401k Plan data: EMPLOYEES' PENSION AND INVESTMENT PLAN OF INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC. plan

EMPLOYEES' PENSION AND INVESTMENT PLAN OF INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC. 401k Plan overview

Plan Name	EMPLOYEES' PENSION AND INVESTMENT PLAN OF INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC.
Plan identification number	001

EMPLOYEES' PENSION AND INVESTMENT PLAN OF INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC. Benefits

401k Plan Type

Defined 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.
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

INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC.

Employer identification number (EIN): 350905952

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES' PENSION AND INVESTMENT PLAN OF INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-08-01 PAUL NEIDIG 2023-11-21
001 2021-08-01 PAUL NEIDIG 2023-01-16
001 2020-08-01 PAUL NEIDIG 2022-01-03
001 2019-08-01 PAUL NEIDIG 2021-02-14
001 2018-08-01 BOBBY COX 2019-12-05
001 2017-08-01 BOBBY COX 2018-11-28
001 2016-08-01 BOBBY COX 2018-02-15
001 2015-08-01 BOBBY COX 2017-02-02
001 2014-08-01 BOBBY COX 2016-02-09
001 2013-08-01 BOBBY COX 2015-01-29
001 2012-08-01 BOBBY COX 2014-02-03
001 2011-08-01 BOBBY COX 2013-02-15
001 2010-08-01 BOBBY COX 2012-05-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-08-01	PAUL NEIDIG	2023-11-21
001	2021-08-01	PAUL NEIDIG	2023-01-16
001	2020-08-01	PAUL NEIDIG	2022-01-03
001	2019-08-01	PAUL NEIDIG	2021-02-14
001	2018-08-01	BOBBY COX	2019-12-05
001	2017-08-01	BOBBY COX	2018-11-28
001	2016-08-01	BOBBY COX	2018-02-15
001	2015-08-01	BOBBY COX	2017-02-02
001	2014-08-01	BOBBY COX	2016-02-09
001	2013-08-01	BOBBY COX	2015-01-29
001	2012-08-01	BOBBY COX	2014-02-03
001	2011-08-01	BOBBY COX	2013-02-15
001	2010-08-01	BOBBY COX	2012-05-14

Plan Statistics for EMPLOYEES' PENSION AND INVESTMENT PLAN OF INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC.

401k plan membership statisitcs for EMPLOYEES' PENSION AND INVESTMENT PLAN OF INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC.

Measure Date Value
2023: EMPLOYEES' PENSION AND INVESTMENT PLAN OF INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC. 2023 401k membership
Market value of plan assets 2023-07-31 2,887,632
Acturial value of plan assets 2023-07-31 3,176,395
Funding target for retired participants and beneficiaries receiving payment 2023-07-31 1,520,669
Number of terminated vested participants 2023-07-31 5
Fundng target for terminated vested participants 2023-07-31 496,427
Active participant vested funding target 2023-07-31 1,149,232
Number of active participants 2023-07-31 16
Total funding liabilities for active participants 2023-07-31 1,172,871
Total participant count 2023-07-31 31
Total funding target for all participants 2023-07-31 3,189,967
Balance at beginning of prior year after applicable adjustments 2023-07-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-07-31 225,828
Carryover balanced portion elected for use to offset prior years funding requirement 2023-07-31 0
Prefunding balanced used to offset prior years funding requirement 2023-07-31 0
Amount remaining of carryover balance 2023-07-31 0
Amount remaining of prefunding balance 2023-07-31 225,828
Present value of excess contributions 2023-07-31 194,664
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-07-31 205,390
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-07-31 205,390
Reductions in caryover balances due to elections or deemed elections 2023-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-07-31 19,486
Balance of carryovers at beginning of current year 2023-07-31 0
Balance of prefunding at beginning of current year 2023-07-31 384,000
Total employer contributions 2023-07-31 400,000
Total employee contributions 2023-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-07-31 389,672
Liquidity shortfalls end of Q1 2023-07-31 0
Liquidity shortfalls end of Q2 2023-07-31 0
Liquidity shortfalls end of Q3 2023-07-31 0
Liquidity shortfalls end of Q4 2023-07-31 0
Unpaid minimum required contributions for all prior years 2023-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-07-31 0
Remaining amount of unpaid minimum required contributions 2023-07-31 0
Minimum required contributions for current year target normal cost 2023-07-31 155,202
Net shortfall amortization installment of oustanding balance 2023-07-31 397,572
Waiver amortization installment 2023-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-07-31 193,261
Carryover balance elected to use to offset funding requirement 2023-07-31 0
Prefunding balance elected to use to offset funding requirement 2023-07-31 0
Additional cash requirement 2023-07-31 193,261
Contributions allocatedtoward minimum required contributions for current year 2023-07-31 389,672
Unpaid minimum required contributions for current year 2023-07-31 0
Unpaid minimum required contributions for all years 2023-07-31 0
2022: EMPLOYEES' PENSION AND INVESTMENT PLAN OF INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC. 2022 401k membership
Market value of plan assets 2022-07-31 3,076,295
Acturial value of plan assets 2022-07-31 2,867,250
Funding target for retired participants and beneficiaries receiving payment 2022-07-31 1,566,872
Number of terminated vested participants 2022-07-31 4
Fundng target for terminated vested participants 2022-07-31 340,220
Active participant vested funding target 2022-07-31 931,705
Number of active participants 2022-07-31 15
Total funding liabilities for active participants 2022-07-31 1,044,818
Total participant count 2022-07-31 30
Total funding target for all participants 2022-07-31 2,951,910
Balance at beginning of prior year after applicable adjustments 2022-07-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-07-31 32,509
Carryover balanced portion elected for use to offset prior years funding requirement 2022-07-31 0
Prefunding balanced used to offset prior years funding requirement 2022-07-31 0
Amount remaining of carryover balance 2022-07-31 0
Amount remaining of prefunding balance 2022-07-31 32,509
Present value of excess contributions 2022-07-31 178,335
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-07-31 187,805
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-07-31 187,805
Reductions in caryover balances due to elections or deemed elections 2022-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-07-31 0
Balance of carryovers at beginning of current year 2022-07-31 0
Balance of prefunding at beginning of current year 2022-07-31 225,828
Total employer contributions 2022-07-31 360,000
Total employee contributions 2022-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-07-31 352,749
Liquidity shortfalls end of Q1 2022-07-31 0
Liquidity shortfalls end of Q2 2022-07-31 0
Liquidity shortfalls end of Q3 2022-07-31 0
Liquidity shortfalls end of Q4 2022-07-31 0
Unpaid minimum required contributions for all prior years 2022-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-07-31 0
Remaining amount of unpaid minimum required contributions 2022-07-31 0
Minimum required contributions for current year target normal cost 2022-07-31 129,135
Net shortfall amortization installment of oustanding balance 2022-07-31 310,488
Waiver amortization installment 2022-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-07-31 158,085
Carryover balance elected to use to offset funding requirement 2022-07-31 0
Prefunding balance elected to use to offset funding requirement 2022-07-31 0
Additional cash requirement 2022-07-31 158,085
Contributions allocatedtoward minimum required contributions for current year 2022-07-31 352,749
Unpaid minimum required contributions for current year 2022-07-31 0
Unpaid minimum required contributions for all years 2022-07-31 0
2021: EMPLOYEES' PENSION AND INVESTMENT PLAN OF INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC. 2021 401k membership
Market value of plan assets 2021-07-31 2,633,280
Acturial value of plan assets 2021-07-31 2,606,488
Funding target for retired participants and beneficiaries receiving payment 2021-07-31 1,650,022
Number of terminated vested participants 2021-07-31 4
Fundng target for terminated vested participants 2021-07-31 323,036
Active participant vested funding target 2021-07-31 1,014,830
Number of active participants 2021-07-31 17
Total funding liabilities for active participants 2021-07-31 1,105,931
Total participant count 2021-07-31 32
Total funding target for all participants 2021-07-31 3,078,989
Balance at beginning of prior year after applicable adjustments 2021-07-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-07-31 17,373
Carryover balanced portion elected for use to offset prior years funding requirement 2021-07-31 0
Prefunding balanced used to offset prior years funding requirement 2021-07-31 0
Amount remaining of carryover balance 2021-07-31 0
Amount remaining of prefunding balance 2021-07-31 17,373
Present value of excess contributions 2021-07-31 13,155
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-07-31 13,861
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-07-31 13,861
Reductions in caryover balances due to elections or deemed elections 2021-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-07-31 0
Balance of carryovers at beginning of current year 2021-07-31 0
Balance of prefunding at beginning of current year 2021-07-31 32,509
Total employer contributions 2021-07-31 445,000
Total employee contributions 2021-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-07-31 434,233
Liquidity shortfalls end of Q1 2021-07-31 0
Liquidity shortfalls end of Q2 2021-07-31 0
Liquidity shortfalls end of Q3 2021-07-31 0
Liquidity shortfalls end of Q4 2021-07-31 0
Unpaid minimum required contributions for all prior years 2021-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-07-31 0
Remaining amount of unpaid minimum required contributions 2021-07-31 0
Minimum required contributions for current year target normal cost 2021-07-31 127,539
Net shortfall amortization installment of oustanding balance 2021-07-31 505,010
Waiver amortization installment 2021-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-07-31 255,898
