | 2020-04-30 | 0 |
| Waiver amortization installment | 2020-04-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-04-30 | 0 |
| Carryover balance elected to use to offset funding requirement | 2020-04-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-04-30 | 0 |
| Additional cash requirement | 2020-04-30 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-04-30 | 0 |
| Unpaid minimum required contributions for current year | 2020-04-30 | 0 |
| Unpaid minimum required contributions for all years | 2020-04-30 | 0 |
| 2019: G & N INSURANCE CASH BALANCE PLAN 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 169,454 |
| Acturial value of plan assets | 2019-12-31 | 169,454 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
| Number of terminated vested participants | 2019-12-31 | 14 |
| Fundng target for terminated vested participants | 2019-12-31 | 28,306 |
| Active participant vested funding target | 2019-12-31 | 111,186 |
| Number of active participants | 2019-12-31 | 2 |
| Total funding liabilities for active participants | 2019-12-31 | 111,186 |
| Total participant count | 2019-12-31 | 16 |
| Total funding target for all participants | 2019-12-31 | 139,492 |
| 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 | 26,730 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 26,730 |
| 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 | 311,000 |
| 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 | 312,363 |
| 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 | 68,103 |
| Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
| Waiver amortization installment | 2019-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 38,141 |
| 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 | 38,141 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 312,363 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| 2018: G & N INSURANCE CASH BALANCE PLAN 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 108,097 |
| Acturial value of plan assets | 2018-12-31 | 108,097 |
| 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 | 0 |
| Number of active participants | 2018-12-31 | 24 |
| Total funding liabilities for active participants | 2018-12-31 | 63,520 |
| Total participant count | 2018-12-31 | 24 |
| Total funding target for all participants | 2018-12-31 | 63,520 |
| 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 | 60,155 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 60,155 |
| 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 | 45,784 |
| 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 | 43,952 |
| 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 | 61,799 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
| Waiver amortization installment | 2018-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 17,222 |
| 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 | 17,222 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 43,952 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| 2017: G & N INSURANCE CASH BALANCE PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 0 |
| Acturial value of plan assets | 2017-12-31 | 0 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
| Number of terminated vested participants | 2017-12-31 | 0 |
| Fundng target for terminated vested participants | 2017-12-31 | 0 |
| Active participant vested funding target | 2017-12-31 | 0 |
| Number of active participants | 2017-12-31 | 23 |
| Total funding liabilities for active participants | 2017-12-31 | 0 |
| Total participant count | 2017-12-31 | 23 |
| Total funding target for all participants | 2017-12-31 | 0 |
| 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 | 120,000 |
| 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 | 118,036 |
| 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 | 57,881 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
| Waiver amortization installment | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 57,881 |
| Additional cash requirement | 2017-12-31 | 57,881 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 118,036 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |