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KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameKAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN
Plan identification number 003

KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined 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

JEANIE FRANCES KAUFMAN, DDS AND CHRIS ALLEN CERCEO, DDS, INC. has sponsored the creation of one or more 401k plans.

Company Name:JEANIE FRANCES KAUFMAN, DDS AND CHRIS ALLEN CERCEO, DDS, INC.
Employer identification number (EIN):953644783
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01CHRIS A. CERCEO D.D.S.2023-10-11
0032021-01-01CHRIS A. CERCEO D.D.S.2022-10-17
0032020-01-01CHRIS A. CERCEO D.D.S.2021-10-15
0032019-01-01JEANIE F KAUFMAN D.D.S.2020-10-14
0032018-01-01JEANIE F KAUFMAN D.D.S.2019-10-14
0032017-01-01
0032016-01-01
0032015-01-01
0032015-01-01
0032014-01-01CHRIS ALLEN CERCEO, DDS
0032013-01-01CHRIS ALLEN CERCEO, DDS
0032012-01-01CHRIS ALLEN CERCEO, DDS
0032011-01-01JEANIE FRANCES KAUFMAN, DDS
0032010-01-01JEANIE FRANCES KAUFMAN, DDS
0032009-01-01JEANIE FRANCES KAUFMAN, DDS

Plan Statistics for KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-312,552,198
Acturial value of plan assets2022-12-312,552,198
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-312,004,770
Number of active participants2022-12-312
Total funding liabilities for active participants2022-12-312,004,770
Total participant count2022-12-312
Total funding target for all participants2022-12-312,004,770
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31100,732
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31100,732
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31100,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31101,121
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31101,121
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-312,628,457
Acturial value of plan assets2021-12-312,628,457
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-311,964,854
Number of active participants2021-12-312
Total funding liabilities for active participants2021-12-311,964,854
Total participant count2021-12-312
Total funding target for all participants2021-12-311,964,854
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3194,707
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3194,707
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3198,972
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31100,732
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3162,555
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31100,732
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-312,486,201
Acturial value of plan assets2020-12-312,486,201
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-311,954,882
Number of active participants2020-12-313
Total funding liabilities for active participants2020-12-311,954,882
Total participant count2020-12-313
Total funding target for all participants2020-12-311,954,882
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31138,426
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31138,426
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3196,910
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3194,707
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-316,841
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3194,707
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-312,228,303
Acturial value of plan assets2019-12-312,228,303
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-311,985,109
Number of active participants2019-12-313
Total funding liabilities for active participants2019-12-311,985,109
Total participant count2019-12-313
Total funding target for all participants2019-12-311,985,109
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3131,220
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-3131,220
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3125
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3125
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31142,973
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31138,426
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3155,461
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31138,426
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,890,190
Acturial value of plan assets2018-12-311,890,190
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-311,868,492
Number of active participants2018-12-314
Total funding liabilities for active participants2018-12-311,868,492
Total participant count2018-12-314
Total funding target for all participants2018-12-311,868,492
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3130,211
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3130,211
Present value of excess contributions2018-12-3184,616
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3184,616
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3131,220
Total employer contributions2018-12-31103,344
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3199,509
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31130,607
Net shortfall amortization installment of oustanding balance2018-12-3111,264
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31132,446
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-3132,962
Additional cash requirement2018-12-3199,484
Contributions allocatedtoward minimum required contributions for current year2018-12-3199,509
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,893,123
Acturial value of plan assets2017-12-311,893,123
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-31466
Active participant vested funding target2017-12-311,692,958
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-311,692,958
Total participant count2017-12-314
Total funding target for all participants2017-12-311,693,424
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3129,385
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3129,385
Present value of excess contributions2017-12-3178,107
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3178,107
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3130,211
Total employer contributions2017-12-3187,430
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3184,616
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31127,429
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3184,616
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,745,317
Acturial value of plan assets2016-12-311,745,317
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-31414
Active participant vested funding target2016-12-311,621,050
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-311,621,464
Total participant count2016-12-314
Total funding target for all participants2016-12-311,621,878
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3129,160
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3129,160
Present value of excess contributions2016-12-3150,512
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3150,512
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3129,385
Total employer contributions2016-12-3181,367
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3178,107
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3175,565
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3178,107
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017
2009: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-017
Total participants2009-01-017

Financial Data on KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022 : KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-130,838
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$3,473,554
Total plan assets at beginning of year2022-12-31$3,604,392
Value of fidelity bond covering the plan2022-12-31$300,000
Other income received2022-12-31$-225,824
Net income (gross income less expenses)2022-12-31$-130,838
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,473,554
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,604,392
Assets. Value of real-estate (other than employer real property)2022-12-31$20,025
Total contributions received or receivable from employer(s)2022-12-31$94,986
2021 : KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$321,800
Expenses. Total of all expenses incurred2021-12-31$61,308
Benefits paid (including direct rollovers)2021-12-31$61,308
Total plan assets at end of year2021-12-31$3,604,392
Total plan assets at beginning of year2021-12-31$3,343,900
Value of fidelity bond covering the plan2021-12-31$300,000
Other income received2021-12-31$122,828
Net income (gross income less expenses)2021-12-31$260,492
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,604,392
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,343,900
Assets. Value of real-estate (other than employer real property)2021-12-31$30,924
Total contributions received or receivable from employer(s)2021-12-31$198,972
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$249,150
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$3,343,900
Total plan assets at beginning of year2020-12-31$3,094,750
Value of fidelity bond covering the plan2020-12-31$300,000
Other income received2020-12-31$152,240
Net income (gross income less expenses)2020-12-31$249,150
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,343,900
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,094,750
Assets. Value of real-estate (other than employer real property)2020-12-31$140,097
Total contributions received or receivable from employer(s)2020-12-31$96,910
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$457,672
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$3,094,750
Total plan assets at beginning of year2019-12-31$2,637,078
Value of fidelity bond covering the plan2019-12-31$300,000
Other income received2019-12-31$314,699
Net income (gross income less expenses)2019-12-31$457,672
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,094,750
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,637,078
Assets. Value of real-estate (other than employer real property)2019-12-31$142,973
Total contributions received or receivable from employer(s)2019-12-31$142,973
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-18,317
Expenses. Total of all expenses incurred2018-12-31$959
Benefits paid (including direct rollovers)2018-12-31$959
Total plan assets at end of year2018-12-31$2,637,078
Total plan assets at beginning of year2018-12-31$2,656,354
Value of fidelity bond covering the plan2018-12-31$300,000
Other income received2018-12-31$-121,661
Net income (gross income less expenses)2018-12-31$-19,276
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,637,078
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,656,354
Assets. Value of real-estate (other than employer real property)2018-12-31$69,212
Total contributions received or receivable from employer(s)2018-12-31$103,344
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$178,647
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$2,656,354
Total plan assets at beginning of year2017-12-31$2,477,707
Value of fidelity bond covering the plan2017-12-31$30,000
Other income received2017-12-31$91,217
Net income (gross income less expenses)2017-12-31$178,647
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,656,354
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,477,707
Assets. Value of participant loans2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$326,115
Total contributions received or receivable from employer(s)2017-12-31$87,430
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$145,420
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$2,477,707
Total plan assets at beginning of year2016-12-31$2,332,287
Value of fidelity bond covering the plan2016-12-31$30,000
Other income received2016-12-31$64,050
Net income (gross income less expenses)2016-12-31$145,420
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,477,707
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,332,287
Assets. Value of participant loans2016-12-31$11,666
Assets. Value of real-estate (other than employer real property)2016-12-31$791,660
Total contributions received or receivable from employer(s)2016-12-31$81,370
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$111,475
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$2,322,859
Total plan assets at beginning of year2015-12-31$2,211,384
Value of fidelity bond covering the plan2015-12-31$30,000
Total contributions received or receivable from participants2015-12-31$0
Assets. Value of loans (other than to participants)2015-12-31$38,271
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$6,866
Net income (gross income less expenses)2015-12-31$111,475
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,322,859
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,211,384
Assets. Value of participant loans2015-12-31$38,271
Assets. Value of real-estate (other than employer real property)2015-12-31$652,763
Total contributions received or receivable from employer(s)2015-12-31$104,609
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$212,176
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$2,211,384
Total plan assets at beginning of year2014-12-31$1,999,208
Value of fidelity bond covering the plan2014-12-31$30,000
Other income received2014-12-31$71,089
Net income (gross income less expenses)2014-12-31$212,176
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,211,384
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,999,208
Assets. Value of participant loans2014-12-31$55,175
Assets. Value of real-estate (other than employer real property)2014-12-31$724,235
Total contributions received or receivable from employer(s)2014-12-31$141,087
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$50,364
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$1,999,208
Total plan assets at beginning of year2013-12-31$1,948,844
Value of fidelity bond covering the plan2013-12-31$30,000
Other income received2013-12-31$-79,636
Net income (gross income less expenses)2013-12-31$50,364
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,999,208
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,948,844
Assets. Value of participant loans2013-12-31$70,879
Assets. Value of real-estate (other than employer real property)2013-12-31$832,599
Total contributions received or receivable from employer(s)2013-12-31$130,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$211,455
Expenses. Total of all expenses incurred2012-12-31$6,993
Benefits paid (including direct rollovers)2012-12-31$6,993
Total plan assets at end of year2012-12-31$1,948,844
Total plan assets at beginning of year2012-12-31$1,744,382
Value of fidelity bond covering the plan2012-12-31$30,000
Other income received2012-12-31$130,526
Net income (gross income less expenses)2012-12-31$204,462
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,948,844
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,744,382
Assets. Value of participant loans2012-12-31$86,377
Assets. Value of real-estate (other than employer real property)2012-12-31$869,274
Total contributions received or receivable from employer(s)2012-12-31$80,929
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$90,504
Expenses. Total of all expenses incurred2011-12-31$20,378
Benefits paid (including direct rollovers)2011-12-31$20,378
Total plan assets at end of year2011-12-31$1,744,382
Total plan assets at beginning of year2011-12-31$1,674,256
Value of fidelity bond covering the plan2011-12-31$30,000
Other income received2011-12-31$44,175
Net income (gross income less expenses)2011-12-31$70,126
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,744,382
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,674,256
Assets. Value of participant loans2011-12-31$91,432
Assets. Value of real-estate (other than employer real property)2011-12-31$863,721
Total contributions received or receivable from employer(s)2011-12-31$46,329
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$173,991
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$1,674,256
Total plan assets at beginning of year2010-12-31$1,500,265
Value of fidelity bond covering the plan2010-12-31$30,000
Other income received2010-12-31$104,535
Net income (gross income less expenses)2010-12-31$173,991
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,674,256
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,500,265
Assets. Value of participant loans2010-12-31$22,191
Assets. Value of real-estate (other than employer real property)2010-12-31$862,286
Total contributions received or receivable from employer(s)2010-12-31$69,456
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN

2022: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KAUFMAN & CERCEO DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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