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Plan Name | SHARON & KALNOKI, LLC DEFINED BENEFIT PENSION PLAN AND TRUST |
Plan identification number | 003 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | MARTIN JOLIC & ASSOCIATES, LLC |
Employer identification number (EIN): | 341934942 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about MARTIN JOLIC & ASSOCIATES, LLC
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 2000-08-17 |
Company Identification Number: | 1176122 |
Legal Registered Office Address: |
6611 ROCKSIDE ROAD SUITE 225 CLEVELAND United States of America (USA) 44131 |
More information about MARTIN JOLIC & ASSOCIATES, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2019-01-01 | MICHAEL SHARON | 2020-10-15 | ||
003 | 2018-01-01 | MICHAEL SHARON | 2019-10-08 | ||
003 | 2017-01-01 | MICHAEL SHARON | 2018-07-17 | ||
003 | 2016-01-01 | MICHAEL SHARON | 2017-07-27 | ||
003 | 2015-01-01 | MICHAEL SHARON | 2016-06-30 | ||
003 | 2014-01-01 | MICHAEL SHARON | 2015-09-18 | ||
003 | 2013-01-01 | MICHAEL SHARON | 2014-10-07 | ||
003 | 2012-01-01 | MICHAEL SHARON | 2013-09-17 | ||
003 | 2011-01-01 | MICHAEL SHARON | 2012-10-03 | ||
003 | 2010-01-01 | MICHAEL SHARON | 2011-10-05 |
Measure | Date | Value |
---|---|---|
2019: SHARON & KALNOKI, LLC DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k membership | ||
Market value of plan assets | 2019-12-12 | 2,495,686 |
Acturial value of plan assets | 2019-12-12 | 2,495,686 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-12 | 0 |
Number of terminated vested participants | 2019-12-12 | 3 |
Fundng target for terminated vested participants | 2019-12-12 | 2,497,343 |
Active participant vested funding target | 2019-12-12 | 7,571 |
Number of active participants | 2019-12-12 | 2 |
Total funding liabilities for active participants | 2019-12-12 | 7,636 |
Total participant count | 2019-12-12 | 5 |
Total funding target for all participants | 2019-12-12 | 2,504,979 |
Balance at beginning of prior year after applicable adjustments | 2019-12-12 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-12 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-12 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-12 | 0 |
Amount remaining of carryover balance | 2019-12-12 | 0 |
Amount remaining of prefunding balance | 2019-12-12 | 0 |
Present value of excess contributions | 2019-12-12 | 146 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-12 | 152 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-12 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-12 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-12 | 0 |
Balance of carryovers at beginning of current year | 2019-12-12 | 0 |
Balance of prefunding at beginning of current year | 2019-12-12 | 0 |
Total employer contributions | 2019-12-12 | 1,740 |
Total employee contributions | 2019-12-12 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-12 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-12 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-12 | 1,659 |
Unpaid minimum required contributions for all prior years | 2019-12-12 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-12 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-12 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-12 | 0 |
Net shortfall amortization installment of oustanding balance | 2019-12-12 | 9,293 |
Waiver amortization installment | 2019-12-12 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-12 | 1,658 |
Additional cash requirement | 2019-12-12 | 1,658 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-12 | 1,659 |
Unpaid minimum required contributions for current year | 2019-12-12 | 0 |
Unpaid minimum required contributions for all years | 2019-12-12 | 0 |
2018: SHARON & KALNOKI, LLC DEFINED BENEFIT PENSION PLAN AND TRUST 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 2,488,097 |
Acturial value of plan assets | 2018-12-31 | 2,488,097 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 3 |
Fundng target for terminated vested participants | 2018-12-31 | 2,491,198 |
Active participant vested funding target | 2018-12-31 | 4,535 |
Number of active participants | 2018-12-31 | 2 |
Total funding liabilities for active participants | 2018-12-31 | 4,535 |
Total participant count | 2018-12-31 | 5 |
Total funding target for all participants | 2018-12-31 | 2,495,733 |
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 | 0 |
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 | 0 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
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 | 0 |
Total employer contributions | 2018-12-31 | 7,647 |
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 | 7,589 |
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 | 6,196 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 7,636 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 7,443 |
Additional cash requirement | 2018-12-31 | 7,443 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 7,589 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: SHARON & KALNOKI, LLC DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 2,491,803 |
Acturial value of plan assets | 2017-12-31 | 2,491,803 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 2 |
Fundng target for terminated vested participants | 2017-12-31 | 467 |
Active participant vested funding target | 2017-12-31 | 2,384,672 |
Number of active participants | 2017-12-31 | 3 |
Total funding liabilities for active participants | 2017-12-31 | 2,384,672 |
Total participant count | 2017-12-31 | 5 |
Total funding target for all participants | 2017-12-31 | 2,385,139 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 0 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 5,753 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: SHARON & KALNOKI, LLC DEFINED BENEFIT PENSION PLAN AND TRUST 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 2,488,610 |
Acturial value of plan assets | 2016-12-31 | 2,488,610 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 2 |
Fundng target for terminated vested participants | 2016-12-31 | 346 |
Active participant vested funding target | 2016-12-31 | 2,269,993 |
Number of active participants | 2016-12-31 | 2 |
Total funding liabilities for active participants | 2016-12-31 | 2,269,993 |
Total participant count | 2016-12-31 | 4 |
Total funding target for all participants | 2016-12-31 | 2,270,339 |
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 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 0 |
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 | 0 |
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 | 1,819 |
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 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |