401k Plan data: STEVEN E. KOONIN PENSION PLAN plan

STEVEN E. KOONIN PENSION PLAN 401k Plan overview

Plan Name	STEVEN E. KOONIN PENSION PLAN
Plan identification number	001

STEVEN E. KOONIN PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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).
Plan covering Self-Employed individuals.
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

STEVEN E. KOONIN has sponsored the creation of one or more 401k plans.

Company Name: STEVEN E. KOONIN

Employer identification number (EIN): 814229972

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN E. KOONIN PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 STEVEN KOONIN 2024-10-15
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01

Plan Statistics for STEVEN E. KOONIN PENSION PLAN

401k plan membership statisitcs for STEVEN E. KOONIN PENSION PLAN

Measure Date Value
2025: STEVEN E. KOONIN PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-16 2
Total number of particpants at end of year 2025-07-16 2
Total number of particpants at beginning of year 2025-07-01 2
Total number of particpants at end of year 2025-07-01 0
2024: STEVEN E. KOONIN PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-15 2
Total number of particpants at end of year 2024-10-15 2
2022: STEVEN E. KOONIN PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 868,408
Acturial value of plan assets 2022-12-31 868,408
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 2022-12-31 970,740
Number of active participants 2022-12-31 2
Total funding liabilities for active participants 2022-12-31 970,470
Total participant count 2022-12-31 2
Total funding target for all participants 2022-12-31 970,470
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 761
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 761
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 300,000
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 2022-12-31 288,046
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 2022-12-31 278,349
Net shortfall amortization installment of oustanding balance 2022-12-31 102,062
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 287,781
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 2022-12-31 287,781
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 288,046
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total number of particpants at beginning of year 2022-10-10 2
Total number of particpants at end of year 2022-10-10 2
2021: STEVEN E. KOONIN PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 698,294
Acturial value of plan assets 2021-12-31 698,294
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 2021-12-31 637,791
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 637,761
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 637,761
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 739
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 739
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 247,000
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 2021-12-31 234,247
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 2021-12-31 294,019
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 2021-12-31 233,486
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 2021-12-31 233,486
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 234,247
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: STEVEN E. KOONIN PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 543,114
Acturial value of plan assets 2020-12-31 543,114
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 2020-12-31 554,741
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 554,741
Total participant count 2020-12-31 2
Total funding target for all participants 2020-12-31 554,741
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 632
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 632
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 66,000
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 60,929
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 57,638
Net shortfall amortization installment of oustanding balance 2020-12-31 11,627
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 60,190
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 60,190
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 60,929
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: STEVEN E. KOONIN PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 402,456
Acturial value of plan assets 2019-12-31 402,456
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 2019-12-31 406,543
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 406,543
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 406,543
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 113
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 113
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 139,000
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 2019-12-31 128,864
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 2019-12-31 127,101
Net shortfall amortization installment of oustanding balance 2019-12-31 4,087
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 128,232
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 2019-12-31 128,232
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 128,864
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: STEVEN E. KOONIN PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 261,715
Acturial value of plan assets 2018-12-31 261,715
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 2018-12-31 285,808
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 285,808
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 285,808
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 4,049
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 4,049
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 112,115
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 2018-12-31 109,153
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 2018-12-31 105,107
Net shortfall amortization installment of oustanding balance 2018-12-31 24,093
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 109,040
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 2018-12-31 109,040
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 109,153
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0

Measure	Date	Value
2025: STEVEN E. KOONIN PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-16	2
Total number of particpants at end of year	2025-07-16	2
Total number of particpants at beginning of year	2025-07-01	2
Total number of particpants at end of year	2025-07-01	0
2024: STEVEN E. KOONIN PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-15	2
Total number of particpants at end of year	2024-10-15	2
2022: STEVEN E. KOONIN PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	868,408
Acturial value of plan assets	2022-12-31	868,408
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	970,740
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	970,470
Total participant count	2022-12-31	2
Total funding target for all participants	2022-12-31	970,470
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	761
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	761
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	300,000
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	288,046
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	278,349
Net shortfall amortization installment of oustanding balance	2022-12-31	102,062
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	287,781
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	287,781
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	288,046
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total number of particpants at beginning of year	2022-10-10	2
Total number of particpants at end of year	2022-10-10	2
2021: STEVEN E. KOONIN PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	698,294
Acturial value of plan assets	2021-12-31	698,294
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	637,791
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	637,761
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	637,761
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	739
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	739
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	247,000
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	234,247
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	294,019
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	233,486
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	233,486
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	234,247
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: STEVEN E. KOONIN PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	543,114
Acturial value of plan assets	2020-12-31	543,114
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	554,741
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	554,741
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	554,741
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	632
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	632
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	66,000
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	60,929
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	57,638
Net shortfall amortization installment of oustanding balance	2020-12-31	11,627
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	60,190
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	60,190
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	60,929
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: STEVEN E. KOONIN PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	402,456
Acturial value of plan assets	2019-12-31	402,456
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	406,543
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	406,543
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	406,543
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	113
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	113
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	139,000
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	128,864
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	127,101
Net shortfall amortization installment of oustanding balance	2019-12-31	4,087
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	128,232
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	128,232
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	128,864
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: STEVEN E. KOONIN PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	261,715
Acturial value of plan assets	2018-12-31	261,715
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	285,808
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	285,808
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	285,808
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	4,049
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	4,049
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	112,115
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	109,153
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	105,107
Net shortfall amortization installment of oustanding balance	2018-12-31	24,093
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	109,040
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	109,040
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	109,153
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0

Financial Data on STEVEN E. KOONIN PENSION PLAN

Measure	Date	Value
2025 : STEVEN E. KOONIN PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-16	0
Total liabilities as of the end of the plan year	2025-07-16	0
Total liabilities as of the beginning of the plan year	2025-07-16	0
Total expenses incurred by plan in this plan year	2025-07-16	6845
Net assets as of the end of the plan year	2025-07-16	1612609
Total assets as of the beginning of the plan year	2025-07-16	1453628
Participant contributions to plan in this plan year	2025-07-16	0
Other expenses paid from plan in this plan year	2025-07-16	6845
Other contributions to plan in this plan year	2025-07-16	0
Other income to plan in this plan year	2025-07-16	110634
Plan net income in this plan year	2025-07-16	158981
Net assets as of the end of the plan year	2025-07-16	1612609
Net assets as of the beginning of the plan year	2025-07-16	1453628
Employer contributions to plan in this plan year	2025-07-16	55192
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-16	0
Total transfers to/from plan in this plan year	2025-07-01	0
Total liabilities as of the end of the plan year	2025-07-01	0
Total liabilities as of the beginning of the plan year	2025-07-01	0
Total expenses incurred by plan in this plan year	2025-07-01	1604381
Net assets as of the end of the plan year	2025-07-01	0
Total assets as of the beginning of the plan year	2025-07-01	1612609
Participant contributions to plan in this plan year	2025-07-01	0
Other expenses paid from plan in this plan year	2025-07-01	2554
Other contributions to plan in this plan year	2025-07-01	0
Other income to plan in this plan year	2025-07-01	-8228
Plan net income in this plan year	2025-07-01	-1612609
Net assets as of the end of the plan year	2025-07-01	0
Net assets as of the beginning of the plan year	2025-07-01	1612609
Employer contributions to plan in this plan year	2025-07-01	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-01	0
2024 : STEVEN E. KOONIN PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-15	0
Total liabilities as of the end of the plan year	2024-10-15	0
Total liabilities as of the beginning of the plan year	2024-10-15	0
Total expenses incurred by plan in this plan year	2024-10-15	4906
Net assets as of the end of the plan year	2024-10-15	1453628
Total assets as of the beginning of the plan year	2024-10-15	1168408
Participant contributions to plan in this plan year	2024-10-15	0
Other expenses paid from plan in this plan year	2024-10-15	4906
Other contributions to plan in this plan year	2024-10-15	0
Other income to plan in this plan year	2024-10-15	90126
Plan net income in this plan year	2024-10-15	285220
Net assets as of the end of the plan year	2024-10-15	1453628
Net assets as of the beginning of the plan year	2024-10-15	1168408
Employer contributions to plan in this plan year	2024-10-15	200000
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-15	0
2022 : STEVEN E. KOONIN PENSION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-10-10	0
Total liabilities as of the end of the plan year	2022-10-10	0
Total liabilities as of the beginning of the plan year	2022-10-10	0
Total expenses incurred by plan in this plan year	2022-10-10	2974
Net assets as of the end of the plan year	2022-10-10	945294
Total assets as of the beginning of the plan year	2022-10-10	609114
Participant contributions to plan in this plan year	2022-10-10	0
Other expenses paid from plan in this plan year	2022-10-10	0
Other contributions to plan in this plan year	2022-10-10	0
Other income to plan in this plan year	2022-10-10	92154
Plan net income in this plan year	2022-10-10	336180
Net assets as of the end of the plan year	2022-10-10	945294
Net assets as of the beginning of the plan year	2022-10-10	609114
Employer contributions to plan in this plan year	2022-10-10	247000
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-10	2974

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Company Name:	STEVEN E. KOONIN
Employer identification number (EIN):	814229972
NAIC Classification:	541600

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	STEVEN KOONIN	2024-10-15
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01