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JOHNSON & ROUNTREE PREMIUM, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameJOHNSON & ROUNTREE PREMIUM, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 002

JOHNSON & ROUNTREE PREMIUM, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHNSON & ROUNTREE PREMIUM, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHNSON & ROUNTREE PREMIUM, INC.
Employer identification number (EIN):330627073
NAIC Classification:524290

Additional information about JOHNSON & ROUNTREE PREMIUM, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1994-07-20
Company Identification Number: C1893601
Legal Registered Office Address: 6160 Lusk Blvd C203

San Diego
United States of America (USA)
92121

More information about JOHNSON & ROUNTREE PREMIUM, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSON & ROUNTREE PREMIUM, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01HONG HUYNH2023-07-31
0022021-01-01HONG HUYNH2022-09-02
0022021-01-01HONG HUYNH2023-07-31
0022020-01-01HONG HUYNH2021-07-26 HONG HUYNH2021-07-26
0022019-01-01HONG HUYNH2020-10-12 HONG HUYNH2020-10-12
0022018-01-01REGINA SWARD2019-10-09 REGINA SWARD2019-10-09
0022017-01-01CODY FIELDS2018-05-16 CODY FIELDS2018-05-16
0022016-01-01CODY FIELDS2017-10-06 CODY FIELDS2017-10-06
0022015-01-01CODY FIELDS2016-10-10 CODY FIELDS2016-10-10
0022014-01-01NICOLE ALVARADO2015-10-15 NICOLE ALVARADO2015-10-15
0022013-01-01NICOLE ALVARADO2014-10-15 NICOLE ALVARADO2014-10-15

Plan Statistics for JOHNSON & ROUNTREE PREMIUM, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for JOHNSON & ROUNTREE PREMIUM, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: JOHNSON & ROUNTREE PREMIUM, INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-312,630,169
Acturial value of plan assets2022-12-312,630,169
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-3117
Fundng target for terminated vested participants2022-12-317,281
Active participant vested funding target2022-12-312,785,212
Number of active participants2022-12-3121
Total funding liabilities for active participants2022-12-312,787,067
Total participant count2022-12-3138
Total funding target for all participants2022-12-312,794,348
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31814,303
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-31278,766
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31535,537
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 year2022-12-31576,988
Total employer contributions2022-12-31420,000
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 date2022-12-31407,684
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 cost2022-12-31322,326
Net shortfall amortization installment of oustanding balance2022-12-31771,170
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31395,419
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31395,419
Contributions allocatedtoward minimum required contributions for current year2022-12-31407,684
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: JOHNSON & ROUNTREE PREMIUM, INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-312,944,138
Acturial value of plan assets2021-12-312,944,138
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-3143
Fundng target for terminated vested participants2021-12-3117,534
Active participant vested funding target2021-12-312,180,563
Number of active participants2021-12-3122
Total funding liabilities for active participants2021-12-312,182,706
Total participant count2021-12-3165
Total funding target for all participants2021-12-312,200,240
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-311,077,943
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-31285,357
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31792,586
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
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 year2021-12-31814,303
Total employer contributions2021-12-310
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 date2021-12-310
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 cost2021-12-31282,744
Net shortfall amortization installment of oustanding balance2021-12-31115,029
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31294,692
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-31294,692
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: JOHNSON & ROUNTREE PREMIUM, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-312,733,285
Acturial value of plan assets2020-12-312,733,285
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3141
Fundng target for terminated vested participants2020-12-3114,105
Active participant vested funding target2020-12-311,878,601
Number of active participants2020-12-3122
Total funding liabilities for active participants2020-12-311,881,936
Total participant count2020-12-3163
Total funding target for all participants2020-12-311,896,041
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31992,544
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31992,544
Present value of excess contributions2020-12-31126,851
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31126,851
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31126,851
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-31115,000
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-311,077,943
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 date2020-12-310
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 cost2020-12-31272,969
Net shortfall amortization installment of oustanding balance2020-12-31296,752
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31300,196
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-31300,196
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: JOHNSON & ROUNTREE PREMIUM, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-312,276,786
Acturial value of plan assets2019-12-312,276,786
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3174
Fundng target for terminated vested participants2019-12-3129,366
Active participant vested funding target2019-12-311,509,010
Number of active participants2019-12-3119
Total funding liabilities for active participants2019-12-311,511,557
Total participant count2019-12-3193
Total funding target for all participants2019-12-311,540,923
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31611,296
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 balance2019-12-31611,296
Present value of excess contributions2019-12-31482,499
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31482,499
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31482,499
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-3179,550
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31992,544
Total employer contributions2019-12-31442,777
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 date2019-12-31431,878
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
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 cost2019-12-31261,211
Net shortfall amortization installment of oustanding balance2019-12-31232,588
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31305,139
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31305,139
Contributions allocatedtoward minimum required contributions for current year2019-12-31431,878
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: JOHNSON & ROUNTREE PREMIUM, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,549,285
Acturial value of plan assets2018-12-311,549,285
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-3136
Fundng target for terminated vested participants2018-12-3110,359
Active participant vested funding target2018-12-311,112,507
Number of active participants2018-12-3152
Total funding liabilities for active participants2018-12-311,118,164
Total participant count2018-12-3188
Total funding target for all participants2018-12-311,128,523
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31470,800
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 balance2018-12-31470,800
Present value of excess contributions2018-12-31136,278
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31136,278
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31136,278
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-3136,600
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31611,296
Total employer contributions2018-12-31599,694
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 date2018-12-31579,890
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
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 cost2018-12-3159,685
Net shortfall amortization installment of oustanding balance2018-12-31225,684
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3197,391
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3197,391
Contributions allocatedtoward minimum required contributions for current year2018-12-31579,890
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: JOHNSON & ROUNTREE PREMIUM, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,253,187
Acturial value of plan assets2017-12-311,253,187
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3131
Fundng target for terminated vested participants2017-12-3110,482
Active participant vested funding target2017-12-31630,071
Number of active participants2017-12-3149
Total funding liabilities for active participants2017-12-31789,064
Total participant count2017-12-3180
Total funding target for all participants2017-12-31799,546
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31313,773
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 balance2017-12-31313,773
Present value of excess contributions2017-12-31141,244
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31141,244
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31141,244
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 year2017-12-31470,800
Total employer contributions2017-12-31358,408
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 date2017-12-31345,743
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
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 cost2017-12-31209,465
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31209,465
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31209,465
Contributions allocatedtoward minimum required contributions for current year2017-12-31345,743
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: JOHNSON & ROUNTREE PREMIUM, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31829,820
Acturial value of plan assets2016-12-31829,820
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-3116
Fundng target for terminated vested participants2016-12-318,254
Active participant vested funding target2016-12-31321,988
Number of active participants2016-12-3126
Total funding liabilities for active participants2016-12-31536,752
Total participant count2016-12-3142
Total funding target for all participants2016-12-31545,006
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31173,770
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 balance2016-12-31173,770
Present value of excess contributions2016-12-31156,546
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31156,546
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31156,546
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 year2016-12-31313,773
Total employer contributions2016-12-31345,385
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 date2016-12-31326,196
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-31184,952
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 balances2016-12-31184,952
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31184,952
Contributions allocatedtoward minimum required contributions for current year2016-12-31326,196
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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