401k Plan data: PETER KATZ DEFINED BENEFIT PENSION TRUST plan

PETER KATZ DEFINED BENEFIT PENSION TRUST 401k Plan overview

Plan Name	PETER KATZ DEFINED BENEFIT PENSION TRUST
Plan identification number	002

PETER KATZ DEFINED BENEFIT PENSION TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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

PKA TECHNOLOGIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: PKA TECHNOLOGIES, INC.

Employer identification number (EIN): 133919056

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

Additional information about PKA TECHNOLOGIES, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1996-09-25

Company Identification Number: 2069166

Legal Registered Office Address: 3 PARAGON DRIVE
SUITE 205
MONTVALE
United States of America (USA)
07645

More information about PKA TECHNOLOGIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETER KATZ DEFINED BENEFIT PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-10-01
002 2020-10-01
002 2019-10-01
002 2018-10-01
002 2017-10-01
002 2016-10-01 FELISE KATZ
002 2015-10-01 FELISE KATZ
002 2014-10-01 FELISE KATZ
002 2013-10-01 FELISE KATZ
002 2012-10-01 FELISE KATZ
002 2011-10-01 FELISE KATZ
002 2010-10-01 FELISE KATZ 2012-07-16

Plan Statistics for PETER KATZ DEFINED BENEFIT PENSION TRUST

401k plan membership statisitcs for PETER KATZ DEFINED BENEFIT PENSION TRUST

Measure Date Value
2022: PETER KATZ DEFINED BENEFIT PENSION TRUST 2022 401k membership
Market value of plan assets 2022-09-30 6,665,735
Acturial value of plan assets 2022-09-30 6,665,735
Funding target for retired participants and beneficiaries receiving payment 2022-09-30 0
Number of terminated vested participants 2022-09-30 1
Fundng target for terminated vested participants 2022-09-30 16,648
Active participant vested funding target 2022-09-30 2,338,345
Number of active participants 2022-09-30 3
Total funding liabilities for active participants 2022-09-30 2,338,345
Total participant count 2022-09-30 4
Total funding target for all participants 2022-09-30 2,354,993
Balance at beginning of prior year after applicable adjustments 2022-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-09-30 0
Prefunding balanced used to offset prior years funding requirement 2022-09-30 0
Amount remaining of carryover balance 2022-09-30 0
Amount remaining of prefunding balance 2022-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-09-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-09-30 0
Reductions in caryover balances due to elections or deemed elections 2022-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2022-09-30 0
Balance of carryovers at beginning of current year 2022-09-30 0
Balance of prefunding at beginning of current year 2022-09-30 0
Total employer contributions 2022-09-30 0
Total employee contributions 2022-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2022-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-09-30 0
Unpaid minimum required contributions for all prior years 2022-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-09-30 0
Remaining amount of unpaid minimum required contributions 2022-09-30 0
Minimum required contributions for current year target normal cost 2022-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2022-09-30 0
Additional cash requirement 2022-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2022-09-30 0
Unpaid minimum required contributions for current year 2022-09-30 0
Unpaid minimum required contributions for all years 2022-09-30 0
2021: PETER KATZ DEFINED BENEFIT PENSION TRUST 2021 401k membership
Total participants, beginning-of-year 2021-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 3
Number of other retired or separated participants entitled to future benefits 2021-10-01 1
Total of all active and inactive participants 2021-10-01 4
Total participants 2021-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 0
Market value of plan assets 2021-09-30 6,337,377
Acturial value of plan assets 2021-09-30 6,337,377
Funding target for retired participants and beneficiaries receiving payment 2021-09-30 0
Number of terminated vested participants 2021-09-30 1
Fundng target for terminated vested participants 2021-09-30 15,363
Active participant vested funding target 2021-09-30 2,169,063
Number of active participants 2021-09-30 3
Total funding liabilities for active participants 2021-09-30 2,169,063
Total participant count 2021-09-30 4
Total funding target for all participants 2021-09-30 2,184,426
Balance at beginning of prior year after applicable adjustments 2021-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-09-30 0
Amount remaining of carryover balance 2021-09-30 0
Amount remaining of prefunding balance 2021-09-30 0
Present value of excess contributions 2021-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-09-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-09-30 0
Balance of carryovers at beginning of current year 2021-09-30 0
Balance of prefunding at beginning of current year 2021-09-30 0
Total employer contributions 2021-09-30 0
Total employee contributions 2021-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2021-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-09-30 0
Unpaid minimum required contributions for all prior years 2021-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-09-30 0
Remaining amount of unpaid minimum required contributions 2021-09-30 0
Minimum required contributions for current year target normal cost 2021-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2021-09-30 0
Additional cash requirement 2021-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2021-09-30 0
Unpaid minimum required contributions for current year 2021-09-30 0
Unpaid minimum required contributions for all years 2021-09-30 0
2020: PETER KATZ DEFINED BENEFIT PENSION TRUST 2020 401k membership
Total participants, beginning-of-year 2020-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 3