Carryover balance elected to use to offset funding requirement 2021-07-31 0
Prefunding balance elected to use to offset funding requirement 2021-07-31 0
Additional cash requirement 2021-07-31 255,898
Contributions allocatedtoward minimum required contributions for current year 2021-07-31 434,233
Unpaid minimum required contributions for current year 2021-07-31 0
Unpaid minimum required contributions for all years 2021-07-31 0
2020: EMPLOYEES' PENSION AND INVESTMENT PLAN OF INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC. 2020 401k membership
Market value of plan assets 2020-07-31 2,245,387
Acturial value of plan assets 2020-07-31 2,258,842
Funding target for retired participants and beneficiaries receiving payment 2020-07-31 1,046,251
Number of terminated vested participants 2020-07-31 4
Fundng target for terminated vested participants 2020-07-31 297,223
Active participant vested funding target 2020-07-31 1,345,978
Number of active participants 2020-07-31 18
Total funding liabilities for active participants 2020-07-31 1,458,362
Total participant count 2020-07-31 32
Total funding target for all participants 2020-07-31 2,801,836
Balance at beginning of prior year after applicable adjustments 2020-07-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-07-31 82,644
Carryover balanced portion elected for use to offset prior years funding requirement 2020-07-31 0
Prefunding balanced used to offset prior years funding requirement 2020-07-31 6,080
Amount remaining of carryover balance 2020-07-31 0
Amount remaining of prefunding balance 2020-07-31 76,564
Present value of excess contributions 2020-07-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-07-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-07-31 0
Reductions in caryover balances due to elections or deemed elections 2020-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-07-31 63,004
Balance of carryovers at beginning of current year 2020-07-31 0
Balance of prefunding at beginning of current year 2020-07-31 17,373
Total employer contributions 2020-07-31 340,000
Total employee contributions 2020-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-07-31 330,187
Liquidity shortfalls end of Q1 2020-07-31 0
Liquidity shortfalls end of Q2 2020-07-31 0
Liquidity shortfalls end of Q3 2020-07-31 0
Liquidity shortfalls end of Q4 2020-07-31 0
Unpaid minimum required contributions for all prior years 2020-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-07-31 0
Remaining amount of unpaid minimum required contributions 2020-07-31 0
Minimum required contributions for current year target normal cost 2020-07-31 158,597
Net shortfall amortization installment of oustanding balance 2020-07-31 560,367
Waiver amortization installment 2020-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-07-31 317,032
Carryover balance elected to use to offset funding requirement 2020-07-31 0
Prefunding balance elected to use to offset funding requirement 2020-07-31 0
Additional cash requirement 2020-07-31 317,032
Contributions allocatedtoward minimum required contributions for current year 2020-07-31 330,187
Unpaid minimum required contributions for current year 2020-07-31 0
Unpaid minimum required contributions for all years 2020-07-31 0
2019: EMPLOYEES' PENSION AND INVESTMENT PLAN OF INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC. 2019 401k membership
Market value of plan assets 2019-07-31 2,087,809
Acturial value of plan assets 2019-07-31 2,101,378
Funding target for retired participants and beneficiaries receiving payment 2019-07-31 947,208
Number of terminated vested participants 2019-07-31 7
Fundng target for terminated vested participants 2019-07-31 373,282
Active participant vested funding target 2019-07-31 1,125,711
Number of active participants 2019-07-31 16
Total funding liabilities for active participants 2019-07-31 1,202,927
Total participant count 2019-07-31 32
Total funding target for all participants 2019-07-31 2,523,417
Balance at beginning of prior year after applicable adjustments 2019-07-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-07-31 200,689
Carryover balanced portion elected for use to offset prior years funding requirement 2019-07-31 0
Prefunding balanced used to offset prior years funding requirement 2019-07-31 0
Amount remaining of carryover balance 2019-07-31 0
Amount remaining of prefunding balance 2019-07-31 200,689
Present value of excess contributions 2019-07-31 35,916
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-07-31 37,952
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-07-31 0
Reductions in caryover balances due to elections or deemed elections 2019-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-07-31 127,839
Balance of carryovers at beginning of current year 2019-07-31 0
Balance of prefunding at beginning of current year 2019-07-31 82,644
Total employer contributions 2019-07-31 210,000
Total employee contributions 2019-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-07-31 204,290
Unpaid minimum required contributions for all prior years 2019-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-07-31 0
