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LORI GOLDSTEIN, LTD. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameLORI GOLDSTEIN, LTD. DEFINED BENEFIT PENSION PLAN
Plan identification number 004

LORI GOLDSTEIN, LTD. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

LORI GOLDSTEIN, LTD. has sponsored the creation of one or more 401k plans.

Company Name:LORI GOLDSTEIN, LTD.
Employer identification number (EIN):133804684
NAIC Classification:541400

Additional information about LORI GOLDSTEIN, LTD.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1995-01-18
Company Identification Number: 1886050
Legal Registered Office Address: 114 WEST 47TH STREET
New York
NEW YORK
United States of America (USA)
100361525

More information about LORI GOLDSTEIN, LTD.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LORI GOLDSTEIN, LTD. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01
0042016-01-01LORI GOLDSTEIN2017-10-13
0042015-01-01
0042014-01-01LORI GOLDSTEIN2015-10-09
0042013-01-01LORI GOLDSTEIN2014-10-10

Plan Statistics for LORI GOLDSTEIN, LTD. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for LORI GOLDSTEIN, LTD. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2019: LORI GOLDSTEIN, LTD. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-312,055,473
Acturial value of plan assets2019-12-312,055,473
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-316
Fundng target for terminated vested participants2019-12-31529,680
Active participant vested funding target2019-12-311,478,531
Number of active participants2019-12-315
Total funding liabilities for active participants2019-12-311,478,531
Total participant count2019-12-3111
Total funding target for all participants2019-12-312,008,211
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31187,403
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31199,097
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 contributions2019-12-31527
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 date2019-12-31495
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 cost2019-12-310
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 year2019-12-31495
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: LORI GOLDSTEIN, LTD. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,859,630
Acturial value of plan assets2018-12-311,859,630
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-316
Fundng target for terminated vested participants2018-12-31368,919
Active participant vested funding target2018-12-311,495,616
Number of active participants2018-12-315
Total funding liabilities for active participants2018-12-311,544,838
Total participant count2018-12-3111
Total funding target for all participants2018-12-311,913,757
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
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 balance2018-12-310
Present value of excess contributions2018-12-3158,302
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3158,302
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 year2018-12-310
Total employer contributions2018-12-31200,000
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 date2018-12-31196,239
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 cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-3154,127
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-318,836
Additional cash requirement2018-12-318,836
Contributions allocatedtoward minimum required contributions for current year2018-12-31196,239
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: LORI GOLDSTEIN, LTD. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,331,078
Acturial value of plan assets2017-12-311,331,078
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-313
Fundng target for terminated vested participants2017-12-3119,290
Active participant vested funding target2017-12-311,205,779
Number of active participants2017-12-318
Total funding liabilities for active participants2017-12-311,237,962
Total participant count2017-12-3111
Total funding target for all participants2017-12-311,257,252
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
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 balance2017-12-310
Present value of excess contributions2017-12-311,164
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,164
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 year2017-12-310
Total employer contributions2017-12-31600,000
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 date2017-12-31575,540
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 cost2017-12-31591,064
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31517,238
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31517,238
Contributions allocatedtoward minimum required contributions for current year2017-12-31575,540
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: LORI GOLDSTEIN, LTD. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31901,820
Acturial value of plan assets2016-12-31901,820
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-3112,218
Active participant vested funding target2016-12-31820,338
Number of active participants2016-12-316
Total funding liabilities for active participants2016-12-31836,938
Total participant count2016-12-318
Total funding target for all participants2016-12-31849,156
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-310
Present value of excess contributions2016-12-3153,920
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3153,920
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 year2016-12-310
Total employer contributions2016-12-31306,160
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 date2016-12-31293,930
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 cost2016-12-31345,430
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31292,766
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31292,766
Contributions allocatedtoward minimum required contributions for current year2016-12-31293,930
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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