M & J SROUR CONSULTING, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan M & J SROUR CONSULTING, LLC DEFINED BENEFIT PLAN
401k plan membership statisitcs for M & J SROUR CONSULTING, LLC DEFINED BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2025: M & J SROUR CONSULTING, LLC DEFINED BENEFIT PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-06 | 4 |
| Total number of particpants at end of year | 2025-10-06 | 4 |
| 2024: M & J SROUR CONSULTING, LLC DEFINED BENEFIT PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-09-19 | 4 |
| Total number of particpants at end of year | 2024-09-19 | 4 |
| 2022: M & J SROUR CONSULTING, LLC DEFINED BENEFIT PLAN 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-31 | 3,378,414 |
| Acturial value of plan assets | 2022-12-31 | 3,378,414 |
| 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 | 2,212,061 |
| Number of active participants | 2022-12-31 | 4 |
| Total funding liabilities for active participants | 2022-12-31 | 2,212,061 |
| Total participant count | 2022-12-31 | 4 |
| Total funding target for all participants | 2022-12-31 | 2,212,061 |
| 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 | 1,105,594 |
| 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 | 137,948 |
| Amount remaining of carryover balance | 2022-12-31 | 0 |
| Amount remaining of prefunding balance | 2022-12-31 | 967,646 |
| Present value of excess contributions | 2022-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 1,050,767 |
| Total employer contributions | 2022-12-31 | 150,000 |
| 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 | 137,148 |
| 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 | 368,677 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
| Waiver amortization installment | 2022-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 253,091 |
| 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 | 115,943 |
| Additional cash requirement | 2022-12-31 | 137,148 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 137,148 |
| 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 | 2022-09-30 | 4 |
| Total number of particpants at end of year | 2022-09-30 | 4 |
| 2021: M & J SROUR CONSULTING, LLC DEFINED BENEFIT PLAN 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 2,953,954 |
| Acturial value of plan assets | 2021-12-31 | 2,953,954 |
| 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 | 1,409,921 |
| Number of active participants | 2021-12-31 | 4 |
| Total funding liabilities for active participants | 2021-12-31 | 1,762,402 |
| Total participant count | 2021-12-31 | 4 |
| Total funding target for all participants | 2021-12-31 | 1,762,402 |
| 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 | 574,082 |
| 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 | 574,082 |
| Present value of excess contributions | 2021-12-31 | 427,473 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 451,198 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 451,198 |
| 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 | 1,105,594 |
| Total employer contributions | 2021-12-31 | 140,000 |
| 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 | 128,575 |
| 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 | 352,481 |
| 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 | 266,523 |
| 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 | 137,948 |
| Additional cash requirement | 2021-12-31 | 128,575 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 128,575 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| 2020: M & J SROUR CONSULTING, LLC DEFINED BENEFIT PLAN 2020 401k membership |
|---|
| Market value of plan assets | 2020-12-31 | 1,843,493 |
| Acturial value of plan assets | 2020-12-31 | 1,843,493 |
| 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 | 755,530 |
| Number of active participants | 2020-12-31 | 4 |
| Total funding liabilities for active participants | 2020-12-31 | 1,259,217 |
| Total participant count | 2020-12-31 | 4 |
| Total funding target for all participants | 2020-12-31 | 1,259,217 |
| 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 | 245,800 |
| 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 | 245,800 |
| Present value of excess contributions | 2020-12-31 | 292,441 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 309,110 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 309,110 |
| 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 | 574,082 |
| Total employer contributions | 2020-12-31 | 800,000 |
| 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 | 732,083 |
| 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 | 314,804 |
| 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 | 304,610 |
| 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 | 304,610 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 732,083 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| 2019: M & J SROUR CONSULTING, LLC DEFINED BENEFIT PLAN 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 1,098,854 |
| Acturial value of plan assets | 2019-12-31 | 1,098,854 |
| 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 | 341,070 |
| Number of active participants | 2019-12-31 | 4 |
| Total funding liabilities for active participants | 2019-12-31 | 852,675 |
| Total participant count | 2019-12-31 | 4 |
| Total funding target for all participants | 2019-12-31 | 852,675 |
| 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 | 65,800 |
| Amount remaining of carryover balance | 2019-12-31 | 0 |
| Amount remaining of prefunding balance | 2019-12-31 | 65,800 |
| Present value of excess contributions | 2019-12-31 | 286,604 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 303,428 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 303,428 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 118,197 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 245,800 |
| Total employer contributions | 2019-12-31 | 630,000 |
| 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 | 576,288 |
| 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 | 284,226 |
| Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 283,847 |
| Additional cash requirement | 2019-12-31 | 283,847 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 576,288 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| 2018: M & J SROUR CONSULTING, LLC DEFINED BENEFIT PLAN 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 582,033 |
| Acturial value of plan assets | 2018-12-31 | 582,033 |
| 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 | 103,228 |
| Number of active participants | 2018-12-31 | 4 |
| Total funding liabilities for active participants | 2018-12-31 | 516,141 |
| Total participant count | 2018-12-31 | 4 |
| Total funding target for all participants | 2018-12-31 | 516,141 |
| 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 | 82,531 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 87,524 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 87,524 |
| 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 | 21,724 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 65,800 |
| Total employer contributions | 2018-12-31 | 600,000 |
| Total employee contributions | 2018-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 544,583 |
| 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 | 258,071 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
| Waiver amortization installment | 2018-12-31 | 0 |
| Waived amount of outstanding balance | 2018-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 257,979 |
| 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 | 257,979 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 544,583 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| 2017: M & J SROUR CONSULTING, LLC DEFINED BENEFIT PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 277,056 |
| Acturial value of plan assets | 2017-12-31 | 277,056 |
| 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 | 0 |
| Number of active participants | 2017-12-31 | 4 |
| Total funding liabilities for active participants | 2017-12-31 | 227,697 |
| Total participant count | 2017-12-31 | 4 |
| Total funding target for all participants | 2017-12-31 | 227,697 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
| Amount remaining of carryover balance | 2017-12-31 | 0 |
| Amount remaining of prefunding balance | 2017-12-31 | 0 |
| Present value of excess contributions | 2017-12-31 | 56,676 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 60,207 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 60,207 |
| 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 | 60,207 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
| Total employer contributions | 2017-12-31 | 287,971 |
| 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 | 260,867 |
| 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 | 227,695 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 178,336 |
| 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 | 178,336 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 260,867 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |