401k Plan data: THE COMMONWEALTH CLUB RETIREMENT PLAN plan

THE COMMONWEALTH CLUB RETIREMENT PLAN 401k Plan overview

Plan Name	THE COMMONWEALTH CLUB RETIREMENT PLAN
Plan identification number	001

THE COMMONWEALTH CLUB RETIREMENT 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).

401k Sponsoring company profile

THE COMMONWEALTH CLUB has sponsored the creation of one or more 401k plans.

Company Name: THE COMMONWEALTH CLUB

Employer identification number (EIN): 540178730

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

Additional information about THE COMMONWEALTH CLUB

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0118476

More information about THE COMMONWEALTH CLUB

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COMMONWEALTH CLUB RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JONATHAN PHARES 2023-09-18 JONATHAN PHARES 2023-09-18
001 2021-01-01 JONATHAN PHARES 2022-10-03 JONATHAN PHARES 2022-10-03
001 2020-01-01 JONATHAN PHARES 2021-09-27 JONATHAN PHARES 2021-09-27
001 2019-01-01 JONATHAN PHARES 2020-10-05 JONATHAN PHARES 2020-10-05
001 2018-01-01 JONATHAN PHARES 2019-09-13 JONATHAN PHARES 2019-09-13
001 2017-01-01 JONATHAN PHARES 2018-09-06 JONATHAN PHARES 2018-09-06
001 2016-01-01 JONATHAN PHARES 2017-07-27 JONATHAN PHARES 2017-07-27
001 2015-01-01 JONATHAN PHARES 2016-10-10 JONATHAN PHARES 2016-10-10
001 2014-01-01 JONATHAN PHARES 2015-10-09 JONATHAN PHARES 2015-10-09
001 2013-01-01 JONATHAN PHARES 2014-10-06 JONATHAN PHARES 2014-10-06
001 2012-01-01 JONATHAN PHARES 2013-10-08
001 2011-01-01 JONATHAN PHARES 2012-10-09
001 2010-01-01 JONATHAN PHARES 2011-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JONATHAN PHARES	2023-09-18	JONATHAN PHARES	2023-09-18
001	2021-01-01	JONATHAN PHARES	2022-10-03	JONATHAN PHARES	2022-10-03
001	2020-01-01	JONATHAN PHARES	2021-09-27	JONATHAN PHARES	2021-09-27
001	2019-01-01	JONATHAN PHARES	2020-10-05	JONATHAN PHARES	2020-10-05
001	2018-01-01	JONATHAN PHARES	2019-09-13	JONATHAN PHARES	2019-09-13
001	2017-01-01	JONATHAN PHARES	2018-09-06	JONATHAN PHARES	2018-09-06
001	2016-01-01	JONATHAN PHARES	2017-07-27	JONATHAN PHARES	2017-07-27
001	2015-01-01	JONATHAN PHARES	2016-10-10	JONATHAN PHARES	2016-10-10
001	2014-01-01	JONATHAN PHARES	2015-10-09	JONATHAN PHARES	2015-10-09
001	2013-01-01	JONATHAN PHARES	2014-10-06	JONATHAN PHARES	2014-10-06
001	2012-01-01	JONATHAN PHARES	2013-10-08
001	2011-01-01	JONATHAN PHARES	2012-10-09
001	2010-01-01	JONATHAN PHARES	2011-10-05

Plan Statistics for THE COMMONWEALTH CLUB RETIREMENT PLAN

401k plan membership statisitcs for THE COMMONWEALTH CLUB RETIREMENT PLAN

Measure Date Value
2022: THE COMMONWEALTH CLUB RETIREMENT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 9,840,731
Acturial value of plan assets 2022-12-31 9,073,396
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 3,766,920
Number of terminated vested participants 2022-12-31 22
Fundng target for terminated vested participants 2022-12-31 624,053
Active participant vested funding target 2022-12-31 3,724,425
Number of active participants 2022-12-31 23
Total funding liabilities for active participants 2022-12-31 3,752,626
Total participant count 2022-12-31 87
Total funding target for all participants 2022-12-31 8,143,599
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 7
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 7
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 209,815
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 205,002
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 336,755
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 205,002
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: THE COMMONWEALTH CLUB RETIREMENT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 8,626,810
Acturial value of plan assets 2021-12-31 7,776,578
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 4,083,229
Number of terminated vested participants 2021-12-31 21
Fundng target for terminated vested participants 2021-12-31 568,102
Active participant vested funding target 2021-12-31 3,539,629
Number of active participants 2021-12-31 25
Total funding liabilities for active participants 2021-12-31 3,578,172
Total participant count 2021-12-31 88
Total funding target for all participants 2021-12-31 8,229,503
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 456,280
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 439,266
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 311,748
Net shortfall amortization installment of oustanding balance 2021-12-31 452,925
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 439,259
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 439,259
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 439,266
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: THE COMMONWEALTH CLUB RETIREMENT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 7,428,599
Acturial value of plan assets 2020-12-31 6,998,189
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 3,443,039
Number of terminated vested participants 2020-12-31 22
Fundng target for terminated vested participants 2020-12-31 526,564
Active participant vested funding target 2020-12-31 3,358,421
Number of active participants 2020-12-31 29
Total funding liabilities for active participants 2020-12-31 3,393,904
Total participant count 2020-12-31 88
Total funding target for all participants 2020-12-31 7,363,507
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 452,407
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 433,497
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 334,384
Net shortfall amortization installment of oustanding balance 2020-12-31 365,318
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 433,497
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 433,497
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 433,497
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: THE COMMONWEALTH CLUB RETIREMENT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 6,024,275
Acturial value of plan assets 2019-12-31 6,334,953
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 3,516,328
Number of terminated vested participants 2019-12-31 23
Fundng target for terminated vested participants 2019-12-31 581,401
Active participant vested funding target 2019-12-31 2,862,955
Number of active participants 2019-12-31 30
Total funding liabilities for active participants 2019-12-31 2,903,583
Total participant count 2019-12-31 90
Total funding target for all participants 2019-12-31 7,001,312
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 20
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 21
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 451,436
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 429,848
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 298,997
Net shortfall amortization installment of oustanding balance 2019-12-31 666,359
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 429,848
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 429,848
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 429,848
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: THE COMMONWEALTH CLUB RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 6,430,522
Acturial value of plan assets 2018-12-31 6,027,502
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 3,554,812
Number of terminated vested participants 2018-12-31 24
Fundng target for terminated vested participants 2018-12-31 583,053
Active participant vested funding target 2018-12-31 2,425,330
Number of active participants 2018-12-31 30
Total funding liabilities for active participants 2018-12-31 2,458,206
Total participant count 2018-12-31 90
Total funding target for all participants 2018-12-31 6,596,071
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 8,330
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 8,824
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 355,664
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 340,318
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 237,804
Net shortfall amortization installment of oustanding balance 2018-12-31 568,569
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 340,298
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 340,298
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 340,318
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: THE COMMONWEALTH CLUB RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 5,639,732
Acturial value of plan assets 2017-12-31 5,666,626
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 3,334,850
Number of terminated vested participants 2017-12-31 24
Fundng target for terminated vested participants 2017-12-31 535,381
Active participant vested funding target 2017-12-31 2,135,247
Number of active participants 2017-12-31 33
Total funding liabilities for active participants 2017-12-31 2,163,492
Total participant count 2017-12-31 92
Total funding target for all participants 2017-12-31 6,033,723
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 10,410
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 11,046
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 325,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 316,983
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 246,212
Net shortfall amortization installment of oustanding balance 2017-12-31 367,097
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 308,653
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 308,653
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 316,983
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: THE COMMONWEALTH CLUB RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 5,283,921
Acturial value of plan assets 2016-12-31 5,546,202
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 3,285,760
Number of terminated vested participants 2016-12-31 25
Fundng target for terminated vested participants 2016-12-31 514,007
Active participant vested funding target 2016-12-31 1,828,347
Number of active participants 2016-12-31 35
Total funding liabilities for active participants 2016-12-31 1,857,554
Total participant count 2016-12-31 92
Total funding target for all participants 2016-12-31 5,657,321
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 89,194
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 94,813
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 243,750
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 236,349
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 207,579
Net shortfall amortization installment of oustanding balance 2016-12-31 111,119
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 225,939
Additional cash requirement 2016-12-31 225,939
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 236,349
