401k Plan data: BETH LEE, LTD. PENSION PLAN plan

BETH LEE, LTD. PENSION PLAN 401k Plan overview

Plan Name	BETH LEE, LTD. PENSION PLAN
Plan identification number	003

BETH LEE, LTD. PENSION PLAN 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.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

BETH LEE, LTD. has sponsored the creation of one or more 401k plans.

Company Name: BETH LEE, LTD.

Employer identification number (EIN): 362784957

NAIC Classification: 448120
NAIC Description: Women's Clothing Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BETH LEE, LTD. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-11-01 GLORIA KLEIN 2023-10-04
003 2021-11-01 GLORIA KLEIN 2023-04-13
003 2020-11-01 GLORIA KLEIN 2022-07-21
003 2019-11-01 GLORIA KLEIN 2021-07-21
003 2018-11-01 GLORIA KLEIN 2020-08-08
003 2017-11-01 GLORIA KLEIN 2019-06-26
003 2016-11-01 GLORIA KLEIN 2018-07-16
003 2015-11-01 GLORIA KLEIN 2017-06-19
003 2014-11-01 GLORIA KLEIN 2016-07-28
003 2013-11-01 GLORIA KLEIN 2015-06-17
003 2012-11-01 GLORIA KLEIN 2014-06-25
003 2011-11-01 GLORIA KLEIN 2013-03-18
003 2010-11-01 GLORIA KLEIN 2012-06-19
003 2008-11-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-11-01	GLORIA KLEIN	2023-10-04
003	2021-11-01	GLORIA KLEIN	2023-04-13
003	2020-11-01	GLORIA KLEIN	2022-07-21
003	2019-11-01	GLORIA KLEIN	2021-07-21
003	2018-11-01	GLORIA KLEIN	2020-08-08
003	2017-11-01	GLORIA KLEIN	2019-06-26
003	2016-11-01	GLORIA KLEIN	2018-07-16
003	2015-11-01	GLORIA KLEIN	2017-06-19
003	2014-11-01	GLORIA KLEIN	2016-07-28
003	2013-11-01	GLORIA KLEIN	2015-06-17
003	2012-11-01	GLORIA KLEIN	2014-06-25
003	2011-11-01	GLORIA KLEIN	2013-03-18
003	2010-11-01	GLORIA KLEIN	2012-06-19
003	2008-11-01

