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Plan Name | I. H. WEISS, LLC CASH BALANCE PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | WEISS & TOR, LLC 401(K) PROFIT SHARING PLAN AND TRUST |
Employer identification number (EIN): | 271909035 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Additional information about WEISS & TOR, LLC 401(K) PROFIT SHARING PLAN AND TRUST
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 2009-11-10 |
Company Identification Number: | 1895055 |
Legal Registered Office Address: |
5446 CLARENDON DRIVE - SOLON United States of America (USA) 44139 |
More information about WEISS & TOR, LLC 401(K) PROFIT SHARING PLAN AND TRUST
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | SHIRA TOR | 2023-06-20 | ||
003 | 2021-01-01 | SHIRA TOR | 2022-06-09 | ||
003 | 2018-01-01 | IRA WEISS | 2019-05-17 | ||
003 | 2017-01-01 | IRA WEISS | 2018-07-03 | ||
003 | 2016-01-01 | IRA WEISS | 2017-08-25 | ||
003 | 2015-01-01 | IRA WEISS | 2016-10-14 | ||
003 | 2014-01-01 | IRA WEISS | 2015-10-06 | ||
003 | 2013-01-01 | IRA WEISS | 2014-10-07 | ||
003 | 2012-01-01 | IRA WEISS | 2013-10-11 | ||
003 | 2011-01-01 | IRA WEISS | 2012-09-21 | ||
003 | 2010-01-01 | IRA WEISS | 2011-10-17 |
Measure | Date | Value |
---|---|---|
2022: I. H. WEISS, LLC CASH BALANCE PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 95,506 |
Acturial value of plan assets | 2022-12-31 | 95,506 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
Number of terminated vested participants | 2022-12-31 | 0 |
Fundng target for terminated vested participants | 2022-12-31 | 0 |
Active participant vested funding target | 2022-12-31 | 82,038 |
Number of active participants | 2022-12-31 | 14 |
Total funding liabilities for active participants | 2022-12-31 | 82,038 |
Total participant count | 2022-12-31 | 14 |
Total funding target for all participants | 2022-12-31 | 82,038 |
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 | 18,267 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 18,267 |
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 |
Total employer contributions | 2022-12-31 | 167,600 |
Total employee contributions | 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 | 165,347 |
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 | 146,041 |
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 | 132,573 |
Additional cash requirement | 2022-12-31 | 132,573 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 165,347 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
2021: I. H. WEISS, LLC CASH BALANCE PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 0 |
Acturial value of plan assets | 2021-12-31 | 0 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 0 |
Fundng target for terminated vested participants | 2021-12-31 | 0 |
Active participant vested funding target | 2021-12-31 | 0 |
Number of active participants | 2021-12-31 | 13 |
Total funding liabilities for active participants | 2021-12-31 | 0 |
Total participant count | 2021-12-31 | 13 |
Total funding target for all participants | 2021-12-31 | 0 |
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 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
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 | 249,000 |
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 | 245,972 |
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 | 227,705 |
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 | 227,705 |
Additional cash requirement | 2021-12-31 | 227,705 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 245,972 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2018: I. H. WEISS, LLC CASH BALANCE PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-20 | 474,256 |
Acturial value of plan assets | 2018-12-20 | 474,256 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-20 | 0 |
Number of terminated vested participants | 2018-12-20 | 1 |
Fundng target for terminated vested participants | 2018-12-20 | 5,088 |
Active participant vested funding target | 2018-12-20 | 467,036 |
Number of active participants | 2018-12-20 | 12 |
Total funding liabilities for active participants | 2018-12-20 | 467,036 |
Total participant count | 2018-12-20 | 13 |
Total funding target for all participants | 2018-12-20 | 472,124 |
Balance at beginning of prior year after applicable adjustments | 2018-12-20 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-20 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-20 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-20 | 0 |
Amount remaining of carryover balance | 2018-12-20 | 0 |
Amount remaining of prefunding balance | 2018-12-20 | 0 |
Present value of excess contributions | 2018-12-20 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-20 | 0 |
Balance of carryovers at beginning of current year | 2018-12-20 | 0 |
Balance of prefunding at beginning of current year | 2018-12-20 | 0 |
Total employer contributions | 2018-12-20 | 9,571 |
Total employee contributions | 2018-12-20 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-20 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-20 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-20 | 9,371 |
Unpaid minimum required contributions for all prior years | 2018-12-20 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-20 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-20 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-20 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-12-20 | 0 |
Waiver amortization installment | 2018-12-20 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-20 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-20 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-20 | 0 |
Additional cash requirement | 2018-12-20 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-20 | 9,371 |
Unpaid minimum required contributions for current year | 2018-12-20 | 0 |
Unpaid minimum required contributions for all years | 2018-12-20 | 0 |
2017: I. H. WEISS, LLC CASH BALANCE PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 481,447 |
Acturial value of plan assets | 2017-12-31 | 481,447 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 1 |
Fundng target for terminated vested participants | 2017-12-31 | 4,359 |
Active participant vested funding target | 2017-12-31 | 448,263 |
Number of active participants | 2017-12-31 | 12 |
Total funding liabilities for active participants | 2017-12-31 | 449,475 |
Total participant count | 2017-12-31 | 13 |
Total funding target for all participants | 2017-12-31 | 453,834 |
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 | 194 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 194 |
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 | 0 |
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 | 0 |
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 | 4,420 |
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 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: I. H. WEISS, LLC CASH BALANCE PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 399,818 |
Acturial value of plan assets | 2016-12-31 | 399,818 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 1 |
Fundng target for terminated vested participants | 2016-12-31 | 5,776 |
Active participant vested funding target | 2016-12-31 | 393,517 |
Number of active participants | 2016-12-31 | 14 |
Total funding liabilities for active participants | 2016-12-31 | 396,501 |
Total participant count | 2016-12-31 | 15 |
Total funding target for all participants | 2016-12-31 | 402,277 |
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 | 399 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 399 |
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 | 58,021 |
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 | 56,139 |
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 | 54,951 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 2,459 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 55,945 |
Additional cash requirement | 2016-12-31 | 55,945 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 56,139 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |