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EBP OF PREVENTION OF BLINDNESS SOCIETY OF METROPOLITAN WASHINGTON, INC. 401k Plan overview

Plan NameEBP OF PREVENTION OF BLINDNESS SOCIETY OF METROPOLITAN WASHINGTON, INC.
Plan identification number 001

EBP OF PREVENTION OF BLINDNESS SOCIETY OF METROPOLITAN WASHINGTON, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

PREVENTION OF BLINDNESS SOCIETY OF METROPOLITAN WASHINGTON, INC. has sponsored the creation of one or more 401k plans.

Company Name:PREVENTION OF BLINDNESS SOCIETY OF METROPOLITAN WASHINGTON, INC.
Employer identification number (EIN):530204690
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EBP OF PREVENTION OF BLINDNESS SOCIETY OF METROPOLITAN WASHINGTON, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LINDA PRESLEY2023-10-06
0012021-01-01LINDA PRESLEY2022-10-17
0012020-01-01FLORENCE INNOCENT2021-09-29
0012019-01-01LINDA PRESLEY2020-11-20
0012018-01-01LINDA PRESLEY2019-07-23 LINDA PRESLEY2019-07-23
0012017-01-01LINDA PRESLEY2018-09-11 LINDA PRESLEY2018-09-11
0012016-01-01LISA ROBERTS-SWISKO2017-06-15 LISA ROBERTS-SWISKO2017-06-15
0012015-01-01LISA ROBERTS-SWISKO2016-09-16 LISA ROBERTS-SWISKO2016-09-16
0012015-01-01LISA ROBERTS-SWISKO2016-07-07 LISA ROBERTS-SWISKO2016-07-07
0012014-01-01LISA ROBERTS-SWISKO2015-09-18 LISA ROBERTS-SWISKO2015-09-18
0012013-01-01LISA ROBERTS-SWISKO2014-10-07 LISA ROBERTS-SWISKO2014-10-07
0012012-01-01LISA ROBERTS-SWISKO2013-08-08 LISA ROBERTS-SWISKO2013-08-08
0012011-01-01LISA ROBERTS-SWISKO2012-09-27
0012010-01-01ANTOINE QUICHOCHO2011-08-30
0012009-01-01ANTOINE QUICHOCHO

Plan Statistics for EBP OF PREVENTION OF BLINDNESS SOCIETY OF METROPOLITAN WASHINGTON, INC.

401k plan membership statisitcs for EBP OF PREVENTION OF BLINDNESS SOCIETY OF METROPOLITAN WASHINGTON, INC.