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: THE COMMONWEALTH CLUB RETIREMENT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	9,840,731
Acturial value of plan assets	2022-12-31	9,073,396
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	3,766,920
Number of terminated vested participants	2022-12-31	22
Fundng target for terminated vested participants	2022-12-31	624,053
Active participant vested funding target	2022-12-31	3,724,425
Number of active participants	2022-12-31	23
Total funding liabilities for active participants	2022-12-31	3,752,626
Total participant count	2022-12-31	87
Total funding target for all participants	2022-12-31	8,143,599
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	7
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	7
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	209,815
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	205,002
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	336,755
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	205,002
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: THE COMMONWEALTH CLUB RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	8,626,810
Acturial value of plan assets	2021-12-31	7,776,578
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	4,083,229
Number of terminated vested participants	2021-12-31	21
Fundng target for terminated vested participants	2021-12-31	568,102
Active participant vested funding target	2021-12-31	3,539,629
Number of active participants	2021-12-31	25
Total funding liabilities for active participants	2021-12-31	3,578,172
Total participant count	2021-12-31	88
Total funding target for all participants	2021-12-31	8,229,503
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	456,280
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	439,266
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	311,748
Net shortfall amortization installment of oustanding balance	2021-12-31	452,925
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	439,259
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	439,259
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	439,266
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: THE COMMONWEALTH CLUB RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	7,428,599
Acturial value of plan assets	2020-12-31	6,998,189
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	3,443,039
Number of terminated vested participants	2020-12-31	22
Fundng target for terminated vested participants	2020-12-31	526,564
Active participant vested funding target	2020-12-31	3,358,421
Number of active participants	2020-12-31	29
Total funding liabilities for active participants	2020-12-31	3,393,904
Total participant count	2020-12-31	88
Total funding target for all participants	2020-12-31	7,363,507
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	452,407
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	433,497
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	334,384
Net shortfall amortization installment of oustanding balance	2020-12-31	365,318
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	433,497
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	433,497
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	433,497
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: THE COMMONWEALTH CLUB RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	6,024,275
Acturial value of plan assets	2019-12-31	6,334,953
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	3,516,328
Number of terminated vested participants	2019-12-31	23
Fundng target for terminated vested participants	2019-12-31	581,401
Active participant vested funding target	2019-12-31	2,862,955
Number of active participants	2019-12-31	30
Total funding liabilities for active participants	2019-12-31	2,903,583
Total participant count	2019-12-31	90
Total funding target for all participants	2019-12-31	7,001,312
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	20
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	21
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	451,436
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	429,848
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	298,997
Net shortfall amortization installment of oustanding balance	2019-12-31	666,359
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	429,848
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	429,848
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	429,848
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THE COMMONWEALTH CLUB RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	6,430,522
Acturial value of plan assets	2018-12-31	6,027,502
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	3,554,812
Number of terminated vested participants	2018-12-31	24
Fundng target for terminated vested participants	2018-12-31	583,053
Active participant vested funding target	2018-12-31	2,425,330
Number of active participants	2018-12-31	30
Total funding liabilities for active participants	2018-12-31	2,458,206
Total participant count	2018-12-31	90
Total funding target for all participants	2018-12-31	6,596,071
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	8,330
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	8,824
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	355,664
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	340,318
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	237,804
Net shortfall amortization installment of oustanding balance	2018-12-31	568,569
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	340,298
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	340,298
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	340,318
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THE COMMONWEALTH CLUB RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	5,639,732
Acturial value of plan assets	2017-12-31	5,666,626
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	3,334,850
Number of terminated vested participants	2017-12-31	24
Fundng target for terminated vested participants	2017-12-31	535,381
Active participant vested funding target	2017-12-31	2,135,247
Number of active participants	2017-12-31	33
Total funding liabilities for active participants	2017-12-31	2,163,492
Total participant count	2017-12-31	92
Total funding target for all participants	2017-12-31	6,033,723
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	10,410
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	11,046
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	325,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	316,983
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	246,212
Net shortfall amortization installment of oustanding balance	2017-12-31	367,097
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	308,653
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	308,653
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	316,983
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THE COMMONWEALTH CLUB RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	5,283,921
Acturial value of plan assets	2016-12-31	5,546,202
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	3,285,760
Number of terminated vested participants	2016-12-31	25
Fundng target for terminated vested participants	2016-12-31	514,007
Active participant vested funding target	2016-12-31	1,828,347
Number of active participants	2016-12-31	35
Total funding liabilities for active participants	2016-12-31	1,857,554
Total participant count	2016-12-31	92
Total funding target for all participants	2016-12-31	5,657,321
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	89,194
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	94,813
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	243,750
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	236,349
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	207,579
Net shortfall amortization installment of oustanding balance	2016-12-31	111,119
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	225,939
Additional cash requirement	2016-12-31	225,939
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	236,349
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	THE COMMONWEALTH CLUB
Employer identification number (EIN):	540178730
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0118476