401k Plan data: POLLARD (U.S.) LTD. RETIREMENT INCOME PLAN plan

POLLARD (U.S.) LTD. RETIREMENT INCOME PLAN 401k Plan overview

Plan Name	POLLARD (U.S.) LTD. RETIREMENT INCOME PLAN
Plan identification number	006

POLLARD (U.S.) LTD. RETIREMENT INCOME PLAN 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).

401k Sponsoring company profile

POLLARD BANKNOTE LTD. DBA POLLARD (U.S.) LTD. has sponsored the creation of one or more 401k plans.

Company Name: POLLARD BANKNOTE LTD. DBA POLLARD (U.S.) LTD.

Employer identification number (EIN): 222333711

NAIC Classification: 323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POLLARD (U.S.) LTD. RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2022-01-01 SUZANNE FOUILLEN 2023-10-11
006 2021-01-01 SUZANNE FOUILLEN 2022-10-14
006 2020-01-01 SUZANNE FOUILLEN 2021-10-14
006 2019-01-01 AVA GRUENER 2020-10-15
006 2018-01-01 AVA GRUENER 2019-10-14
006 2017-01-01 AVA GRUENER 2018-10-12
006 2016-01-01 AVA GRUENER 2017-10-13
006 2015-01-01 AVA GRUENER 2016-10-12
006 2014-01-01 AVA GRUENER 2015-10-13
006 2013-01-01 AVA GRUENER 2014-10-14 AVA GRUENER 2014-10-14
006 2012-01-01 AVA GRUENER 2013-10-10
006 2011-01-01 AVA GRUENER 2012-10-15 AVA GRUENER 2012-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
006	2022-01-01	SUZANNE FOUILLEN	2023-10-11
006	2021-01-01	SUZANNE FOUILLEN	2022-10-14
006	2020-01-01	SUZANNE FOUILLEN	2021-10-14
006	2019-01-01	AVA GRUENER	2020-10-15
006	2018-01-01	AVA GRUENER	2019-10-14
006	2017-01-01	AVA GRUENER	2018-10-12
006	2016-01-01	AVA GRUENER	2017-10-13
006	2015-01-01	AVA GRUENER	2016-10-12
006	2014-01-01	AVA GRUENER	2015-10-13
006	2013-01-01	AVA GRUENER	2014-10-14	AVA GRUENER	2014-10-14
006	2012-01-01	AVA GRUENER	2013-10-10
006	2011-01-01	AVA GRUENER	2012-10-15	AVA GRUENER	2012-10-15

