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RETIREMENT PLAN FOR EMPLOYEES OF REAVES BROKERAGE CO. 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF REAVES BROKERAGE CO.
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF REAVES BROKERAGE CO. Benefits

401k Plan TypeDefined 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).
  • 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

REAVES BROKERAGE COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:REAVES BROKERAGE COMPANY, INC.
Employer identification number (EIN):751228795
NAIC Classification:424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF REAVES BROKERAGE CO.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-06-01BEN REAVES2023-12-19
0012021-06-01BEN REAVES2022-10-04
0012020-06-01BEN REAVES2021-12-07
0012019-06-01BEN REAVES2020-12-11
0012018-06-01BEN REAVES2019-12-18
0012017-06-01LARRY REAVES2018-12-17
0012016-06-01LARRY REAVES2017-12-28
0012015-06-01LARRY REAVES2016-12-12
0012014-06-01LARRY REAVES2015-12-28
0012013-06-01LARRY REAVES2014-12-04
0012012-06-01LARRY REAVES2013-12-04 LARRY REAVES2013-12-04
0012011-06-01LARRY REAVES2012-11-30
0012010-06-01LARRY REAVES2012-02-07
0012009-06-01LARRY REAVES LARRY REAVES2010-12-13

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF REAVES BROKERAGE CO.

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF REAVES BROKERAGE CO.