Number of retired or separated participants receiving benefits 2020-10-01 0
Number of other retired or separated participants entitled to future benefits 2020-10-01 1
Total of all active and inactive participants 2020-10-01 4
Total participants 2020-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 0
Market value of plan assets 2020-09-30 4,781,015
Acturial value of plan assets 2020-09-30 4,781,015
Funding target for retired participants and beneficiaries receiving payment 2020-09-30 0
Number of terminated vested participants 2020-09-30 1
Fundng target for terminated vested participants 2020-09-30 14,804
Active participant vested funding target 2020-09-30 2,088,541
Number of active participants 2020-09-30 3
Total funding liabilities for active participants 2020-09-30 2,088,451
Total participant count 2020-09-30 4
Total funding target for all participants 2020-09-30 2,103,255
Balance at beginning of prior year after applicable adjustments 2020-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-09-30 0
Prefunding balanced used to offset prior years funding requirement 2020-09-30 0
Amount remaining of carryover balance 2020-09-30 0
Amount remaining of prefunding balance 2020-09-30 0
Present value of excess contributions 2020-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-09-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-09-30 0
Reductions in caryover balances due to elections or deemed elections 2020-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2020-09-30 0
Balance of carryovers at beginning of current year 2020-09-30 0
Balance of prefunding at beginning of current year 2020-09-30 0
Total employer contributions 2020-09-30 0
Total employee contributions 2020-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2020-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-09-30 0
Unpaid minimum required contributions for all prior years 2020-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-09-30 0
Remaining amount of unpaid minimum required contributions 2020-09-30 0
Minimum required contributions for current year target normal cost 2020-09-30 0
Net shortfall amortization installment of oustanding balance 2020-09-30 0
Waiver amortization installment 2020-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2020-09-30 0
Additional cash requirement 2020-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2020-09-30 0
Unpaid minimum required contributions for current year 2020-09-30 0
Unpaid minimum required contributions for all years 2020-09-30 0
2019: PETER KATZ DEFINED BENEFIT PENSION TRUST 2019 401k membership
Total participants, beginning-of-year 2019-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 3
Number of retired or separated participants receiving benefits 2019-10-01 0
Number of other retired or separated participants entitled to future benefits 2019-10-01 1
Total of all active and inactive participants 2019-10-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 4
Market value of plan assets 2019-09-30 4,702,021
Acturial value of plan assets 2019-09-30 4,702,021
Funding target for retired participants and beneficiaries receiving payment 2019-09-30 0
Number of terminated vested participants 2019-09-30 1
Fundng target for terminated vested participants 2019-09-30 13,579
Active participant vested funding target 2019-09-30 1,922,759
Number of active participants 2019-09-30 3
Total funding liabilities for active participants 2019-09-30 1,922,759
Total participant count 2019-09-30 4
Total funding target for all participants 2019-09-30 1,936,338
Balance at beginning of prior year after applicable adjustments 2019-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-09-30 0
Amount remaining of carryover balance 2019-09-30 0
Amount remaining of prefunding balance 2019-09-30 0
Present value of excess contributions 2019-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-09-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-09-30 0
Reductions in caryover balances due to elections or deemed elections 2019-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2019-09-30 0
Balance of carryovers at beginning of current year 2019-09-30 0
Balance of prefunding at beginning of current year 2019-09-30 0
Total employer contributions 2019-09-30 0
Total employee contributions 2019-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2019-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-09-30 0
Unpaid minimum required contributions for all prior years 2019-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-09-30 0
Remaining amount of unpaid minimum required contributions 2019-09-30 0
Minimum required contributions for current year target normal cost 2019-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-09-30 0
Additional cash requirement 2019-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2019-09-30 0
Unpaid minimum required contributions for current year 2019-09-30 0
Unpaid minimum required contributions for all years 2019-09-30 0
2018: PETER KATZ DEFINED BENEFIT PENSION TRUST 2018 401k membership
Total participants, beginning-of-year 2018-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 3
Number of other retired or separated participants entitled to future benefits 2018-10-01 1
Total of all active and inactive participants 2018-10-01 4
Total participants 2018-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 0
Market value of plan assets 2018-09-30 3,525,247
Acturial value of plan assets 2018-09-30 3,525,247
Funding target for retired participants and beneficiaries receiving payment 2018-09-30 0
Number of terminated vested participants 2018-09-30 1
Fundng target for terminated vested participants 2018-09-30 12,220
Active participant vested funding target 2018-09-30 1,709,578
Number of active participants 2018-09-30 3
Total funding liabilities for active participants 2018-09-30 1,709,578
Total participant count 2018-09-30 4
Total funding target for all participants 2018-09-30 1,721,798
Balance at beginning of prior year after applicable adjustments 2018-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-09-30 0
Prefunding balanced used to offset prior years funding requirement 2018-09-30 0
Amount remaining of carryover balance 2018-09-30 0
Amount remaining of prefunding balance 2018-09-30 0
Present value of excess contributions 2018-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-09-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-09-30 0
Balance of carryovers at beginning of current year 2018-09-30 0
Balance of prefunding at beginning of current year 2018-09-30 0
Total employer contributions 2018-09-30 0
Total employee contributions 2018-09-30 0
Unpaid minimum required contributions for all prior years 2018-09-30 0
Remaining amount of unpaid minimum required contributions 2018-09-30 0
Minimum required contributions for current year target normal cost 2018-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-09-30 0
Additional cash requirement 2018-09-30 0
Unpaid minimum required contributions for current year 2018-09-30 0
Unpaid minimum required contributions for all years 2018-09-30 0
2017: PETER KATZ DEFINED BENEFIT PENSION TRUST 2017 401k membership
Total participants, beginning-of-year 2017-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 3
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 1
Total of all active and inactive participants 2017-10-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
Market value of plan assets 2017-09-30 2,044,432
Acturial value of plan assets 2017-09-30 2,044,432
Funding target for retired participants and beneficiaries receiving payment 2017-09-30 0
Number of terminated vested participants 2017-09-30 1
Fundng target for terminated vested participants 2017-09-30 11,107
Active participant vested funding target 2017-09-30 1,558,768
Number of active participants 2017-09-30 3
Total funding liabilities for active participants 2017-09-30 1,558,768
Total participant count 2017-09-30 4
Total funding target for all participants 2017-09-30 1,569,875
Balance at beginning of prior year after applicable adjustments 2017-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-09-30 0
Prefunding balanced used to offset prior years funding requirement 2017-09-30 0
Amount remaining of carryover balance 2017-09-30 0
Amount remaining of prefunding balance 2017-09-30 0
Present value of excess contributions 2017-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-09-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-09-30 0
Reductions in caryover balances due to elections or deemed elections 2017-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-09-30 0
Balance of carryovers at beginning of current year 2017-09-30 0
Balance of prefunding at beginning of current year 2017-09-30 0
Total employer contributions 2017-09-30 0
Total employee contributions 2017-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-09-30 0
Unpaid minimum required contributions for all prior years 2017-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-09-30 0
Remaining amount of unpaid minimum required contributions 2017-09-30 0
Minimum required contributions for current year target normal cost 2017-09-30 0
Net shortfall amortization installment of oustanding balance 2017-09-30 0
Waiver amortization installment 2017-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-09-30 0
Carryover balance elected to use to offset funding requirement 2017-09-30 0
Prefunding balance elected to use to offset funding requirement 2017-09-30 0
Additional cash requirement 2017-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2017-09-30 0
Unpaid minimum required contributions for current year 2017-09-30 0
Unpaid minimum required contributions for all years 2017-09-30 0
2016: PETER KATZ DEFINED BENEFIT PENSION TRUST 2016 401k membership
Total participants, beginning-of-year 2016-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 3
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 1
Total of all active and inactive participants 2016-10-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: PETER KATZ DEFINED BENEFIT PENSION TRUST 2015 401k membership
Total participants, beginning-of-year 2015-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 3
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 1
Total of all active and inactive participants 2015-10-01 4
Total participants 2015-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: PETER KATZ DEFINED BENEFIT PENSION TRUST 2014 401k membership
Total participants, beginning-of-year 2014-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 3
Number of other retired or separated participants entitled to future benefits 2014-10-01 1
Total of all active and inactive participants 2014-10-01 4
Total participants 2014-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: PETER KATZ DEFINED BENEFIT PENSION TRUST 2013 401k membership
Total participants, beginning-of-year 2013-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 3
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 1
Total of all active and inactive participants 2013-10-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: PETER KATZ DEFINED BENEFIT PENSION TRUST 2012 401k membership
Total participants, beginning-of-year 2012-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 3
Number of other retired or separated participants entitled to future benefits 2012-10-01 1
Total of all active and inactive participants 2012-10-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 4
2011: PETER KATZ DEFINED BENEFIT PENSION TRUST 2011 401k membership
Total participants, beginning-of-year 2011-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 3
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 1
Total of all active and inactive participants 2011-10-01 4
Total participants 2011-10-01 4