Remaining amount of unpaid minimum required contributions 2019-07-31 0
Minimum required contributions for current year target normal cost 2019-07-31 125,223
Net shortfall amortization installment of oustanding balance 2019-07-31 504,683
Waiver amortization installment 2019-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-07-31 210,370
Carryover balance elected to use to offset funding requirement 2019-07-31 0
Prefunding balance elected to use to offset funding requirement 2019-07-31 6,080
Additional cash requirement 2019-07-31 204,290
Contributions allocatedtoward minimum required contributions for current year 2019-07-31 204,290
Unpaid minimum required contributions for current year 2019-07-31 0
Unpaid minimum required contributions for all years 2019-07-31 0
2018: EMPLOYEES' PENSION AND INVESTMENT PLAN OF INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC. 2018 401k membership
Market value of plan assets 2018-07-31 2,341,110
Acturial value of plan assets 2018-07-31 2,371,243
Funding target for retired participants and beneficiaries receiving payment 2018-07-31 967,507
Number of terminated vested participants 2018-07-31 5
Fundng target for terminated vested participants 2018-07-31 720,454
Active participant vested funding target 2018-07-31 895,507
Number of active participants 2018-07-31 17
Total funding liabilities for active participants 2018-07-31 930,051
Total participant count 2018-07-31 31
Total funding target for all participants 2018-07-31 2,618,012
Balance at beginning of prior year after applicable adjustments 2018-07-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-07-31 175,263
Carryover balanced portion elected for use to offset prior years funding requirement 2018-07-31 0
Prefunding balanced used to offset prior years funding requirement 2018-07-31 0
Amount remaining of carryover balance 2018-07-31 0
Amount remaining of prefunding balance 2018-07-31 175,263
Present value of excess contributions 2018-07-31 14,583
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-07-31 15,454
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-07-31 15,454
Reductions in caryover balances due to elections or deemed elections 2018-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-07-31 0
Balance of carryovers at beginning of current year 2018-07-31 0
Balance of prefunding at beginning of current year 2018-07-31 200,689
Total employer contributions 2018-07-31 240,000
Total employee contributions 2018-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-07-31 232,846
Unpaid minimum required contributions for all prior years 2018-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-07-31 0
Remaining amount of unpaid minimum required contributions 2018-07-31 0
Minimum required contributions for current year target normal cost 2018-07-31 101,217
Net shortfall amortization installment of oustanding balance 2018-07-31 447,458
Waiver amortization installment 2018-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-07-31 196,930
Carryover balance elected to use to offset funding requirement 2018-07-31 0
Prefunding balance elected to use to offset funding requirement 2018-07-31 0
Additional cash requirement 2018-07-31 196,930
Contributions allocatedtoward minimum required contributions for current year 2018-07-31 232,846
Unpaid minimum required contributions for current year 2018-07-31 0
Unpaid minimum required contributions for all years 2018-07-31 0
2017: EMPLOYEES' PENSION AND INVESTMENT PLAN OF INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC. 2017 401k membership
Market value of plan assets 2017-07-31 2,099,523
Acturial value of plan assets 2017-07-31 2,170,746
Funding target for retired participants and beneficiaries receiving payment 2017-07-31 1,180,883
Number of terminated vested participants 2017-07-31 6
Fundng target for terminated vested participants 2017-07-31 280,940
Active participant vested funding target 2017-07-31 861,661
Number of active participants 2017-07-31 18
Total funding liabilities for active participants 2017-07-31 902,167
Total participant count 2017-07-31 31
Total funding target for all participants 2017-07-31 2,363,990
Balance at beginning of prior year after applicable adjustments 2017-07-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-07-31 171,205
Carryover balanced portion elected for use to offset prior years funding requirement 2017-07-31 0
Prefunding balanced used to offset prior years funding requirement 2017-07-31 0
Amount remaining of carryover balance 2017-07-31 0
Amount remaining of prefunding balance 2017-07-31 171,205
Present value of excess contributions 2017-07-31 32,319
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-07-31 34,310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-07-31 0
Reductions in caryover balances due to elections or deemed elections 2017-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-07-31 0
Balance of carryovers at beginning of current year 2017-07-31 0
Balance of prefunding at beginning of current year 2017-07-31 175,263
Total employer contributions 2017-07-31 220,000
Total employee contributions 2017-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-07-31 212,081
Unpaid minimum required contributions for all prior years 2017-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-07-31 0
Remaining amount of unpaid minimum required contributions 2017-07-31 0
Minimum required contributions for current year target normal cost 2017-07-31 97,705
Net shortfall amortization installment of oustanding balance 2017-07-31 368,507
Waiver amortization installment 2017-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-07-31 197,498
Carryover balance elected to use to offset funding requirement 2017-07-31 0
Prefunding balance elected to use to offset funding requirement 2017-07-31 0
Additional cash requirement 2017-07-31 197,498
Contributions allocatedtoward minimum required contributions for current year 2017-07-31 212,081
Unpaid minimum required contributions for current year 2017-07-31 0
Unpaid minimum required contributions for all years 2017-07-31 0

Measure	Date	Value
2023: EMPLOYEES' PENSION AND INVESTMENT PLAN OF INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC. 2023 401k membership
Market value of plan assets	2023-07-31	2,887,632
Acturial value of plan assets	2023-07-31	3,176,395
Funding target for retired participants and beneficiaries receiving payment	2023-07-31	1,520,669
Number of terminated vested participants	2023-07-31	5
Fundng target for terminated vested participants	2023-07-31	496,427
Active participant vested funding target	2023-07-31	1,149,232
Number of active participants	2023-07-31	16
Total funding liabilities for active participants	2023-07-31	1,172,871
Total participant count	2023-07-31	31
Total funding target for all participants	2023-07-31	3,189,967
Balance at beginning of prior year after applicable adjustments	2023-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-07-31	225,828
Carryover balanced portion elected for use to offset prior years funding requirement	2023-07-31	0
Prefunding balanced used to offset prior years funding requirement	2023-07-31	0
Amount remaining of carryover balance	2023-07-31	0
Amount remaining of prefunding balance	2023-07-31	225,828
Present value of excess contributions	2023-07-31	194,664
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-07-31	205,390
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-07-31	205,390
Reductions in caryover balances due to elections or deemed elections	2023-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-07-31	19,486
Balance of carryovers at beginning of current year	2023-07-31	0
Balance of prefunding at beginning of current year	2023-07-31	384,000
Total employer contributions	2023-07-31	400,000
Total employee contributions	2023-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-07-31	389,672
Liquidity shortfalls end of Q1	2023-07-31	0
Liquidity shortfalls end of Q2	2023-07-31	0
Liquidity shortfalls end of Q3	2023-07-31	0
Liquidity shortfalls end of Q4	2023-07-31	0
Unpaid minimum required contributions for all prior years	2023-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-07-31	0
Remaining amount of unpaid minimum required contributions	2023-07-31	0
Minimum required contributions for current year target normal cost	2023-07-31	155,202
Net shortfall amortization installment of oustanding balance	2023-07-31	397,572
Waiver amortization installment	2023-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-07-31	193,261
Carryover balance elected to use to offset funding requirement	2023-07-31	0
Prefunding balance elected to use to offset funding requirement	2023-07-31	0
Additional cash requirement	2023-07-31	193,261
Contributions allocatedtoward minimum required contributions for current year	2023-07-31	389,672
Unpaid minimum required contributions for current year	2023-07-31	0
Unpaid minimum required contributions for all years	2023-07-31	0
2022: EMPLOYEES' PENSION AND INVESTMENT PLAN OF INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC. 2022 401k membership
Market value of plan assets	2022-07-31	3,076,295
Acturial value of plan assets	2022-07-31	2,867,250
Funding target for retired participants and beneficiaries receiving payment	2022-07-31	1,566,872
Number of terminated vested participants	2022-07-31	4
Fundng target for terminated vested participants	2022-07-31	340,220
Active participant vested funding target	2022-07-31	931,705
Number of active participants	2022-07-31	15
Total funding liabilities for active participants	2022-07-31	1,044,818
Total participant count	2022-07-31	30
Total funding target for all participants	2022-07-31	2,951,910
Balance at beginning of prior year after applicable adjustments	2022-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-07-31	32,509
Carryover balanced portion elected for use to offset prior years funding requirement	2022-07-31	0
Prefunding balanced used to offset prior years funding requirement	2022-07-31	0
Amount remaining of carryover balance	2022-07-31	0
Amount remaining of prefunding balance	2022-07-31	32,509
Present value of excess contributions	2022-07-31	178,335
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-07-31	187,805
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-07-31	187,805