Measure Date Value
2023: RETIREMENT PLAN FOR EMPLOYEES OF REAVES BROKERAGE CO. 2023 401k membership
Market value of plan assets2023-05-315,804,868
Acturial value of plan assets2023-05-315,804,868
Funding target for retired participants and beneficiaries receiving payment2023-05-314,038,189
Number of terminated vested participants2023-05-313
Fundng target for terminated vested participants2023-05-31262,118
Active participant vested funding target2023-05-311,139,998
Number of active participants2023-05-315
Total funding liabilities for active participants2023-05-311,139,998
Total participant count2023-05-3114
Total funding target for all participants2023-05-315,440,305
Balance at beginning of prior year after applicable adjustments2023-05-31255,907
Prefunding balance at beginning of prior year after applicable adjustments2023-05-310
Carryover balanced portion elected for use to offset prior years funding requirement2023-05-310
Prefunding balanced used to offset prior years funding requirement2023-05-310
Amount remaining of carryover balance2023-05-31255,907
Amount remaining of prefunding balance2023-05-310
Present value of excess contributions2023-05-3165,376
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-05-3169,102
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-05-310
Reductions in caryover balances due to elections or deemed elections2023-05-310
Reductions in prefunding balances due to elections or deemed elections2023-05-310
Balance of carryovers at beginning of current year2023-05-31238,838
Balance of prefunding at beginning of current year2023-05-310
Total employer contributions2023-05-3170,000
Total employee contributions2023-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2023-05-310
Contributions made to avoid restrictions adjusted to valuation date2023-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-05-3164,728
Unpaid minimum required contributions for all prior years2023-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-05-310
Remaining amount of unpaid minimum required contributions2023-05-310
Minimum required contributions for current year target normal cost2023-05-3159,232
Net shortfall amortization installment of oustanding balance2023-05-310
Waiver amortization installment2023-05-310
Total funding amount beforereflecting carryover/prefunding balances2023-05-310
Carryover balance elected to use to offset funding requirement2023-05-310
Prefunding balance elected to use to offset funding requirement2023-05-310
Additional cash requirement2023-05-310
Contributions allocatedtoward minimum required contributions for current year2023-05-3164,728
Unpaid minimum required contributions for current year2023-05-310
Unpaid minimum required contributions for all years2023-05-310
2022: RETIREMENT PLAN FOR EMPLOYEES OF REAVES BROKERAGE CO. 2022 401k membership
Market value of plan assets2022-05-316,470,727
Acturial value of plan assets2022-05-316,470,727
Funding target for retired participants and beneficiaries receiving payment2022-05-313,170,447
Number of terminated vested participants2022-05-313
Fundng target for terminated vested participants2022-05-31242,186
Active participant vested funding target2022-05-311,739,546
Number of active participants2022-05-316
Total funding liabilities for active participants2022-05-311,739,546
Total participant count2022-05-3114
Total funding target for all participants2022-05-315,152,179
Balance at beginning of prior year after applicable adjustments2022-05-31245,567
Prefunding balance at beginning of prior year after applicable adjustments2022-05-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-05-3141,299
Prefunding balanced used to offset prior years funding requirement2022-05-310
Amount remaining of carryover balance2022-05-31204,268
Amount remaining of prefunding balance2022-05-310
Present value of excess contributions2022-05-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-05-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-05-310
Reductions in caryover balances due to elections or deemed elections2022-05-310
Reductions in prefunding balances due to elections or deemed elections2022-05-310
Balance of carryovers at beginning of current year2022-05-31255,907
Balance of prefunding at beginning of current year2022-05-310
Total employer contributions2022-05-3170,000
Total employee contributions2022-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-05-310
Contributions made to avoid restrictions adjusted to valuation date2022-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-05-3165,376
Unpaid minimum required contributions for all prior years2022-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-05-310
Remaining amount of unpaid minimum required contributions2022-05-310
Minimum required contributions for current year target normal cost2022-05-3145,021
Net shortfall amortization installment of oustanding balance2022-05-310
Waiver amortization installment2022-05-310
Total funding amount beforereflecting carryover/prefunding balances2022-05-310
Carryover balance elected to use to offset funding requirement2022-05-310
Prefunding balance elected to use to offset funding requirement2022-05-310
Additional cash requirement2022-05-310
Contributions allocatedtoward minimum required contributions for current year2022-05-3165,376
Unpaid minimum required contributions for current year2022-05-310
Unpaid minimum required contributions for all years2022-05-310
2021: RETIREMENT PLAN FOR EMPLOYEES OF REAVES BROKERAGE CO. 2021 401k membership
Market value of plan assets2021-05-315,447,298
Acturial value of plan assets2021-05-315,447,298
Funding target for retired participants and beneficiaries receiving payment2021-05-313,317,732
Number of terminated vested participants2021-05-313
Fundng target for terminated vested participants2021-05-31235,434
Active participant vested funding target2021-05-311,609,535
Number of active participants2021-05-316
Total funding liabilities for active participants2021-05-311,609,535
Total participant count2021-05-3114
Total funding target for all participants2021-05-315,162,701
Balance at beginning of prior year after applicable adjustments2021-05-31226,957
Prefunding balance at beginning of prior year after applicable adjustments2021-05-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-05-310
Prefunding balanced used to offset prior years funding requirement2021-05-310
Amount remaining of carryover balance2021-05-31226,957
Amount remaining of prefunding balance2021-05-310
Present value of excess contributions2021-05-3166,550
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-05-3170,310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-05-310
Reductions in caryover balances due to elections or deemed elections2021-05-310
Reductions in prefunding balances due to elections or deemed elections2021-05-310
Balance of carryovers at beginning of current year2021-05-31245,567
Balance of prefunding at beginning of current year2021-05-310
Total employer contributions2021-05-310
Total employee contributions2021-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-05-310
Contributions made to avoid restrictions adjusted to valuation date2021-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-05-310
Unpaid minimum required contributions for all prior years2021-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-05-310
Remaining amount of unpaid minimum required contributions2021-05-310
Minimum required contributions for current year target normal cost2021-05-3180,329
Net shortfall amortization installment of oustanding balance2021-05-310
Waiver amortization installment2021-05-310
Total funding amount beforereflecting carryover/prefunding balances2021-05-3141,299
Carryover balance elected to use to offset funding requirement2021-05-3141,299
Prefunding balance elected to use to offset funding requirement2021-05-310
Additional cash requirement2021-05-310
Contributions allocatedtoward minimum required contributions for current year2021-05-310
Unpaid minimum required contributions for current year2021-05-310
Unpaid minimum required contributions for all years2021-05-310
2020: RETIREMENT PLAN FOR EMPLOYEES OF REAVES BROKERAGE CO. 2020 401k membership
Market value of plan assets2020-05-315,271,390
Acturial value of plan assets2020-05-315,271,390
Funding target for retired participants and beneficiaries receiving payment2020-05-313,350,642
Number of terminated vested participants2020-05-313
Fundng target for terminated vested participants2020-05-31215,259
Active participant vested funding target2020-05-311,429,913
Number of active participants2020-05-316
Total funding liabilities for active participants2020-05-311,429,913
Total participant count2020-05-3114
Total funding target for all participants2020-05-314,995,814
Balance at beginning of prior year after applicable adjustments2020-05-31289,044
Prefunding balance at beginning of prior year after applicable adjustments2020-05-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-05-3166,886
Prefunding balanced used to offset prior years funding requirement2020-05-310
Amount remaining of carryover balance2020-05-31222,158
Amount remaining of prefunding balance2020-05-310
Present value of excess contributions2020-05-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-05-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-05-310
Reductions in caryover balances due to elections or deemed elections2020-05-310
Reductions in prefunding balances due to elections or deemed elections2020-05-310
Balance of carryovers at beginning of current year2020-05-31226,957
Balance of prefunding at beginning of current year2020-05-310
Total employer contributions2020-05-3171,000
Total employee contributions2020-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-05-310
Contributions made to avoid restrictions adjusted to valuation date2020-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-05-3166,550
Unpaid minimum required contributions for all prior years2020-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-05-310
Remaining amount of unpaid minimum required contributions2020-05-310
Minimum required contributions for current year target normal cost2020-05-3147,839
Net shortfall amortization installment of oustanding balance2020-05-310
Waiver amortization installment2020-05-310
Total funding amount beforereflecting carryover/prefunding balances2020-05-310
Carryover balance elected to use to offset funding requirement2020-05-310
Prefunding balance elected to use to offset funding requirement2020-05-310
Additional cash requirement2020-05-310
Contributions allocatedtoward minimum required contributions for current year2020-05-3166,550
Unpaid minimum required contributions for current year2020-05-310
Unpaid minimum required contributions for all years2020-05-310
2019: RETIREMENT PLAN FOR EMPLOYEES OF REAVES BROKERAGE CO. 2019 401k membership
Market value of plan assets2019-05-315,326,749
Acturial value of plan assets2019-05-315,326,749
Funding target for retired participants and beneficiaries receiving payment2019-05-311,690,486
Number of terminated vested participants2019-05-313
Fundng target for terminated vested participants2019-05-31191,786
Active participant vested funding target2019-05-313,155,433
Number of active participants2019-05-317
Total funding liabilities for active participants2019-05-313,155,433
Total participant count2019-05-3115
Total funding target for all participants2019-05-315,037,705
Balance at beginning of prior year after applicable adjustments2019-05-31341,079
Prefunding balance at beginning of prior year after applicable adjustments2019-05-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-05-3172,419
Prefunding balanced used to offset prior years funding requirement2019-05-310
Amount remaining of carryover balance2019-05-31268,660
Amount remaining of prefunding balance2019-05-310
Present value of excess contributions2019-05-3173,053
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-05-3178,877
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-05-310
Reductions in caryover balances due to elections or deemed elections2019-05-311,082
Reductions in prefunding balances due to elections or deemed elections2019-05-310
Balance of carryovers at beginning of current year2019-05-31289,044
Balance of prefunding at beginning of current year2019-05-310
Total employer contributions2019-05-3150,000
Total employee contributions2019-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-05-310
Contributions made to avoid restrictions adjusted to valuation date2019-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-05-3146,748
Unpaid minimum required contributions for all prior years2019-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-05-310
Remaining amount of unpaid minimum required contributions2019-05-310
Minimum required contributions for current year target normal cost2019-05-31113,634
Net shortfall amortization installment of oustanding balance2019-05-310
Waiver amortization installment2019-05-310
Total funding amount beforereflecting carryover/prefunding balances2019-05-31113,634
Carryover balance elected to use to offset funding requirement2019-05-3166,886
Prefunding balance elected to use to offset funding requirement2019-05-310
Additional cash requirement2019-05-3146,748