Measure	Date	Value
2022: PETER KATZ DEFINED BENEFIT PENSION TRUST 2022 401k membership
Market value of plan assets	2022-09-30	6,665,735
Acturial value of plan assets	2022-09-30	6,665,735
Funding target for retired participants and beneficiaries receiving payment	2022-09-30	0
Number of terminated vested participants	2022-09-30	1
Fundng target for terminated vested participants	2022-09-30	16,648
Active participant vested funding target	2022-09-30	2,338,345
Number of active participants	2022-09-30	3
Total funding liabilities for active participants	2022-09-30	2,338,345
Total participant count	2022-09-30	4
Total funding target for all participants	2022-09-30	2,354,993
Balance at beginning of prior year after applicable adjustments	2022-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-09-30	0
Prefunding balanced used to offset prior years funding requirement	2022-09-30	0
Amount remaining of carryover balance	2022-09-30	0
Amount remaining of prefunding balance	2022-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-09-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-09-30	0
Reductions in caryover balances due to elections or deemed elections	2022-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2022-09-30	0
Balance of carryovers at beginning of current year	2022-09-30	0
Balance of prefunding at beginning of current year	2022-09-30	0
Total employer contributions	2022-09-30	0
Total employee contributions	2022-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2022-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-09-30	0
Unpaid minimum required contributions for all prior years	2022-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-09-30	0
Remaining amount of unpaid minimum required contributions	2022-09-30	0
Minimum required contributions for current year target normal cost	2022-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2022-09-30	0
Additional cash requirement	2022-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2022-09-30	0
Unpaid minimum required contributions for current year	2022-09-30	0
Unpaid minimum required contributions for all years	2022-09-30	0
2021: PETER KATZ DEFINED BENEFIT PENSION TRUST 2021 401k membership
Total participants, beginning-of-year	2021-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	3
Number of other retired or separated participants entitled to future benefits	2021-10-01	1
Total of all active and inactive participants	2021-10-01	4
Total participants	2021-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	0
Market value of plan assets	2021-09-30	6,337,377
Acturial value of plan assets	2021-09-30	6,337,377
Funding target for retired participants and beneficiaries receiving payment	2021-09-30	0
Number of terminated vested participants	2021-09-30	1
Fundng target for terminated vested participants	2021-09-30	15,363
Active participant vested funding target	2021-09-30	2,169,063
Number of active participants	2021-09-30	3
Total funding liabilities for active participants	2021-09-30	2,169,063
Total participant count	2021-09-30	4
Total funding target for all participants	2021-09-30	2,184,426
Balance at beginning of prior year after applicable adjustments	2021-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-09-30	0
Amount remaining of carryover balance	2021-09-30	0
Amount remaining of prefunding balance	2021-09-30	0
Present value of excess contributions	2021-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-09-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-09-30	0
Balance of carryovers at beginning of current year	2021-09-30	0
Balance of prefunding at beginning of current year	2021-09-30	0
Total employer contributions	2021-09-30	0
Total employee contributions	2021-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2021-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-09-30	0
Unpaid minimum required contributions for all prior years	2021-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-09-30	0
Remaining amount of unpaid minimum required contributions	2021-09-30	0
Minimum required contributions for current year target normal cost	2021-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2021-09-30	0
Additional cash requirement	2021-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2021-09-30	0
Unpaid minimum required contributions for current year	2021-09-30	0
Unpaid minimum required contributions for all years	2021-09-30	0
2020: PETER KATZ DEFINED BENEFIT PENSION TRUST 2020 401k membership
Total participants, beginning-of-year	2020-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	3
Number of retired or separated participants receiving benefits	2020-10-01	0
Number of other retired or separated participants entitled to future benefits	2020-10-01	1
Total of all active and inactive participants	2020-10-01	4
Total participants	2020-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	0
Market value of plan assets	2020-09-30	4,781,015
Acturial value of plan assets	2020-09-30	4,781,015
Funding target for retired participants and beneficiaries receiving payment	2020-09-30	0
Number of terminated vested participants	2020-09-30	1
Fundng target for terminated vested participants	2020-09-30	14,804
Active participant vested funding target	2020-09-30	2,088,541
Number of active participants	2020-09-30	3
Total funding liabilities for active participants	2020-09-30	2,088,451
Total participant count	2020-09-30	4
Total funding target for all participants	2020-09-30	2,103,255