Reductions in caryover balances due to elections or deemed elections	2022-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-07-31	0
Balance of carryovers at beginning of current year	2022-07-31	0
Balance of prefunding at beginning of current year	2022-07-31	225,828
Total employer contributions	2022-07-31	360,000
Total employee contributions	2022-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-07-31	352,749
Liquidity shortfalls end of Q1	2022-07-31	0
Liquidity shortfalls end of Q2	2022-07-31	0
Liquidity shortfalls end of Q3	2022-07-31	0
Liquidity shortfalls end of Q4	2022-07-31	0
Unpaid minimum required contributions for all prior years	2022-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-07-31	0
Remaining amount of unpaid minimum required contributions	2022-07-31	0
Minimum required contributions for current year target normal cost	2022-07-31	129,135
Net shortfall amortization installment of oustanding balance	2022-07-31	310,488
Waiver amortization installment	2022-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-07-31	158,085
Carryover balance elected to use to offset funding requirement	2022-07-31	0
Prefunding balance elected to use to offset funding requirement	2022-07-31	0
Additional cash requirement	2022-07-31	158,085
Contributions allocatedtoward minimum required contributions for current year	2022-07-31	352,749
Unpaid minimum required contributions for current year	2022-07-31	0
Unpaid minimum required contributions for all years	2022-07-31	0
2021: EMPLOYEES' PENSION AND INVESTMENT PLAN OF INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC. 2021 401k membership
Market value of plan assets	2021-07-31	2,633,280
Acturial value of plan assets	2021-07-31	2,606,488
Funding target for retired participants and beneficiaries receiving payment	2021-07-31	1,650,022
Number of terminated vested participants	2021-07-31	4
Fundng target for terminated vested participants	2021-07-31	323,036
Active participant vested funding target	2021-07-31	1,014,830
Number of active participants	2021-07-31	17
Total funding liabilities for active participants	2021-07-31	1,105,931
Total participant count	2021-07-31	32
Total funding target for all participants	2021-07-31	3,078,989
Balance at beginning of prior year after applicable adjustments	2021-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-07-31	17,373
Carryover balanced portion elected for use to offset prior years funding requirement	2021-07-31	0
Prefunding balanced used to offset prior years funding requirement	2021-07-31	0
Amount remaining of carryover balance	2021-07-31	0
Amount remaining of prefunding balance	2021-07-31	17,373
Present value of excess contributions	2021-07-31	13,155
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-07-31	13,861
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-07-31	13,861
Reductions in caryover balances due to elections or deemed elections	2021-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-07-31	0
Balance of carryovers at beginning of current year	2021-07-31	0
Balance of prefunding at beginning of current year	2021-07-31	32,509
Total employer contributions	2021-07-31	445,000
Total employee contributions	2021-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-07-31	434,233
Liquidity shortfalls end of Q1	2021-07-31	0
Liquidity shortfalls end of Q2	2021-07-31	0
Liquidity shortfalls end of Q3	2021-07-31	0
Liquidity shortfalls end of Q4	2021-07-31	0
Unpaid minimum required contributions for all prior years	2021-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-07-31	0
Remaining amount of unpaid minimum required contributions	2021-07-31	0
Minimum required contributions for current year target normal cost	2021-07-31	127,539
Net shortfall amortization installment of oustanding balance	2021-07-31	505,010
Waiver amortization installment	2021-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-07-31	255,898
Carryover balance elected to use to offset funding requirement	2021-07-31	0
Prefunding balance elected to use to offset funding requirement	2021-07-31	0
Additional cash requirement	2021-07-31	255,898
Contributions allocatedtoward minimum required contributions for current year	2021-07-31	434,233
Unpaid minimum required contributions for current year	2021-07-31	0
Unpaid minimum required contributions for all years	2021-07-31	0
2020: EMPLOYEES' PENSION AND INVESTMENT PLAN OF INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC. 2020 401k membership
Market value of plan assets	2020-07-31	2,245,387
Acturial value of plan assets	2020-07-31	2,258,842
Funding target for retired participants and beneficiaries receiving payment	2020-07-31	1,046,251
Number of terminated vested participants	2020-07-31	4
Fundng target for terminated vested participants	2020-07-31	297,223
Active participant vested funding target	2020-07-31	1,345,978
Number of active participants	2020-07-31	18
Total funding liabilities for active participants	2020-07-31	1,458,362
Total participant count	2020-07-31	32
Total funding target for all participants	2020-07-31	2,801,836
Balance at beginning of prior year after applicable adjustments	2020-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-07-31	82,644
Carryover balanced portion elected for use to offset prior years funding requirement	2020-07-31	0
Prefunding balanced used to offset prior years funding requirement	2020-07-31	6,080
Amount remaining of carryover balance	2020-07-31	0
Amount remaining of prefunding balance	2020-07-31	76,564
Present value of excess contributions	2020-07-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-07-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-07-31	0
Reductions in caryover balances due to elections or deemed elections	2020-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-07-31	63,004
Balance of carryovers at beginning of current year	2020-07-31	0
Balance of prefunding at beginning of current year	2020-07-31	17,373
Total employer contributions	2020-07-31	340,000
Total employee contributions	2020-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-07-31	330,187
Liquidity shortfalls end of Q1	2020-07-31	0
Liquidity shortfalls end of Q2	2020-07-31	0
Liquidity shortfalls end of Q3	2020-07-31	0
Liquidity shortfalls end of Q4	2020-07-31	0
Unpaid minimum required contributions for all prior years	2020-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-07-31	0
Remaining amount of unpaid minimum required contributions	2020-07-31	0
Minimum required contributions for current year target normal cost	2020-07-31	158,597
Net shortfall amortization installment of oustanding balance	2020-07-31	560,367
Waiver amortization installment	2020-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-07-31	317,032
Carryover balance elected to use to offset funding requirement	2020-07-31	0
Prefunding balance elected to use to offset funding requirement	2020-07-31	0
Additional cash requirement	2020-07-31	317,032
Contributions allocatedtoward minimum required contributions for current year	2020-07-31	330,187
Unpaid minimum required contributions for current year	2020-07-31	0
Unpaid minimum required contributions for all years	2020-07-31	0
2019: EMPLOYEES' PENSION AND INVESTMENT PLAN OF INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC. 2019 401k membership
Market value of plan assets	2019-07-31	2,087,809
Acturial value of plan assets	2019-07-31	2,101,378
Funding target for retired participants and beneficiaries receiving payment	2019-07-31	947,208
Number of terminated vested participants	2019-07-31	7
Fundng target for terminated vested participants	2019-07-31	373,282
Active participant vested funding target	2019-07-31	1,125,711
Number of active participants	2019-07-31	16
Total funding liabilities for active participants	2019-07-31	1,202,927
Total participant count	2019-07-31	32
Total funding target for all participants	2019-07-31	2,523,417
Balance at beginning of prior year after applicable adjustments	2019-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-07-31	200,689
Carryover balanced portion elected for use to offset prior years funding requirement	2019-07-31	0
Prefunding balanced used to offset prior years funding requirement	2019-07-31	0
Amount remaining of carryover balance	2019-07-31	0
Amount remaining of prefunding balance	2019-07-31	200,689
Present value of excess contributions	2019-07-31	35,916
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-07-31	37,952
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-07-31	0
Reductions in caryover balances due to elections or deemed elections	2019-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-07-31	127,839
Balance of carryovers at beginning of current year	2019-07-31	0
Balance of prefunding at beginning of current year	2019-07-31	82,644
Total employer contributions	2019-07-31	210,000
Total employee contributions	2019-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-07-31	204,290
Unpaid minimum required contributions for all prior years	2019-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-07-31	0
Remaining amount of unpaid minimum required contributions	2019-07-31	0
Minimum required contributions for current year target normal cost	2019-07-31	125,223
Net shortfall amortization installment of oustanding balance	2019-07-31	504,683
Waiver amortization installment	2019-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-07-31	210,370
Carryover balance elected to use to offset funding requirement	2019-07-31	0
Prefunding balance elected to use to offset funding requirement	2019-07-31	6,080
Additional cash requirement	2019-07-31	204,290
Contributions allocatedtoward minimum required contributions for current year	2019-07-31	204,290
Unpaid minimum required contributions for current year	2019-07-31	0
Unpaid minimum required contributions for all years	2019-07-31	0
2018: EMPLOYEES' PENSION AND INVESTMENT PLAN OF INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC. 2018 401k membership
Market value of plan assets	2018-07-31	2,341,110
Acturial value of plan assets	2018-07-31	2,371,243
Funding target for retired participants and beneficiaries receiving payment	2018-07-31	967,507
Number of terminated vested participants	2018-07-31	5
Fundng target for terminated vested participants	2018-07-31	720,454
Active participant vested funding target	2018-07-31	895,507
Number of active participants	2018-07-31	17
Total funding liabilities for active participants	2018-07-31	930,051
Total participant count	2018-07-31	31
Total funding target for all participants	2018-07-31	2,618,012
Balance at beginning of prior year after applicable adjustments	2018-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-07-31	175,263
Carryover balanced portion elected for use to offset prior years funding requirement	2018-07-31	0
Prefunding balanced used to offset prior years funding requirement	2018-07-31	0
Amount remaining of carryover balance	2018-07-31	0
Amount remaining of prefunding balance	2018-07-31	175,263
Present value of excess contributions	2018-07-31	14,583
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-07-31	15,454
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-07-31	15,454
Reductions in caryover balances due to elections or deemed elections	2018-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-07-31	0
Balance of carryovers at beginning of current year	2018-07-31	0
Balance of prefunding at beginning of current year	2018-07-31	200,689
Total employer contributions	2018-07-31	240,000
Total employee contributions	2018-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-07-31	232,846
Unpaid minimum required contributions for all prior years	2018-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-07-31	0
Remaining amount of unpaid minimum required contributions	2018-07-31	0
Minimum required contributions for current year target normal cost	2018-07-31	101,217
Net shortfall amortization installment of oustanding balance	2018-07-31	447,458
Waiver amortization installment	2018-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-07-31	196,930
Carryover balance elected to use to offset funding requirement	2018-07-31	0
Prefunding balance elected to use to offset funding requirement	2018-07-31	0
Additional cash requirement	2018-07-31	196,930
Contributions allocatedtoward minimum required contributions for current year	2018-07-31	232,846
Unpaid minimum required contributions for current year	2018-07-31	0
Unpaid minimum required contributions for all years	2018-07-31	0
2017: EMPLOYEES' PENSION AND INVESTMENT PLAN OF INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC. 2017 401k membership
Market value of plan assets	2017-07-31	2,099,523
Acturial value of plan assets	2017-07-31	2,170,746
Funding target for retired participants and beneficiaries receiving payment	2017-07-31	1,180,883
Number of terminated vested participants	2017-07-31	6
Fundng target for terminated vested participants	2017-07-31	280,940
Active participant vested funding target	2017-07-31	861,661
Number of active participants	2017-07-31	18
Total funding liabilities for active participants	2017-07-31	902,167
Total participant count	2017-07-31	31
Total funding target for all participants	2017-07-31	2,363,990
Balance at beginning of prior year after applicable adjustments	2017-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-07-31	171,205
Carryover balanced portion elected for use to offset prior years funding requirement	2017-07-31	0
Prefunding balanced used to offset prior years funding requirement	2017-07-31	0
Amount remaining of carryover balance	2017-07-31	0
Amount remaining of prefunding balance	2017-07-31	171,205
Present value of excess contributions	2017-07-31	32,319
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-07-31	34,310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-07-31	0
Reductions in caryover balances due to elections or deemed elections	2017-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-07-31	0
Balance of carryovers at beginning of current year	2017-07-31	0
Balance of prefunding at beginning of current year	2017-07-31	175,263
Total employer contributions	2017-07-31	220,000
Total employee contributions	2017-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-07-31	212,081
Unpaid minimum required contributions for all prior years	2017-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-07-31	0
Remaining amount of unpaid minimum required contributions	2017-07-31	0
Minimum required contributions for current year target normal cost	2017-07-31	97,705
Net shortfall amortization installment of oustanding balance	2017-07-31	368,507
Waiver amortization installment	2017-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-07-31	197,498
Carryover balance elected to use to offset funding requirement	2017-07-31	0
Prefunding balance elected to use to offset funding requirement	2017-07-31	0
Additional cash requirement	2017-07-31	197,498
Contributions allocatedtoward minimum required contributions for current year	2017-07-31	212,081
Unpaid minimum required contributions for current year	2017-07-31	0
Unpaid minimum required contributions for all years	2017-07-31	0

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Company Name:	INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION, INC.
Employer identification number (EIN):	350905952
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations