?>
Logo

SATORI INVESTMENTS, INC. DEFINED BENEFIT PLAN & TRUST 401k Plan overview

Plan NameSATORI INVESTMENTS, INC. DEFINED BENEFIT PLAN & TRUST
Plan identification number 002

SATORI INVESTMENTS, INC. DEFINED BENEFIT PLAN & TRUST Benefits

401k Plan TypeDefined 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SATORI INVESTMENTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SATORI INVESTMENTS, INC.
Employer identification number (EIN):202274240
NAIC Classification:522300
NAIC Description: Activities Related to Credit Intermediation

Additional information about SATORI INVESTMENTS, INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2004-11-22
Company Identification Number: 20041659601
Legal Registered Office Address: 9441 DOUBLE DIAMOND PKWY STE 11

RENO
United States of America (USA)
89521

More information about SATORI INVESTMENTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SATORI INVESTMENTS, INC. DEFINED BENEFIT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01TOM SORCI2020-10-15
0022019-01-01TOM SORCI2020-05-28 TOM SORCI2020-05-28
0022018-01-01TOM SORCI2019-10-08
0022017-01-01TOM SORCI2018-08-01
0022016-01-01TOM SORCI2017-10-05
0022015-01-01TOM SORCI2016-10-10
0022014-01-01TOM SORCI2015-09-30
0022013-01-01ALEXANDER SORCI2014-10-15
0022012-01-01TOM SORCI2013-08-30
0022011-01-01TOM SORCI2012-06-27
0022010-01-01TOM SORCI2011-09-26

Plan Statistics for SATORI INVESTMENTS, INC. DEFINED BENEFIT PLAN & TRUST

401k plan membership statisitcs for SATORI INVESTMENTS, INC. DEFINED BENEFIT PLAN & TRUST

Measure Date Value
2019: SATORI INVESTMENTS, INC. DEFINED BENEFIT PLAN & TRUST 2019 401k membership
Market value of plan assets2019-11-30861,248
Acturial value of plan assets2019-11-30861,248
Funding target for retired participants and beneficiaries receiving payment2019-11-300
Number of terminated vested participants2019-11-302
Fundng target for terminated vested participants2019-11-3015,845
Active participant vested funding target2019-11-30567,210
Number of active participants2019-11-302
Total funding liabilities for active participants2019-11-30567,210
Total participant count2019-11-304
Total funding target for all participants2019-11-30583,055
Balance at beginning of prior year after applicable adjustments2019-11-300
Prefunding balance at beginning of prior year after applicable adjustments2019-11-30213,482
Carryover balanced portion elected for use to offset prior years funding requirement2019-11-300
Prefunding balanced used to offset prior years funding requirement2019-11-300
Amount remaining of carryover balance2019-11-300
Amount remaining of prefunding balance2019-11-30213,482
Present value of excess contributions2019-11-3068,005
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-11-3068,005
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-11-300
Reductions in caryover balances due to elections or deemed elections2019-11-300
Reductions in prefunding balances due to elections or deemed elections2019-11-300
Balance of carryovers at beginning of current year2019-11-300
Balance of prefunding at beginning of current year2019-11-30209,789
Contributions allocated toward unpaid minimum require contributions from prior years2019-11-300
Contributions made to avoid restrictions adjusted to valuation date2019-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-11-300
Unpaid minimum required contributions for all prior years2019-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-11-300
Remaining amount of unpaid minimum required contributions2019-11-300
Minimum required contributions for current year target normal cost2019-11-305,150
Net shortfall amortization installment of oustanding balance2019-11-300
Waiver amortization installment2019-11-300
Total funding amount beforereflecting carryover/prefunding balances2019-11-300
Carryover balance elected to use to offset funding requirement2019-11-300
Prefunding balance elected to use to offset funding requirement2019-11-300
Additional cash requirement2019-11-300
Contributions allocatedtoward minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for all years2019-11-300
2018: SATORI INVESTMENTS, INC. DEFINED BENEFIT PLAN & TRUST 2018 401k membership
Market value of plan assets2018-12-31776,311
Acturial value of plan assets2018-12-31776,311
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-3114,008
Active participant vested funding target2018-12-31512,682
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-31512,682
Total participant count2018-12-314
Total funding target for all participants2018-12-31526,690
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31199,871
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 balance2018-12-31199,871
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
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 year2018-12-31213,482
Total employer contributions2018-12-3170,000
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 date2018-12-3168,005
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 cost2018-12-3110,519
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3168,005
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: SATORI INVESTMENTS, INC. DEFINED BENEFIT PLAN & TRUST 2017 401k membership
Market value of plan assets2017-12-31789,989
Acturial value of plan assets2017-12-31789,989
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31456,605
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-31456,605
Total participant count2017-12-313
Total funding target for all participants2017-12-31456,605
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31192,721
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 balance2017-12-31192,721
Present value of excess contributions2017-12-3158,256
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3158,256
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 year2017-12-31199,871
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 date2017-12-310
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 cost2017-12-3115,229
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: SATORI INVESTMENTS, INC. DEFINED BENEFIT PLAN & TRUST 2016 401k membership
Market value of plan assets2016-12-31681,695
Acturial value of plan assets2016-12-31681,695
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-31397,784
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-31397,784
Total participant count2016-12-313
Total funding target for all participants2016-12-31397,784
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31195,894
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 balance2016-12-31195,894
Present value of excess contributions2016-12-3194,512
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3194,512
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 year2016-12-31192,721
Total employer contributions2016-12-3160,000
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 date2016-12-3158,156
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 cost2016-12-3122,095
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3158,156
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3