Plan Statistics for BETH LEE, LTD. PENSION PLAN

401k plan membership statisitcs for BETH LEE, LTD. PENSION PLAN

Measure Date Value
2023: BETH LEE, LTD. PENSION PLAN 2023 401k membership
Market value of plan assets 2023-09-30 2,050,107
Acturial value of plan assets 2023-09-30 2,050,107
Funding target for retired participants and beneficiaries receiving payment 2023-09-30 1,690,269
Number of terminated vested participants 2023-09-30 0
Fundng target for terminated vested participants 2023-09-30 0
Active participant vested funding target 2023-09-30 0
Number of active participants 2023-09-30 0
Total funding liabilities for active participants 2023-09-30 0
Total participant count 2023-09-30 3
Total funding target for all participants 2023-09-30 1,690,269
Balance at beginning of prior year after applicable adjustments 2023-09-30 454,611
Prefunding balance at beginning of prior year after applicable adjustments 2023-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2023-09-30 0
Prefunding balanced used to offset prior years funding requirement 2023-09-30 0
Amount remaining of carryover balance 2023-09-30 454,611
Amount remaining of prefunding balance 2023-09-30 0
Present value of excess contributions 2023-09-30 2,365
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-09-30 2,365
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-09-30 0
Reductions in caryover balances due to elections or deemed elections 2023-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2023-09-30 0
Balance of carryovers at beginning of current year 2023-09-30 377,145
Balance of prefunding at beginning of current year 2023-09-30 0
Total employer contributions 2023-09-30 0
Total employee contributions 2023-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2023-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-09-30 0
Unpaid minimum required contributions for all prior years 2023-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-09-30 0
Remaining amount of unpaid minimum required contributions 2023-09-30 0
Minimum required contributions for current year target normal cost 2023-09-30 0
Net shortfall amortization installment of oustanding balance 2023-09-30 0
Waiver amortization installment 2023-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2023-09-30 0
Additional cash requirement 2023-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2023-09-30 0
Unpaid minimum required contributions for current year 2023-09-30 0
Unpaid minimum required contributions for all years 2023-09-30 0
2022: BETH LEE, LTD. PENSION PLAN 2022 401k membership
Market value of plan assets 2022-10-31 2,691,502
Acturial value of plan assets 2022-10-31 2,691,502
Funding target for retired participants and beneficiaries receiving payment 2022-10-31 1,773,088
Number of terminated vested participants 2022-10-31 0
Fundng target for terminated vested participants 2022-10-31 0
Active participant vested funding target 2022-10-31 0
Number of active participants 2022-10-31 0
Total funding liabilities for active participants 2022-10-31 0
Total participant count 2022-10-31 3
Total funding target for all participants 2022-10-31 1,773,088
Balance at beginning of prior year after applicable adjustments 2022-10-31 352,548
Prefunding balance at beginning of prior year after applicable adjustments 2022-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-10-31 0
Prefunding balanced used to offset prior years funding requirement 2022-10-31 0
Amount remaining of carryover balance 2022-10-31 352,548
Amount remaining of prefunding balance 2022-10-31 0
Present value of excess contributions 2022-10-31 30,364
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-10-31 32,001
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-10-31 0
Reductions in caryover balances due to elections or deemed elections 2022-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-10-31 0
Balance of carryovers at beginning of current year 2022-10-31 454,611
Balance of prefunding at beginning of current year 2022-10-31 0
Total employer contributions 2022-10-31 2,500
Total employee contributions 2022-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-10-31 2,365
Unpaid minimum required contributions for all prior years 2022-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-10-31 0
Remaining amount of unpaid minimum required contributions 2022-10-31 0
Minimum required contributions for current year target normal cost 2022-10-31 0
Net shortfall amortization installment of oustanding balance 2022-10-31 0
Waiver amortization installment 2022-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-10-31 0
Carryover balance elected to use to offset funding requirement 2022-10-31 0
Prefunding balance elected to use to offset funding requirement 2022-10-31 0
Additional cash requirement 2022-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-10-31 2,365
Unpaid minimum required contributions for current year 2022-10-31 0
Unpaid minimum required contributions for all years 2022-10-31 0
2021: BETH LEE, LTD. PENSION PLAN 2021 401k membership
Market value of plan assets 2021-10-31 2,224,439
Acturial value of plan assets 2021-10-31 2,224,439
Funding target for retired participants and beneficiaries receiving payment 2021-10-31 1,851,607
Number of terminated vested participants 2021-10-31 0
Fundng target for terminated vested participants 2021-10-31 0
Active participant vested funding target 2021-10-31 0
Number of active participants 2021-10-31 0
Total funding liabilities for active participants 2021-10-31 0
Total participant count 2021-10-31 3
Total funding target for all participants 2021-10-31 1,851,607
