401k Plan data: L.KNIFE & SON, INC. PENSION PLAN plan

L.KNIFE & SON, INC. PENSION PLAN 401k Plan overview

Plan Name	L.KNIFE & SON, INC. PENSION PLAN
Plan identification number	005

L.KNIFE & SON, INC. PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily flat dollar (includes dollars per year of service) Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

L. KNIFE & SON, INC. has sponsored the creation of one or more 401k plans.

Company Name: L. KNIFE & SON, INC.

Employer identification number (EIN): 042902690

NAIC Classification: 424800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L.KNIFE & SON, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-01-01
005 2021-01-01
005 2020-01-01
005 2019-01-01
005 2018-01-01
005 2017-01-01
005 2016-01-01
005 2015-01-01
005 2015-01-01 JEFFREY C. ANNIS 2016-10-11
005 2014-01-01 JEFFREY C. ANNIS 2015-10-01
005 2013-01-01 JEFFREY C. ANNIS 2014-10-15
005 2012-01-01 JEFFREY C. ANNIS 2013-10-11
005 2011-01-01 JEFFREY C. ANNIS 2012-10-12
005 2010-01-01 AMANDA CHEN 2011-10-10

Plan Statistics for L.KNIFE & SON, INC. PENSION PLAN

401k plan membership statisitcs for L.KNIFE & SON, INC. PENSION PLAN

Measure Date Value
2022: L.KNIFE & SON, INC. PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 16,521,691
Acturial value of plan assets 2022-12-31 16,521,691
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 3,968,324
Number of terminated vested participants 2022-12-31 24
Fundng target for terminated vested participants 2022-12-31 1,101,936
Active participant vested funding target 2022-12-31 5,997,474
Number of active participants 2022-12-31 48
Total funding liabilities for active participants 2022-12-31 7,002,648
Total participant count 2022-12-31 101
Total funding target for all participants 2022-12-31 12,072,908
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 1,988,366
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 1,988,366
Present value of excess contributions 2022-12-31 462,488
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 488,850
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 488,850
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 2,681,421
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Unpaid minimum required contributions for all 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 2022-12-31 363,297
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: L.KNIFE & SON, INC. PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 14,959,272
Acturial value of plan assets 2021-12-31 14,959,272
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 2,819,149
Number of terminated vested participants 2021-12-31 23
Fundng target for terminated vested participants 2021-12-31 887,300
Active participant vested funding target 2021-12-31 6,477,998
Number of active participants 2021-12-31 48
Total funding liabilities for active participants 2021-12-31 7,525,788
Total participant count 2021-12-31 99
Total funding target for all participants 2021-12-31 11,232,237
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 1,834,261
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 2021-12-31 513,077
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 1,321,184
Present value of excess contributions 2021-12-31 362,588
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 428,180
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 428,180
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 1,988,366
Total employer contributions 2021-12-31 500,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 462,488
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 2021-12-31 370,902
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 462,488
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: L.KNIFE & SON, INC. PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 12,997,612
Acturial value of plan assets 2020-12-31 12,997,612
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 3,019,161
Number of terminated vested participants 2020-12-31 21
Fundng target for terminated vested participants 2020-12-31 794,669
Active participant vested funding target 2020-12-31 6,142,523
Number of active participants 2020-12-31 50
Total funding liabilities for active participants 2020-12-31 7,128,081
Total participant count 2020-12-31 99
Total funding target for all participants 2020-12-31 10,941,911
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 1,827,957
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 2020-12-31 253,349
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 1,574,608
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 1,834,261
Total employer contributions 2020-12-31 800
Total employee contributions 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 761
Unpaid minimum required contributions for all 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 2020-12-31 372,690
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 2020-12-31 151,250
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 513,077
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 761
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: L.KNIFE & SON, INC. PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 11,275,282
Acturial value of plan assets 2019-12-31 11,275,282
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 3,084,266
Number of terminated vested participants 2019-12-31 21
Fundng target for terminated vested participants 2019-12-31 739,275
Active participant vested funding target 2019-12-31 5,594,501
Number of active participants 2019-12-31 48
Total funding liabilities for active participants 2019-12-31 6,661,491
Total participant count 2019-12-31 98
Total funding target for all participants 2019-12-31 10,485,032
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 1,551,842
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 1,551,842
Present value of excess contributions 2019-12-31 275,395
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 291,478
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 291,478
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 1,827,957
Total employer contributions 2019-12-31 305,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 279,025
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 2019-12-31 363,759
Net shortfall amortization installment of oustanding balance 2019-12-31 1,037,707
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 532,374
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 253,349
Additional cash requirement 2019-12-31 279,025
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 279,025
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: L.KNIFE & SON, INC. PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 11,406,787
Acturial value of plan assets 2018-12-31 11,406,787
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 2,999,519
Number of terminated vested participants 2018-12-31 21
Fundng target for terminated vested participants 2018-12-31 681,289
Active participant vested funding target 2018-12-31 4,760,681
Number of active participants 2018-12-31 49
Total funding liabilities for active participants 2018-12-31 5,674,391
Total participant count 2018-12-31 98
Total funding target for all participants 2018-12-31 9,355,199
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 1,289,475
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 2018-12-31 276,616
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 1,012,859
Present value of excess contributions 2018-12-31 306,856
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 358,086
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 358,086
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 1,551,842
Total employer contributions 2018-12-31 300,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 275,395
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 2018-12-31 321,608
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 275,395
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: L.KNIFE & SON, INC. PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 9,669,235
Acturial value of plan assets 2017-12-31 9,669,235
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 3,036,012
Number of terminated vested participants 2017-12-31 21
Fundng target for terminated vested participants 2017-12-31 622,057
Active participant vested funding target 2017-12-31 4,171,386
Number of active participants 2017-12-31 49
Total funding liabilities for active participants 2017-12-31 4,931,000
Total participant count 2017-12-31 98
Total funding target for all participants 2017-12-31 8,589,069
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 1,292,556
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 2017-12-31 201,537
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 1,091,019
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 1,289,475
Total employer contributions 2017-12-31 400,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 368,499
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 2017-12-31 291,689
Net shortfall amortization installment of oustanding balance 2017-12-31 209,309
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 338,259
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 276,616
Additional cash requirement 2017-12-31 61,643
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 368,499
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: L.KNIFE & SON, INC. PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 8,375,973
Acturial value of plan assets 2016-12-31 8,375,973
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 1,955,177
Number of terminated vested participants 2016-12-31 21
Fundng target for terminated vested participants 2016-12-31 572,375
Active participant vested funding target 2016-12-31 4,533,021
Number of active participants 2016-12-31 48
Total funding liabilities for active participants 2016-12-31 5,183,624
Total participant count 2016-12-31 94
Total funding target for all participants 2016-12-31 7,711,176
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 1,384,041
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 1,384,041
Present value of excess contributions 2016-12-31 180,053
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 191,522
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 1,292,556
Total employer contributions 2016-12-31 200,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 184,135
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 2016-12-31 281,952
Net shortfall amortization installment of oustanding balance 2016-12-31 627,759
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 385,672
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 201,537
Additional cash requirement 2016-12-31 184,135
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 184,135
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: L.KNIFE & SON, INC. PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	16,521,691
Acturial value of plan assets	2022-12-31	16,521,691
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	3,968,324
Number of terminated vested participants	2022-12-31	24
Fundng target for terminated vested participants	2022-12-31	1,101,936
Active participant vested funding target	2022-12-31	5,997,474
Number of active participants	2022-12-31	48
Total funding liabilities for active participants	2022-12-31	7,002,648
Total participant count	2022-12-31	101
Total funding target for all participants	2022-12-31	12,072,908
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	1,988,366
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	1,988,366
Present value of excess contributions	2022-12-31	462,488
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	488,850
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	488,850
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	2,681,421
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Unpaid minimum required contributions for all 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	363,297
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: L.KNIFE & SON, INC. PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	14,959,272
Acturial value of plan assets	2021-12-31	14,959,272
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	2,819,149
Number of terminated vested participants	2021-12-31	23
Fundng target for terminated vested participants	2021-12-31	887,300
Active participant vested funding target	2021-12-31	6,477,998
Number of active participants	2021-12-31	48
Total funding liabilities for active participants	2021-12-31	7,525,788
Total participant count	2021-12-31	99
Total funding target for all participants	2021-12-31	11,232,237
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	1,834,261
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	513,077
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	1,321,184
Present value of excess contributions	2021-12-31	362,588
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	428,180
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	428,180
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	1,988,366
Total employer contributions	2021-12-31	500,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	462,488
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	370,902
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	462,488
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: L.KNIFE & SON, INC. PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	12,997,612
Acturial value of plan assets	2020-12-31	12,997,612
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	3,019,161
Number of terminated vested participants	2020-12-31	21
Fundng target for terminated vested participants	2020-12-31	794,669
Active participant vested funding target	2020-12-31	6,142,523
Number of active participants	2020-12-31	50
Total funding liabilities for active participants	2020-12-31	7,128,081
Total participant count	2020-12-31	99
Total funding target for all participants	2020-12-31	10,941,911
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	1,827,957
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	253,349
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	1,574,608
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	1,834,261
Total employer contributions	2020-12-31	800
Total employee contributions	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	761
Unpaid minimum required contributions for all 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	372,690
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	151,250
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	513,077
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	761
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: L.KNIFE & SON, INC. PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	11,275,282
Acturial value of plan assets	2019-12-31	11,275,282
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	3,084,266
Number of terminated vested participants	2019-12-31	21
Fundng target for terminated vested participants	2019-12-31	739,275
Active participant vested funding target	2019-12-31	5,594,501
Number of active participants	2019-12-31	48
Total funding liabilities for active participants	2019-12-31	6,661,491
Total participant count	2019-12-31	98
Total funding target for all participants	2019-12-31	10,485,032
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	1,551,842
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	1,551,842
Present value of excess contributions	2019-12-31	275,395
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	291,478
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	291,478
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	1,827,957
Total employer contributions	2019-12-31	305,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	279,025
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	363,759
Net shortfall amortization installment of oustanding balance	2019-12-31	1,037,707
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	532,374
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	253,349
Additional cash requirement	2019-12-31	279,025
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	279,025
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: L.KNIFE & SON, INC. PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	11,406,787
Acturial value of plan assets	2018-12-31	11,406,787
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	2,999,519
Number of terminated vested participants	2018-12-31	21
Fundng target for terminated vested participants	2018-12-31	681,289
Active participant vested funding target	2018-12-31	4,760,681
Number of active participants	2018-12-31	49
Total funding liabilities for active participants	2018-12-31	5,674,391
Total participant count	2018-12-31	98
Total funding target for all participants	2018-12-31	9,355,199
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	1,289,475
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	276,616
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	1,012,859
Present value of excess contributions	2018-12-31	306,856
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	358,086
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	358,086
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	1,551,842
Total employer contributions	2018-12-31	300,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	275,395
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	321,608
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	275,395
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: L.KNIFE & SON, INC. PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	9,669,235
Acturial value of plan assets	2017-12-31	9,669,235
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	3,036,012
Number of terminated vested participants	2017-12-31	21
Fundng target for terminated vested participants	2017-12-31	622,057
Active participant vested funding target	2017-12-31	4,171,386
Number of active participants	2017-12-31	49
Total funding liabilities for active participants	2017-12-31	4,931,000
Total participant count	2017-12-31	98
Total funding target for all participants	2017-12-31	8,589,069
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	1,292,556
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	201,537
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	1,091,019
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	1,289,475
Total employer contributions	2017-12-31	400,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	368,499
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	291,689
Net shortfall amortization installment of oustanding balance	2017-12-31	209,309
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	338,259
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	276,616
Additional cash requirement	2017-12-31	61,643
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	368,499
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: L.KNIFE & SON, INC. PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	8,375,973
Acturial value of plan assets	2016-12-31	8,375,973
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	1,955,177
Number of terminated vested participants	2016-12-31	21
Fundng target for terminated vested participants	2016-12-31	572,375
Active participant vested funding target	2016-12-31	4,533,021
Number of active participants	2016-12-31	48
Total funding liabilities for active participants	2016-12-31	5,183,624
Total participant count	2016-12-31	94
Total funding target for all participants	2016-12-31	7,711,176
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	1,384,041
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	1,384,041
Present value of excess contributions	2016-12-31	180,053
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	191,522
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	1,292,556
Total employer contributions	2016-12-31	200,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	184,135
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	281,952
Net shortfall amortization installment of oustanding balance	2016-12-31	627,759
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	385,672
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	201,537
Additional cash requirement	2016-12-31	184,135
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	184,135
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	L. KNIFE & SON, INC.
Employer identification number (EIN):	042902690
NAIC Classification:	424800

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
005	2022-01-01
005	2021-01-01
005	2020-01-01
005	2019-01-01
005	2018-01-01
005	2017-01-01
005	2016-01-01
005	2015-01-01
005	2015-01-01	JEFFREY C. ANNIS	2016-10-11
005	2014-01-01	JEFFREY C. ANNIS	2015-10-01
005	2013-01-01	JEFFREY C. ANNIS	2014-10-15
005	2012-01-01	JEFFREY C. ANNIS	2013-10-11
005	2011-01-01	JEFFREY C. ANNIS	2012-10-12
005	2010-01-01	AMANDA CHEN	2011-10-10