401k Plan data: THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN plan

THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN
Plan identification number	002

THE MIAMI FOUNDATION, INC. DEFINED BENEFIT 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).
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

THE MIAMI FOUNDATION, INC has sponsored the creation of one or more 401k plans.

Company Name: THE MIAMI FOUNDATION, INC

Employer identification number (EIN): 650350357

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 TOBY DOUTHWRIGHT 2023-08-29
002 2021-01-01 TOBY DOUTHWRIGHT 2022-10-10
002 2020-01-01 JULIE VIVES 2021-10-12
002 2019-01-01 GLORIA ORTEGA REX 2020-10-02
002 2018-01-01 GLORIA ORTEGA REX 2019-07-24
002 2017-01-01 CARLOS ABAUNZA 2018-04-25
002 2016-01-01 CARLOS ABAUNZA 2017-06-26
002 2015-01-01 CHRISTOPHER WILLIAMS 2016-10-12
002 2014-01-01 PAMELA OLMO 2015-08-20
002 2013-01-01 PAMELA OLMO 2014-06-02 PAMELA OLMO 2014-06-02
002 2012-01-01 PAMELA OLMO 2013-07-26
002 2011-01-01 PAMELA OLMO 2012-09-14
002 2010-01-01 DAVID EKEY 2011-10-12
002 2009-01-01 TODD WEEKS
002 2009-01-01 TODD WEEKS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	TOBY DOUTHWRIGHT	2023-08-29
002	2021-01-01	TOBY DOUTHWRIGHT	2022-10-10
002	2020-01-01	JULIE VIVES	2021-10-12
002	2019-01-01	GLORIA ORTEGA REX	2020-10-02
002	2018-01-01	GLORIA ORTEGA REX	2019-07-24
002	2017-01-01	CARLOS ABAUNZA	2018-04-25
002	2016-01-01	CARLOS ABAUNZA	2017-06-26
002	2015-01-01	CHRISTOPHER WILLIAMS	2016-10-12
002	2014-01-01	PAMELA OLMO	2015-08-20
002	2013-01-01	PAMELA OLMO	2014-06-02	PAMELA OLMO	2014-06-02
002	2012-01-01	PAMELA OLMO	2013-07-26
002	2011-01-01	PAMELA OLMO	2012-09-14
002	2010-01-01	DAVID EKEY	2011-10-12
002	2009-01-01	TODD WEEKS
002	2009-01-01	TODD WEEKS

Plan Statistics for THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN

Measure Date Value
2022: THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,270,811
Acturial value of plan assets 2022-12-31 1,270,811
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 384,526
Number of terminated vested participants 2022-12-31 8
Fundng target for terminated vested participants 2022-12-31 314,463
Active participant vested funding target 2022-12-31 373,455
Number of active participants 2022-12-31 1
Total funding liabilities for active participants 2022-12-31 373,455
Total participant count 2022-12-31 11
Total funding target for all participants 2022-12-31 1,072,444
Balance at beginning of prior year after applicable adjustments 2022-12-31 17,051
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 32,108
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 17,051
Prefunding balanced used to offset prior years funding requirement 2022-12-31 9,406
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 22,702
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
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 25,199
Total employer contributions 2022-12-31 24,864
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 23,402
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 0
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 23,402
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,229,234
Acturial value of plan assets 2021-12-31 1,155,665
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 311,309
Number of terminated vested participants 2021-12-31 9
Fundng target for terminated vested participants 2021-12-31 451,964
Active participant vested funding target 2021-12-31 365,983
Number of active participants 2021-12-31 1
Total funding liabilities for active participants 2021-12-31 365,983
Total participant count 2021-12-31 11
Total funding target for all participants 2021-12-31 1,129,256
Balance at beginning of prior year after applicable adjustments 2021-12-31 15,239
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 10,631
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 15,239
Amount remaining of prefunding balance 2021-12-31 10,631
Present value of excess contributions 2021-12-31 19,282
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 20,213
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 20,213
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 17,051
Balance of prefunding at beginning of current year 2021-12-31 32,108
Total employer contributions 2021-12-31 0
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 0
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 0
Net shortfall amortization installment of oustanding balance 2021-12-31 22,750
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 26,457
Carryover balance elected to use to offset funding requirement 2021-12-31 17,051
Prefunding balance elected to use to offset funding requirement 2021-12-31 9,406
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,072,501
Acturial value of plan assets 2020-12-31 1,054,749
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 326,446
Number of terminated vested participants 2020-12-31 9
Fundng target for terminated vested participants 2020-12-31 414,009
Active participant vested funding target 2020-12-31 336,089
Number of active participants 2020-12-31 1
Total funding liabilities for active participants 2020-12-31 336,089
Total participant count 2020-12-31 11
Total funding target for all participants 2020-12-31 1,076,544
Balance at beginning of prior year after applicable adjustments 2020-12-31 65,717
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 2,592
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 65,717
Amount remaining of prefunding balance 2020-12-31 2,592
Present value of excess contributions 2020-12-31 7,268
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 7,639
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 7,639
Reductions in caryover balances due to elections or deemed elections 2020-12-31 60,612
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 15,239
Balance of prefunding at beginning of current year 2020-12-31 10,631
Total employer contributions 2020-12-31 50,000
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 45,452
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 0
Net shortfall amortization installment of oustanding balance 2020-12-31 47,665
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 26,170
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 26,170
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 45,452
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 904,195
Acturial value of plan assets 2019-12-31 954,334
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 341,512
Number of terminated vested participants 2019-12-31 8
Fundng target for terminated vested participants 2019-12-31 369,195
Active participant vested funding target 2019-12-31 330,487
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 330,487
Total participant count 2019-12-31 11
Total funding target for all participants 2019-12-31 1,041,194
Balance at beginning of prior year after applicable adjustments 2019-12-31 77,595
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 2,760
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 7,631
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 69,964
Amount remaining of prefunding balance 2019-12-31 2,760
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 65,717
Balance of prefunding at beginning of current year 2019-12-31 2,592
Total employer contributions 2019-12-31 50,000
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 45,454
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 0
Net shortfall amortization installment of oustanding balance 2019-12-31 155,169
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 38,186
Additional cash requirement 2019-12-31 38,186
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 45,454
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 941,619
Acturial value of plan assets 2018-12-31 896,532
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 356,502
Number of terminated vested participants 2018-12-31 8
Fundng target for terminated vested participants 2018-12-31 347,271
Active participant vested funding target 2018-12-31 309,430
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 309,430
Total participant count 2018-12-31 11
Total funding target for all participants 2018-12-31 1,013,203
Balance at beginning of prior year after applicable adjustments 2018-12-31 68,122
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 2,411
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 336
Amount remaining of carryover balance 2018-12-31 67,786
Amount remaining of prefunding balance 2018-12-31 2,411
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 77,595
Balance of prefunding at beginning of current year 2018-12-31 2,760
Total employer contributions 2018-12-31 35,000
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 32,096
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 0
Net shortfall amortization installment of oustanding balance 2018-12-31 197,026
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 39,727
Carryover balance elected to use to offset funding requirement 2018-12-31 7,631
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 32,096
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 32,096
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 809,484
Acturial value of plan assets 2017-12-31 835,169
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 371,419
Number of terminated vested participants 2017-12-31 8
Fundng target for terminated vested participants 2017-12-31 297,476
Active participant vested funding target 2017-12-31 270,838
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 270,838
Total participant count 2017-12-31 11
Total funding target for all participants 2017-12-31 939,733
Balance at beginning of prior year after applicable adjustments 2017-12-31 63,844
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 63,844
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 2,275
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 2,411
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 2,411
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 68,122
Balance of prefunding at beginning of current year 2017-12-31 2,411
Total employer contributions 2017-12-31 35,000
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 31,946
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 0
Net shortfall amortization installment of oustanding balance 2017-12-31 175,097
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 32,282
Carryover balance elected to use to offset funding requirement 2017-12-31 336
Additional cash requirement 2017-12-31 31,946
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 31,946
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 742,800
Acturial value of plan assets 2016-12-31 790,274
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 386,256
Number of terminated vested participants 2016-12-31 8
Fundng target for terminated vested participants 2016-12-31 272,748
Active participant vested funding target 2016-12-31 249,033
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 249,033
Total participant count 2016-12-31 11
Total funding target for all participants 2016-12-31 908,037
Balance at beginning of prior year after applicable adjustments 2016-12-31 396,205
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 2016-12-31 396,205
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 317,067
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 63,844
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 35,000
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 32,281
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 0
Net shortfall amortization installment of oustanding balance 2016-12-31 181,607
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 30,006
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 30,006
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 32,281
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2022: THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,270,811
