WOODWARD GROUP, LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: SURF'S UP CASH BALANCE PLAN 2022 401k membership |
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Market value of plan assets | 2022-07-31 | 2,459,222 |
Acturial value of plan assets | 2022-07-31 | 2,459,222 |
Funding target for retired participants and beneficiaries receiving payment | 2022-07-31 | 0 |
Number of terminated vested participants | 2022-07-31 | 28 |
Fundng target for terminated vested participants | 2022-07-31 | 2,453,446 |
Active participant vested funding target | 2022-07-31 | 0 |
Number of active participants | 2022-07-31 | 0 |
Total funding liabilities for active participants | 2022-07-31 | 0 |
Total participant count | 2022-07-31 | 28 |
Total funding target for all participants | 2022-07-31 | 2,453,446 |
Balance at beginning of prior year after applicable adjustments | 2022-07-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-07-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-07-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-07-31 | 0 |
Amount remaining of carryover balance | 2022-07-31 | 0 |
Amount remaining of prefunding balance | 2022-07-31 | 0 |
Present value of excess contributions | 2022-07-31 | 5,943 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-07-31 | 5,943 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-07-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-07-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-07-31 | 0 |
Balance of carryovers at beginning of current year | 2022-07-31 | 0 |
Balance of prefunding at beginning of current year | 2022-07-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-07-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-07-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-07-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-07-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-07-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-07-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-07-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2022-07-31 | 0 |
Waiver amortization installment | 2022-07-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-07-31 | 0 |
Additional cash requirement | 2022-07-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-07-31 | 0 |
Unpaid minimum required contributions for current year | 2022-07-31 | 0 |
Unpaid minimum required contributions for all years | 2022-07-31 | 0 |
2021: SURF'S UP CASH BALANCE PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 2,248,043 |
Acturial value of plan assets | 2021-12-31 | 2,248,043 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 28 |
Fundng target for terminated vested participants | 2021-12-31 | 1,670,059 |
Active participant vested funding target | 2021-12-31 | 0 |
Number of active participants | 2021-12-31 | 0 |
Total funding liabilities for active participants | 2021-12-31 | 0 |
Total participant count | 2021-12-31 | 28 |
Total funding target for all participants | 2021-12-31 | 1,670,059 |
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 | 374,284 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 374,284 |
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 | 213,972 |
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 | 211,144 |
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 | 783,185 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 205,201 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 205,201 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 211,144 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: SURF'S UP CASH BALANCE PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 1,676,897 |
Acturial value of plan assets | 2020-12-31 | 1,676,897 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 8 |
Fundng target for terminated vested participants | 2020-12-31 | 881 |
Active participant vested funding target | 2020-12-31 | 1,476,837 |
Number of active participants | 2020-12-31 | 10 |
Total funding liabilities for active participants | 2020-12-31 | 1,476,837 |
Total participant count | 2020-12-31 | 18 |
Total funding target for all participants | 2020-12-31 | 1,477,718 |
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 | 14,757 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 14,757 |
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 | 384,587 |
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 | 374,284 |
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 | 112,707 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 374,284 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: SURF'S UP CASH BALANCE PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 1,082,903 |
Acturial value of plan assets | 2019-12-31 | 1,082,903 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 4 |
Fundng target for terminated vested participants | 2019-12-31 | 396 |
Active participant vested funding target | 2019-12-31 | 959,121 |
Number of active participants | 2019-12-31 | 15 |
Total funding liabilities for active participants | 2019-12-31 | 959,121 |
Total participant count | 2019-12-31 | 19 |
Total funding target for all participants | 2019-12-31 | 959,517 |
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 | 31,695 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 31,695 |
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 | 481,818 |
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 | 446,901 |
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 | 555,530 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 432,144 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 432,144 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 446,901 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: SURF'S UP CASH BALANCE PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 463,205 |
Acturial value of plan assets | 2018-12-31 | 463,205 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 4 |
Fundng target for terminated vested participants | 2018-12-31 | 263 |
Active participant vested funding target | 2018-12-31 | 115 |
Number of active participants | 2018-12-31 | 11 |
Total funding liabilities for active participants | 2018-12-31 | 521,875 |
Total participant count | 2018-12-31 | 15 |
Total funding target for all participants | 2018-12-31 | 522,138 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 4,698 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 4,698 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 522,877 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 504,481 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 463,165 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 58,933 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 472,786 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 472,786 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 504,481 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: SURF'S UP CASH BALANCE PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 0 |
Acturial value of plan assets | 2017-12-31 | 0 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 5 |
Fundng target for terminated vested participants | 2017-12-31 | 0 |
Active participant vested funding target | 2017-12-31 | 0 |
Number of active participants | 2017-12-31 | 4 |
Total funding liabilities for active participants | 2017-12-31 | 0 |
Total participant count | 2017-12-31 | 9 |
Total funding target for all participants | 2017-12-31 | 0 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 498,925 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 489,024 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 484,326 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 484,326 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 484,326 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 489,024 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |