401k Plan data: SANTA CATALINA ISLAND CONSERVANCY DEFINED BENEFIT PENSION PLAN plan

SANTA CATALINA ISLAND CONSERVANCY DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	SANTA CATALINA ISLAND CONSERVANCY DEFINED BENEFIT PENSION PLAN
Plan identification number	001

SANTA CATALINA ISLAND CONSERVANCY DEFINED BENEFIT PENSION 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). 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).

401k Sponsoring company profile

SANTA CATALINA ISLAND CONSERVANCY has sponsored the creation of one or more 401k plans.

Company Name: SANTA CATALINA ISLAND CONSERVANCY

Employer identification number (EIN): 237228407

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about SANTA CATALINA ISLAND CONSERVANCY

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0657127

More information about SANTA CATALINA ISLAND CONSERVANCY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANTA CATALINA ISLAND CONSERVANCY DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 LARRY LLOYD 2015-10-13
001 2013-01-01 FILED WITH AN AUTHORIZED SIGNATURE 2014-10-07
001 2012-01-01 FILED WITH AN AUTHORIZED SIGNATURE 2013-10-14
001 2011-01-01 LARRY LLOYD 2012-10-15
001 2010-01-01 MILTON L. DINKEL 2011-09-28 MILTON L. DINKEL 2011-09-28

Plan Statistics for SANTA CATALINA ISLAND CONSERVANCY DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for SANTA CATALINA ISLAND CONSERVANCY DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: SANTA CATALINA ISLAND CONSERVANCY DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,509,781
Acturial value of plan assets 2022-12-31 2,423,403
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 643,709
Number of terminated vested participants 2022-12-31 10
Fundng target for terminated vested participants 2022-12-31 390,394
Active participant vested funding target 2022-12-31 874,844
Number of active participants 2022-12-31 11
Total funding liabilities for active participants 2022-12-31 874,865
Total participant count 2022-12-31 25
Total funding target for all participants 2022-12-31 1,908,968
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 370,213
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 2022-12-31 370,213
Present value of excess contributions 2022-12-31 152,299
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 160,401
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 160,401
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 2022-12-31 564,340
Total employer contributions 2022-12-31 250,000
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 2022-12-31 246,435
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 0
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 246,435
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: SANTA CATALINA ISLAND CONSERVANCY DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,255,539
Acturial value of plan assets 2021-12-31 2,147,038
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 693,317
Number of terminated vested participants 2021-12-31 10
Fundng target for terminated vested participants 2021-12-31 391,416
Active participant vested funding target 2021-12-31 832,930
Number of active participants 2021-12-31 12
Total funding liabilities for active participants 2021-12-31 833,015
Total participant count 2021-12-31 27
Total funding target for all participants 2021-12-31 1,917,748
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 301,257
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 48,249
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 253,008
Present value of excess contributions 2021-12-31 87,088
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 93,549
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 93,549
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 2021-12-31 370,213
Total employer contributions 2021-12-31 160,000
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 2021-12-31 152,299
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
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 0
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 152,299
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: SANTA CATALINA ISLAND CONSERVANCY DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,311,038
Acturial value of plan assets 2020-12-31 2,262,406
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 181,808
Number of terminated vested participants 2020-12-31 11
Fundng target for terminated vested participants 2020-12-31 988,925
Active participant vested funding target 2020-12-31 1,038,242
Number of active participants 2020-12-31 15
Total funding liabilities for active participants 2020-12-31 1,038,815
Total participant count 2020-12-31 29
Total funding target for all participants 2020-12-31 2,209,548
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 263,621
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 2020-12-31 263,621
Present value of excess contributions 2020-12-31 893
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 940
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 940
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 2020-12-31 301,257
Total employer contributions 2020-12-31 120,000
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 2020-12-31 112,216
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
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 0
Net shortfall amortization installment of oustanding balance 2020-12-31 248,399
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 73,377
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 48,249
Additional cash requirement 2020-12-31 25,128
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 112,216
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: SANTA CATALINA ISLAND CONSERVANCY DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,979,466
Acturial value of plan assets 2019-12-31 2,060,616
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 184,781
Number of terminated vested participants 2019-12-31 11
Fundng target for terminated vested participants 2019-12-31 927,973
Active participant vested funding target 2019-12-31 977,442
Number of active participants 2019-12-31 15
Total funding liabilities for active participants 2019-12-31 980,399
Total participant count 2019-12-31 29
Total funding target for all participants 2019-12-31 2,093,153
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 172,384
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 2019-12-31 172,384
Present value of excess contributions 2019-12-31 92,352
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 97,339
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 97,339
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 2019-12-31 263,621
Total employer contributions 2019-12-31 77,000
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 72,390
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
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 0
Net shortfall amortization installment of oustanding balance 2019-12-31 296,158
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 71,497
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 71,497
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 72,390
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: SANTA CATALINA ISLAND CONSERVANCY DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,155,910
Acturial value of plan assets 2018-12-31 2,077,902
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 181,465
Number of terminated vested participants 2018-12-31 12
Fundng target for terminated vested participants 2018-12-31 1,030,327
Active participant vested funding target 2018-12-31 917,475
Number of active participants 2018-12-31 16
Total funding liabilities for active participants 2018-12-31 922,700
Total participant count 2018-12-31 31
Total funding target for all participants 2018-12-31 2,134,492
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 52,677
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 52,677
Present value of excess contributions 2018-12-31 107,368
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 113,359
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 113,359
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 2018-12-31 172,384
Total employer contributions 2018-12-31 120,000
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 2018-12-31 112,332
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 0
Net shortfall amortization installment of oustanding balance 2018-12-31 228,974
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 19,980
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 19,980
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 112,332
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: SANTA CATALINA ISLAND CONSERVANCY DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,845,201
Acturial value of plan assets 2017-12-31 1,878,410
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 182,898
Number of terminated vested participants 2017-12-31 13
Fundng target for terminated vested participants 2017-12-31 951,143
Active participant vested funding target 2017-12-31 967,090
Number of active participants 2017-12-31 17
Total funding liabilities for active participants 2017-12-31 974,343
Total participant count 2017-12-31 33
Total funding target for all participants 2017-12-31 2,108,384
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 7,809
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 7,809
Present value of excess contributions 2017-12-31 42,032
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 44,453
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 44,453
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 52,677
Total employer contributions 2017-12-31 204,000
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 2017-12-31 192,767
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 0
Net shortfall amortization installment of oustanding balance 2017-12-31 282,651
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 85,399
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 85,399
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 192,767
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: SANTA CATALINA ISLAND CONSERVANCY DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,612,341
Acturial value of plan assets 2016-12-31 1,696,519
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 184,076
Number of terminated vested participants 2016-12-31 9
Fundng target for terminated vested participants 2016-12-31 548,424
Active participant vested funding target 2016-12-31 1,249,534
Number of active participants 2016-12-31 21
Total funding liabilities for active participants 2016-12-31 1,257,650
Total participant count 2016-12-31 33
Total funding target for all participants 2016-12-31 1,990,150
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 7,469
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 7,469
Present value of excess contributions 2016-12-31 328
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 348
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 348
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 7,809
Total employer contributions 2016-12-31 163,000
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 2016-12-31 155,201
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 0
Net shortfall amortization installment of oustanding balance 2016-12-31 301,440
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 113,169
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 2016-12-31 113,169
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 155,201
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: SANTA CATALINA ISLAND CONSERVANCY DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,509,781
