401k Plan data: ROBERT MULGREW CORPORATION DEFINED BENEFIT PLAN plan

ROBERT MULGREW CORPORATION DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	ROBERT MULGREW CORPORATION DEFINED BENEFIT PLAN
Plan identification number	002

ROBERT MULGREW CORPORATION DEFINED BENEFIT PLAN Benefits

401k Plan Type	Defined 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

ROBERT MULGREW CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: ROBERT MULGREW CORPORATION

Employer identification number (EIN): 860616977

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT MULGREW CORPORATION DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-02-01
002 2019-02-01

Plan Statistics for ROBERT MULGREW CORPORATION DEFINED BENEFIT PLAN

401k plan membership statisitcs for ROBERT MULGREW CORPORATION DEFINED BENEFIT PLAN

Measure Date Value
2020: ROBERT MULGREW CORPORATION DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-10-15 275,000
Acturial value of plan assets 2020-10-15 273,567
Funding target for retired participants and beneficiaries receiving payment 2020-10-15 0
Number of terminated vested participants 2020-10-15 3
Fundng target for terminated vested participants 2020-10-15 9,523
Active participant vested funding target 2020-10-15 206,764
Number of active participants 2020-10-15 1
Total funding liabilities for active participants 2020-10-15 206,764
Total participant count 2020-10-15 4
Total funding target for all participants 2020-10-15 216,287
Balance at beginning of prior year after applicable adjustments 2020-10-15 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-10-15 0
Amount remaining of carryover balance 2020-10-15 0
Amount remaining of prefunding balance 2020-10-15 0
Present value of excess contributions 2020-10-15 190,069
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-10-15 198,489
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-10-15 198,489
Reductions in caryover balances due to elections or deemed elections 2020-10-15 0
Reductions in prefunding balances due to elections or deemed elections 2020-10-15 198,489
Balance of carryovers at beginning of current year 2020-10-15 0
Balance of prefunding at beginning of current year 2020-10-15 0
Total employer contributions 2020-10-15 400,000
Total employee contributions 2020-10-15 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-10-15 0
Contributions made to avoid restrictions adjusted to valuation date 2020-10-15 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-10-15 392,017
Unpaid minimum required contributions for all prior years 2020-10-15 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-10-15 0
Remaining amount of unpaid minimum required contributions 2020-10-15 0
Minimum required contributions for current year target normal cost 2020-10-15 325,510
Net shortfall amortization installment of oustanding balance 2020-10-15 0
Waiver amortization installment 2020-10-15 0
Total funding amount beforereflecting carryover/prefunding balances 2020-10-15 268,230
Additional cash requirement 2020-10-15 268,230
Contributions allocatedtoward minimum required contributions for current year 2020-10-15 392,017
Unpaid minimum required contributions for current year 2020-10-15 0
Unpaid minimum required contributions for all years 2020-10-15 0
Market value of plan assets 2020-01-31 0
Acturial value of plan assets 2020-01-31 0
Funding target for retired participants and beneficiaries receiving payment 2020-01-31 0
Number of terminated vested participants 2020-01-31 0
Fundng target for terminated vested participants 2020-01-31 0
Active participant vested funding target 2020-01-31 161,949
Number of active participants 2020-01-31 4
Total funding liabilities for active participants 2020-01-31 161,949
Total participant count 2020-01-31 4
Total funding target for all participants 2020-01-31 161,949
Amount remaining of carryover balance 2020-01-31 0
Amount remaining of prefunding balance 2020-01-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-01-31 0
Reductions in caryover balances due to elections or deemed elections 2020-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-01-31 0
Balance of carryovers at beginning of current year 2020-01-31 0
Balance of prefunding at beginning of current year 2020-01-31 0
Total employer contributions 2020-01-31 275,000
Total employee contributions 2020-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-01-31 261,911
Unpaid minimum required contributions for all prior years 2020-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-01-31 0
Remaining amount of unpaid minimum required contributions 2020-01-31 0
Minimum required contributions for current year target normal cost 2020-01-31 45,527
Net shortfall amortization installment of oustanding balance 2020-01-31 161,949
Waiver amortization installment 2020-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-01-31 71,842
Additional cash requirement 2020-01-31 71,842
Contributions allocatedtoward minimum required contributions for current year 2020-01-31 261,911
Unpaid minimum required contributions for current year 2020-01-31 0
Unpaid minimum required contributions for all years 2020-01-31 0

Measure	Date	Value
2020: ROBERT MULGREW CORPORATION DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-10-15	275,000
Acturial value of plan assets	2020-10-15	273,567
Funding target for retired participants and beneficiaries receiving payment	2020-10-15	0
Number of terminated vested participants	2020-10-15	3
Fundng target for terminated vested participants	2020-10-15	9,523
Active participant vested funding target	2020-10-15	206,764
Number of active participants	2020-10-15	1
Total funding liabilities for active participants	2020-10-15	206,764
Total participant count	2020-10-15	4
Total funding target for all participants	2020-10-15	216,287
Balance at beginning of prior year after applicable adjustments	2020-10-15	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-10-15	0
Amount remaining of carryover balance	2020-10-15	0
Amount remaining of prefunding balance	2020-10-15	0
Present value of excess contributions	2020-10-15	190,069
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-10-15	198,489
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-10-15	198,489
Reductions in caryover balances due to elections or deemed elections	2020-10-15	0
Reductions in prefunding balances due to elections or deemed elections	2020-10-15	198,489
Balance of carryovers at beginning of current year	2020-10-15	0
Balance of prefunding at beginning of current year	2020-10-15	0
Total employer contributions	2020-10-15	400,000
Total employee contributions	2020-10-15	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-10-15	0
Contributions made to avoid restrictions adjusted to valuation date	2020-10-15	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-10-15	392,017
Unpaid minimum required contributions for all prior years	2020-10-15	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-10-15	0
Remaining amount of unpaid minimum required contributions	2020-10-15	0
Minimum required contributions for current year target normal cost	2020-10-15	325,510
Net shortfall amortization installment of oustanding balance	2020-10-15	0
Waiver amortization installment	2020-10-15	0
Total funding amount beforereflecting carryover/prefunding balances	2020-10-15	268,230
Additional cash requirement	2020-10-15	268,230
Contributions allocatedtoward minimum required contributions for current year	2020-10-15	392,017
Unpaid minimum required contributions for current year	2020-10-15	0
Unpaid minimum required contributions for all years	2020-10-15	0
Market value of plan assets	2020-01-31	0
Acturial value of plan assets	2020-01-31	0
Funding target for retired participants and beneficiaries receiving payment	2020-01-31	0
Number of terminated vested participants	2020-01-31	0
Fundng target for terminated vested participants	2020-01-31	0
Active participant vested funding target	2020-01-31	161,949
Number of active participants	2020-01-31	4
Total funding liabilities for active participants	2020-01-31	161,949
Total participant count	2020-01-31	4
Total funding target for all participants	2020-01-31	161,949
Amount remaining of carryover balance	2020-01-31	0
Amount remaining of prefunding balance	2020-01-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-01-31	0
Reductions in caryover balances due to elections or deemed elections	2020-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-01-31	0
Balance of carryovers at beginning of current year	2020-01-31	0
Balance of prefunding at beginning of current year	2020-01-31	0
Total employer contributions	2020-01-31	275,000
Total employee contributions	2020-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-01-31	261,911
Unpaid minimum required contributions for all prior years	2020-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-01-31	0
Remaining amount of unpaid minimum required contributions	2020-01-31	0
Minimum required contributions for current year target normal cost	2020-01-31	45,527
Net shortfall amortization installment of oustanding balance	2020-01-31	161,949
Waiver amortization installment	2020-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-01-31	71,842
Additional cash requirement	2020-01-31	71,842
Contributions allocatedtoward minimum required contributions for current year	2020-01-31	261,911
Unpaid minimum required contributions for current year	2020-01-31	0
Unpaid minimum required contributions for all years	2020-01-31	0

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Company Name:	ROBERT MULGREW CORPORATION
Employer identification number (EIN):	860616977
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists