401k Plan data: MONTE VISTA COMPANY DEFINED BENEFIT PLAN plan

MONTE VISTA COMPANY DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	MONTE VISTA COMPANY DEFINED BENEFIT PLAN
Plan identification number	001

MONTE VISTA COMPANY DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MONTE VISTA COMPANY has sponsored the creation of one or more 401k plans.

Company Name: MONTE VISTA COMPANY

Employer identification number (EIN): 952368623

NAIC Classification: 531110
NAIC Description: Lessors of Residential Buildings and Dwellings

Additional information about MONTE VISTA COMPANY

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0328496

More information about MONTE VISTA COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTE VISTA COMPANY DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 GRACE BELL 2016-06-21
001 2014-01-01 GRACE BELL 2015-04-15
001 2013-01-01 GRACE BELL 2014-07-31
001 2012-01-01 GRACE BELL 2013-06-12
001 2011-01-01 GRACE BELL 2012-07-13
001 2010-01-01 GRACE BELL 2011-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	GRACE BELL	2016-06-21
001	2014-01-01	GRACE BELL	2015-04-15
001	2013-01-01	GRACE BELL	2014-07-31
001	2012-01-01	GRACE BELL	2013-06-12
001	2011-01-01	GRACE BELL	2012-07-13
001	2010-01-01	GRACE BELL	2011-07-15

Plan Statistics for MONTE VISTA COMPANY DEFINED BENEFIT PLAN

401k plan membership statisitcs for MONTE VISTA COMPANY DEFINED BENEFIT PLAN

Measure Date Value
2022: MONTE VISTA COMPANY DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 964,289
Acturial value of plan assets 2022-12-31 964,289
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 232,140
Active participant vested funding target 2022-12-31 567,098
Number of active participants 2022-12-31 1
Total funding liabilities for active participants 2022-12-31 567,098
Total participant count 2022-12-31 3
Total funding target for all participants 2022-12-31 799,238
Balance at beginning of prior year after applicable adjustments 2022-12-31 174,918
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 2022-12-31 174,918
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 706
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 747
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 2022-12-31 187,652
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 40,000
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 36,424
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 81,834
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 81,834
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 81,834
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 36,424
Unpaid minimum required contributions for current year 2022-12-31 45,410
Unpaid minimum required contributions for all years 2022-12-31 45,410
2021: MONTE VISTA COMPANY DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 840,379
Acturial value of plan assets 2021-12-31 840,379
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 2021-12-31 634,037
Number of active participants 2021-12-31 4
Total funding liabilities for active participants 2021-12-31 635,235
Total participant count 2021-12-31 4
Total funding target for all participants 2021-12-31 635,235
Balance at beginning of prior year after applicable adjustments 2021-12-31 174,918
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 2021-12-31 174,918
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 3,095
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 3,270
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 2021-12-31 174,918
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 64,736
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 59,493
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 89,013
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 58,787
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 58,787
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 59,493
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: MONTE VISTA COMPANY DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 717,491
Acturial value of plan assets 2020-12-31 717,491
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 2020-12-31 527,019
Number of active participants 2020-12-31 4
Total funding liabilities for active participants 2020-12-31 528,764
Total participant count 2020-12-31 4
Total funding target for all participants 2020-12-31 528,764
Balance at beginning of prior year after applicable adjustments 2020-12-31 147,710
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 2020-12-31 147,710
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 16,284
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 17,232
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 2020-12-31 174,918
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 80,680
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 76,537
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 87,251
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 73,442
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 73,442
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 76,537
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: MONTE VISTA COMPANY DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 590,833
Acturial value of plan assets 2019-12-31 590,833
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 2019-12-31 399,068
Number of active participants 2019-12-31 4
Total funding liabilities for active participants 2019-12-31 400,590
Total participant count 2019-12-31 4
Total funding target for all participants 2019-12-31 400,590
Balance at beginning of prior year after applicable adjustments 2019-12-31 151,762
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 2019-12-31 151,762
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 69,878
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 74,029
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 2019-12-31 147,710
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 50,000
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 46,533
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 72,782
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 30,249
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 30,249
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 46,533
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: MONTE VISTA COMPANY DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,454,180
Acturial value of plan assets 2018-12-31 2,454,180
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 2,035,312
Number of active participants 2018-12-31 4
Total funding liabilities for active participants 2018-12-31 2,036,214
Total participant count 2018-12-31 4
Total funding target for all participants 2018-12-31 2,036,214
Balance at beginning of prior year after applicable adjustments 2018-12-31 144,535
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 2018-12-31 144,535
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 2018-12-31 151,762
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 75,000
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 69,878
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 48,773
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 69,878
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: MONTE VISTA COMPANY DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,336,847
Acturial value of plan assets 2017-12-31 2,336,847
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 1,876,856
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 1,876,856
Total participant count 2017-12-31 4
Total funding target for all participants 2017-12-31 1,876,856
Balance at beginning of prior year after applicable adjustments 2017-12-31 143,232
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 2017-12-31 143,232
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 185,482
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 197,093
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
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 0
Balance of carryovers at beginning of current year 2017-12-31 144,535
Balance of prefunding at beginning of current year 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 0
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 59,119
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: MONTE VISTA COMPANY DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,117,549
Acturial value of plan assets 2016-12-31 2,117,549
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,553,974
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 1,553,974
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 1,553,974
Balance at beginning of prior year after applicable adjustments 2016-12-31 140,534
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 140,534
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 184,699
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 196,483
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 143,232
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 200,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 185,482
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 338,400
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 185,482
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: MONTE VISTA COMPANY DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	964,289
Acturial value of plan assets	2022-12-31	964,289
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	232,140
Active participant vested funding target	2022-12-31	567,098
Number of active participants	2022-12-31	1
Total funding liabilities for active participants	2022-12-31	567,098
Total participant count	2022-12-31	3
Total funding target for all participants	2022-12-31	799,238
Balance at beginning of prior year after applicable adjustments	2022-12-31	174,918
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	174,918
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	706
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	747
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	187,652
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	40,000
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	36,424
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	81,834
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	81,834
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	81,834
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	36,424
Unpaid minimum required contributions for current year	2022-12-31	45,410
Unpaid minimum required contributions for all years	2022-12-31	45,410
2021: MONTE VISTA COMPANY DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	840,379
Acturial value of plan assets	2021-12-31	840,379
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	634,037
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	635,235
Total participant count	2021-12-31	4
Total funding target for all participants	2021-12-31	635,235
Balance at beginning of prior year after applicable adjustments	2021-12-31	174,918
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	174,918
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	3,095
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	3,270
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	174,918
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	64,736
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	59,493
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	89,013
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	58,787
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	58,787
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	59,493
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: MONTE VISTA COMPANY DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	717,491
Acturial value of plan assets	2020-12-31	717,491
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	527,019
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	528,764
Total participant count	2020-12-31	4
Total funding target for all participants	2020-12-31	528,764
Balance at beginning of prior year after applicable adjustments	2020-12-31	147,710
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	147,710
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	16,284
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	17,232
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	174,918
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	80,680
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	76,537
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	87,251
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	73,442
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	73,442
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	76,537
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: MONTE VISTA COMPANY DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	590,833
Acturial value of plan assets	2019-12-31	590,833
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	399,068
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	400,590
Total participant count	2019-12-31	4
Total funding target for all participants	2019-12-31	400,590
Balance at beginning of prior year after applicable adjustments	2019-12-31	151,762
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	151,762
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	69,878
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	74,029
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	147,710
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	50,000
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	46,533
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	72,782
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	30,249
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	30,249
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	46,533
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: MONTE VISTA COMPANY DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,454,180
Acturial value of plan assets	2018-12-31	2,454,180
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	2,035,312
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	2,036,214
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	2,036,214
Balance at beginning of prior year after applicable adjustments	2018-12-31	144,535
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	144,535
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	151,762
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	75,000
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	69,878
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	48,773
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	69,878
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: MONTE VISTA COMPANY DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,336,847
Acturial value of plan assets	2017-12-31	2,336,847
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	1,876,856
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	1,876,856
Total participant count	2017-12-31	4
Total funding target for all participants	2017-12-31	1,876,856
Balance at beginning of prior year after applicable adjustments	2017-12-31	143,232
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	143,232
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	185,482
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	197,093
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	0
Balance of carryovers at beginning of current year	2017-12-31	144,535
Balance of prefunding at beginning of current year	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	0
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	59,119
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: MONTE VISTA COMPANY DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,117,549
Acturial value of plan assets	2016-12-31	2,117,549
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,553,974
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	1,553,974
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	1,553,974
Balance at beginning of prior year after applicable adjustments	2016-12-31	140,534
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	140,534
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	184,699
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	196,483
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	143,232
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	200,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	185,482
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	338,400
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	185,482
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	MONTE VISTA COMPANY
Employer identification number (EIN):	952368623
NAIC Classification:	531110
NAIC Description:	Lessors of Residential Buildings and Dwellings

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0328496