Balance at beginning of prior year after applicable adjustments 2021-10-31 321,463
Prefunding balance at beginning of prior year after applicable adjustments 2021-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-10-31 0
Prefunding balanced used to offset prior years funding requirement 2021-10-31 0
Amount remaining of carryover balance 2021-10-31 321,463
Amount remaining of prefunding balance 2021-10-31 0
Present value of excess contributions 2021-10-31 13,069
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-10-31 13,738
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-10-31 0
Balance of carryovers at beginning of current year 2021-10-31 352,548
Balance of prefunding at beginning of current year 2021-10-31 0
Total employer contributions 2021-10-31 32,000
Total employee contributions 2021-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-10-31 30,364
Unpaid minimum required contributions for all prior years 2021-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-10-31 0
Remaining amount of unpaid minimum required contributions 2021-10-31 0
Minimum required contributions for current year target normal cost 2021-10-31 0
Net shortfall amortization installment of oustanding balance 2021-10-31 0
Waiver amortization installment 2021-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-10-31 0
Additional cash requirement 2021-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-10-31 30,364
Unpaid minimum required contributions for current year 2021-10-31 0
Unpaid minimum required contributions for all years 2021-10-31 0
2020: BETH LEE, LTD. PENSION PLAN 2020 401k membership
Market value of plan assets 2020-10-31 2,210,342
Acturial value of plan assets 2020-10-31 2,210,342
Funding target for retired participants and beneficiaries receiving payment 2020-10-31 1,969,476
Number of terminated vested participants 2020-10-31 0
Fundng target for terminated vested participants 2020-10-31 0
Active participant vested funding target 2020-10-31 0
Number of active participants 2020-10-31 0
Total funding liabilities for active participants 2020-10-31 0
Total participant count 2020-10-31 3
Total funding target for all participants 2020-10-31 1,969,476
Balance at beginning of prior year after applicable adjustments 2020-10-31 291,629
Prefunding balance at beginning of prior year after applicable adjustments 2020-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-10-31 0
Prefunding balanced used to offset prior years funding requirement 2020-10-31 0
Amount remaining of carryover balance 2020-10-31 291,629
Amount remaining of prefunding balance 2020-10-31 0
Present value of excess contributions 2020-10-31 4,646
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-10-31 4,646
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-10-31 0
Reductions in caryover balances due to elections or deemed elections 2020-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-10-31 0
Balance of carryovers at beginning of current year 2020-10-31 321,463
Balance of prefunding at beginning of current year 2020-10-31 0
Total employer contributions 2020-10-31 14,000
Total employee contributions 2020-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-10-31 13,069
Unpaid minimum required contributions for all prior years 2020-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-10-31 0
Remaining amount of unpaid minimum required contributions 2020-10-31 0
Minimum required contributions for current year target normal cost 2020-10-31 0
Net shortfall amortization installment of oustanding balance 2020-10-31 0
Waiver amortization installment 2020-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-10-31 0
Carryover balance elected to use to offset funding requirement 2020-10-31 0
Prefunding balance elected to use to offset funding requirement 2020-10-31 0
Additional cash requirement 2020-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-10-31 13,069
Unpaid minimum required contributions for current year 2020-10-31 0
Unpaid minimum required contributions for all years 2020-10-31 0
2019: BETH LEE, LTD. PENSION PLAN 2019 401k membership
Market value of plan assets 2019-10-31 2,177,436
Acturial value of plan assets 2019-10-31 2,177,436
Funding target for retired participants and beneficiaries receiving payment 2019-10-31 2,036,111
Number of terminated vested participants 2019-10-31 2
Fundng target for terminated vested participants 2019-10-31 39,672
Active participant vested funding target 2019-10-31 0
Number of active participants 2019-10-31 0
Total funding liabilities for active participants 2019-10-31 0
Total participant count 2019-10-31 5
Total funding target for all participants 2019-10-31 2,075,783
Balance at beginning of prior year after applicable adjustments 2019-10-31 306,172
Prefunding balance at beginning of prior year after applicable adjustments 2019-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-10-31 0
Prefunding balanced used to offset prior years funding requirement 2019-10-31 0
Amount remaining of carryover balance 2019-10-31 306,172
Amount remaining of prefunding balance 2019-10-31 0
Present value of excess contributions 2019-10-31 32,624
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-10-31 34,431
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-10-31 0
Reductions in caryover balances due to elections or deemed elections 2019-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-10-31 0
Balance of carryovers at beginning of current year 2019-10-31 291,629
Balance of prefunding at beginning of current year 2019-10-31 0
Total employer contributions 2019-10-31 5,000
Total employee contributions 2019-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-10-31 4,646
Unpaid minimum required contributions for all prior years 2019-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-10-31 0
Remaining amount of unpaid minimum required contributions 2019-10-31 0
Minimum required contributions for current year target normal cost 2019-10-31 0
Net shortfall amortization installment of oustanding balance 2019-10-31 0
Waiver amortization installment 2019-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-10-31 0
Additional cash requirement 2019-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-10-31 4,646
Unpaid minimum required contributions for current year 2019-10-31 0
Unpaid minimum required contributions for all years 2019-10-31 0
2018: BETH LEE, LTD. PENSION PLAN 2018 401k membership
Market value of plan assets 2018-10-31 2,453,480
Acturial value of plan assets 2018-10-31 2,453,480
Funding target for retired participants and beneficiaries receiving payment 2018-10-31 2,054,721
Number of terminated vested participants 2018-10-31 2
Fundng target for terminated vested participants 2018-10-31 38,480
Active participant vested funding target 2018-10-31 0
Number of active participants 2018-10-31 0
Total funding liabilities for active participants 2018-10-31 0
Total participant count 2018-10-31 5
Total funding target for all participants 2018-10-31 2,093,201
Balance at beginning of prior year after applicable adjustments 2018-10-31 283,370
Prefunding balance at beginning of prior year after applicable adjustments 2018-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-10-31 36,218
Prefunding balanced used to offset prior years funding requirement 2018-10-31 0
Amount remaining of carryover balance 2018-10-31 247,152
Amount remaining of prefunding balance 2018-10-31 0
Present value of excess contributions 2018-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-10-31 0
Reductions in caryover balances due to elections or deemed elections 2018-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-10-31 0
Balance of carryovers at beginning of current year 2018-10-31 306,172
Balance of prefunding at beginning of current year 2018-10-31 0
Total employer contributions 2018-10-31 35,000
Total employee contributions 2018-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-10-31 32,624
Unpaid minimum required contributions for all prior years 2018-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-10-31 0
Remaining amount of unpaid minimum required contributions 2018-10-31 0
Minimum required contributions for current year target normal cost 2018-10-31 0
Net shortfall amortization installment of oustanding balance 2018-10-31 0
Waiver amortization installment 2018-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-10-31 0
Carryover balance elected to use to offset funding requirement 2018-10-31 0
Prefunding balance elected to use to offset funding requirement 2018-10-31 0
Additional cash requirement 2018-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-10-31 32,624
Unpaid minimum required contributions for current year 2018-10-31 0
Unpaid minimum required contributions for all years 2018-10-31 0
2017: BETH LEE, LTD. PENSION PLAN 2017 401k membership
Market value of plan assets 2017-10-31 2,174,152
Acturial value of plan assets 2017-10-31 2,174,152
Funding target for retired participants and beneficiaries receiving payment 2017-10-31 2,126,557
Number of terminated vested participants 2017-10-31 4
Fundng target for terminated vested participants 2017-10-31 96,177
Active participant vested funding target 2017-10-31 0
Number of active participants 2017-10-31 0
Total funding liabilities for active participants 2017-10-31 0
Total participant count 2017-10-31 7
Total funding target for all participants 2017-10-31 2,222,734
Balance at beginning of prior year after applicable adjustments 2017-10-31 290,517
Prefunding balance at beginning of prior year after applicable adjustments 2017-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-10-31 0
Prefunding balanced used to offset prior years funding requirement 2017-10-31 0
Amount remaining of carryover balance 2017-10-31 290,517
Amount remaining of prefunding balance 2017-10-31 0
Present value of excess contributions 2017-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-10-31 0
Reductions in caryover balances due to elections or deemed elections 2017-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-10-31 0
Balance of carryovers at beginning of current year 2017-10-31 283,370
Balance of prefunding at beginning of current year 2017-10-31 0
Total employer contributions 2017-10-31 20,000
Total employee contributions 2017-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-10-31 18,628
Unpaid minimum required contributions for all prior years 2017-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-10-31 0
Remaining amount of unpaid minimum required contributions 2017-10-31 0
Minimum required contributions for current year target normal cost 2017-10-31 0
Net shortfall amortization installment of oustanding balance 2017-10-31 331,952
Waiver amortization installment 2017-10-31 0
Waived amount of outstanding balance 2017-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-10-31 54,846
Carryover balance elected to use to offset funding requirement 2017-10-31 36,218
Prefunding balance elected to use to offset funding requirement 2017-10-31 0
Additional cash requirement 2017-10-31 18,628
Contributions allocatedtoward minimum required contributions for current year 2017-10-31 18,628
Unpaid minimum required contributions for current year 2017-10-31 0
Unpaid minimum required contributions for all years 2017-10-31 0