Acturial value of plan assets	2022-12-31	1,270,811
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	384,526
Number of terminated vested participants	2022-12-31	8
Fundng target for terminated vested participants	2022-12-31	314,463
Active participant vested funding target	2022-12-31	373,455
Number of active participants	2022-12-31	1
Total funding liabilities for active participants	2022-12-31	373,455
Total participant count	2022-12-31	11
Total funding target for all participants	2022-12-31	1,072,444
Balance at beginning of prior year after applicable adjustments	2022-12-31	17,051
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	32,108
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	17,051
Prefunding balanced used to offset prior years funding requirement	2022-12-31	9,406
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	22,702
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	25,199
Total employer contributions	2022-12-31	24,864
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	23,402
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	0
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	23,402
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,229,234
Acturial value of plan assets	2021-12-31	1,155,665
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	311,309
Number of terminated vested participants	2021-12-31	9
Fundng target for terminated vested participants	2021-12-31	451,964
Active participant vested funding target	2021-12-31	365,983
Number of active participants	2021-12-31	1
Total funding liabilities for active participants	2021-12-31	365,983
Total participant count	2021-12-31	11
Total funding target for all participants	2021-12-31	1,129,256
Balance at beginning of prior year after applicable adjustments	2021-12-31	15,239
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	10,631
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	15,239
Amount remaining of prefunding balance	2021-12-31	10,631
Present value of excess contributions	2021-12-31	19,282
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	20,213
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	20,213
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	17,051
Balance of prefunding at beginning of current year	2021-12-31	32,108
Total employer contributions	2021-12-31	0
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	0
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	0
Net shortfall amortization installment of oustanding balance	2021-12-31	22,750
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	26,457
Carryover balance elected to use to offset funding requirement	2021-12-31	17,051
Prefunding balance elected to use to offset funding requirement	2021-12-31	9,406
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,072,501
Acturial value of plan assets	2020-12-31	1,054,749
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	326,446
Number of terminated vested participants	2020-12-31	9
Fundng target for terminated vested participants	2020-12-31	414,009
Active participant vested funding target	2020-12-31	336,089
Number of active participants	2020-12-31	1
Total funding liabilities for active participants	2020-12-31	336,089
Total participant count	2020-12-31	11
Total funding target for all participants	2020-12-31	1,076,544
Balance at beginning of prior year after applicable adjustments	2020-12-31	65,717
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	2,592
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	65,717
Amount remaining of prefunding balance	2020-12-31	2,592
Present value of excess contributions	2020-12-31	7,268
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	7,639
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	7,639
Reductions in caryover balances due to elections or deemed elections	2020-12-31	60,612
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	15,239
Balance of prefunding at beginning of current year	2020-12-31	10,631
Total employer contributions	2020-12-31	50,000
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	45,452
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	0
Net shortfall amortization installment of oustanding balance	2020-12-31	47,665
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	26,170
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	26,170
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	45,452
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	904,195
Acturial value of plan assets	2019-12-31	954,334
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	341,512
Number of terminated vested participants	2019-12-31	8
Fundng target for terminated vested participants	2019-12-31	369,195
Active participant vested funding target	2019-12-31	330,487
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	330,487
Total participant count	2019-12-31	11
Total funding target for all participants	2019-12-31	1,041,194
Balance at beginning of prior year after applicable adjustments	2019-12-31	77,595
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	2,760
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	7,631
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	69,964
Amount remaining of prefunding balance	2019-12-31	2,760
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	65,717
Balance of prefunding at beginning of current year	2019-12-31	2,592
Total employer contributions	2019-12-31	50,000
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	45,454
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	0
Net shortfall amortization installment of oustanding balance	2019-12-31	155,169
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	38,186
Additional cash requirement	2019-12-31	38,186
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	45,454
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	941,619
Acturial value of plan assets	2018-12-31	896,532
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	356,502
Number of terminated vested participants	2018-12-31	8
Fundng target for terminated vested participants	2018-12-31	347,271
Active participant vested funding target	2018-12-31	309,430
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	309,430
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	1,013,203
Balance at beginning of prior year after applicable adjustments	2018-12-31	68,122
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	2,411
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	336
Amount remaining of carryover balance	2018-12-31	67,786
Amount remaining of prefunding balance	2018-12-31	2,411
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	77,595
Balance of prefunding at beginning of current year	2018-12-31	2,760
Total employer contributions	2018-12-31	35,000
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	32,096
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	0
Net shortfall amortization installment of oustanding balance	2018-12-31	197,026
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	39,727
Carryover balance elected to use to offset funding requirement	2018-12-31	7,631
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	32,096
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	32,096
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	809,484
Acturial value of plan assets	2017-12-31	835,169
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	371,419
Number of terminated vested participants	2017-12-31	8
Fundng target for terminated vested participants	2017-12-31	297,476
Active participant vested funding target	2017-12-31	270,838
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	270,838
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	939,733
Balance at beginning of prior year after applicable adjustments	2017-12-31	63,844
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	63,844
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	2,275
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	2,411
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	2,411
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	68,122
Balance of prefunding at beginning of current year	2017-12-31	2,411
Total employer contributions	2017-12-31	35,000
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	31,946
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	0
Net shortfall amortization installment of oustanding balance	2017-12-31	175,097
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	32,282
Carryover balance elected to use to offset funding requirement	2017-12-31	336
Additional cash requirement	2017-12-31	31,946
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	31,946
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	742,800
Acturial value of plan assets	2016-12-31	790,274
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	386,256
Number of terminated vested participants	2016-12-31	8
Fundng target for terminated vested participants	2016-12-31	272,748
Active participant vested funding target	2016-12-31	249,033
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	249,033
Total participant count	2016-12-31	11
Total funding target for all participants	2016-12-31	908,037
Balance at beginning of prior year after applicable adjustments	2016-12-31	396,205
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	396,205
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	317,067
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	63,844
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	35,000
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	32,281
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	0
Net shortfall amortization installment of oustanding balance	2016-12-31	181,607
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	30,006
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	30,006
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	32,281
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Form 5500 Responses for THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN

2009: THE MIAMI FOUNDATION, INC. DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	THE MIAMI FOUNDATION, INC
Employer identification number (EIN):	650350357
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations