PARCEL MANAGEMENT AUDITING & CONSULTING has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PARCEL MANAGEMENT AUDITING & CONSULTING CASH BALANCE PLAN
401k plan membership statisitcs for PARCEL MANAGEMENT AUDITING & CONSULTING CASH BALANCE PLAN
| Measure | Date | Value |
|---|
| 2025: PARCEL MANAGEMENT AUDITING & CONSULTING CASH BALANCE PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-03 | 8 |
| Total number of particpants at end of year | 2025-10-03 | 8 |
| 2024: PARCEL MANAGEMENT AUDITING & CONSULTING CASH BALANCE PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-09-30 | 8 |
| Total number of particpants at end of year | 2024-09-30 | 8 |
| 2022: PARCEL MANAGEMENT AUDITING & CONSULTING CASH BALANCE PLAN 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-31 | 1,282,865 |
| Acturial value of plan assets | 2022-12-31 | 1,282,865 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
| Number of terminated vested participants | 2022-12-31 | 0 |
| Fundng target for terminated vested participants | 2022-12-31 | 0 |
| Active participant vested funding target | 2022-12-31 | 1,271,553 |
| Number of active participants | 2022-12-31 | 8 |
| Total funding liabilities for active participants | 2022-12-31 | 1,271,553 |
| Total participant count | 2022-12-31 | 8 |
| Total funding target for all participants | 2022-12-31 | 1,271,553 |
| 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 | 0 |
| 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 | 0 |
| Present value of excess contributions | 2022-12-31 | 268,904 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 268,904 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| 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 | 0 |
| Total employer contributions | 2022-12-31 | 508,193 |
| Total employee contributions | 2022-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 493,013 |
| Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-31 | 425,416 |
| 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 | 414,104 |
| 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 | 414,104 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 493,013 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| Total number of particpants at beginning of year | 2022-08-30 | 8 |
| Total number of particpants at end of year | 2022-08-30 | 8 |
| 2021: PARCEL MANAGEMENT AUDITING & CONSULTING CASH BALANCE PLAN 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 990,865 |
| Acturial value of plan assets | 2021-12-31 | 990,865 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
| Number of terminated vested participants | 2021-12-31 | 0 |
| Fundng target for terminated vested participants | 2021-12-31 | 0 |
| Active participant vested funding target | 2021-12-31 | 800,819 |
| Number of active participants | 2021-12-31 | 8 |
| Total funding liabilities for active participants | 2021-12-31 | 800,819 |
| Total participant count | 2021-12-31 | 8 |
| Total funding target for all participants | 2021-12-31 | 800,819 |
| 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 | 0 |
| 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 | 0 |
| Amount remaining of carryover balance | 2021-12-31 | 0 |
| Amount remaining of prefunding balance | 2021-12-31 | 0 |
| Present value of excess contributions | 2021-12-31 | 224,156 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 236,305 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| 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 | 0 |
| Total employer contributions | 2021-12-31 | 485,265 |
| 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 | 471,300 |
| 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 | 392,442 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 202,396 |
| Additional cash requirement | 2021-12-31 | 202,396 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 471,300 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| 2020: PARCEL MANAGEMENT AUDITING & CONSULTING CASH BALANCE PLAN 2020 401k membership |
|---|
| Market value of plan assets | 2020-12-31 | 515,089 |
| Acturial value of plan assets | 2020-12-31 | 515,089 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
| Number of terminated vested participants | 2020-12-31 | 0 |
| Fundng target for terminated vested participants | 2020-12-31 | 0 |
| Active participant vested funding target | 2020-12-31 | 378,782 |
| Number of active participants | 2020-12-31 | 8 |
| Total funding liabilities for active participants | 2020-12-31 | 378,782 |
| Total participant count | 2020-12-31 | 8 |
| Total funding target for all participants | 2020-12-31 | 378,782 |
| 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 | 0 |
| 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 | 0 |
| Amount remaining of carryover balance | 2020-12-31 | 0 |
| Amount remaining of prefunding balance | 2020-12-31 | 0 |
| Present value of excess contributions | 2020-12-31 | 93,846 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 93,846 |
| 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 | 0 |
| Total employer contributions | 2020-12-31 | 477,623 |
| Total employee contributions | 2020-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 461,665 |
| Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-12-31 | 373,816 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 237,509 |
| Additional cash requirement | 2020-12-31 | 237,509 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 461,665 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| 2019: PARCEL MANAGEMENT AUDITING & CONSULTING CASH BALANCE PLAN 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 0 |
| Acturial value of plan assets | 2019-12-31 | 0 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
| Number of terminated vested participants | 2019-12-31 | 0 |
| Fundng target for terminated vested participants | 2019-12-31 | 0 |
| Active participant vested funding target | 2019-12-31 | 0 |
| Number of active participants | 2019-12-31 | 8 |
| Total funding liabilities for active participants | 2019-12-31 | 0 |
| Total participant count | 2019-12-31 | 8 |
| Total funding target for all participants | 2019-12-31 | 0 |
| 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 | 0 |
| 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 | 0 |
| Present value of excess contributions | 2019-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| 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 | 0 |
| Total employer contributions | 2019-12-31 | 469,980 |
| 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 | 464,079 |
| 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 | 370,233 |
| Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 370,233 |
| Additional cash requirement | 2019-12-31 | 370,233 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 464,079 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| Measure | Date | Value |
|---|
| 2025 : PARCEL MANAGEMENT AUDITING & CONSULTING CASH BALANCE PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-03 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-03 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-03 | 61564 |
| Net assets as of the end of the plan year | 2025-10-03 | 3030438 |
| Total assets as of the beginning of the plan year | 2025-10-03 | 2417594 |
| Value of plan covered by a fidelity bond | 2025-10-03 | 400000 |
| Participant contributions to plan in this plan year | 2025-10-03 | 0 |
| Other expenses paid from plan in this plan year | 2025-10-03 | 0 |
| Other contributions to plan in this plan year | 2025-10-03 | 0 |
| Other income to plan in this plan year | 2025-10-03 | 98030 |
| Plan net income in this plan year | 2025-10-03 | 612844 |
| Net assets as of the end of the plan year | 2025-10-03 | 3030438 |
| Net assets as of the beginning of the plan year | 2025-10-03 | 2417594 |
| Employer contributions to plan in this plan year | 2025-10-03 | 576378 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-03 | 61564 |
| 2024 : PARCEL MANAGEMENT AUDITING & CONSULTING CASH BALANCE PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-30 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-30 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-30 | 0 |
| Net assets as of the end of the plan year | 2024-09-30 | 2417594 |
| Total assets as of the beginning of the plan year | 2024-09-30 | 1791058 |
| Value of plan covered by a fidelity bond | 2024-09-30 | 400000 |
| Participant contributions to plan in this plan year | 2024-09-30 | 0 |
| Other expenses paid from plan in this plan year | 2024-09-30 | 0 |
| Other contributions to plan in this plan year | 2024-09-30 | 0 |
| Other income to plan in this plan year | 2024-09-30 | 92373 |
| Plan net income in this plan year | 2024-09-30 | 626536 |
| Net assets as of the end of the plan year | 2024-09-30 | 2417594 |
| Net assets as of the beginning of the plan year | 2024-09-30 | 1791058 |
| Employer contributions to plan in this plan year | 2024-09-30 | 534163 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-30 | 0 |
| 2022 : PARCEL MANAGEMENT AUDITING & CONSULTING CASH BALANCE PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-08-30 | 0 |
| Net assets as of the end of the plan year | 2022-08-30 | 1476130 |
| Total assets as of the beginning of the plan year | 2022-08-30 | 992712 |
| Participant contributions to plan in this plan year | 2022-08-30 | 0 |
| Other contributions to plan in this plan year | 2022-08-30 | 0 |
| Other income to plan in this plan year | 2022-08-30 | -1847 |
| Plan net income in this plan year | 2022-08-30 | 483418 |
| Net assets as of the end of the plan year | 2022-08-30 | 1476130 |
| Net assets as of the beginning of the plan year | 2022-08-30 | 992712 |
| Employer contributions to plan in this plan year | 2022-08-30 | 485265 |