401k Plan data: HART INSURANCE GROUP PENSION PLAN plan

HART INSURANCE GROUP PENSION PLAN 401k Plan overview

Plan Name	HART INSURANCE GROUP PENSION PLAN
Plan identification number	001

HART INSURANCE GROUP PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

HART INSURANCE GROUP has sponsored the creation of one or more 401k plans.

Company Name: HART INSURANCE GROUP

Employer identification number (EIN): 264187264

NAIC Classification: 524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HART INSURANCE GROUP PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CURTIS HART 2023-10-06
001 2021-01-01 CURTIS HART 2022-10-15
001 2020-01-01 CURTIS HART 2021-03-29
001 2019-01-01 CURTIS HART 2020-05-29
001 2018-01-01 CURTIS HART 2019-05-28
001 2017-01-01 CURTIS HART 2018-10-11
001 2016-01-01 CURTIS HART 2017-06-16
001 2015-01-01 CURTIS HART 2016-10-06
001 2014-01-01 CURTIS HART 2015-10-13
001 2013-01-01 CURTIS HART 2014-10-15
001 2012-01-01 CURTIS HART 2013-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	CURTIS HART	2023-10-06
001	2021-01-01	CURTIS HART	2022-10-15
001	2020-01-01	CURTIS HART	2021-03-29
001	2019-01-01	CURTIS HART	2020-05-29
001	2018-01-01	CURTIS HART	2019-05-28
001	2017-01-01	CURTIS HART	2018-10-11
001	2016-01-01	CURTIS HART	2017-06-16
001	2015-01-01	CURTIS HART	2016-10-06
001	2014-01-01	CURTIS HART	2015-10-13
001	2013-01-01	CURTIS HART	2014-10-15
001	2012-01-01	CURTIS HART	2013-10-14