Measure	Date	Value
2023: BETH LEE, LTD. PENSION PLAN 2023 401k membership
Market value of plan assets	2023-09-30	2,050,107
Acturial value of plan assets	2023-09-30	2,050,107
Funding target for retired participants and beneficiaries receiving payment	2023-09-30	1,690,269
Number of terminated vested participants	2023-09-30	0
Fundng target for terminated vested participants	2023-09-30	0
Active participant vested funding target	2023-09-30	0
Number of active participants	2023-09-30	0
Total funding liabilities for active participants	2023-09-30	0
Total participant count	2023-09-30	3
Total funding target for all participants	2023-09-30	1,690,269
Balance at beginning of prior year after applicable adjustments	2023-09-30	454,611
Prefunding balance at beginning of prior year after applicable adjustments	2023-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-09-30	0
Prefunding balanced used to offset prior years funding requirement	2023-09-30	0
Amount remaining of carryover balance	2023-09-30	454,611
Amount remaining of prefunding balance	2023-09-30	0
Present value of excess contributions	2023-09-30	2,365
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-09-30	2,365
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-09-30	0
Reductions in caryover balances due to elections or deemed elections	2023-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2023-09-30	0
Balance of carryovers at beginning of current year	2023-09-30	377,145
Balance of prefunding at beginning of current year	2023-09-30	0
Total employer contributions	2023-09-30	0
Total employee contributions	2023-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2023-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-09-30	0
Unpaid minimum required contributions for all prior years	2023-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-09-30	0
Remaining amount of unpaid minimum required contributions	2023-09-30	0
Minimum required contributions for current year target normal cost	2023-09-30	0
Net shortfall amortization installment of oustanding balance	2023-09-30	0
Waiver amortization installment	2023-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2023-09-30	0
Additional cash requirement	2023-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2023-09-30	0
Unpaid minimum required contributions for current year	2023-09-30	0
Unpaid minimum required contributions for all years	2023-09-30	0
2022: BETH LEE, LTD. PENSION PLAN 2022 401k membership
Market value of plan assets	2022-10-31	2,691,502
Acturial value of plan assets	2022-10-31	2,691,502
Funding target for retired participants and beneficiaries receiving payment	2022-10-31	1,773,088
Number of terminated vested participants	2022-10-31	0
Fundng target for terminated vested participants	2022-10-31	0
Active participant vested funding target	2022-10-31	0
Number of active participants	2022-10-31	0
Total funding liabilities for active participants	2022-10-31	0
Total participant count	2022-10-31	3
Total funding target for all participants	2022-10-31	1,773,088
Balance at beginning of prior year after applicable adjustments	2022-10-31	352,548
Prefunding balance at beginning of prior year after applicable adjustments	2022-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-10-31	0
Prefunding balanced used to offset prior years funding requirement	2022-10-31	0
Amount remaining of carryover balance	2022-10-31	352,548
Amount remaining of prefunding balance	2022-10-31	0
Present value of excess contributions	2022-10-31	30,364
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-10-31	32,001
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-10-31	0
Reductions in caryover balances due to elections or deemed elections	2022-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-10-31	0
Balance of carryovers at beginning of current year	2022-10-31	454,611
Balance of prefunding at beginning of current year	2022-10-31	0
Total employer contributions	2022-10-31	2,500
Total employee contributions	2022-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-10-31	2,365
Unpaid minimum required contributions for all prior years	2022-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-10-31	0
Remaining amount of unpaid minimum required contributions	2022-10-31	0
Minimum required contributions for current year target normal cost	2022-10-31	0
Net shortfall amortization installment of oustanding balance	2022-10-31	0
Waiver amortization installment	2022-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-10-31	0
Carryover balance elected to use to offset funding requirement	2022-10-31	0
Prefunding balance elected to use to offset funding requirement	2022-10-31	0
Additional cash requirement	2022-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-10-31	2,365
Unpaid minimum required contributions for current year	2022-10-31	0
Unpaid minimum required contributions for all years	2022-10-31	0
2021: BETH LEE, LTD. PENSION PLAN 2021 401k membership
Market value of plan assets	2021-10-31	2,224,439
Acturial value of plan assets	2021-10-31	2,224,439
Funding target for retired participants and beneficiaries receiving payment	2021-10-31	1,851,607
Number of terminated vested participants	2021-10-31	0
Fundng target for terminated vested participants	2021-10-31	0
Active participant vested funding target	2021-10-31	0
Number of active participants	2021-10-31	0
Total funding liabilities for active participants	2021-10-31	0
Total participant count	2021-10-31	3
Total funding target for all participants	2021-10-31	1,851,607
Balance at beginning of prior year after applicable adjustments	2021-10-31	321,463
Prefunding balance at beginning of prior year after applicable adjustments	2021-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-10-31	0
