JOHN F. STAMBAUGH & COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN F. STAMBAUGH & COMPANY PENSION PLAN
401k plan membership statisitcs for JOHN F. STAMBAUGH & COMPANY PENSION PLAN
| Measure | Date | Value |
|---|
| 2025: JOHN F. STAMBAUGH & COMPANY PENSION PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-14 | 47 |
| Total number of particpants at end of year | 2025-10-14 | 47 |
| 2023: JOHN F. STAMBAUGH & COMPANY PENSION PLAN 2023 401k membership |
|---|
| Market value of plan assets | 2023-12-24 | 348,212 |
| Acturial value of plan assets | 2023-12-24 | 347,586 |
| Funding target for retired participants and beneficiaries receiving payment | 2023-12-24 | 92,302 |
| Number of terminated vested participants | 2023-12-24 | 35 |
| Fundng target for terminated vested participants | 2023-12-24 | 326,822 |
| Active participant vested funding target | 2023-12-24 | 107,455 |
| Number of active participants | 2023-12-24 | 7 |
| Total funding liabilities for active participants | 2023-12-24 | 109,439 |
| Total participant count | 2023-12-24 | 47 |
| Total funding target for all participants | 2023-12-24 | 528,563 |
| Balance at beginning of prior year after applicable adjustments | 2023-12-24 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2023-12-24 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2023-12-24 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2023-12-24 | 0 |
| Amount remaining of carryover balance | 2023-12-24 | 0 |
| Amount remaining of prefunding balance | 2023-12-24 | 0 |
| Present value of excess contributions | 2023-12-24 | 46 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-12-24 | 49 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-12-24 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2023-12-24 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2023-12-24 | 0 |
| Balance of carryovers at beginning of current year | 2023-12-24 | 0 |
| Balance of prefunding at beginning of current year | 2023-12-24 | 0 |
| Total employer contributions | 2023-12-24 | 22,765 |
| Total employee contributions | 2023-12-24 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-12-24 | 20,081 |
| Unpaid minimum required contributions for all prior years | 2023-12-24 | 0 |
| Remaining amount of unpaid minimum required contributions | 2023-12-24 | 0 |
| Minimum required contributions for current year target normal cost | 2023-12-24 | 1,439 |
| Net shortfall amortization installment of oustanding balance | 2023-12-24 | 180,977 |
| Waiver amortization installment | 2023-12-24 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2023-12-24 | 20,062 |
| Carryover balance elected to use to offset funding requirement | 2023-12-24 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2023-12-24 | 0 |
| Additional cash requirement | 2023-12-24 | 20,062 |
| Contributions allocatedtoward minimum required contributions for current year | 2023-12-24 | 20,081 |
| Unpaid minimum required contributions for current year | 2023-12-24 | 0 |
| Unpaid minimum required contributions for all years | 2023-12-24 | 0 |
| Total number of particpants at beginning of year | 2023-09-19 | 47 |
| Total number of particpants at end of year | 2023-09-19 | 47 |
| 2022: JOHN F. STAMBAUGH & COMPANY PENSION PLAN 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-24 | 331,544 |
| Acturial value of plan assets | 2022-12-24 | 330,754 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-24 | 93,894 |
| Number of terminated vested participants | 2022-12-24 | 35 |
| Fundng target for terminated vested participants | 2022-12-24 | 301,477 |
| Active participant vested funding target | 2022-12-24 | 97,170 |
| Number of active participants | 2022-12-24 | 7 |
| Total funding liabilities for active participants | 2022-12-24 | 98,997 |
| Total participant count | 2022-12-24 | 47 |
| Total funding target for all participants | 2022-12-24 | 494,368 |
| Balance at beginning of prior year after applicable adjustments | 2022-12-24 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-24 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-24 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-12-24 | 0 |
| Amount remaining of carryover balance | 2022-12-24 | 0 |
| Amount remaining of prefunding balance | 2022-12-24 | 0 |
| Present value of excess contributions | 2022-12-24 | 1 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-24 | 1 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-24 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-12-24 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-12-24 | 0 |
| Balance of carryovers at beginning of current year | 2022-12-24 | 0 |
| Balance of prefunding at beginning of current year | 2022-12-24 | 0 |
| Total employer contributions | 2022-12-24 | 19,660 |