Plan Statistics for POLLARD (U.S.) LTD. RETIREMENT INCOME PLAN

401k plan membership statisitcs for POLLARD (U.S.) LTD. RETIREMENT INCOME PLAN

Measure Date Value
2022: POLLARD (U.S.) LTD. RETIREMENT INCOME PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,259,264
Acturial value of plan assets 2022-12-31 2,204,092
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 55,747
Number of terminated vested participants 2022-12-31 15
Fundng target for terminated vested participants 2022-12-31 357,561
Active participant vested funding target 2022-12-31 1,624,551
Number of active participants 2022-12-31 48
Total funding liabilities for active participants 2022-12-31 1,673,844
Total participant count 2022-12-31 64
Total funding target for all participants 2022-12-31 2,087,152
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 10,906
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 11,534
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 2022-12-31 534,294
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 2022-12-31 498,203
Liquidity shortfalls end of Q1 2022-12-31 0
Liquidity shortfalls end of Q2 2022-12-31 0
Liquidity shortfalls end of Q3 2022-12-31 0
Liquidity shortfalls end of Q4 2022-12-31 0
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 2022-12-31 246,818
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 2022-12-31 129,878
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 2022-12-31 129,878
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 498,203
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: POLLARD (U.S.) LTD. RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,880,599
Acturial value of plan assets 2021-12-31 1,749,733
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 55,401
Number of terminated vested participants 2021-12-31 13
Fundng target for terminated vested participants 2021-12-31 291,919
Active participant vested funding target 2021-12-31 1,355,758
Number of active participants 2021-12-31 51
Total funding liabilities for active participants 2021-12-31 1,437,838
Total participant count 2021-12-31 65
Total funding target for all participants 2021-12-31 1,785,158
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 2021-12-31 278,901
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 2021-12-31 253,494
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 2021-12-31 239,285
Net shortfall amortization installment of oustanding balance 2021-12-31 35,425
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 242,588
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 2021-12-31 242,588
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 253,494
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: POLLARD (U.S.) LTD. RETIREMENT INCOME PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,687,824
Acturial value of plan assets 2020-12-31 1,649,576
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 57,373
Number of terminated vested participants 2020-12-31 16
Fundng target for terminated vested participants 2020-12-31 444,774
Active participant vested funding target 2020-12-31 1,066,915
Number of active participants 2020-12-31 45
Total funding liabilities for active participants 2020-12-31 1,133,137
Total participant count 2020-12-31 62
Total funding target for all participants 2020-12-31 1,635,284
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 1
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 1
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 2020-12-31 180,286
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 2020-12-31 164,419
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 2020-12-31 178,711
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 2020-12-31 164,419
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 2020-12-31 164,419
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 164,419
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: POLLARD (U.S.) LTD. RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,571,332
Acturial value of plan assets 2019-12-31 1,639,383
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 18
Fundng target for terminated vested participants 2019-12-31 432,499
Active participant vested funding target 2019-12-31 1,005,228
Number of active participants 2019-12-31 40
Total funding liabilities for active participants 2019-12-31 1,048,140
Total participant count 2019-12-31 58
Total funding target for all participants 2019-12-31 1,480,639
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 2019-12-31 182,715
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 193,641
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 6,518
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 5,924
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 2019-12-31 164,667
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 5,923
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 5,923
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 5,924
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: POLLARD (U.S.) LTD. RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,437,874
Acturial value of plan assets 2018-12-31 1,395,413
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 16
Fundng target for terminated vested participants 2018-12-31 322,527
Active participant vested funding target 2018-12-31 1,001,790
Number of active participants 2018-12-31 43
Total funding liabilities for active participants 2018-12-31 1,015,783
Total participant count 2018-12-31 59
Total funding target for all participants 2018-12-31 1,338,310
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 59,617
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 63,343
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 2018-12-31 297,000
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 2018-12-31 269,077
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 2018-12-31 143,465
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 86,362
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 86,362
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 269,077
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: POLLARD (U.S.) LTD. RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,420,926
Acturial value of plan assets 2017-12-31 1,444,632
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 17
Fundng target for terminated vested participants 2017-12-31 318,376
Active participant vested funding target 2017-12-31 994,481
Number of active participants 2017-12-31 42
Total funding liabilities for active participants 2017-12-31 1,014,252
Total participant count 2017-12-31 59
Total funding target for all participants 2017-12-31 1,332,628
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 74
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 79
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 66,100
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 59,617
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 2017-12-31 106,528
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 59,617
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: POLLARD (U.S.) LTD. RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,031,508
Acturial value of plan assets 2016-12-31 1,086,793
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 15
Fundng target for terminated vested participants 2016-12-31 262,242
Active participant vested funding target 2016-12-31 897,553
Number of active participants 2016-12-31 42
Total funding liabilities for active participants 2016-12-31 959,818
Total participant count 2016-12-31 57
Total funding target for all participants 2016-12-31 1,222,060
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 13
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 14
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 482,880
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 451,224
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 123,323
Net shortfall amortization installment of oustanding balance 2016-12-31 135,267
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 147,089
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 147,089
