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PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC.
Plan identification number 001

PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EASTER SEALS CENTRAL AND SOUTHEAST OHIO has sponsored the creation of one or more 401k plans.

Company Name:EASTER SEALS CENTRAL AND SOUTHEAST OHIO
Employer identification number (EIN):314379471
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-09-01SILVIJA JAKUBOWSKI2021-01-15 SILVIJA JAKUBOWSKI2021-01-15
0012018-09-01SILVIJA JAKUBOWSKI2020-06-08 SILVIJA JAKUBOWSKI2020-06-08
0012017-09-01SILVIJA JAKUBOWSKI2019-06-07 SILVIJA JAKUBOWSKI2019-06-07
0012016-09-01SILVIJA JAKUBOWSKI2018-06-14 SILVIJA JAKUBOWSKI2018-06-14
0012015-09-01SILVIJA JAKUBOWSKI2017-06-14
0012014-09-01SILVIJA JAKUBOWSKI2016-06-14
0012013-09-01DOROTHY M. MOSER2015-06-10
0012012-09-01DOROTHY M. MOSER2014-06-10
0012011-09-01DOROTHY M. MOSER2013-06-13
0012010-09-01DOROTHY M. MOSER2012-06-14
0012009-09-01DOROTHY M. MOSER DOROTHY M. MOSER2011-06-14
0012009-09-01DOROTHY M. MOSER DOROTHY M. MOSER2011-06-14

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC.

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC.

Measure Date Value
2020: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2020 401k membership
Market value of plan assets2020-08-282,123,965
Acturial value of plan assets2020-08-282,123,965
Funding target for retired participants and beneficiaries receiving payment2020-08-281,101,207
Number of terminated vested participants2020-08-2841
Fundng target for terminated vested participants2020-08-281,093,693
Active participant vested funding target2020-08-2848,988
Number of active participants2020-08-281
Total funding liabilities for active participants2020-08-2848,988
Total participant count2020-08-2873
Total funding target for all participants2020-08-282,243,888
Balance at beginning of prior year after applicable adjustments2020-08-280
Prefunding balance at beginning of prior year after applicable adjustments2020-08-280
Carryover balanced portion elected for use to offset prior years funding requirement2020-08-280
Prefunding balanced used to offset prior years funding requirement2020-08-280
Amount remaining of carryover balance2020-08-280
Amount remaining of prefunding balance2020-08-280
Present value of excess contributions2020-08-2817,390
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-08-2818,374
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-08-280
Reductions in caryover balances due to elections or deemed elections2020-08-280
Reductions in prefunding balances due to elections or deemed elections2020-08-280
Balance of carryovers at beginning of current year2020-08-280
Balance of prefunding at beginning of current year2020-08-280
Total employer contributions2020-08-28835,845
Total employee contributions2020-08-280
Contributions allocated toward unpaid minimum require contributions from prior years2020-08-280
Contributions made to avoid restrictions adjusted to valuation date2020-08-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-08-28794,711
Unpaid minimum required contributions for all prior years2020-08-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-08-280
Remaining amount of unpaid minimum required contributions2020-08-280
Minimum required contributions for current year target normal cost2020-08-2868,000
Net shortfall amortization installment of oustanding balance2020-08-28119,923
Waiver amortization installment2020-08-280
Total funding amount beforereflecting carryover/prefunding balances2020-08-2883,991
Carryover balance elected to use to offset funding requirement2020-08-280
Prefunding balance elected to use to offset funding requirement2020-08-280
Additional cash requirement2020-08-2883,991
Contributions allocatedtoward minimum required contributions for current year2020-08-28794,711
Unpaid minimum required contributions for current year2020-08-280
Unpaid minimum required contributions for all years2020-08-280
2019: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2019 401k membership
Market value of plan assets2019-08-312,006,872
Acturial value of plan assets2019-08-312,006,872
Funding target for retired participants and beneficiaries receiving payment2019-08-31972,605
Number of terminated vested participants2019-08-3157
Fundng target for terminated vested participants2019-08-311,146,550
Active participant vested funding target2019-08-3147,555
Number of active participants2019-08-311
Total funding liabilities for active participants2019-08-3147,555
Total participant count2019-08-3188
Total funding target for all participants2019-08-312,166,710
Balance at beginning of prior year after applicable adjustments2019-08-310
Prefunding balance at beginning of prior year after applicable adjustments2019-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-08-310
Prefunding balanced used to offset prior years funding requirement2019-08-310
Amount remaining of carryover balance2019-08-310
Amount remaining of prefunding balance2019-08-310
Present value of excess contributions2019-08-3110
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-08-3111
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-08-310
Reductions in caryover balances due to elections or deemed elections2019-08-310
Reductions in prefunding balances due to elections or deemed elections2019-08-310
Balance of carryovers at beginning of current year2019-08-310
Balance of prefunding at beginning of current year2019-08-310
Total employer contributions2019-08-31165,468
Total employee contributions2019-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-08-310
Contributions made to avoid restrictions adjusted to valuation date2019-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-08-31159,628
Unpaid minimum required contributions for all prior years2019-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-08-310
Remaining amount of unpaid minimum required contributions2019-08-310
Minimum required contributions for current year target normal cost2019-08-3195,000
Net shortfall amortization installment of oustanding balance2019-08-31159,838
Waiver amortization installment2019-08-310
Total funding amount beforereflecting carryover/prefunding balances2019-08-31142,238
Carryover balance elected to use to offset funding requirement2019-08-310
Prefunding balance elected to use to offset funding requirement2019-08-310
Additional cash requirement2019-08-31142,238
Contributions allocatedtoward minimum required contributions for current year2019-08-31159,628
Unpaid minimum required contributions for current year2019-08-310
Unpaid minimum required contributions for all years2019-08-310
2018: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2018 401k membership
Market value of plan assets2018-08-311,899,998
Acturial value of plan assets2018-08-311,899,998
Funding target for retired participants and beneficiaries receiving payment2018-08-31875,930
Number of terminated vested participants2018-08-3158
Fundng target for terminated vested participants2018-08-311,201,497
Active participant vested funding target2018-08-3144,456
Number of active participants2018-08-313
Total funding liabilities for active participants2018-08-3144,456
Total participant count2018-08-3188
Total funding target for all participants2018-08-312,121,883
Balance at beginning of prior year after applicable adjustments2018-08-310
Prefunding balance at beginning of prior year after applicable adjustments2018-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-08-310
Prefunding balanced used to offset prior years funding requirement2018-08-310
Amount remaining of carryover balance2018-08-310
Amount remaining of prefunding balance2018-08-310
Present value of excess contributions2018-08-312,403
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-08-312,549
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-08-310
Reductions in caryover balances due to elections or deemed elections2018-08-310
Reductions in prefunding balances due to elections or deemed elections2018-08-310
Balance of carryovers at beginning of current year2018-08-310
Balance of prefunding at beginning of current year2018-08-310
Total employer contributions2018-08-31173,664
Total employee contributions2018-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-08-310
Contributions made to avoid restrictions adjusted to valuation date2018-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-08-31165,477
Unpaid minimum required contributions for all prior years2018-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-08-310
Remaining amount of unpaid minimum required contributions2018-08-310
Minimum required contributions for current year target normal cost2018-08-31115,000
Net shortfall amortization installment of oustanding balance2018-08-31221,885
Waiver amortization installment2018-08-310
Total funding amount beforereflecting carryover/prefunding balances2018-08-31165,467
Carryover balance elected to use to offset funding requirement2018-08-310
Prefunding balance elected to use to offset funding requirement2018-08-310
Additional cash requirement2018-08-31165,467
Contributions allocatedtoward minimum required contributions for current year2018-08-31165,477
Unpaid minimum required contributions for current year2018-08-310
Unpaid minimum required contributions for all years2018-08-310
2017: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2017 401k membership
Market value of plan assets2017-08-311,850,999
Acturial value of plan assets2017-08-311,850,999
Funding target for retired participants and beneficiaries receiving payment2017-08-31834,425
Number of terminated vested participants2017-08-3161
Fundng target for terminated vested participants2017-08-311,148,520
Active participant vested funding target2017-08-3141,411
Number of active participants2017-08-313
Total funding liabilities for active participants2017-08-3141,411
Total participant count2017-08-3188
Total funding target for all participants2017-08-312,024,356
Balance at beginning of prior year after applicable adjustments2017-08-310
Prefunding balance at beginning of prior year after applicable adjustments2017-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-08-310
Prefunding balanced used to offset prior years funding requirement2017-08-310
Amount remaining of carryover balance2017-08-310
Amount remaining of prefunding balance2017-08-310
Present value of excess contributions2017-08-31774
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-08-31823
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-08-310
Reductions in caryover balances due to elections or deemed elections2017-08-310
Reductions in prefunding balances due to elections or deemed elections2017-08-310
Balance of carryovers at beginning of current year2017-08-310
Balance of prefunding at beginning of current year2017-08-310
Total employer contributions2017-08-31147,000
Total employee contributions2017-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-08-310
Contributions made to avoid restrictions adjusted to valuation date2017-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-08-31141,040
Liquidity shortfalls end of Q12017-08-310
Liquidity shortfalls end of Q22017-08-310
Liquidity shortfalls end of Q32017-08-310
Liquidity shortfalls end of Q42017-08-310
Unpaid minimum required contributions for all prior years2017-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-08-310
Remaining amount of unpaid minimum required contributions2017-08-310
Minimum required contributions for current year target normal cost2017-08-31101,000
Net shortfall amortization installment of oustanding balance2017-08-31173,357
Waiver amortization installment2017-08-310
Total funding amount beforereflecting carryover/prefunding balances2017-08-31138,639
Additional cash requirement2017-08-31138,639
Contributions allocatedtoward minimum required contributions for current year2017-08-31141,040
Unpaid minimum required contributions for current year2017-08-310
Unpaid minimum required contributions for all years2017-08-310
2009: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2009 401k membership
Total participants, beginning-of-year2009-09-0198
Total number of active participants reported on line 7a of the Form 55002009-09-0111
Number of retired or separated participants receiving benefits2009-09-0119
Number of other retired or separated participants entitled to future benefits2009-09-0166
Total of all active and inactive participants2009-09-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC.

Measure Date Value
2010 : PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC.

2009: PENSION PLAN FOR EMPLOYEES OF EASTER SEALS, INC. 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

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