| Total employee contributions | 2022-12-24 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-24 | 17,517 |
| Unpaid minimum required contributions for all prior years | 2022-12-24 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-24 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-24 | 1,134 |
| Net shortfall amortization installment of oustanding balance | 2022-12-24 | 163,614 |
| Waiver amortization installment | 2022-12-24 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-24 | 17,471 |
| Carryover balance elected to use to offset funding requirement | 2022-12-24 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-12-24 | 0 |
| Additional cash requirement | 2022-12-24 | 17,471 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-24 | 17,517 |
| Unpaid minimum required contributions for current year | 2022-12-24 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-24 | 0 |
| 2021: JOHN F. STAMBAUGH & COMPANY PENSION PLAN 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-24 | 326,804 |
| Acturial value of plan assets | 2021-12-24 | 326,804 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-24 | 96,730 |
| Number of terminated vested participants | 2021-12-24 | 35 |
| Fundng target for terminated vested participants | 2021-12-24 | 279,315 |
| Active participant vested funding target | 2021-12-24 | 86,034 |
| Number of active participants | 2021-12-24 | 7 |
| Total funding liabilities for active participants | 2021-12-24 | 87,722 |
| Total participant count | 2021-12-24 | 47 |
| Total funding target for all participants | 2021-12-24 | 463,767 |
| Balance at beginning of prior year after applicable adjustments | 2021-12-24 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-24 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-24 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-12-24 | 0 |
| Amount remaining of carryover balance | 2021-12-24 | 0 |
| Amount remaining of prefunding balance | 2021-12-24 | 0 |
| Present value of excess contributions | 2021-12-24 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-24 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-24 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-12-24 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-12-24 | 0 |
| Balance of carryovers at beginning of current year | 2021-12-24 | 0 |
| Balance of prefunding at beginning of current year | 2021-12-24 | 0 |
| Total employer contributions | 2021-12-24 | 33,498 |
| Total employee contributions | 2021-12-24 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-24 | 13,690 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-24 | 15,684 |
| Unpaid minimum required contributions for all prior years | 2021-12-24 | 13,690 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-24 | 13,690 |
| Remaining amount of unpaid minimum required contributions | 2021-12-24 | 0 |
| Minimum required contributions for current year target normal cost | 2021-12-24 | 2,356 |
| Net shortfall amortization installment of oustanding balance | 2021-12-24 | 137,093 |
| Waiver amortization installment | 2021-12-24 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-24 | 15,683 |
| Carryover balance elected to use to offset funding requirement | 2021-12-24 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-12-24 | 0 |
| Additional cash requirement | 2021-12-24 | 15,683 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-24 | 15,684 |
| Unpaid minimum required contributions for current year | 2021-12-24 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-24 | 0 |
| 2020: JOHN F. STAMBAUGH & COMPANY PENSION PLAN 2020 401k membership |
|---|
| Market value of plan assets | 2020-12-24 | 291,779 |
| Acturial value of plan assets | 2020-12-24 | 291,779 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-24 | 51,060 |
| Number of terminated vested participants | 2020-12-24 | 39 |
| Fundng target for terminated vested participants | 2020-12-24 | 289,647 |
| Active participant vested funding target | 2020-12-24 | 86,949 |
| Number of active participants | 2020-12-24 | 7 |
| Total funding liabilities for active participants | 2020-12-24 | 88,578 |
| Total participant count | 2020-12-24 | 51 |
| Total funding target for all participants | 2020-12-24 | 429,285 |
| Balance at beginning of prior year after applicable adjustments | 2020-12-24 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-24 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-24 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-12-24 | 0 |
| Amount remaining of carryover balance | 2020-12-24 | 0 |
| Amount remaining of prefunding balance | 2020-12-24 | 0 |
| Present value of excess contributions | 2020-12-24 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-24 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-24 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-12-24 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-12-24 | 0 |
| Balance of carryovers at beginning of current year | 2020-12-24 | 0 |
| Balance of prefunding at beginning of current year | 2020-12-24 | 0 |
| Total employer contributions | 2020-12-24 | 29,341 |
| Total employee contributions | 2020-12-24 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-24 | 24,267 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-12-24 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-24 | 188 |
| Unpaid minimum required contributions for all prior years | 2020-12-24 | 24,267 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-24 | 24,267 |
| Remaining amount of unpaid minimum required contributions | 2020-12-24 | 0 |
| Minimum required contributions for current year target normal cost | 2020-12-24 | 3,410 |
| Net shortfall amortization installment of oustanding balance | 2020-12-24 | 137,506 |
| Waiver amortization installment | 2020-12-24 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-24 | 16,124 |
| Carryover balance elected to use to offset funding requirement | 2020-12-24 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-12-24 | 0 |
| Additional cash requirement | 2020-12-24 | 16,124 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-24 | 188 |
| Unpaid minimum required contributions for current year | 2020-12-24 | 15,936 |
| Unpaid minimum required contributions for all years | 2020-12-24 | 15,936 |
| 2019: JOHN F. STAMBAUGH & COMPANY PENSION PLAN 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-24 | 295,772 |
| Acturial value of plan assets | 2019-12-24 | 295,772 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-24 | 52,270 |
| Number of terminated vested participants | 2019-12-24 | 39 |
| Fundng target for terminated vested participants | 2019-12-24 | 266,205 |
| Active participant vested funding target | 2019-12-24 | 79,132 |
| Number of active participants | 2019-12-24 | 7 |
| Total funding liabilities for active participants | 2019-12-24 | 80,616 |
| Total participant count | 2019-12-24 | 51 |
| Total funding target for all participants | 2019-12-24 | 399,091 |
| Balance at beginning of prior year after applicable adjustments | 2019-12-24 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-24 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-24 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-12-24 | 0 |
| Amount remaining of carryover balance | 2019-12-24 | 0 |
| Amount remaining of prefunding balance | 2019-12-24 | 0 |
| Present value of excess contributions | 2019-12-24 | 17 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-24 | 18 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-24 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-12-24 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-12-24 | 0 |
| Balance of carryovers at beginning of current year | 2019-12-24 | 0 |
| Balance of prefunding at beginning of current year | 2019-12-24 | 0 |
| Total employer contributions | 2019-12-24 | 0 |
| Total employee contributions | 2019-12-24 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-24 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-12-24 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-24 | 0 |
| Unpaid minimum required contributions for all prior years | 2019-12-24 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-24 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-12-24 | 0 |
| Minimum required contributions for current year target normal cost | 2019-12-24 | 4,168 |
| Net shortfall amortization installment of oustanding balance | 2019-12-24 | 103,319 |
| Waiver amortization installment | 2019-12-24 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-24 | 24,267 |
| Carryover balance elected to use to offset funding requirement | 2019-12-24 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-12-24 | 0 |
| Additional cash requirement | 2019-12-24 | 24,267 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-24 | 0 |
| Unpaid minimum required contributions for current year | 2019-12-24 | 24,267 |
| Unpaid minimum required contributions for all years | 2019-12-24 | 24,267 |
| 2018: JOHN F. STAMBAUGH & COMPANY PENSION PLAN 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-24 | 272,403 |
| Acturial value of plan assets | 2018-12-24 | 272,403 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-24 | 38,048 |
| Number of terminated vested participants | 2018-12-24 | 40 |
| Fundng target for terminated vested participants | 2018-12-24 | 257,801 |
| Active participant vested funding target | 2018-12-24 | 61,470 |
| Number of active participants | 2018-12-24 | 6 |
| Total funding liabilities for active participants | 2018-12-24 | 65,443 |
| Total participant count | 2018-12-24 | 50 |
| Total funding target for all participants | 2018-12-24 | 361,292 |
| Balance at beginning of prior year after applicable adjustments | 2018-12-24 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-24 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-24 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-12-24 | 0 |
| Amount remaining of carryover balance | 2018-12-24 | 0 |
| Amount remaining of prefunding balance | 2018-12-24 | 0 |
| Present value of excess contributions | 2018-12-24 | 1,497 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-24 | 1,589 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-24 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2018-12-24 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-12-24 | 0 |
| Balance of carryovers at beginning of current year | 2018-12-24 | 0 |
| Balance of prefunding at beginning of current year | 2018-12-24 | 0 |
| Total employer contributions | 2018-12-24 | 29,038 |
| Total employee contributions | 2018-12-24 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-24 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-12-24 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-24 | 25,365 |
| Unpaid minimum required contributions for all prior years | 2018-12-24 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-24 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-12-24 | 0 |
| Minimum required contributions for current year target normal cost | 2018-12-24 | 3,595 |
| Net shortfall amortization installment of oustanding balance | 2018-12-24 | 88,889 |
| Waiver amortization installment | 2018-12-24 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-24 | 25,348 |
| Carryover balance elected to use to offset funding requirement | 2018-12-24 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-12-24 | 0 |
| Additional cash requirement | 2018-12-24 | 25,348 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-24 | 25,365 |
| Unpaid minimum required contributions for current year | 2018-12-24 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-24 | 0 |
| 2017: JOHN F. STAMBAUGH & COMPANY PENSION PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-24 | 243,833 |
| Acturial value of plan assets | 2017-12-24 | 243,652 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-24 | 38,676 |
| Number of terminated vested participants | 2017-12-24 | 25 |
| Fundng target for terminated vested participants | 2017-12-24 | 182,023 |
| Active participant vested funding target | 2017-12-24 | 95,876 |
| Number of active participants | 2017-12-24 | 21 |
| Total funding liabilities for active participants | 2017-12-24 | 105,763 |
| Total participant count | 2017-12-24 | 50 |
| Total funding target for all participants | 2017-12-24 | 326,462 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-24 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-24 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-24 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-12-24 | 0 |
| Amount remaining of carryover balance | 2017-12-24 | 0 |
| Amount remaining of prefunding balance | 2017-12-24 | 0 |
| Present value of excess contributions | 2017-12-24 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-24 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-24 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-24 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-24 | 0 |
| Balance of prefunding at beginning of current year | 2017-12-24 | 0 |
| Total employer contributions | 2017-12-24 | 32,073 |
| Total employee contributions | 2017-12-24 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-24 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-12-24 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-24 | 31,395 |
| Liquidity shortfalls end of Q1 | 2017-12-24 | 0 |
| Liquidity shortfalls end of Q2 | 2017-12-24 | 0 |
| Liquidity shortfalls end of Q3 | 2017-12-24 | 0 |
| Liquidity shortfalls end of Q4 | 2017-12-24 | 0 |
| Unpaid minimum required contributions for all prior years | 2017-12-24 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-24 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-12-24 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-24 | 9,305 |
| Net shortfall amortization installment of oustanding balance | 2017-12-24 | 82,810 |
| Waiver amortization installment | 2017-12-24 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-24 | 29,898 |
| Carryover balance elected to use to offset funding requirement | 2017-12-24 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-12-24 | 0 |
| Additional cash requirement | 2017-12-24 | 29,898 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-24 | 31,395 |
| Unpaid minimum required contributions for current year | 2017-12-24 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-24 | 0 |