Plan Statistics for HART INSURANCE GROUP PENSION PLAN

401k plan membership statisitcs for HART INSURANCE GROUP PENSION PLAN

Measure Date Value
2022: HART INSURANCE GROUP PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,323,464
Acturial value of plan assets 2022-12-31 1,323,464
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 3,319
Active participant vested funding target 2022-12-31 1,196,373
Number of active participants 2022-12-31 1
Total funding liabilities for active participants 2022-12-31 1,196,373
Total participant count 2022-12-31 2
Total funding target for all participants 2022-12-31 1,199,692
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 104,408
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 61,811
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 42,597
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available 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 45,570
Total employer contributions 2022-12-31 93,000
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 85,906
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 2022-12-31 106,713
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 28,511
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 28,511
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 85,906
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: HART INSURANCE GROUP PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,216,960
Acturial value of plan assets 2021-12-31 1,216,960
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 1,112,466
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 1,112,466
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 1,112,466
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 204,226
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 40,568
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 163,658
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
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 68,300
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 104,408
Total employer contributions 2021-12-31 52,000
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 49,195
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 2021-12-31 111,092
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 2021-12-31 111,006
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 61,811
Additional cash requirement 2021-12-31 49,195
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 49,195
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: HART INSURANCE GROUP PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,126,266
Acturial value of plan assets 2020-12-31 1,126,266
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 892,179
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 892,179
Total participant count 2020-12-31 2
Total funding target for all participants 2020-12-31 892,179
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 258,285
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 78,334
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 179,951
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 2020-12-31 204,226
Total employer contributions 2020-12-31 35,000
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 32,896
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 2020-12-31 103,325
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 73,464
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 40,568
Additional cash requirement 2020-12-31 32,896
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 32,896
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: HART INSURANCE GROUP PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,009,419
Acturial value of plan assets 2019-12-31 1,009,419
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 751,083
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 751,083
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 751,083
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 355,405
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 2019-12-31 355,405
Present value of excess contributions 2019-12-31 49,449
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 52,184
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 52,184
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 138,500
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 258,285
Total employer contributions 2019-12-31 22,347
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 21,189
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 99,574
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 99,523
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 78,334
Additional cash requirement 2019-12-31 21,189
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 21,189
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: HART INSURANCE GROUP PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,004,135
Acturial value of plan assets 2018-12-31 1,004,135
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 616,113
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 616,113
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 616,113
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 193,148
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 2018-12-31 193,148
Present value of excess contributions 2018-12-31 137,370
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 145,241
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 145,241
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 2018-12-31 355,405
Total employer contributions 2018-12-31 118,000
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 2018-12-31 111,553
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 94,721
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 62,104
Additional cash requirement 2018-12-31 62,104
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 111,553
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: HART INSURANCE GROUP PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 681,297
Acturial value of plan assets 2017-12-31 681,297
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 488,100
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 488,100
Total participant count 2017-12-31 2
Total funding target for all participants 2017-12-31 488,100
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 161,579
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 161,579
Present value of excess contributions 2017-12-31 61,688
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 65,334
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 65,334
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 42,700
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 193,148
Total employer contributions 2017-12-31 244,000
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 2017-12-31 228,045
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 90,724
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 90,675
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 90,675
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 228,045
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: HART INSURANCE GROUP PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 530,971
Acturial value of plan assets 2016-12-31 530,971
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 369,330
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 369,330
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 369,330
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 118,098
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 2016-12-31 118,098
Present value of excess contributions 2016-12-31 80,640
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 85,567
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 85,567
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 39,500
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 161,579
Total employer contributions 2016-12-31 160,000
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 2016-12-31 148,371
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 86,745
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 86,683
Additional cash requirement 2016-12-31 86,683
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 148,371
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: HART INSURANCE GROUP PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,323,464
Acturial value of plan assets	2022-12-31	1,323,464
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	3,319
Active participant vested funding target	2022-12-31	1,196,373
Number of active participants	2022-12-31	1
Total funding liabilities for active participants	2022-12-31	1,196,373
Total participant count	2022-12-31	2
Total funding target for all participants	2022-12-31	1,199,692
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	104,408
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	61,811
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	42,597
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available 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	45,570
Total employer contributions	2022-12-31	93,000
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	85,906
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	106,713
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	28,511
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	28,511
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	85,906
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: HART INSURANCE GROUP PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,216,960
Acturial value of plan assets	2021-12-31	1,216,960
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	1,112,466
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	1,112,466
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	1,112,466
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	204,226
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	40,568
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	163,658
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
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	68,300
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	104,408
Total employer contributions	2021-12-31	52,000
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	49,195
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	111,092
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	111,006
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	61,811
Additional cash requirement	2021-12-31	49,195
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	49,195
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: HART INSURANCE GROUP PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,126,266
Acturial value of plan assets	2020-12-31	1,126,266
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	892,179
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	892,179
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	892,179
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	258,285
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	78,334
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	179,951
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	204,226
Total employer contributions	2020-12-31	35,000
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	32,896
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	103,325
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	73,464
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	40,568
Additional cash requirement	2020-12-31	32,896
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	32,896
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: HART INSURANCE GROUP PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,009,419
Acturial value of plan assets	2019-12-31	1,009,419
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	751,083
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	751,083
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	751,083
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	355,405
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	355,405
Present value of excess contributions	2019-12-31	49,449
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	52,184
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	52,184
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	138,500
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	258,285
Total employer contributions	2019-12-31	22,347
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	21,189
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	99,574
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	99,523
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	78,334
Additional cash requirement	2019-12-31	21,189
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	21,189
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: HART INSURANCE GROUP PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,004,135
Acturial value of plan assets	2018-12-31	1,004,135
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	616,113
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	616,113
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	616,113
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	193,148
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	193,148
Present value of excess contributions	2018-12-31	137,370
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	145,241
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	145,241
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	355,405
Total employer contributions	2018-12-31	118,000
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	111,553
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	94,721
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	62,104
Additional cash requirement	2018-12-31	62,104
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	111,553
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: HART INSURANCE GROUP PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	681,297
Acturial value of plan assets	2017-12-31	681,297
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	488,100
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	488,100
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	488,100
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	161,579
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	161,579
Present value of excess contributions	2017-12-31	61,688
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	65,334
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	65,334
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	42,700
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	193,148
Total employer contributions	2017-12-31	244,000
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	228,045
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	90,724
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	90,675
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	90,675
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	228,045
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: HART INSURANCE GROUP PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	530,971
Acturial value of plan assets	2016-12-31	530,971
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	369,330
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	369,330
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	369,330
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	118,098
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	118,098
Present value of excess contributions	2016-12-31	80,640
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	85,567
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	85,567
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	39,500
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	161,579
Total employer contributions	2016-12-31	160,000
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	148,371
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	86,745
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	86,683
Additional cash requirement	2016-12-31	86,683
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	148,371
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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HART INSURANCE AGENCY GCF BENEFIT PLAN [EIN = 580962055]

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Company Name:	HART INSURANCE GROUP
Employer identification number (EIN):	264187264
NAIC Classification:	524140