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CENTER FOR LOSS & LIFE TRANSITION DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameCENTER FOR LOSS & LIFE TRANSITION DEFINED BENEFIT PENSION PLAN
Plan identification number 004

CENTER FOR LOSS & LIFE TRANSITION DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ALAN D. WOLFELT D/B/A CENTER FOR LOSS & LIFE TRANSITION has sponsored the creation of one or more 401k plans.

Company Name:ALAN D. WOLFELT D/B/A CENTER FOR LOSS & LIFE TRANSITION
Employer identification number (EIN):841068639
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR LOSS & LIFE TRANSITION DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01ALAN WOLFELT2023-06-22
0042022-01-01ALAN WOLFELT2023-05-22
0042021-01-01ALAN WOLFELT2022-10-15 ALAN WOLFELT2022-10-15
0042021-01-01ALAN WOLFELT2022-10-03 ALAN WOLFELT2022-10-03
0042021-01-01ALAN WOLFELT2022-10-03 ALAN WOLFELT2022-10-03
0042020-01-01ALAN WOLFELT2021-05-13 ALAN WOLFELT2021-05-13
0042019-01-01ALAN WOLFELT2020-08-06 ALAN WOLFELT2020-08-06
0042018-01-01ALAN WOLFELT2019-10-11 ALAN WOLFELT2019-10-11
0042017-01-01ALAN D. WOLFELT2018-05-08 ALAN D. WOLFELT2018-05-08
0042016-01-01ALAN WOLFELT2017-05-08 ALAN WOLFELT2017-05-08
0042015-01-01ALAN WOLFELT2016-07-17 ALAN WOLFELT2016-07-17
0042014-01-01ALAN WOLFELT2015-10-06 ALAN WOLFELT2015-10-06

Plan Statistics for CENTER FOR LOSS & LIFE TRANSITION DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for CENTER FOR LOSS & LIFE TRANSITION DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: CENTER FOR LOSS & LIFE TRANSITION DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-11-302,132,476
Acturial value of plan assets2022-11-302,132,476
Funding target for retired participants and beneficiaries receiving payment2022-11-300
Number of terminated vested participants2022-11-301
Fundng target for terminated vested participants2022-11-301,078
Active participant vested funding target2022-11-302,138,283
Number of active participants2022-11-302
Total funding liabilities for active participants2022-11-302,138,283
Total participant count2022-11-303
Total funding target for all participants2022-11-302,139,361
Balance at beginning of prior year after applicable adjustments2022-11-300
Prefunding balance at beginning of prior year after applicable adjustments2022-11-30773,917
Carryover balanced portion elected for use to offset prior years funding requirement2022-11-300
Prefunding balanced used to offset prior years funding requirement2022-11-30282,359
Amount remaining of carryover balance2022-11-300
Amount remaining of prefunding balance2022-11-30491,558
Present value of excess contributions2022-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-11-300
Reductions in caryover balances due to elections or deemed elections2022-11-300
Reductions in prefunding balances due to elections or deemed elections2022-11-30490,000
Balance of carryovers at beginning of current year2022-11-300
Balance of prefunding at beginning of current year2022-11-306,867
Total employer contributions2022-11-30323,186
Total employee contributions2022-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-11-300
Contributions made to avoid restrictions adjusted to valuation date2022-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-11-30305,917
Unpaid minimum required contributions for all prior years2022-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-11-300
Remaining amount of unpaid minimum required contributions2022-11-300
Minimum required contributions for current year target normal cost2022-11-300
Net shortfall amortization installment of oustanding balance2022-11-3013,752
Waiver amortization installment2022-11-300
Total funding amount beforereflecting carryover/prefunding balances2022-11-302,152
Additional cash requirement2022-11-302,152
Contributions allocatedtoward minimum required contributions for current year2022-11-30305,917
Unpaid minimum required contributions for current year2022-11-300
Unpaid minimum required contributions for all years2022-11-300
2021: CENTER FOR LOSS & LIFE TRANSITION DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-312,132,476
Acturial value of plan assets2021-12-312,132,476
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-311
Fundng target for terminated vested participants2021-12-31526
Active participant vested funding target2021-12-311,673,722
Number of active participants2021-12-312
Total funding liabilities for active participants2021-12-311,673,722
Total participant count2021-12-313
Total funding target for all participants2021-12-311,674,248
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31819,695
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-31112,340
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31707,355
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
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 year2021-12-31773,917
Total employer contributions2021-12-310
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 date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
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 cost2021-12-31274,015
Net shortfall amortization installment of oustanding balance2021-12-31357,867
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31307,383
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-31307,383
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: CENTER FOR LOSS & LIFE TRANSITION DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-312,089,355
Acturial value of plan assets2020-12-312,089,355
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 target2020-12-311,243,221
Number of active participants2020-12-313
Total funding liabilities for active participants2020-12-311,243,454
Total participant count2020-12-313
Total funding target for all participants2020-12-311,243,454
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31734,847
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 balance2020-12-31734,847
Present value of excess contributions2020-12-3110,996
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3110,996
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3110,996
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 year2020-12-31819,695
Total employer contributions2020-12-3130,000
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 date2020-12-3120,342
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
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 cost2020-12-31127,077
Net shortfall amortization installment of oustanding balance2020-12-3116,664
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31138,558
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-31118,216
Additional cash requirement2020-12-3120,342
Contributions allocatedtoward minimum required contributions for current year2020-12-3120,342
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: CENTER FOR LOSS & LIFE TRANSITION DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,754,320
Acturial value of plan assets2019-12-311,754,320
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-3149
Active participant vested funding target2019-12-311,026,486
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-311,026,592
Total participant count2019-12-313
Total funding target for all participants2019-12-311,026,641
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31463,667
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31463,667
Present value of excess contributions2019-12-31281,102
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31281,102
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31281,102
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31734,847
Total employer contributions2019-12-31173,587
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 date2019-12-31173,088
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
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 cost2019-12-31138,239
Net shortfall amortization installment of oustanding balance2019-12-31112,472
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31162,092
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31162,092
Contributions allocatedtoward minimum required contributions for current year2019-12-31173,088
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: CENTER FOR LOSS & LIFE TRANSITION DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,118,013
Acturial value of plan assets2018-12-311,118,013
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 target2018-12-31758,920
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-31758,920
Total participant count2018-12-313
Total funding target for all participants2018-12-31758,920
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31305,103
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 balance2018-12-31305,103
Present value of excess contributions2018-12-31142,027
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31142,027
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31142,027
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31463,667
Total employer contributions2018-12-31498,846
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 date2018-12-31491,904
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
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 cost2018-12-31201,960
Net shortfall amortization installment of oustanding balance2018-12-3138,477
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31210,802
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31210,802
Contributions allocatedtoward minimum required contributions for current year2018-12-31491,904
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: CENTER FOR LOSS & LIFE TRANSITION DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31812,199
Acturial value of plan assets2017-12-31812,199
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 target2017-12-31536,747
Number of active participants2017-12-311
Total funding liabilities for active participants2017-12-31536,747
Total participant count2017-12-311
Total funding target for all participants2017-12-31536,747
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31164,285
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 balance2017-12-31164,285
Present value of excess contributions2017-12-31140,604
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31140,604
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31140,604
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31305,103
Total employer contributions2017-12-31341,192
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 date2017-12-31335,724
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
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 cost2017-12-31187,975
Net shortfall amortization installment of oustanding balance2017-12-3126,414
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31193,697
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31193,697
Contributions allocatedtoward minimum required contributions for current year2017-12-31335,724
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: CENTER FOR LOSS & LIFE TRANSITION DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31458,444
Acturial value of plan assets2016-12-31458,444
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-31421
Active participant vested funding target2016-12-31339,804
Number of active participants2016-12-311
Total funding liabilities for active participants2016-12-31339,804
Total participant count2016-12-313
Total funding target for all participants2016-12-31340,225
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3126,159
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3126,159
Present value of excess contributions2016-12-31139,706
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31139,706
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31139,706
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31164,285
Total employer contributions2016-12-31322,600
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31317,889
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31171,563
Net shortfall amortization installment of oustanding balance2016-12-3130,577
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31177,285
Additional cash requirement2016-12-31177,285
Contributions allocatedtoward minimum required contributions for current year2016-12-31317,889
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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