401k Plan data: NICHOLS MANAGEMENT GROUP, LTD DEFINED BENEFIT PLAN plan

NICHOLS MANAGEMENT GROUP, LTD DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	NICHOLS MANAGEMENT GROUP, LTD DEFINED BENEFIT PLAN
Plan identification number	002

NICHOLS MANAGEMENT GROUP, LTD DEFINED BENEFIT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NICHOLS MANAGEMENT GROUP, LTD has sponsored the creation of one or more 401k plans.

Company Name: NICHOLS MANAGEMENT GROUP, LTD

Employer identification number (EIN): 020489868

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NICHOLS MANAGEMENT GROUP, LTD DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01

Plan Statistics for NICHOLS MANAGEMENT GROUP, LTD DEFINED BENEFIT PLAN

401k plan membership statisitcs for NICHOLS MANAGEMENT GROUP, LTD DEFINED BENEFIT PLAN

Measure Date Value
2022: NICHOLS MANAGEMENT GROUP, LTD DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 4,856,674
Acturial value of plan assets 2022-12-31 4,856,674
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 4,871,443
Number of active participants 2022-12-31 2
Total funding liabilities for active participants 2022-12-31 4,871,443
Total participant count 2022-12-31 2
Total funding target for all participants 2022-12-31 4,871,443
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 5,949
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 5,949
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 9,127
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 9,490
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 9,490
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 9,490
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 3,000
Net shortfall amortization installment of oustanding balance 2022-12-31 24,259
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 5,242
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 5,242
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: NICHOLS MANAGEMENT GROUP, LTD DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 4,641,981
Acturial value of plan assets 2021-12-31 4,641,981
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 4,157,495
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 4,157,495
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 4,157,495
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 10,075
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 10,075
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 5,503
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 5,949
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 5,949
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 5,949
Total employer contributions 2021-12-31 50,000
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 47,327
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 2021-12-31 522,686
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 44,149
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 5,949
Additional cash requirement 2021-12-31 38,200
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 47,327
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: NICHOLS MANAGEMENT GROUP, LTD DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,850,279
Acturial value of plan assets 2020-12-31 3,850,279
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 3,762,821
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 3,762,821
Total participant count 2020-12-31 2
Total funding target for all participants 2020-12-31 3,762,821
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 3,053
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 3,053
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 9,680
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 10,075
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 10,075
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 10,075
Total employer contributions 2020-12-31 473,000
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 2020-12-31 461,090
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 2020-12-31 543,045
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 2020-12-31 465,662
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 10,075
Additional cash requirement 2020-12-31 455,587
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 461,090
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: NICHOLS MANAGEMENT GROUP, LTD DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 3,146,637
Acturial value of plan assets 2019-12-31 3,146,637
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 3,143,584
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 3,143,584
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 3,143,584
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 1,332
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 1,332
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 16,928
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 17,544
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 17,544
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 14,491
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 3,053
Total employer contributions 2019-12-31 550,000
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 2019-12-31 533,558
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
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 2019-12-31 526,931
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 2019-12-31 526,931
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 3,053
Additional cash requirement 2019-12-31 523,878
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 533,558
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: NICHOLS MANAGEMENT GROUP, LTD DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,563,743
Acturial value of plan assets 2018-12-31 2,563,743
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 2,622,127
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 2,622,127
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 2,622,127
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 47,615
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 47,615
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 1,325
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 1,332
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 1,332
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 1,332
Total employer contributions 2018-12-31 575,000
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 2018-12-31 552,770
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 2018-12-31 527,425
Net shortfall amortization installment of oustanding balance 2018-12-31 59,716
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 537,174
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 1,332
Additional cash requirement 2018-12-31 535,842
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 552,770
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: NICHOLS MANAGEMENT GROUP, LTD DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,072,191
Acturial value of plan assets 2017-12-31 2,072,191
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 2,024,576
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 2,024,576
Total participant count 2017-12-31 2
Total funding target for all participants 2017-12-31 2,024,576
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 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 203,852
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 212,883
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 212,883
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 165,268
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 47,615
Total employer contributions 2017-12-31 481,000
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 2017-12-31 462,853
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 2017-12-31 509,143
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 509,143
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 47,615
Additional cash requirement 2017-12-31 461,528
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 462,853
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: NICHOLS MANAGEMENT GROUP, LTD DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,369,258
Acturial value of plan assets 2016-12-31 1,369,258
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,414,124
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 1,414,124
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 1,414,124
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 6,867
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 6,867
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 14,935
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 15,341
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 15,341
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 15,341
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 700,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 685,327
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
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 2016-12-31 473,875
Net shortfall amortization installment of oustanding balance 2016-12-31 44,866
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 481,475
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 2016-12-31 481,475
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 685,327
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: NICHOLS MANAGEMENT GROUP, LTD DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	4,856,674
Acturial value of plan assets	2022-12-31	4,856,674
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	4,871,443
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	4,871,443
Total participant count	2022-12-31	2
Total funding target for all participants	2022-12-31	4,871,443
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	5,949
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	5,949
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	9,127
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	9,490
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	9,490
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	9,490
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	3,000
Net shortfall amortization installment of oustanding balance	2022-12-31	24,259
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	5,242
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	5,242
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: NICHOLS MANAGEMENT GROUP, LTD DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	4,641,981
Acturial value of plan assets	2021-12-31	4,641,981
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	4,157,495
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	4,157,495
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	4,157,495
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	10,075
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	10,075
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	5,503
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	5,949
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	5,949
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	5,949
Total employer contributions	2021-12-31	50,000
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	47,327
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	522,686
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	44,149
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	5,949
Additional cash requirement	2021-12-31	38,200
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	47,327
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: NICHOLS MANAGEMENT GROUP, LTD DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,850,279
Acturial value of plan assets	2020-12-31	3,850,279
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	3,762,821
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	3,762,821
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	3,762,821
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	3,053
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	3,053
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	9,680
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	10,075
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	10,075
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	10,075
Total employer contributions	2020-12-31	473,000
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	461,090
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	543,045
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	465,662
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	10,075
Additional cash requirement	2020-12-31	455,587
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	461,090
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: NICHOLS MANAGEMENT GROUP, LTD DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	3,146,637
Acturial value of plan assets	2019-12-31	3,146,637
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	3,143,584
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	3,143,584
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	3,143,584
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	1,332
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	1,332
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	16,928
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	17,544
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	17,544
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	14,491
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	3,053
Total employer contributions	2019-12-31	550,000
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	533,558
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
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	526,931
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	526,931
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	3,053
Additional cash requirement	2019-12-31	523,878
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	533,558
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: NICHOLS MANAGEMENT GROUP, LTD DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,563,743
Acturial value of plan assets	2018-12-31	2,563,743
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	2,622,127
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	2,622,127
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	2,622,127
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	47,615
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	47,615
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	1,325
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	1,332
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	1,332
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	1,332
Total employer contributions	2018-12-31	575,000
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	552,770
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	527,425
Net shortfall amortization installment of oustanding balance	2018-12-31	59,716
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	537,174
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	1,332
Additional cash requirement	2018-12-31	535,842
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	552,770
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: NICHOLS MANAGEMENT GROUP, LTD DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,072,191
Acturial value of plan assets	2017-12-31	2,072,191
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	2,024,576
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	2,024,576
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	2,024,576
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	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	203,852
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	212,883
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	212,883
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	165,268
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	47,615
Total employer contributions	2017-12-31	481,000
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	462,853
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	509,143
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	509,143
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	47,615
Additional cash requirement	2017-12-31	461,528
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	462,853
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: NICHOLS MANAGEMENT GROUP, LTD DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,369,258
Acturial value of plan assets	2016-12-31	1,369,258
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,414,124
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	1,414,124
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	1,414,124
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	6,867
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	6,867
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	14,935
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	15,341
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	15,341
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	15,341
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	700,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	685,327
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	473,875
Net shortfall amortization installment of oustanding balance	2016-12-31	44,866
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	481,475
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	481,475
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	685,327
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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NICHOLS MANAGEMENT, INC. 401(K) PLAN [EIN = 481180882]

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Company Name:	NICHOLS MANAGEMENT GROUP, LTD
Employer identification number (EIN):	020489868
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01