?>
| Plan Name | THE CENTER FOR GENERATIONAL KINETICS, LLC CASH BALANCE PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | THE CENTER FOR GENERATIONAL KINETICS, LLC |
| Employer identification number (EIN): | 272585648 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about THE CENTER FOR GENERATIONAL KINETICS, LLC
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2010-04-30 |
| Company Identification Number: | 0801263623 |
| Legal Registered Office Address: |
PO BOX 29226 AUSTIN United States of America (USA) 78755 |
More information about THE CENTER FOR GENERATIONAL KINETICS, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | DENISE VILLA | 2024-07-22 | ||
| 002 | 2022-01-01 | DENISE VILLA | 2023-07-24 | ||
| 002 | 2021-01-01 | DENISE VILLA | 2022-08-09 | ||
| 002 | 2020-01-01 | DENISE VILLA | 2021-10-07 | ||
| 002 | 2019-01-01 | DENISE VILLA | 2020-10-13 | ||
| 002 | 2018-01-01 | DENISE VILLA | 2019-10-06 | ||
| 002 | 2017-01-01 | DENISE VILLA | 2018-06-29 | ||
| 002 | 2016-01-01 | DENISE VILLA | 2017-10-04 | ||
| 002 | 2015-01-01 | DENISE VILLA | 2016-09-15 |
| Measure | Date | Value |
|---|---|---|
| 2025: THE CENTER FOR GENERATIONAL KINETICS, LLC CASH BALANCE PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-10-02 | 7 |
| Total number of particpants at end of year | 2025-10-02 | 5 |
| 2024: THE CENTER FOR GENERATIONAL KINETICS, LLC CASH BALANCE PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-07-22 | 8 |
| Total number of particpants at end of year | 2024-07-22 | 7 |
| 2022: THE CENTER FOR GENERATIONAL KINETICS, LLC CASH BALANCE PLAN 2022 401k membership | ||
| Market value of plan assets | 2022-12-31 | 2,233,212 |
| Acturial value of plan assets | 2022-12-31 | 2,233,212 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
| Number of terminated vested participants | 2022-12-31 | 3 |
| Fundng target for terminated vested participants | 2022-12-31 | 8,123 |
| Active participant vested funding target | 2022-12-31 | 1,301,745 |
| Number of active participants | 2022-12-31 | 4 |
| Total funding liabilities for active participants | 2022-12-31 | 1,301,745 |
| Total participant count | 2022-12-31 | 7 |
| Total funding target for all participants | 2022-12-31 | 1,309,868 |
| 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 | 79,826 |
| 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 | 79,826 |
| Present value of excess contributions | 2022-12-31 | 468,084 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 494,812 |
| 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 | 75,531 |
| Total employer contributions | 2022-12-31 | 750,000 |
| 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 | 712,205 |
| 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 | 160,710 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
| Waiver amortization installment | 2022-12-31 | 0 |
| Waived amount of outstanding balance | 2022-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Additional cash requirement | 2022-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 712,205 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| 2021: THE CENTER FOR GENERATIONAL KINETICS, LLC CASH BALANCE PLAN 2021 401k membership | ||
| Market value of plan assets | 2021-12-31 | 1,840,559 |
| Acturial value of plan assets | 2021-12-31 | 1,840,559 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
| Number of terminated vested participants | 2021-12-31 | 4 |
| Fundng target for terminated vested participants | 2021-12-31 | 9,641 |
| Active participant vested funding target | 2021-12-31 | 1,045,036 |
| Number of active participants | 2021-12-31 | 5 |
| Total funding liabilities for active participants | 2021-12-31 | 1,045,036 |
| Total participant count | 2021-12-31 | 9 |
| Total funding target for all participants | 2021-12-31 | 1,054,677 |
| 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 | 72,668 |
| 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 | 72,668 |
| Present value of excess contributions | 2021-12-31 | 494,422 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 521,912 |
| 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 | 79,826 |
| Total employer contributions | 2021-12-31 | 500,167 |
| 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 | 468,084 |
| 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 | 151,977 |
| 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 | 0 |
| Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Additional cash requirement | 2021-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 468,084 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| 2020: THE CENTER FOR GENERATIONAL KINETICS, LLC CASH BALANCE PLAN 2020 401k membership | ||
| Market value of plan assets | 2020-12-31 | 1,197,825 |
| Acturial value of plan assets | 2020-12-31 | 1,197,825 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
| Number of terminated vested participants | 2020-12-31 | 4 |
| Fundng target for terminated vested participants | 2020-12-31 | 9,095 |
| Active participant vested funding target | 2020-12-31 | 866,240 |
| Number of active participants | 2020-12-31 | 4 |
| Total funding liabilities for active participants | 2020-12-31 | 866,240 |
| Total participant count | 2020-12-31 | 8 |
| Total funding target for all participants | 2020-12-31 | 875,335 |
| 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 | 69,393 |
| 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 | 69,393 |
| Present value of excess contributions | 2020-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| 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 | 72,668 |
| Total employer contributions | 2020-12-31 | 523,833 |
| 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 | 494,422 |
| 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 | 1,343 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
| Waiver amortization installment | 2020-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
| 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 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 494,422 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| 2019: THE CENTER FOR GENERATIONAL KINETICS, LLC CASH BALANCE PLAN 2019 401k membership | ||
| Market value of plan assets | 2019-12-31 | 1,141,148 |
| Acturial value of plan assets | 2019-12-31 | 1,141,148 |
| 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 | 635,605 |
| Number of active participants | 2019-12-31 | 10 |
| Total funding liabilities for active participants | 2019-12-31 | 639,101 |
| Total participant count | 2019-12-31 | 10 |
| Total funding target for all participants | 2019-12-31 | 639,101 |
| 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 | 164,281 |
| 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 | 97,033 |
| Amount remaining of carryover balance | 2019-12-31 | 0 |
| Amount remaining of prefunding balance | 2019-12-31 | 67,248 |
| Present value of excess contributions | 2019-12-31 | 442,617 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 468,687 |
| 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 | 69,393 |
| Total employer contributions | 2019-12-31 | 0 |
| 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 | 0 |
| 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 | 171,808 |
| 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 | 0 |
| 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 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| 2018: THE CENTER FOR GENERATIONAL KINETICS, LLC CASH BALANCE PLAN 2018 401k membership | ||
| Market value of plan assets | 2018-12-31 | 635,389 |
| Acturial value of plan assets | 2018-12-31 | 635,389 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
| Number of terminated vested participants | 2018-12-31 | 1 |
| Fundng target for terminated vested participants | 2018-12-31 | 2,228 |
| Active participant vested funding target | 2018-12-31 | 420,987 |
| Number of active participants | 2018-12-31 | 6 |
| Total funding liabilities for active participants | 2018-12-31 | 421,620 |
| Total participant count | 2018-12-31 | 7 |
| Total funding target for all participants | 2018-12-31 | 423,848 |
| 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 | 153,433 |
| 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 | 153,433 |
| Present value of excess contributions | 2018-12-31 | 95,737 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 101,941 |
| 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 | 164,281 |
| Total employer contributions | 2018-12-31 | 498,896 |
| 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 | 458,207 |
| 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 | 159,883 |
| 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 | 112,623 |
| 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 | 97,033 |
| Additional cash requirement | 2018-12-31 | 15,590 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 458,207 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| 2017: THE CENTER FOR GENERATIONAL KINETICS, LLC CASH BALANCE PLAN 2017 401k membership | ||
| Market value of plan assets | 2017-12-31 | 361,204 |
| Acturial value of plan assets | 2017-12-31 | 361,204 |
| 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 | 6 |
| Total funding liabilities for active participants | 2017-12-31 | 216,659 |
| Total participant count | 2017-12-31 | 6 |
| Total funding target for all participants | 2017-12-31 | 216,659 |
| 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 | 80,678 |
| 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 | 80,678 |
| Present value of excess contributions | 2017-12-31 | 68,264 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 72,804 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 72,803 |
| 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 | 153,433 |
| Total employer contributions | 2017-12-31 | 253,732 |
| 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 | 233,673 |
| 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 | 137,936 |
| 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 | 137,936 |
| 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 | 137,936 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 233,673 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| 2016: THE CENTER FOR GENERATIONAL KINETICS, LLC CASH BALANCE PLAN 2016 401k membership | ||
| Market value of plan assets | 2016-12-31 | 180,770 |
| Acturial value of plan assets | 2016-12-31 | 180,770 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
| Number of terminated vested participants | 2016-12-31 | 0 |
| Fundng target for terminated vested participants | 2016-12-31 | 0 |
| Active participant vested funding target | 2016-12-31 | 0 |
| Number of active participants | 2016-12-31 | 5 |
| Total funding liabilities for active participants | 2016-12-31 | 68,549 |
| Total participant count | 2016-12-31 | 5 |
| Total funding target for all participants | 2016-12-31 | 68,549 |
| 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 | 75,534 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 80,678 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 80,678 |
| 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 | 80,678 |
| Total employer contributions | 2016-12-31 | 180,000 |
| 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 | 164,309 |
| 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 | 127,588 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 96,045 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Additional cash requirement | 2016-12-31 | 96,045 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 164,309 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE CENTER FOR GENERATIONAL KINETICS, LLC CASH BALANCE PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-10-02 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-02 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-02 | 23997 |
| Net assets as of the end of the plan year | 2025-10-02 | 4099523 |
| Total assets as of the beginning of the plan year | 2025-10-02 | 3816341 |
| Value of plan covered by a fidelity bond | 2025-10-02 | 365000 |
| Participant contributions to plan in this plan year | 2025-10-02 | 0 |
| Other expenses paid from plan in this plan year | 2025-10-02 | 0 |
| Other contributions to plan in this plan year | 2025-10-02 | 0 |
| Other income to plan in this plan year | 2025-10-02 | 157179 |
| Plan net income in this plan year | 2025-10-02 | 283182 |
| Net assets as of the end of the plan year | 2025-10-02 | 4099523 |
| Net assets as of the beginning of the plan year | 2025-10-02 | 3816341 |
| Employer contributions to plan in this plan year | 2025-10-02 | 150000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-02 | 18311 |
| 2024 : THE CENTER FOR GENERATIONAL KINETICS, LLC CASH BALANCE PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-22 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-22 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-22 | 18798 |
| Net assets as of the end of the plan year | 2024-07-22 | 3816341 |
| Total assets as of the beginning of the plan year | 2024-07-22 | 2869674 |
| Value of plan covered by a fidelity bond | 2024-07-22 | 365000 |
| Participant contributions to plan in this plan year | 2024-07-22 | 0 |
| Other expenses paid from plan in this plan year | 2024-07-22 | 0 |
| Other contributions to plan in this plan year | 2024-07-22 | 0 |
| Other income to plan in this plan year | 2024-07-22 | 215465 |
| Plan net income in this plan year | 2024-07-22 | 946667 |
| Net assets as of the end of the plan year | 2024-07-22 | 3816341 |
| Net assets as of the beginning of the plan year | 2024-07-22 | 2869674 |
| Employer contributions to plan in this plan year | 2024-07-22 | 750000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-22 | 15552 |