Measure Date Value
2022: EBP OF PREVENTION OF BLINDNESS SOCIETY OF METROPOLITAN WASHINGTON, INC. 2022 401k membership
Market value of plan assets2022-12-312,522,905
Acturial value of plan assets2022-12-312,299,737
Funding target for retired participants and beneficiaries receiving payment2022-12-311,555,464
Number of terminated vested participants2022-12-313
Fundng target for terminated vested participants2022-12-3147,786
Active participant vested funding target2022-12-31241,896
Number of active participants2022-12-312
Total funding liabilities for active participants2022-12-31241,896
Total participant count2022-12-3117
Total funding target for all participants2022-12-311,845,146
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3119,346
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3119,346
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3122,853
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-313,775
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: EBP OF PREVENTION OF BLINDNESS SOCIETY OF METROPOLITAN WASHINGTON, INC. 2021 401k membership
Market value of plan assets2021-12-312,233,010
Acturial value of plan assets2021-12-312,015,137
Funding target for retired participants and beneficiaries receiving payment2021-12-311,163,753
Number of terminated vested participants2021-12-315
Fundng target for terminated vested participants2021-12-31266,915
Active participant vested funding target2021-12-310
Number of active participants2021-12-310
Total funding liabilities for active participants2021-12-310
Total participant count2021-12-3118
Total funding target for all participants2021-12-311,430,668
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3117,105
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3117,105
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3119,346
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-315,270
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: EBP OF PREVENTION OF BLINDNESS SOCIETY OF METROPOLITAN WASHINGTON, INC. 2020 401k membership
Market value of plan assets2020-12-312,073,418
Acturial value of plan assets2020-12-311,923,435
Funding target for retired participants and beneficiaries receiving payment2020-12-311,273,263
Number of terminated vested participants2020-12-315
Fundng target for terminated vested participants2020-12-31260,719
Active participant vested funding target2020-12-310
Number of active participants2020-12-310
Total funding liabilities for active participants2020-12-310
Total participant count2020-12-3119
Total funding target for all participants2020-12-311,533,982
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3113,362
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3113,362
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3117,105
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-315,385
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: EBP OF PREVENTION OF BLINDNESS SOCIETY OF METROPOLITAN WASHINGTON, INC. 2019 401k membership
Market value of plan assets2019-12-311,715,414
Acturial value of plan assets2019-12-311,842,448
Funding target for retired participants and beneficiaries receiving payment2019-12-311,038,176
Number of terminated vested participants2019-12-318
Fundng target for terminated vested participants2019-12-31478,018
Active participant vested funding target2019-12-310
Number of active participants2019-12-310
Total funding liabilities for active participants2019-12-310
Total participant count2019-12-3119
Total funding target for all participants2019-12-311,516,194
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3114,551
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3114,551
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3113,362
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-315,325
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: EBP OF PREVENTION OF BLINDNESS SOCIETY OF METROPOLITAN WASHINGTON, INC. 2018 401k membership
Market value of plan assets2018-12-311,976,793
Acturial value of plan assets2018-12-311,820,648
Funding target for retired participants and beneficiaries receiving payment2018-12-31962,571
Number of terminated vested participants2018-12-3110
Fundng target for terminated vested participants2018-12-31549,485
Active participant vested funding target2018-12-310
Number of active participants2018-12-310
Total funding liabilities for active participants2018-12-310
Total participant count2018-12-3120
Total funding target for all participants2018-12-311,512,056
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3112,479
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3112,479
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3114,551
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-315,380
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: EBP OF PREVENTION OF BLINDNESS SOCIETY OF METROPOLITAN WASHINGTON, INC. 2017 401k membership
Market value of plan assets2017-12-311,785,427
Acturial value of plan assets2017-12-311,758,285
Funding target for retired participants and beneficiaries receiving payment2017-12-31918,079
Number of terminated vested participants2017-12-3110
Fundng target for terminated vested participants2017-12-31501,161
Active participant vested funding target2017-12-310
Number of active participants2017-12-310
Total funding liabilities for active participants2017-12-310
Total participant count2017-12-3120
Total funding target for all participants2017-12-311,419,240
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3110,956
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3110,956
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3112,479
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-315,380
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: EBP OF PREVENTION OF BLINDNESS SOCIETY OF METROPOLITAN WASHINGTON, INC. 2016 401k membership
Market value of plan assets2016-12-311,657,468
Acturial value of plan assets2016-12-311,742,760
Funding target for retired participants and beneficiaries receiving payment2016-12-31759,917
Number of terminated vested participants2016-12-3112
Fundng target for terminated vested participants2016-12-31649,631
Active participant vested funding target2016-12-310
Number of active participants2016-12-310
Total funding liabilities for active participants2016-12-310
Total participant count2016-12-3121
Total funding target for all participants2016-12-311,409,548
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-311,749
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-311,749
Present value of excess contributions2016-12-318,697
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-319,241
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-319,241
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3110,956
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-315,435
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2009: EBP OF PREVENTION OF BLINDNESS SOCIETY OF METROPOLITAN WASHINGTON, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-0122
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0124

Form 5500 Responses for EBP OF PREVENTION OF BLINDNESS SOCIETY OF METROPOLITAN WASHINGTON, INC.

2009: EBP OF PREVENTION OF BLINDNESS SOCIETY OF METROPOLITAN WASHINGTON, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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