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 451,224
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: POLLARD (U.S.) LTD. RETIREMENT INCOME PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,259,264
Acturial value of plan assets	2022-12-31	2,204,092
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	55,747
Number of terminated vested participants	2022-12-31	15
Fundng target for terminated vested participants	2022-12-31	357,561
Active participant vested funding target	2022-12-31	1,624,551
Number of active participants	2022-12-31	48
Total funding liabilities for active participants	2022-12-31	1,673,844
Total participant count	2022-12-31	64
Total funding target for all participants	2022-12-31	2,087,152
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	10,906
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	11,534
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	534,294
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	498,203
Liquidity shortfalls end of Q1	2022-12-31	0
Liquidity shortfalls end of Q2	2022-12-31	0
Liquidity shortfalls end of Q3	2022-12-31	0
Liquidity shortfalls end of Q4	2022-12-31	0
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	246,818
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	129,878
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	129,878
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	498,203
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: POLLARD (U.S.) LTD. RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,880,599
Acturial value of plan assets	2021-12-31	1,749,733
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	55,401
Number of terminated vested participants	2021-12-31	13
Fundng target for terminated vested participants	2021-12-31	291,919
Active participant vested funding target	2021-12-31	1,355,758
Number of active participants	2021-12-31	51
Total funding liabilities for active participants	2021-12-31	1,437,838
Total participant count	2021-12-31	65
Total funding target for all participants	2021-12-31	1,785,158
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	278,901
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	253,494
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	239,285
Net shortfall amortization installment of oustanding balance	2021-12-31	35,425
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	242,588
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	242,588
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	253,494
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: POLLARD (U.S.) LTD. RETIREMENT INCOME PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,687,824
Acturial value of plan assets	2020-12-31	1,649,576
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	57,373
Number of terminated vested participants	2020-12-31	16
Fundng target for terminated vested participants	2020-12-31	444,774
Active participant vested funding target	2020-12-31	1,066,915
Number of active participants	2020-12-31	45
Total funding liabilities for active participants	2020-12-31	1,133,137
Total participant count	2020-12-31	62
Total funding target for all participants	2020-12-31	1,635,284
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	1
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	1
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	180,286
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	164,419
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	178,711
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	164,419
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	164,419
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	164,419
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: POLLARD (U.S.) LTD. RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,571,332
Acturial value of plan assets	2019-12-31	1,639,383
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	18
Fundng target for terminated vested participants	2019-12-31	432,499
Active participant vested funding target	2019-12-31	1,005,228
Number of active participants	2019-12-31	40
Total funding liabilities for active participants	2019-12-31	1,048,140
Total participant count	2019-12-31	58
Total funding target for all participants	2019-12-31	1,480,639
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	182,715
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	193,641
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	6,518
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	5,924
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	164,667
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	5,923
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	5,923
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	5,924
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: POLLARD (U.S.) LTD. RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,437,874
Acturial value of plan assets	2018-12-31	1,395,413
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	16
Fundng target for terminated vested participants	2018-12-31	322,527
Active participant vested funding target	2018-12-31	1,001,790
Number of active participants	2018-12-31	43
Total funding liabilities for active participants	2018-12-31	1,015,783
Total participant count	2018-12-31	59
Total funding target for all participants	2018-12-31	1,338,310
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	59,617
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	63,343
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	297,000
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	269,077
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	143,465
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	86,362
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	86,362
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	269,077
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: POLLARD (U.S.) LTD. RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,420,926
Acturial value of plan assets	2017-12-31	1,444,632
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	17
Fundng target for terminated vested participants	2017-12-31	318,376
Active participant vested funding target	2017-12-31	994,481
Number of active participants	2017-12-31	42
Total funding liabilities for active participants	2017-12-31	1,014,252
Total participant count	2017-12-31	59
Total funding target for all participants	2017-12-31	1,332,628
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	74
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	79
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	66,100
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	59,617
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	106,528
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	59,617
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: POLLARD (U.S.) LTD. RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,031,508
Acturial value of plan assets	2016-12-31	1,086,793
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	15
Fundng target for terminated vested participants	2016-12-31	262,242
Active participant vested funding target	2016-12-31	897,553
Number of active participants	2016-12-31	42
Total funding liabilities for active participants	2016-12-31	959,818
Total participant count	2016-12-31	57
Total funding target for all participants	2016-12-31	1,222,060
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	13
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	14
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	482,880
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	451,224
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	123,323
Net shortfall amortization installment of oustanding balance	2016-12-31	135,267
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	147,089
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	147,089
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	451,224
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	POLLARD BANKNOTE LTD. DBA POLLARD (U.S.) LTD.
Employer identification number (EIN):	222333711
NAIC Classification:	323100