401k Plan data: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN plan

JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN
Plan identification number	002

JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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

JOHN CUMBELICH & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: JOHN CUMBELICH & ASSOCIATES, INC.

Employer identification number (EIN): 680457851

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN CUMBELICH & ASSOCIATES, 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
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 MANUEL P. PINTO 2017-10-17
002 2015-01-01 MANUEL P. PINTO 2016-10-17 MANUEL P. PINTO 2016-10-17
002 2014-01-01 MANUEL P. PINTO 2015-10-12 MANUEL P. PINTO 2015-10-12
002 2013-01-01 MANUEL P. PINTO 2014-10-15 MANUEL P. PINTO 2014-10-15
002 2012-01-01 MANUEL P. PINTO
002 2012-01-01 MANUEL P. PINTO
002 2011-01-01 MANUEL P PINTO MANUEL P PINTO 2012-10-18
002 2010-01-01 MANUEL P PINTO MANUEL P PINTO 2011-09-15
002 2009-01-01 JOHN CUMBELICH
002 2009-01-01 JOHN CUMBELICH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	MANUEL P. PINTO	2017-10-17
002	2015-01-01	MANUEL P. PINTO	2016-10-17	MANUEL P. PINTO	2016-10-17
002	2014-01-01	MANUEL P. PINTO	2015-10-12	MANUEL P. PINTO	2015-10-12
002	2013-01-01	MANUEL P. PINTO	2014-10-15	MANUEL P. PINTO	2014-10-15
002	2012-01-01	MANUEL P. PINTO
002	2012-01-01	MANUEL P. PINTO
002	2011-01-01	MANUEL P PINTO		MANUEL P PINTO	2012-10-18
002	2010-01-01	MANUEL P PINTO		MANUEL P PINTO	2011-09-15
002	2009-01-01	JOHN CUMBELICH
002	2009-01-01	JOHN CUMBELICH

Plan Statistics for JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN

Measure Date Value
2022: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,452,132
Acturial value of plan assets 2022-12-31 1,452,132
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 1,523,417
Number of active participants 2022-12-31 2
Total funding liabilities for active participants 2022-12-31 1,523,417
Total participant count 2022-12-31 2
Total funding target for all participants 2022-12-31 1,523,417
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 247,161
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 2022-12-31 247,161
Present value of excess contributions 2022-12-31 122,066
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 122,066
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 2022-12-31 300,202
Total employer contributions 2022-12-31 365,000
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 2022-12-31 354,608
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 2022-12-31 387,758
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 35,833
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 35,833
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 354,608
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,991,832
Acturial value of plan assets 2021-12-31 1,991,832
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 1,402,516
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 1,402,516
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 1,402,516
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 299,698
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 2021-12-31 299,698
Present value of excess contributions 2021-12-31 38,462
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 38,462
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 2021-12-31 247,161
Total employer contributions 2021-12-31 125,000
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 2021-12-31 122,066
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 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 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 122,066
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,604,977
Acturial value of plan assets 2020-12-31 1,604,977
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,308,283
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 1,308,283
Total participant count 2020-12-31 2
Total funding target for all participants 2020-12-31 1,308,283
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 225,710
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 2020-12-31 225,710
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 2020-12-31 299,698
Total employer contributions 2020-12-31 40,000
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 38,462
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 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 38,462
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,946,155
Acturial value of plan assets 2019-12-31 1,946,155
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,187,623
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 1,187,623
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 1,187,623
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 232,188
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 2019-12-31 232,188
Present value of excess contributions 2019-12-31 110,539
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 110,539
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 2019-12-31 225,710
Total employer contributions 2019-12-31 0
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 0
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 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,371,440
Acturial value of plan assets 2018-12-31 1,371,440
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,100,267
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 1,100,267
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 1,100,267
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 108,333
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 2018-12-31 108,333
Present value of excess contributions 2018-12-31 141,892
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 141,892
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 100,000
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 2018-12-31 232,188
Total employer contributions 2018-12-31 114,950
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 2018-12-31 110,539
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 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 110,539
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,261,385
Acturial value of plan assets 2017-12-31 1,261,385
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,000,632
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 1,000,632
Total participant count 2017-12-31 2
Total funding target for all participants 2017-12-31 1,000,632
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 34,636
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 34,636
Present value of excess contributions 2017-12-31 190,546
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 190,546
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 75,000
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 2,380
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 108,333
Total employer contributions 2017-12-31 147,711
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 2017-12-31 141,892
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 141,892
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2012: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
2011: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
2010: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Total of all active and inactive participants 2010-01-01 2
Total participants 2010-01-01 2
2009: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2

