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M & J SROUR CONSULTING, LLC DEFINED BENEFIT PLAN 401k Plan overview

Plan NameM & J SROUR CONSULTING, LLC DEFINED BENEFIT PLAN
Plan identification number 001

M & J SROUR CONSULTING, LLC DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

M & J SROUR CONSULTING, LLC has sponsored the creation of one or more 401k plans.

Company Name:M & J SROUR CONSULTING, LLC
Employer identification number (EIN):814806912
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & J SROUR CONSULTING, LLC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARK SROUR2023-09-22
0012021-01-01MARK SROUR2022-09-30
0012020-01-01MARK SROUR2021-10-06
0012019-01-01MARK SROUR2020-09-16
0012018-01-01MARK SERURE2019-10-15
0012017-01-01

Plan Statistics for M & J SROUR CONSULTING, LLC DEFINED BENEFIT PLAN

401k plan membership statisitcs for M & J SROUR CONSULTING, LLC DEFINED BENEFIT PLAN

Measure Date Value
2022: M & J SROUR CONSULTING, LLC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-12-313,378,414
Acturial value of plan assets2022-12-313,378,414
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-312,212,061
Number of active participants2022-12-314
Total funding liabilities for active participants2022-12-312,212,061
Total participant count2022-12-314
Total funding target for all participants2022-12-312,212,061
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-311,105,594
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-31137,948
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31967,646
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-311,050,767
Total employer contributions2022-12-31150,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31137,148
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31368,677
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31253,091
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-31115,943
Additional cash requirement2022-12-31137,148
Contributions allocatedtoward minimum required contributions for current year2022-12-31137,148
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: M & J SROUR CONSULTING, LLC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-312,953,954
Acturial value of plan assets2021-12-312,953,954
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-311,409,921
Number of active participants2021-12-314
Total funding liabilities for active participants2021-12-311,762,402
Total participant count2021-12-314
Total funding target for all participants2021-12-311,762,402
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31574,082
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31574,082
Present value of excess contributions2021-12-31427,473
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31451,198
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31451,198
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-311,105,594
Total employer contributions2021-12-31140,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31128,575
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31352,481
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31266,523
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-31137,948
Additional cash requirement2021-12-31128,575
Contributions allocatedtoward minimum required contributions for current year2021-12-31128,575
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: M & J SROUR CONSULTING, LLC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-311,843,493
Acturial value of plan assets2020-12-311,843,493
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-31755,530
Number of active participants2020-12-314
Total funding liabilities for active participants2020-12-311,259,217
Total participant count2020-12-314
Total funding target for all participants2020-12-311,259,217
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31245,800
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31245,800
Present value of excess contributions2020-12-31292,441
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31309,110
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31309,110
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31574,082
Total employer contributions2020-12-31800,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31732,083
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31314,804
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31304,610
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31304,610
Contributions allocatedtoward minimum required contributions for current year2020-12-31732,083
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: M & J SROUR CONSULTING, LLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-311,098,854
Acturial value of plan assets2019-12-311,098,854
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-31341,070
Number of active participants2019-12-314
Total funding liabilities for active participants2019-12-31852,675
Total participant count2019-12-314
Total funding target for all participants2019-12-31852,675
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3165,800
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3165,800
Present value of excess contributions2019-12-31286,604
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31303,428
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31303,428
Reductions in prefunding balances due to elections or deemed elections2019-12-31118,197
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31245,800
Total employer contributions2019-12-31630,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31576,288
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31284,226
Net shortfall amortization installment of oustanding balance2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31283,847
Additional cash requirement2019-12-31283,847
Contributions allocatedtoward minimum required contributions for current year2019-12-31576,288
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: M & J SROUR CONSULTING, LLC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-31582,033
Acturial value of plan assets2018-12-31582,033
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-31103,228
Number of active participants2018-12-314
Total funding liabilities for active participants2018-12-31516,141
Total participant count2018-12-314
Total funding target for all participants2018-12-31516,141
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3182,531
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3187,524
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3187,524
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-3121,724
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3165,800
Total employer contributions2018-12-31600,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31544,583
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31258,071
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Waived amount of outstanding balance2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31257,979
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31257,979
Contributions allocatedtoward minimum required contributions for current year2018-12-31544,583
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: M & J SROUR CONSULTING, LLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-31277,056
Acturial value of plan assets2017-12-31277,056
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-310
Number of active participants2017-12-314
Total funding liabilities for active participants2017-12-31227,697
Total participant count2017-12-314
Total funding target for all participants2017-12-31227,697
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3156,676
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3160,207
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3160,207
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-3160,207
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31287,971
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31260,867
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31227,695
Net shortfall amortization installment of oustanding balance2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31178,336
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31178,336
Contributions allocatedtoward minimum required contributions for current year2017-12-31260,867
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310

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