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ASSOCIATION OF ORANGE COUNTY DEPUTY SHERIFFS DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameASSOCIATION OF ORANGE COUNTY DEPUTY SHERIFFS DEFINED BENEFIT PENSION PLAN
Plan identification number 002

ASSOCIATION OF ORANGE COUNTY DEPUTY SHERIFFS DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

ASSOCIATION OF ORANGE COUNTY DEPUTY SHERIFFS has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATION OF ORANGE COUNTY DEPUTY SHERIFFS
Employer identification number (EIN):953122553
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about ASSOCIATION OF ORANGE COUNTY DEPUTY SHERIFFS

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1976-09-03
Company Identification Number: C0777886
Legal Registered Office Address: 1314 W 5th Street

Santa Ana
United States of America (USA)
92703

More information about ASSOCIATION OF ORANGE COUNTY DEPUTY SHERIFFS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION OF ORANGE COUNTY DEPUTY SHERIFFS DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01PAUL J. BARTLETT2023-09-01
0022021-07-01PAUL J. BARTLETT2022-09-13
0022020-07-01PAUL J. BARTLETT2021-09-29
0022019-07-01PAUL J. BARTLETT2020-08-31
0022018-07-01PAUL J. BARTLETT2019-10-15
0022017-07-01PAUL J. BARTLETT2019-01-15
0022016-07-01PAUL J. BARTLETT2017-12-21
0022015-07-01PAUL J. BARTLETT2016-12-19
0022014-07-01MARK NICHOLS2015-10-26
0022013-07-01MARK NICHOLS2015-01-26
0022012-07-01MARK NICHOLS2013-12-19
0022011-07-01MARK NICHOLS2013-01-11
0022010-07-01MARK NICHOLS2011-11-01

Plan Statistics for ASSOCIATION OF ORANGE COUNTY DEPUTY SHERIFFS DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ASSOCIATION OF ORANGE COUNTY DEPUTY SHERIFFS DEFINED BENEFIT PENSION PLAN

Measure Date Value
2023: ASSOCIATION OF ORANGE COUNTY DEPUTY SHERIFFS DEFINED BENEFIT PENSION PLAN 2023 401k membership
Market value of plan assets2023-06-301,712,029
Acturial value of plan assets2023-06-301,712,029
Funding target for retired participants and beneficiaries receiving payment2023-06-30866,703
Number of terminated vested participants2023-06-3010
Fundng target for terminated vested participants2023-06-30218,003
Active participant vested funding target2023-06-30398,933
Number of active participants2023-06-309
Total funding liabilities for active participants2023-06-30463,562
Total participant count2023-06-3022
Total funding target for all participants2023-06-301,548,268
Balance at beginning of prior year after applicable adjustments2023-06-300
Prefunding balance at beginning of prior year after applicable adjustments2023-06-3012,192
Carryover balanced portion elected for use to offset prior years funding requirement2023-06-300
Prefunding balanced used to offset prior years funding requirement2023-06-300
Amount remaining of carryover balance2023-06-300
Amount remaining of prefunding balance2023-06-3012,192
Present value of excess contributions2023-06-30178,264
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-06-30187,373
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-06-300
Reductions in caryover balances due to elections or deemed elections2023-06-300
Reductions in prefunding balances due to elections or deemed elections2023-06-300
Balance of carryovers at beginning of current year2023-06-300
Balance of prefunding at beginning of current year2023-06-3010,942
Total employer contributions2023-06-30210,000
Total employee contributions2023-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-06-300
Contributions made to avoid restrictions adjusted to valuation date2023-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-06-30204,264
Unpaid minimum required contributions for all prior years2023-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-06-300
Remaining amount of unpaid minimum required contributions2023-06-300
Minimum required contributions for current year target normal cost2023-06-3071,451
Net shortfall amortization installment of oustanding balance2023-06-300
Waiver amortization installment2023-06-300
Total funding amount beforereflecting carryover/prefunding balances2023-06-300
Carryover balance elected to use to offset funding requirement2023-06-300
Prefunding balance elected to use to offset funding requirement2023-06-300
Additional cash requirement2023-06-300
Contributions allocatedtoward minimum required contributions for current year2023-06-30204,264
Unpaid minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for all years2023-06-300
2022: ASSOCIATION OF ORANGE COUNTY DEPUTY SHERIFFS DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-06-301,804,298
Acturial value of plan assets2022-06-301,804,298
Funding target for retired participants and beneficiaries receiving payment2022-06-30928,837
Number of terminated vested participants2022-06-3010
Fundng target for terminated vested participants2022-06-30213,761
Active participant vested funding target2022-06-30358,728
Number of active participants2022-06-3010
Total funding liabilities for active participants2022-06-30392,061
Total participant count2022-06-3023
Total funding target for all participants2022-06-301,534,659
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-3011,272
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-3011,272
Present value of excess contributions2022-06-30150,710
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-30159,029
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-3012,192
Total employer contributions2022-06-30183,000
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-30178,264
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30107,895
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-30178,264
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: ASSOCIATION OF ORANGE COUNTY DEPUTY SHERIFFS DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-06-301,594,792
Acturial value of plan assets2021-06-301,594,792
Funding target for retired participants and beneficiaries receiving payment2021-06-30926,421
Number of terminated vested participants2021-06-309
Fundng target for terminated vested participants2021-06-30150,308
Active participant vested funding target2021-06-30305,561
Number of active participants2021-06-308
Total funding liabilities for active participants2021-06-30325,167
Total participant count2021-06-3020
Total funding target for all participants2021-06-301,401,896
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-3010,899
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-3010,899
Present value of excess contributions2021-06-30209,993
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-30221,900
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-3011,272
Total employer contributions2021-06-30154,200
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30150,710
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-3067,026
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-30150,710
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: ASSOCIATION OF ORANGE COUNTY DEPUTY SHERIFFS DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-06-301,407,125
Acturial value of plan assets2020-06-301,407,125
Funding target for retired participants and beneficiaries receiving payment2020-06-30939,618
Number of terminated vested participants2020-06-306
Fundng target for terminated vested participants2020-06-30128,403
Active participant vested funding target2020-06-30235,455
Number of active participants2020-06-307
Total funding liabilities for active participants2020-06-30256,627
Total participant count2020-06-3016
Total funding target for all participants2020-06-301,324,648
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-3010,464
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-3010,464
Present value of excess contributions2020-06-30153,400
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-30162,359
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-3010,899
Total employer contributions2020-06-30216,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30209,993
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-3058,047
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-300
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-30209,993
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: ASSOCIATION OF ORANGE COUNTY DEPUTY SHERIFFS DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-06-301,214,007
Acturial value of plan assets2019-06-301,214,007
Funding target for retired participants and beneficiaries receiving payment2019-06-30952,088
Number of terminated vested participants2019-06-304
Fundng target for terminated vested participants2019-06-3024,896
Active participant vested funding target2019-06-30240,186
Number of active participants2019-06-305
Total funding liabilities for active participants2019-06-30248,220
Total participant count2019-06-3012
Total funding target for all participants2019-06-301,225,204
Prefunding balance at beginning of prior year after applicable adjustments2019-06-3010,308
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-3010,308
Present value of excess contributions2019-06-30120,749
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-30128,006
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-3010,464
Total employer contributions2019-06-30216,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30209,888
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-3042,540
Net shortfall amortization installment of oustanding balance2019-06-3021,661
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-3056,488
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-3056,488
Contributions allocatedtoward minimum required contributions for current year2019-06-30209,888
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: ASSOCIATION OF ORANGE COUNTY DEPUTY SHERIFFS DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-06-301,106,785
Acturial value of plan assets2018-06-301,106,785
Funding target for retired participants and beneficiaries receiving payment2018-06-30927,338
Number of terminated vested participants2018-06-303
Fundng target for terminated vested participants2018-06-3019,752
Active participant vested funding target2018-06-30183,513
Number of active participants2018-06-304
Total funding liabilities for active participants2018-06-30190,038
Total participant count2018-06-3010
Total funding target for all participants2018-06-301,137,128
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-3064,389
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-3064,389
Present value of excess contributions2018-06-3096,034
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-30101,969
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-3055,845
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-3010,308
Total employer contributions2018-06-30168,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30162,970
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-3027,620
Net shortfall amortization installment of oustanding balance2018-06-3040,651
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-3042,221
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-3042,221
Contributions allocatedtoward minimum required contributions for current year2018-06-30162,970
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: ASSOCIATION OF ORANGE COUNTY DEPUTY SHERIFFS DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-06-30997,093
Acturial value of plan assets2017-06-30997,093
Funding target for retired participants and beneficiaries receiving payment2017-06-30931,027
Number of terminated vested participants2017-06-301
Fundng target for terminated vested participants2017-06-303,156
Active participant vested funding target2017-06-30151,164
Number of active participants2017-06-305
Total funding liabilities for active participants2017-06-30162,550
Total participant count2017-06-309
Total funding target for all participants2017-06-301,096,733
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-3068,079
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-3068,079
Present value of excess contributions2017-06-3089,581
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3095,269
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-3064,389
Total employer contributions2017-06-30156,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30151,313
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-3024,161
Net shortfall amortization installment of oustanding balance2017-06-30164,029
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-3055,279
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-3055,279
Contributions allocatedtoward minimum required contributions for current year2017-06-30151,313
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300

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