Acturial value of plan assets	2022-12-31	2,423,403
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	643,709
Number of terminated vested participants	2022-12-31	10
Fundng target for terminated vested participants	2022-12-31	390,394
Active participant vested funding target	2022-12-31	874,844
Number of active participants	2022-12-31	11
Total funding liabilities for active participants	2022-12-31	874,865
Total participant count	2022-12-31	25
Total funding target for all participants	2022-12-31	1,908,968
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	370,213
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	370,213
Present value of excess contributions	2022-12-31	152,299
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	160,401
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	160,401
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	564,340
Total employer contributions	2022-12-31	250,000
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	246,435
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	0
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	246,435
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: SANTA CATALINA ISLAND CONSERVANCY DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,255,539
Acturial value of plan assets	2021-12-31	2,147,038
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	693,317
Number of terminated vested participants	2021-12-31	10
Fundng target for terminated vested participants	2021-12-31	391,416
Active participant vested funding target	2021-12-31	832,930
Number of active participants	2021-12-31	12
Total funding liabilities for active participants	2021-12-31	833,015
Total participant count	2021-12-31	27
Total funding target for all participants	2021-12-31	1,917,748
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	301,257
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	48,249
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	253,008
Present value of excess contributions	2021-12-31	87,088
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	93,549
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	93,549
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	370,213
Total employer contributions	2021-12-31	160,000
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	152,299
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
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	0
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	152,299
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: SANTA CATALINA ISLAND CONSERVANCY DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,311,038
Acturial value of plan assets	2020-12-31	2,262,406
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	181,808
Number of terminated vested participants	2020-12-31	11
Fundng target for terminated vested participants	2020-12-31	988,925
Active participant vested funding target	2020-12-31	1,038,242
Number of active participants	2020-12-31	15
Total funding liabilities for active participants	2020-12-31	1,038,815
Total participant count	2020-12-31	29
Total funding target for all participants	2020-12-31	2,209,548
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	263,621
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	263,621
Present value of excess contributions	2020-12-31	893
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	940
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	940
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	301,257
Total employer contributions	2020-12-31	120,000
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	112,216
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
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	0
Net shortfall amortization installment of oustanding balance	2020-12-31	248,399
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	73,377
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	48,249
Additional cash requirement	2020-12-31	25,128
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	112,216
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: SANTA CATALINA ISLAND CONSERVANCY DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,979,466
Acturial value of plan assets	2019-12-31	2,060,616
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	184,781
Number of terminated vested participants	2019-12-31	11
Fundng target for terminated vested participants	2019-12-31	927,973
Active participant vested funding target	2019-12-31	977,442
Number of active participants	2019-12-31	15
Total funding liabilities for active participants	2019-12-31	980,399
Total participant count	2019-12-31	29
Total funding target for all participants	2019-12-31	2,093,153
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	172,384
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	172,384
Present value of excess contributions	2019-12-31	92,352
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	97,339
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	97,339
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	263,621
Total employer contributions	2019-12-31	77,000
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	72,390
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
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	0
Net shortfall amortization installment of oustanding balance	2019-12-31	296,158
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	71,497
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	71,497
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	72,390
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: SANTA CATALINA ISLAND CONSERVANCY DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,155,910
Acturial value of plan assets	2018-12-31	2,077,902
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	181,465
Number of terminated vested participants	2018-12-31	12
Fundng target for terminated vested participants	2018-12-31	1,030,327
Active participant vested funding target	2018-12-31	917,475
Number of active participants	2018-12-31	16
Total funding liabilities for active participants	2018-12-31	922,700
Total participant count	2018-12-31	31
Total funding target for all participants	2018-12-31	2,134,492
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	52,677
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	52,677
Present value of excess contributions	2018-12-31	107,368
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	113,359
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	113,359
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	172,384
Total employer contributions	2018-12-31	120,000
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	112,332
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	0
Net shortfall amortization installment of oustanding balance	2018-12-31	228,974
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	19,980
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	19,980
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	112,332
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: SANTA CATALINA ISLAND CONSERVANCY DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,845,201
Acturial value of plan assets	2017-12-31	1,878,410
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	182,898
Number of terminated vested participants	2017-12-31	13
Fundng target for terminated vested participants	2017-12-31	951,143
Active participant vested funding target	2017-12-31	967,090
Number of active participants	2017-12-31	17
Total funding liabilities for active participants	2017-12-31	974,343
Total participant count	2017-12-31	33
Total funding target for all participants	2017-12-31	2,108,384
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	7,809
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	7,809
Present value of excess contributions	2017-12-31	42,032
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	44,453
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	44,453
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	52,677
Total employer contributions	2017-12-31	204,000
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	192,767
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	0
Net shortfall amortization installment of oustanding balance	2017-12-31	282,651
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	85,399
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	85,399
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	192,767
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SANTA CATALINA ISLAND CONSERVANCY DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,612,341
Acturial value of plan assets	2016-12-31	1,696,519
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	184,076
Number of terminated vested participants	2016-12-31	9
Fundng target for terminated vested participants	2016-12-31	548,424
Active participant vested funding target	2016-12-31	1,249,534
Number of active participants	2016-12-31	21
Total funding liabilities for active participants	2016-12-31	1,257,650
Total participant count	2016-12-31	33
Total funding target for all participants	2016-12-31	1,990,150
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	7,469
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	7,469
Present value of excess contributions	2016-12-31	328
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	348
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	348
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	7,809
Total employer contributions	2016-12-31	163,000
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	155,201
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	0
Net shortfall amortization installment of oustanding balance	2016-12-31	301,440
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	113,169
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	113,169
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	155,201
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

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

Company Name:	SANTA CATALINA ISLAND CONSERVANCY
Employer identification number (EIN):	237228407
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0657127

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	LARRY LLOYD	2015-10-13
001	2013-01-01	FILED WITH AN AUTHORIZED SIGNATURE	2014-10-07
001	2012-01-01	FILED WITH AN AUTHORIZED SIGNATURE	2013-10-14
001	2011-01-01	LARRY LLOYD	2012-10-15
001	2010-01-01	MILTON L. DINKEL	2011-09-28	MILTON L. DINKEL	2011-09-28