Balance at beginning of prior year after applicable adjustments	2020-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-09-30	0
Prefunding balanced used to offset prior years funding requirement	2020-09-30	0
Amount remaining of carryover balance	2020-09-30	0
Amount remaining of prefunding balance	2020-09-30	0
Present value of excess contributions	2020-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-09-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-09-30	0
Reductions in caryover balances due to elections or deemed elections	2020-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2020-09-30	0
Balance of carryovers at beginning of current year	2020-09-30	0
Balance of prefunding at beginning of current year	2020-09-30	0
Total employer contributions	2020-09-30	0
Total employee contributions	2020-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2020-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-09-30	0
Unpaid minimum required contributions for all prior years	2020-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-09-30	0
Remaining amount of unpaid minimum required contributions	2020-09-30	0
Minimum required contributions for current year target normal cost	2020-09-30	0
Net shortfall amortization installment of oustanding balance	2020-09-30	0
Waiver amortization installment	2020-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-09-30	0
Additional cash requirement	2020-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2020-09-30	0
Unpaid minimum required contributions for current year	2020-09-30	0
Unpaid minimum required contributions for all years	2020-09-30	0
2019: PETER KATZ DEFINED BENEFIT PENSION TRUST 2019 401k membership
Total participants, beginning-of-year	2019-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	3
Number of retired or separated participants receiving benefits	2019-10-01	0
Number of other retired or separated participants entitled to future benefits	2019-10-01	1
Total of all active and inactive participants	2019-10-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	4
Market value of plan assets	2019-09-30	4,702,021
Acturial value of plan assets	2019-09-30	4,702,021
Funding target for retired participants and beneficiaries receiving payment	2019-09-30	0
Number of terminated vested participants	2019-09-30	1
Fundng target for terminated vested participants	2019-09-30	13,579
Active participant vested funding target	2019-09-30	1,922,759
Number of active participants	2019-09-30	3
Total funding liabilities for active participants	2019-09-30	1,922,759
Total participant count	2019-09-30	4
Total funding target for all participants	2019-09-30	1,936,338
Balance at beginning of prior year after applicable adjustments	2019-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-09-30	0
Amount remaining of carryover balance	2019-09-30	0
Amount remaining of prefunding balance	2019-09-30	0
Present value of excess contributions	2019-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-09-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-09-30	0
Reductions in caryover balances due to elections or deemed elections	2019-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2019-09-30	0
Balance of carryovers at beginning of current year	2019-09-30	0
Balance of prefunding at beginning of current year	2019-09-30	0
Total employer contributions	2019-09-30	0
Total employee contributions	2019-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-09-30	0
Unpaid minimum required contributions for all prior years	2019-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-09-30	0
Remaining amount of unpaid minimum required contributions	2019-09-30	0
Minimum required contributions for current year target normal cost	2019-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-09-30	0
Additional cash requirement	2019-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2019-09-30	0
Unpaid minimum required contributions for current year	2019-09-30	0
Unpaid minimum required contributions for all years	2019-09-30	0
2018: PETER KATZ DEFINED BENEFIT PENSION TRUST 2018 401k membership
Total participants, beginning-of-year	2018-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	3
Number of other retired or separated participants entitled to future benefits	2018-10-01	1
Total of all active and inactive participants	2018-10-01	4
Total participants	2018-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	0
Market value of plan assets	2018-09-30	3,525,247
Acturial value of plan assets	2018-09-30	3,525,247
Funding target for retired participants and beneficiaries receiving payment	2018-09-30	0
Number of terminated vested participants	2018-09-30	1
Fundng target for terminated vested participants	2018-09-30	12,220
Active participant vested funding target	2018-09-30	1,709,578
Number of active participants	2018-09-30	3
Total funding liabilities for active participants	2018-09-30	1,709,578
Total participant count	2018-09-30	4
Total funding target for all participants	2018-09-30	1,721,798
Balance at beginning of prior year after applicable adjustments	2018-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-09-30	0
Prefunding balanced used to offset prior years funding requirement	2018-09-30	0
Amount remaining of carryover balance	2018-09-30	0
Amount remaining of prefunding balance	2018-09-30	0
Present value of excess contributions	2018-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-09-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-09-30	0
Balance of carryovers at beginning of current year	2018-09-30	0
Balance of prefunding at beginning of current year	2018-09-30	0
Total employer contributions	2018-09-30	0
Total employee contributions	2018-09-30	0
Unpaid minimum required contributions for all prior years	2018-09-30	0
Remaining amount of unpaid minimum required contributions	2018-09-30	0
Minimum required contributions for current year target normal cost	2018-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-09-30	0
Additional cash requirement	2018-09-30	0
Unpaid minimum required contributions for current year	2018-09-30	0
Unpaid minimum required contributions for all years	2018-09-30	0
2017: PETER KATZ DEFINED BENEFIT PENSION TRUST 2017 401k membership
Total participants, beginning-of-year	2017-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	3
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	1
Total of all active and inactive participants	2017-10-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
Market value of plan assets	2017-09-30	2,044,432
Acturial value of plan assets	2017-09-30	2,044,432
Funding target for retired participants and beneficiaries receiving payment	2017-09-30	0
Number of terminated vested participants	2017-09-30	1
Fundng target for terminated vested participants	2017-09-30	11,107
Active participant vested funding target	2017-09-30	1,558,768
Number of active participants	2017-09-30	3
Total funding liabilities for active participants	2017-09-30	1,558,768
Total participant count	2017-09-30	4
Total funding target for all participants	2017-09-30	1,569,875
Balance at beginning of prior year after applicable adjustments	2017-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-09-30	0
Prefunding balanced used to offset prior years funding requirement	2017-09-30	0
Amount remaining of carryover balance	2017-09-30	0
Amount remaining of prefunding balance	2017-09-30	0
Present value of excess contributions	2017-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-09-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-09-30	0
Reductions in caryover balances due to elections or deemed elections	2017-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-09-30	0
Balance of carryovers at beginning of current year	2017-09-30	0
Balance of prefunding at beginning of current year	2017-09-30	0
Total employer contributions	2017-09-30	0
Total employee contributions	2017-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-09-30	0
Unpaid minimum required contributions for all prior years	2017-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-09-30	0
Remaining amount of unpaid minimum required contributions	2017-09-30	0
Minimum required contributions for current year target normal cost	2017-09-30	0
Net shortfall amortization installment of oustanding balance	2017-09-30	0
Waiver amortization installment	2017-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-09-30	0
Carryover balance elected to use to offset funding requirement	2017-09-30	0
Prefunding balance elected to use to offset funding requirement	2017-09-30	0
Additional cash requirement	2017-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2017-09-30	0
Unpaid minimum required contributions for current year	2017-09-30	0
Unpaid minimum required contributions for all years	2017-09-30	0
2016: PETER KATZ DEFINED BENEFIT PENSION TRUST 2016 401k membership
Total participants, beginning-of-year	2016-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	3
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	1
Total of all active and inactive participants	2016-10-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: PETER KATZ DEFINED BENEFIT PENSION TRUST 2015 401k membership
Total participants, beginning-of-year	2015-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	3
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	1
Total of all active and inactive participants	2015-10-01	4
Total participants	2015-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: PETER KATZ DEFINED BENEFIT PENSION TRUST 2014 401k membership
Total participants, beginning-of-year	2014-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	3
Number of other retired or separated participants entitled to future benefits	2014-10-01	1
Total of all active and inactive participants	2014-10-01	4
Total participants	2014-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: PETER KATZ DEFINED BENEFIT PENSION TRUST 2013 401k membership
Total participants, beginning-of-year	2013-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	3
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	1
Total of all active and inactive participants	2013-10-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: PETER KATZ DEFINED BENEFIT PENSION TRUST 2012 401k membership
Total participants, beginning-of-year	2012-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	3
Number of other retired or separated participants entitled to future benefits	2012-10-01	1
Total of all active and inactive participants	2012-10-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	4
2011: PETER KATZ DEFINED BENEFIT PENSION TRUST 2011 401k membership
Total participants, beginning-of-year	2011-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	3
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	1
Total of all active and inactive participants	2011-10-01	4
Total participants	2011-10-01	4

Financial Data on PETER KATZ DEFINED BENEFIT PENSION TRUST

Measure	Date	Value
2022 : PETER KATZ DEFINED BENEFIT PENSION TRUST 2022 401k financial data
Total income from all sources	2022-09-30	$2,133,768
Expenses. Total of all expenses incurred	2022-09-30	$1,675,431
Benefits paid (including direct rollovers)	2022-09-30	$1,675,411
Total plan assets at end of year	2022-09-30	$7,513,704
Total plan assets at beginning of year	2022-09-30	$7,055,367
Value of fidelity bond covering the plan	2022-09-30	$2,014,640
Total contributions received or receivable from participants	2022-09-30	$0
Contributions received from other sources (not participants or employers)	2022-09-30	$0
Other income received	2022-09-30	$2,133,768
Net income (gross income less expenses)	2022-09-30	$458,337
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$7,513,704
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$7,055,367
Assets. Value of assets in partnership/joint-venture interests	2022-09-30	$5,896,415
Total contributions received or receivable from employer(s)	2022-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-09-30	$20
2021 : PETER KATZ DEFINED BENEFIT PENSION TRUST 2021 401k financial data
Total income from all sources	2021-09-30	$-7,457,153
Total plan assets at end of year	2021-09-30	$7,055,367
Total plan assets at beginning of year	2021-09-30	$14,512,520
Value of fidelity bond covering the plan	2021-09-30	$2,014,640
Total contributions received or receivable from participants	2021-09-30	$0
Contributions received from other sources (not participants or employers)	2021-09-30	$0
Other income received	2021-09-30	$-7,457,153
Noncash contributions received	2021-09-30	$0
Net income (gross income less expenses)	2021-09-30	$-7,457,153
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$7,055,367
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$14,512,520
Assets. Value of assets in partnership/joint-venture interests	2021-09-30	$5,896,415
Total contributions received or receivable from employer(s)	2021-09-30	$0
2020 : PETER KATZ DEFINED BENEFIT PENSION TRUST 2020 401k financial data
Total income from all sources	2020-09-30	$9,452,040
Total plan assets at end of year	2020-09-30	$14,512,520
Total plan assets at beginning of year	2020-09-30	$5,060,480
Value of fidelity bond covering the plan	2020-09-30	$1,400,000
Total contributions received or receivable from participants	2020-09-30	$0
Contributions received from other sources (not participants or employers)	2020-09-30	$0
Other income received	2020-09-30	$9,452,040
Noncash contributions received	2020-09-30	$0
Net income (gross income less expenses)	2020-09-30	$9,452,040
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$14,512,520
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$5,060,480
Assets. Value of real-estate (other than employer real property)	2020-09-30	$13,701,120
Total contributions received or receivable from employer(s)	2020-09-30	$0
2019 : PETER KATZ DEFINED BENEFIT PENSION TRUST 2019 401k financial data
Total income from all sources	2019-09-30	$83,612
Total plan assets at end of year	2019-09-30	$5,060,480
Total plan assets at beginning of year	2019-09-30	$4,976,868
Value of fidelity bond covering the plan	2019-09-30	$4,500,000
Total contributions received or receivable from participants	2019-09-30	$0
Contributions received from other sources (not participants or employers)	2019-09-30	$0
Other income received	2019-09-30	$83,612
Noncash contributions received	2019-09-30	$0
Net income (gross income less expenses)	2019-09-30	$83,612
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$5,060,480
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$4,976,868
Assets. Value of real-estate (other than employer real property)	2019-09-30	$4,196,080
Total contributions received or receivable from employer(s)	2019-09-30	$0
2017 : PETER KATZ DEFINED BENEFIT PENSION TRUST 2017 401k financial data
Total income from all sources	2017-09-30	$1,569,414
Expenses. Total of all expenses incurred	2017-09-30	$2,041
Total plan assets at end of year	2017-09-30	$3,731,308
Total plan assets at beginning of year	2017-09-30	$2,163,935
Value of fidelity bond covering the plan	2017-09-30	$4,000,000
Total contributions received or receivable from participants	2017-09-30	$0
Contributions received from other sources (not participants or employers)	2017-09-30	$0
Other income received	2017-09-30	$1,569,414
Noncash contributions received	2017-09-30	$0
Net income (gross income less expenses)	2017-09-30	$1,567,373
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$3,731,308
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$2,163,935
Assets. Value of real-estate (other than employer real property)	2017-09-30	$2,769,600
Total contributions received or receivable from employer(s)	2017-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$2,041
2016 : PETER KATZ DEFINED BENEFIT PENSION TRUST 2016 401k financial data
Transfers to/from the plan	2016-09-30	$0
Total income from all sources	2016-09-30	$74,215
Expenses. Total of all expenses incurred	2016-09-30	$0
Benefits paid (including direct rollovers)	2016-09-30	$0
Total plan assets at end of year	2016-09-30	$2,163,935
Total plan assets at beginning of year	2016-09-30	$2,089,720
Value of fidelity bond covering the plan	2016-09-30	$1,400,000
Total contributions received or receivable from participants	2016-09-30	$0
Expenses. Other expenses not covered elsewhere	2016-09-30	$0
Contributions received from other sources (not participants or employers)	2016-09-30	$0
Other income received	2016-09-30	$74,215
Noncash contributions received	2016-09-30	$0
Net income (gross income less expenses)	2016-09-30	$74,215
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$2,163,935
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$2,089,720
Assets. Value of real-estate (other than employer real property)	2016-09-30	$1,383,480
Total contributions received or receivable from employer(s)	2016-09-30	$0
Value of certain deemed distributions of participant loans	2016-09-30	$0
Value of corrective distributions	2016-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$0
2015 : PETER KATZ DEFINED BENEFIT PENSION TRUST 2015 401k financial data
Total income from all sources	2015-09-30	$97,349
Expenses. Total of all expenses incurred	2015-09-30	$3,733
Benefits paid (including direct rollovers)	2015-09-30	$0
Total plan assets at end of year	2015-09-30	$2,089,720
Total plan assets at beginning of year	2015-09-30	$1,996,104
Value of fidelity bond covering the plan	2015-09-30	$1,820,000
Total contributions received or receivable from participants	2015-09-30	$0
Expenses. Other expenses not covered elsewhere	2015-09-30	$3,733
Contributions received from other sources (not participants or employers)	2015-09-30	$0
Other income received	2015-09-30	$97,349
Noncash contributions received	2015-09-30	$0
Net income (gross income less expenses)	2015-09-30	$93,616
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$2,089,720
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$1,996,104
Assets. Value of real-estate (other than employer real property)	2015-09-30	$1,462,986
Total contributions received or receivable from employer(s)	2015-09-30	$0
Value of certain deemed distributions of participant loans	2015-09-30	$0
Value of corrective distributions	2015-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$0
2014 : PETER KATZ DEFINED BENEFIT PENSION TRUST 2014 401k financial data
Transfers to/from the plan	2014-09-30	$0
Total income from all sources	2014-09-30	$174,967
Expenses. Total of all expenses incurred	2014-09-30	$0
Benefits paid (including direct rollovers)	2014-09-30	$0
Total plan assets at end of year	2014-09-30	$1,996,104
Total plan assets at beginning of year	2014-09-30	$1,821,137
Value of fidelity bond covering the plan	2014-09-30	$1,820,000
Total contributions received or receivable from participants	2014-09-30	$0
Contributions received from other sources (not participants or employers)	2014-09-30	$0
Other income received	2014-09-30	$174,967
Net income (gross income less expenses)	2014-09-30	$174,967
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$1,996,104
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$1,821,137
Assets. Value of real-estate (other than employer real property)	2014-09-30	$1,462,986
Total contributions received or receivable from employer(s)	2014-09-30	$0
Value of certain deemed distributions of participant loans	2014-09-30	$0
Value of corrective distributions	2014-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$0
2013 : PETER KATZ DEFINED BENEFIT PENSION TRUST 2013 401k financial data
Transfers to/from the plan	2013-09-30	$0
Total income from all sources	2013-09-30	$481,893
Expenses. Total of all expenses incurred	2013-09-30	$0
Benefits paid (including direct rollovers)	2013-09-30	$0
Total plan assets at end of year	2013-09-30	$1,821,137
Total plan assets at beginning of year	2013-09-30	$1,339,244
Value of fidelity bond covering the plan	2013-09-30	$1,400,000
Total contributions received or receivable from participants	2013-09-30	$0
Expenses. Other expenses not covered elsewhere	2013-09-30	$0
Contributions received from other sources (not participants or employers)	2013-09-30	$0
Other income received	2013-09-30	$481,893
Noncash contributions received	2013-09-30	$0
Net income (gross income less expenses)	2013-09-30	$481,893
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$1,821,137
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$1,339,244
Assets. Value of assets in partnership/joint-venture interests	2013-09-30	$1,383,726
Total contributions received or receivable from employer(s)	2013-09-30	$0
Value of certain deemed distributions of participant loans	2013-09-30	$0
Value of corrective distributions	2013-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$0
2012 : PETER KATZ DEFINED BENEFIT PENSION TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-09-30	$0
Total plan liabilities at beginning of year	2012-09-30	$0
Total income from all sources	2012-09-30	$17,053
Expenses. Total of all expenses incurred	2012-09-30	$3,550
Total plan assets at end of year	2012-09-30	$1,339,244
Total plan assets at beginning of year	2012-09-30	$1,325,741
Value of fidelity bond covering the plan	2012-09-30	$950,000
Total contributions received or receivable from participants	2012-09-30	$0
Expenses. Other expenses not covered elsewhere	2012-09-30	$3,550
Contributions received from other sources (not participants or employers)	2012-09-30	$0
Other income received	2012-09-30	$17,053
Noncash contributions received	2012-09-30	$0
Net income (gross income less expenses)	2012-09-30	$13,503
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$1,339,244
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$1,325,741
Assets. Value of real-estate (other than employer real property)	2012-09-30	$908,677
Total contributions received or receivable from employer(s)	2012-09-30	$0

Form 5500 Responses for PETER KATZ DEFINED BENEFIT PENSION TRUST

2021: PETER KATZ DEFINED BENEFIT PENSION TRUST 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: PETER KATZ DEFINED BENEFIT PENSION TRUST 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: PETER KATZ DEFINED BENEFIT PENSION TRUST 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: PETER KATZ DEFINED BENEFIT PENSION TRUST 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: PETER KATZ DEFINED BENEFIT PENSION TRUST 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: PETER KATZ DEFINED BENEFIT PENSION TRUST 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: PETER KATZ DEFINED BENEFIT PENSION TRUST 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: PETER KATZ DEFINED BENEFIT PENSION TRUST 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: PETER KATZ DEFINED BENEFIT PENSION TRUST 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: PETER KATZ DEFINED BENEFIT PENSION TRUST 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: PETER KATZ DEFINED BENEFIT PENSION TRUST 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PKA TECHNOLOGIES, INC.
Employer identification number (EIN):	133919056
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1996-09-25
Company Identification Number:	2069166
Legal Registered Office Address:	3 PARAGON DRIVE SUITE 205 MONTVALE United States of America (USA) 07645