Measure	Date	Value
2022: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,452,132
Acturial value of plan assets	2022-12-31	1,452,132
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	1,523,417
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	1,523,417
Total participant count	2022-12-31	2
Total funding target for all participants	2022-12-31	1,523,417
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	247,161
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	247,161
Present value of excess contributions	2022-12-31	122,066
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	122,066
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	300,202
Total employer contributions	2022-12-31	365,000
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	354,608
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	387,758
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	35,833
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	35,833
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	354,608
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,991,832
Acturial value of plan assets	2021-12-31	1,991,832
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	1,402,516
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	1,402,516
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	1,402,516
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	299,698
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	299,698
Present value of excess contributions	2021-12-31	38,462
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	38,462
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	247,161
Total employer contributions	2021-12-31	125,000
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	122,066
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	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	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	122,066
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,604,977
Acturial value of plan assets	2020-12-31	1,604,977
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,308,283
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	1,308,283
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	1,308,283
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	225,710
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	225,710
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	299,698
Total employer contributions	2020-12-31	40,000
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	38,462
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	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	38,462
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,946,155
Acturial value of plan assets	2019-12-31	1,946,155
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,187,623
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	1,187,623
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	1,187,623
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	232,188
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	232,188
Present value of excess contributions	2019-12-31	110,539
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	110,539
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	225,710
Total employer contributions	2019-12-31	0
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	0
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	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,371,440
Acturial value of plan assets	2018-12-31	1,371,440
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,100,267
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	1,100,267
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	1,100,267
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	108,333
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	108,333
Present value of excess contributions	2018-12-31	141,892
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	141,892
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	100,000
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	232,188
Total employer contributions	2018-12-31	114,950
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	110,539
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	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	110,539
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,261,385
Acturial value of plan assets	2017-12-31	1,261,385
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,000,632
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	1,000,632
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	1,000,632
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	34,636
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	34,636
Present value of excess contributions	2017-12-31	190,546
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	190,546
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	75,000
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	2,380
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	108,333
Total employer contributions	2017-12-31	147,711
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	141,892
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	141,892
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2012: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
2011: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
2010: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Total of all active and inactive participants	2010-01-01	2
Total participants	2010-01-01	2
2009: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2

Financial Data on JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN

Measure	Date	Value
2012 : JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$48,437
Total plan assets at end of year	2012-12-31	$454,814
Total plan assets at beginning of year	2012-12-31	$406,377
Value of fidelity bond covering the plan	2012-12-31	$25,000
Other income received	2012-12-31	$-1,563
Net income (gross income less expenses)	2012-12-31	$48,437
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$454,814
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$406,377
Total contributions received or receivable from employer(s)	2012-12-31	$50,000
2011 : JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$39,241
Total plan assets at end of year	2011-12-31	$406,377
Total plan assets at beginning of year	2011-12-31	$367,136
Value of fidelity bond covering the plan	2011-12-31	$25,000
Other income received	2011-12-31	$-35,759
Net income (gross income less expenses)	2011-12-31	$39,241
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$406,377
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$367,136
Total contributions received or receivable from employer(s)	2011-12-31	$75,000
2010 : JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$57,188
Total plan assets at end of year	2010-12-31	$367,136
Total plan assets at beginning of year	2010-12-31	$309,948
Value of fidelity bond covering the plan	2010-12-31	$25,000
Other income received	2010-12-31	$57,188
Net income (gross income less expenses)	2010-12-31	$57,188
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$367,136
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$309,948

Form 5500 Responses for JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN

2012: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN CUMBELICH & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN CUMBELICH & ASSOCIATES, INC.
Employer identification number (EIN):	680457851
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers