401k Plan data: HAROLD STEVEN'S JEWELER'S INC DEFINED BENEFIT PENSION PLAN plan

HAROLD STEVEN'S JEWELER'S INC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	HAROLD STEVEN'S JEWELER'S INC DEFINED BENEFIT PENSION PLAN
Plan identification number	003

HAROLD STEVEN'S JEWELER'S INC DEFINED BENEFIT PENSION 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

HAROLD STEVENS JEWELERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: HAROLD STEVENS JEWELERS, INC.

Employer identification number (EIN): 953399456

NAIC Classification: 448310
NAIC Description: Jewelry Stores

Additional information about HAROLD STEVENS JEWELERS, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1979-08-13

Company Identification Number: C0927857

Legal Registered Office Address: 1010 2nd Ave

San Diego
United States of America (USA)
92101

More information about HAROLD STEVENS JEWELERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAROLD STEVEN'S JEWELER'S INC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01 GARY BERMAN 2021-09-08 HAROLD KRASNER 2021-09-08
003 2019-01-01 GARY BERMAN 2020-08-20 HAROLD KRASNER 2020-08-20
003 2018-01-01 GARY BERMAN 2019-08-28 HAROLD KRASNER 2019-08-28
003 2017-01-01 GARY BERMAN 2018-09-24 HAROLD KRASNER 2018-09-24
003 2016-01-01 GARY BERMAN 2017-10-02 HAROLD KRASNER 2017-10-02
003 2015-01-01 GARY BERMAN 2016-09-15 HAROLD KRASNER 2016-09-15
003 2014-01-01 GARY BERMAN 2015-10-05 HAROLD KRASNER 2015-10-05
003 2013-01-01 GARY BERMAN 2014-10-06
003 2012-01-01 GARY BERMAN 2013-08-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01	GARY BERMAN	2021-09-08	HAROLD KRASNER	2021-09-08
003	2019-01-01	GARY BERMAN	2020-08-20	HAROLD KRASNER	2020-08-20
003	2018-01-01	GARY BERMAN	2019-08-28	HAROLD KRASNER	2019-08-28
003	2017-01-01	GARY BERMAN	2018-09-24	HAROLD KRASNER	2018-09-24
003	2016-01-01	GARY BERMAN	2017-10-02	HAROLD KRASNER	2017-10-02
003	2015-01-01	GARY BERMAN	2016-09-15	HAROLD KRASNER	2016-09-15
003	2014-01-01	GARY BERMAN	2015-10-05	HAROLD KRASNER	2015-10-05
003	2013-01-01	GARY BERMAN	2014-10-06
003	2012-01-01	GARY BERMAN	2013-08-05

Plan Statistics for HAROLD STEVEN'S JEWELER'S INC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for HAROLD STEVEN'S JEWELER'S INC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: HAROLD STEVEN'S JEWELER'S INC DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,633,789
Acturial value of plan assets 2022-12-31 1,633,789
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 6
Fundng target for terminated vested participants 2022-12-31 16,391
Active participant vested funding target 2022-12-31 1,099,457
Number of active participants 2022-12-31 4
Total funding liabilities for active participants 2022-12-31 1,099,457
Total participant count 2022-12-31 10
Total funding target for all participants 2022-12-31 1,115,848
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 178,943
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 0
Amount remaining of prefunding balance 2022-12-31 178,943
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
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 0
Balance of prefunding at beginning of current year 2022-12-31 200,738
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 0
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 42,536
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: HAROLD STEVEN'S JEWELER'S INC DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,952,122
Acturial value of plan assets 2021-12-31 1,952,122
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 6
Fundng target for terminated vested participants 2021-12-31 12,826
Active participant vested funding target 2021-12-31 1,074,668
Number of active participants 2021-12-31 4
Total funding liabilities for active participants 2021-12-31 1,074,668
Total participant count 2021-12-31 10
Total funding target for all participants 2021-12-31 1,087,494
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 160,028
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 0
Amount remaining of prefunding balance 2021-12-31 160,028
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 0
Balance of prefunding at beginning of current year 2021-12-31 178,943
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 0
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 34,644
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: HAROLD STEVEN'S JEWELER'S INC DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,767,896
Acturial value of plan assets 2020-12-31 1,767,896
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 5
Fundng target for terminated vested participants 2020-12-31 2,724
Active participant vested funding target 2020-12-31 1,000,300
Number of active participants 2020-12-31 5
Total funding liabilities for active participants 2020-12-31 1,000,300
Total participant count 2020-12-31 10
Total funding target for all participants 2020-12-31 1,003,024
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 144,456
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 0
Amount remaining of prefunding balance 2020-12-31 144,456
Present value of excess contributions 2020-12-31 155,118
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 155,118
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 0
Balance of prefunding at beginning of current year 2020-12-31 160,028
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 0
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 40,696
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: HAROLD STEVEN'S JEWELER'S INC DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,430,974
Acturial value of plan assets 2019-12-31 1,430,974
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 5
Fundng target for terminated vested participants 2019-12-31 2,661
Active participant vested funding target 2019-12-31 931,619
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 931,619
Total participant count 2019-12-31 10
Total funding target for all participants 2019-12-31 934,280
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 147,902
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 0
Amount remaining of prefunding balance 2019-12-31 147,902
Present value of excess contributions 2019-12-31 345,734
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 345,734
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 0
Balance of prefunding at beginning of current year 2019-12-31 144,456
Total employer contributions 2019-12-31 160,000
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 2019-12-31 155,118
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 35,869
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 155,118
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: HAROLD STEVEN'S JEWELER'S INC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 909,004
Acturial value of plan assets 2018-12-31 909,004
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 4
Fundng target for terminated vested participants 2018-12-31 1,870
Active participant vested funding target 2018-12-31 841,836
Number of active participants 2018-12-31 6
Total funding liabilities for active participants 2018-12-31 842,401
Total participant count 2018-12-31 10
Total funding target for all participants 2018-12-31 844,271
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 82,681
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 0
Amount remaining of prefunding balance 2018-12-31 82,681
Present value of excess contributions 2018-12-31 57,383
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 57,383
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 57,383
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 0
Balance of prefunding at beginning of current year 2018-12-31 147,902
Total employer contributions 2018-12-31 400,000
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 2018-12-31 389,395
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 35,372
Net shortfall amortization installment of oustanding balance 2018-12-31 28,109
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 43,661
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 43,661
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 389,395
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: HAROLD STEVEN'S JEWELER'S INC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 824,965
Acturial value of plan assets 2017-12-31 824,965
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 4
Fundng target for terminated vested participants 2017-12-31 1,686
Active participant vested funding target 2017-12-31 745,269
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 745,269
Total participant count 2017-12-31 10
Total funding target for all participants 2017-12-31 746,955
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 53,120
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 0
Amount remaining of prefunding balance 2017-12-31 53,120
Present value of excess contributions 2017-12-31 27,096
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 27,096
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 27,096
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 0
Balance of prefunding at beginning of current year 2017-12-31 82,681
Total employer contributions 2017-12-31 104,000
Total employee contributions 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 98,565
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 32,893
Net shortfall amortization installment of oustanding balance 2017-12-31 35,193
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 41,182
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 41,182
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 98,565
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: HAROLD STEVEN'S JEWELER'S INC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 676,422
Acturial value of plan assets 2016-12-31 676,422
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 4
Fundng target for terminated vested participants 2016-12-31 1,522
Active participant vested funding target 2016-12-31 665,124
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 667,122
Total participant count 2016-12-31 9
Total funding target for all participants 2016-12-31 668,644
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 2,335
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 0
Amount remaining of prefunding balance 2016-12-31 2,335
Present value of excess contributions 2016-12-31 50,876
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 50,876
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 50,876
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 0
Balance of prefunding at beginning of current year 2016-12-31 53,120
Total employer contributions 2016-12-31 82,090
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 77,128
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 41,743
Net shortfall amortization installment of oustanding balance 2016-12-31 41,513
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 50,032
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 50,032
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 77,128
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: HAROLD STEVEN'S JEWELER'S INC DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,633,789
Acturial value of plan assets	2022-12-31	1,633,789
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	6
Fundng target for terminated vested participants	2022-12-31	16,391
Active participant vested funding target	2022-12-31	1,099,457
Number of active participants	2022-12-31	4
Total funding liabilities for active participants	2022-12-31	1,099,457
Total participant count	2022-12-31	10
Total funding target for all participants	2022-12-31	1,115,848
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	178,943
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	0
Amount remaining of prefunding balance	2022-12-31	178,943
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	0
Balance of prefunding at beginning of current year	2022-12-31	200,738
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	0
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	42,536
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: HAROLD STEVEN'S JEWELER'S INC DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,952,122
Acturial value of plan assets	2021-12-31	1,952,122
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	6
Fundng target for terminated vested participants	2021-12-31	12,826
Active participant vested funding target	2021-12-31	1,074,668
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	1,074,668
Total participant count	2021-12-31	10
Total funding target for all participants	2021-12-31	1,087,494
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	160,028
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	0
Amount remaining of prefunding balance	2021-12-31	160,028
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	0
Balance of prefunding at beginning of current year	2021-12-31	178,943
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	0
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	34,644
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: HAROLD STEVEN'S JEWELER'S INC DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,767,896
Acturial value of plan assets	2020-12-31	1,767,896
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	5
Fundng target for terminated vested participants	2020-12-31	2,724
Active participant vested funding target	2020-12-31	1,000,300
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	1,000,300
Total participant count	2020-12-31	10
Total funding target for all participants	2020-12-31	1,003,024
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	144,456
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	0
Amount remaining of prefunding balance	2020-12-31	144,456
Present value of excess contributions	2020-12-31	155,118
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	155,118
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	0
Balance of prefunding at beginning of current year	2020-12-31	160,028
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	0
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	40,696
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: HAROLD STEVEN'S JEWELER'S INC DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,430,974
Acturial value of plan assets	2019-12-31	1,430,974
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	5
Fundng target for terminated vested participants	2019-12-31	2,661
Active participant vested funding target	2019-12-31	931,619
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	931,619
Total participant count	2019-12-31	10
Total funding target for all participants	2019-12-31	934,280
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	147,902
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	0
Amount remaining of prefunding balance	2019-12-31	147,902
Present value of excess contributions	2019-12-31	345,734
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	345,734
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	0
Balance of prefunding at beginning of current year	2019-12-31	144,456
Total employer contributions	2019-12-31	160,000
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	155,118
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	35,869
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	155,118
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: HAROLD STEVEN'S JEWELER'S INC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	909,004
Acturial value of plan assets	2018-12-31	909,004
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	4
Fundng target for terminated vested participants	2018-12-31	1,870
Active participant vested funding target	2018-12-31	841,836
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	842,401
Total participant count	2018-12-31	10
Total funding target for all participants	2018-12-31	844,271
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	82,681
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	0
Amount remaining of prefunding balance	2018-12-31	82,681
Present value of excess contributions	2018-12-31	57,383
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	57,383
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	57,383
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	0
Balance of prefunding at beginning of current year	2018-12-31	147,902
Total employer contributions	2018-12-31	400,000
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	389,395
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	35,372
Net shortfall amortization installment of oustanding balance	2018-12-31	28,109
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	43,661
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	43,661
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	389,395
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: HAROLD STEVEN'S JEWELER'S INC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	824,965
Acturial value of plan assets	2017-12-31	824,965
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	4
Fundng target for terminated vested participants	2017-12-31	1,686
Active participant vested funding target	2017-12-31	745,269
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	745,269
Total participant count	2017-12-31	10
Total funding target for all participants	2017-12-31	746,955
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	53,120
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	0
Amount remaining of prefunding balance	2017-12-31	53,120
Present value of excess contributions	2017-12-31	27,096
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	27,096
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	27,096
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	0
Balance of prefunding at beginning of current year	2017-12-31	82,681
Total employer contributions	2017-12-31	104,000
Total employee contributions	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	98,565
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	32,893
Net shortfall amortization installment of oustanding balance	2017-12-31	35,193
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	41,182
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	41,182
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	98,565
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: HAROLD STEVEN'S JEWELER'S INC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	676,422
Acturial value of plan assets	2016-12-31	676,422
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	1,522
Active participant vested funding target	2016-12-31	665,124
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	667,122
Total participant count	2016-12-31	9
Total funding target for all participants	2016-12-31	668,644
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	2,335
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	0
Amount remaining of prefunding balance	2016-12-31	2,335
Present value of excess contributions	2016-12-31	50,876
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	50,876
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	50,876
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	0
Balance of prefunding at beginning of current year	2016-12-31	53,120
Total employer contributions	2016-12-31	82,090
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	77,128
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	41,743
Net shortfall amortization installment of oustanding balance	2016-12-31	41,513
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	50,032
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	50,032
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	77,128
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:	HAROLD STEVENS JEWELERS, INC.
Employer identification number (EIN):	953399456
NAIC Classification:	448310
NAIC Description:	Jewelry Stores

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1979-08-13
Company Identification Number:	C0927857
Legal Registered Office Address:	1010 2nd Ave San Diego United States of America (USA) 92101