Prefunding balanced used to offset prior years funding requirement	2021-10-31	0
Amount remaining of carryover balance	2021-10-31	321,463
Amount remaining of prefunding balance	2021-10-31	0
Present value of excess contributions	2021-10-31	13,069
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-10-31	13,738
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-10-31	0
Balance of carryovers at beginning of current year	2021-10-31	352,548
Balance of prefunding at beginning of current year	2021-10-31	0
Total employer contributions	2021-10-31	32,000
Total employee contributions	2021-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-10-31	30,364
Unpaid minimum required contributions for all prior years	2021-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-10-31	0
Remaining amount of unpaid minimum required contributions	2021-10-31	0
Minimum required contributions for current year target normal cost	2021-10-31	0
Net shortfall amortization installment of oustanding balance	2021-10-31	0
Waiver amortization installment	2021-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-10-31	0
Additional cash requirement	2021-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-10-31	30,364
Unpaid minimum required contributions for current year	2021-10-31	0
Unpaid minimum required contributions for all years	2021-10-31	0
2020: BETH LEE, LTD. PENSION PLAN 2020 401k membership
Market value of plan assets	2020-10-31	2,210,342
Acturial value of plan assets	2020-10-31	2,210,342
Funding target for retired participants and beneficiaries receiving payment	2020-10-31	1,969,476
Number of terminated vested participants	2020-10-31	0
Fundng target for terminated vested participants	2020-10-31	0
Active participant vested funding target	2020-10-31	0
Number of active participants	2020-10-31	0
Total funding liabilities for active participants	2020-10-31	0
Total participant count	2020-10-31	3
Total funding target for all participants	2020-10-31	1,969,476
Balance at beginning of prior year after applicable adjustments	2020-10-31	291,629
Prefunding balance at beginning of prior year after applicable adjustments	2020-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-10-31	0
Prefunding balanced used to offset prior years funding requirement	2020-10-31	0
Amount remaining of carryover balance	2020-10-31	291,629
Amount remaining of prefunding balance	2020-10-31	0
Present value of excess contributions	2020-10-31	4,646
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-10-31	4,646
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-10-31	0
Reductions in caryover balances due to elections or deemed elections	2020-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-10-31	0
Balance of carryovers at beginning of current year	2020-10-31	321,463
Balance of prefunding at beginning of current year	2020-10-31	0
Total employer contributions	2020-10-31	14,000
Total employee contributions	2020-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-10-31	13,069
Unpaid minimum required contributions for all prior years	2020-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-10-31	0
Remaining amount of unpaid minimum required contributions	2020-10-31	0
Minimum required contributions for current year target normal cost	2020-10-31	0
Net shortfall amortization installment of oustanding balance	2020-10-31	0
Waiver amortization installment	2020-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-10-31	0
Carryover balance elected to use to offset funding requirement	2020-10-31	0
Prefunding balance elected to use to offset funding requirement	2020-10-31	0
Additional cash requirement	2020-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-10-31	13,069
Unpaid minimum required contributions for current year	2020-10-31	0
Unpaid minimum required contributions for all years	2020-10-31	0
2019: BETH LEE, LTD. PENSION PLAN 2019 401k membership
Market value of plan assets	2019-10-31	2,177,436
Acturial value of plan assets	2019-10-31	2,177,436
Funding target for retired participants and beneficiaries receiving payment	2019-10-31	2,036,111
Number of terminated vested participants	2019-10-31	2
Fundng target for terminated vested participants	2019-10-31	39,672
Active participant vested funding target	2019-10-31	0
Number of active participants	2019-10-31	0
Total funding liabilities for active participants	2019-10-31	0
Total participant count	2019-10-31	5
Total funding target for all participants	2019-10-31	2,075,783
Balance at beginning of prior year after applicable adjustments	2019-10-31	306,172
Prefunding balance at beginning of prior year after applicable adjustments	2019-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-10-31	0
Prefunding balanced used to offset prior years funding requirement	2019-10-31	0
Amount remaining of carryover balance	2019-10-31	306,172
Amount remaining of prefunding balance	2019-10-31	0
Present value of excess contributions	2019-10-31	32,624
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-10-31	34,431
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-10-31	0
Reductions in caryover balances due to elections or deemed elections	2019-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-10-31	0
Balance of carryovers at beginning of current year	2019-10-31	291,629
Balance of prefunding at beginning of current year	2019-10-31	0
Total employer contributions	2019-10-31	5,000
Total employee contributions	2019-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-10-31	4,646
Unpaid minimum required contributions for all prior years	2019-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-10-31	0
Remaining amount of unpaid minimum required contributions	2019-10-31	0
Minimum required contributions for current year target normal cost	2019-10-31	0
Net shortfall amortization installment of oustanding balance	2019-10-31	0
Waiver amortization installment	2019-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-10-31	0
Additional cash requirement	2019-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-10-31	4,646
Unpaid minimum required contributions for current year	2019-10-31	0
Unpaid minimum required contributions for all years	2019-10-31	0
2018: BETH LEE, LTD. PENSION PLAN 2018 401k membership
Market value of plan assets	2018-10-31	2,453,480
Acturial value of plan assets	2018-10-31	2,453,480
Funding target for retired participants and beneficiaries receiving payment	2018-10-31	2,054,721
Number of terminated vested participants	2018-10-31	2
Fundng target for terminated vested participants	2018-10-31	38,480
Active participant vested funding target	2018-10-31	0
Number of active participants	2018-10-31	0
Total funding liabilities for active participants	2018-10-31	0
Total participant count	2018-10-31	5
Total funding target for all participants	2018-10-31	2,093,201
Balance at beginning of prior year after applicable adjustments	2018-10-31	283,370
Prefunding balance at beginning of prior year after applicable adjustments	2018-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-10-31	36,218
Prefunding balanced used to offset prior years funding requirement	2018-10-31	0
Amount remaining of carryover balance	2018-10-31	247,152
Amount remaining of prefunding balance	2018-10-31	0
Present value of excess contributions	2018-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-10-31	0
Reductions in caryover balances due to elections or deemed elections	2018-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-10-31	0
Balance of carryovers at beginning of current year	2018-10-31	306,172
Balance of prefunding at beginning of current year	2018-10-31	0
Total employer contributions	2018-10-31	35,000
Total employee contributions	2018-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-10-31	32,624
Unpaid minimum required contributions for all prior years	2018-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-10-31	0
Remaining amount of unpaid minimum required contributions	2018-10-31	0
Minimum required contributions for current year target normal cost	2018-10-31	0
Net shortfall amortization installment of oustanding balance	2018-10-31	0
Waiver amortization installment	2018-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-10-31	0
Carryover balance elected to use to offset funding requirement	2018-10-31	0
Prefunding balance elected to use to offset funding requirement	2018-10-31	0
Additional cash requirement	2018-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-10-31	32,624
Unpaid minimum required contributions for current year	2018-10-31	0
Unpaid minimum required contributions for all years	2018-10-31	0
2017: BETH LEE, LTD. PENSION PLAN 2017 401k membership
Market value of plan assets	2017-10-31	2,174,152
Acturial value of plan assets	2017-10-31	2,174,152
Funding target for retired participants and beneficiaries receiving payment	2017-10-31	2,126,557
Number of terminated vested participants	2017-10-31	4
Fundng target for terminated vested participants	2017-10-31	96,177
Active participant vested funding target	2017-10-31	0
Number of active participants	2017-10-31	0
Total funding liabilities for active participants	2017-10-31	0
Total participant count	2017-10-31	7
Total funding target for all participants	2017-10-31	2,222,734
Balance at beginning of prior year after applicable adjustments	2017-10-31	290,517
Prefunding balance at beginning of prior year after applicable adjustments	2017-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-10-31	0
Prefunding balanced used to offset prior years funding requirement	2017-10-31	0
Amount remaining of carryover balance	2017-10-31	290,517
Amount remaining of prefunding balance	2017-10-31	0
Present value of excess contributions	2017-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-10-31	0
Reductions in caryover balances due to elections or deemed elections	2017-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-10-31	0
Balance of carryovers at beginning of current year	2017-10-31	283,370
Balance of prefunding at beginning of current year	2017-10-31	0
Total employer contributions	2017-10-31	20,000
Total employee contributions	2017-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-10-31	18,628
Unpaid minimum required contributions for all prior years	2017-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-10-31	0
Remaining amount of unpaid minimum required contributions	2017-10-31	0
Minimum required contributions for current year target normal cost	2017-10-31	0
Net shortfall amortization installment of oustanding balance	2017-10-31	331,952
Waiver amortization installment	2017-10-31	0
Waived amount of outstanding balance	2017-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-10-31	54,846
Carryover balance elected to use to offset funding requirement	2017-10-31	36,218
Prefunding balance elected to use to offset funding requirement	2017-10-31	0
Additional cash requirement	2017-10-31	18,628
Contributions allocatedtoward minimum required contributions for current year	2017-10-31	18,628
Unpaid minimum required contributions for current year	2017-10-31	0
Unpaid minimum required contributions for all years	2017-10-31	0

Form 5500 Responses for BETH LEE, LTD. PENSION PLAN

2008: BETH LEE, LTD. PENSION PLAN 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

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Company Name:	BETH LEE, LTD.
Employer identification number (EIN):	362784957
NAIC Classification:	448120
NAIC Description:	Women's Clothing Stores