Contributions allocatedtoward minimum required contributions for current year2019-05-3146,748
Unpaid minimum required contributions for current year2019-05-310
Unpaid minimum required contributions for all years2019-05-310
2018: RETIREMENT PLAN FOR EMPLOYEES OF REAVES BROKERAGE CO. 2018 401k membership
Market value of plan assets2018-05-315,059,785
Acturial value of plan assets2018-05-315,059,785
Funding target for retired participants and beneficiaries receiving payment2018-05-311,725,093
Number of terminated vested participants2018-05-313
Fundng target for terminated vested participants2018-05-31172,288
Active participant vested funding target2018-05-312,789,407
Number of active participants2018-05-317
Total funding liabilities for active participants2018-05-312,789,407
Total participant count2018-05-3115
Total funding target for all participants2018-05-314,686,788
Balance at beginning of prior year after applicable adjustments2018-05-31335,162
Prefunding balance at beginning of prior year after applicable adjustments2018-05-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-05-3128,547
Prefunding balanced used to offset prior years funding requirement2018-05-310
Amount remaining of carryover balance2018-05-31306,615
Amount remaining of prefunding balance2018-05-310
Present value of excess contributions2018-05-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-05-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-05-310
Reductions in caryover balances due to elections or deemed elections2018-05-310
Reductions in prefunding balances due to elections or deemed elections2018-05-310
Balance of carryovers at beginning of current year2018-05-31341,079
Balance of prefunding at beginning of current year2018-05-310
Total employer contributions2018-05-3190,000
Total employee contributions2018-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-05-310
Contributions made to avoid restrictions adjusted to valuation date2018-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-05-3184,053
Unpaid minimum required contributions for all prior years2018-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-05-310
Remaining amount of unpaid minimum required contributions2018-05-310
Minimum required contributions for current year target normal cost2018-05-31115,337
Net shortfall amortization installment of oustanding balance2018-05-310
Waiver amortization installment2018-05-310
Total funding amount beforereflecting carryover/prefunding balances2018-05-3183,419
Carryover balance elected to use to offset funding requirement2018-05-3172,419
Prefunding balance elected to use to offset funding requirement2018-05-310
Additional cash requirement2018-05-3111,000
Contributions allocatedtoward minimum required contributions for current year2018-05-3184,053
Unpaid minimum required contributions for current year2018-05-310
Unpaid minimum required contributions for all years2018-05-310
2017: RETIREMENT PLAN FOR EMPLOYEES OF REAVES BROKERAGE CO. 2017 401k membership
Market value of plan assets2017-05-314,665,899
Acturial value of plan assets2017-05-314,665,899
Funding target for retired participants and beneficiaries receiving payment2017-05-311,758,263
Number of terminated vested participants2017-05-313
Fundng target for terminated vested participants2017-05-31154,628
Active participant vested funding target2017-05-312,434,072
Number of active participants2017-05-317
Total funding liabilities for active participants2017-05-312,434,072
Total participant count2017-05-3115
Total funding target for all participants2017-05-314,346,963
Balance at beginning of prior year after applicable adjustments2017-05-31337,559
Prefunding balance at beginning of prior year after applicable adjustments2017-05-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-05-310
Prefunding balanced used to offset prior years funding requirement2017-05-310
Amount remaining of carryover balance2017-05-31337,559
Amount remaining of prefunding balance2017-05-310
Present value of excess contributions2017-05-3174,355
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-05-3179,077
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-05-310
Reductions in caryover balances due to elections or deemed elections2017-05-310
Reductions in prefunding balances due to elections or deemed elections2017-05-310
Balance of carryovers at beginning of current year2017-05-31335,162
Balance of prefunding at beginning of current year2017-05-310
Total employer contributions2017-05-31100,000
Total employee contributions2017-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-05-310
Contributions made to avoid restrictions adjusted to valuation date2017-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-05-3193,276
Unpaid minimum required contributions for all prior years2017-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-05-310
Remaining amount of unpaid minimum required contributions2017-05-310
Minimum required contributions for current year target normal cost2017-05-31121,823
Net shortfall amortization installment of oustanding balance2017-05-310
Waiver amortization installment2017-05-310
Total funding amount beforereflecting carryover/prefunding balances2017-05-31121,823
Carryover balance elected to use to offset funding requirement2017-05-3128,547
Prefunding balance elected to use to offset funding requirement2017-05-310
Additional cash requirement2017-05-3193,276
Contributions allocatedtoward minimum required contributions for current year2017-05-3193,276
Unpaid minimum required contributions for current year2017-05-310
Unpaid minimum required contributions for all years2017-05-310
2009: RETIREMENT PLAN FOR EMPLOYEES OF REAVES BROKERAGE CO. 2009 401k membership
Total participants, beginning-of-year2009-06-0114
Total number of active participants reported on line 7a of the Form 55002009-06-016
Number of retired or separated participants receiving benefits2009-06-015
Number of other retired or separated participants entitled to future benefits2009-06-013
Total of all active and inactive participants2009-06-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-010
Total participants2009-06-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-010

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF REAVES BROKERAGE CO.

Measure Date Value
2010 : RETIREMENT PLAN FOR EMPLOYEES OF REAVES BROKERAGE CO. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-05-31$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF REAVES BROKERAGE CO.

2009: RETIREMENT PLAN FOR EMPLOYEES OF REAVES BROKERAGE CO. 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

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