NICHOLAS BRANSCOMB has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NICHOLAS BRANSCOMB CASH BALANCE PLAN
Measure | Date | Value |
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2022: NICHOLAS BRANSCOMB CASH BALANCE PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 1,125,415 |
Acturial value of plan assets | 2022-12-31 | 1,125,415 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
Number of terminated vested participants | 2022-12-31 | 0 |
Fundng target for terminated vested participants | 2022-12-31 | 0 |
Active participant vested funding target | 2022-12-31 | 836,201 |
Number of active participants | 2022-12-31 | 2 |
Total funding liabilities for active participants | 2022-12-31 | 836,201 |
Total participant count | 2022-12-31 | 2 |
Total funding target for all participants | 2022-12-31 | 836,201 |
Present value of excess contributions | 2022-12-31 | 38,746 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 38,746 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 97,006 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 1 |
Additional cash requirement | 2022-12-31 | 1 |
Unpaid minimum required contributions for current year | 2022-12-31 | 1 |
Unpaid minimum required contributions for all years | 2022-12-31 | 1 |
Total participants, beginning-of-year | 2022-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: NICHOLAS BRANSCOMB CASH BALANCE PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 1,205,856 |
Acturial value of plan assets | 2021-12-31 | 1,205,856 |
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 | 665,182 |
Number of active participants | 2021-12-31 | 2 |
Total funding liabilities for active participants | 2021-12-31 | 665,182 |
Total participant count | 2021-12-31 | 2 |
Total funding target for all participants | 2021-12-31 | 665,182 |
Present value of excess contributions | 2021-12-31 | 133,837 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 133,837 |
Total employer contributions | 2021-12-31 | 40,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 38,746 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 93,784 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 38,746 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: NICHOLAS BRANSCOMB CASH BALANCE PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 841,894 |
Acturial value of plan assets | 2020-12-31 | 841,894 |
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 | 512,651 |
Number of active participants | 2020-12-31 | 2 |
Total funding liabilities for active participants | 2020-12-31 | 512,651 |
Total participant count | 2020-12-31 | 2 |
Total funding target for all participants | 2020-12-31 | 512,651 |
Present value of excess contributions | 2020-12-31 | 169,392 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 169,392 |
Total employer contributions | 2020-12-31 | 138,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 133,837 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 101,540 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 133,837 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: NICHOLAS BRANSCOMB CASH BALANCE PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 580,814 |
Acturial value of plan assets | 2019-12-31 | 580,814 |
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 | 347,453 |
Number of active participants | 2019-12-31 | 2 |
Total funding liabilities for active participants | 2019-12-31 | 347,453 |
Total participant count | 2019-12-31 | 2 |
Total funding target for all participants | 2019-12-31 | 347,453 |
Present value of excess contributions | 2019-12-31 | 104,227 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 104,227 |
Total employer contributions | 2019-12-31 | 171,193 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 169,392 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 90,608 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 169,392 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: NICHOLAS BRANSCOMB CASH BALANCE PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 385,619 |
Acturial value of plan assets | 2018-12-31 | 385,619 |
Active participant vested funding target | 2018-12-31 | 229,577 |
Number of active participants | 2018-12-31 | 2 |
Total funding liabilities for active participants | 2018-12-31 | 229,577 |
Total participant count | 2018-12-31 | 2 |
Total funding target for all participants | 2018-12-31 | 229,577 |
Present value of excess contributions | 2018-12-31 | 122,435 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 122,435 |
Total employer contributions | 2018-12-31 | 105,407 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 104,227 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 85,929 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 104,227 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: NICHOLAS BRANSCOMB CASH BALANCE PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 315,236 |
Acturial value of plan assets | 2017-12-31 | 315,236 |
Active participant vested funding target | 2017-12-31 | 126,032 |
Number of active participants | 2017-12-31 | 2 |
Total funding liabilities for active participants | 2017-12-31 | 126,032 |
Total participant count | 2017-12-31 | 2 |
Total funding target for all participants | 2017-12-31 | 126,032 |
Present value of excess contributions | 2017-12-31 | 132,412 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 132,412 |
Total employer contributions | 2017-12-31 | 125,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 122,435 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 80,953 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 122,435 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: NICHOLAS BRANSCOMB CASH BALANCE PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 131,618 |
Acturial value of plan assets | 2016-12-31 | 131,618 |
Active participant vested funding target | 2016-12-31 | 50,753 |
Number of active participants | 2016-12-31 | 2 |
Total funding liabilities for active participants | 2016-12-31 | 58,160 |
Total participant count | 2016-12-31 | 2 |
Total funding target for all participants | 2016-12-31 | 58,160 |
Present value of excess contributions | 2016-12-31 | 72,008 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 72,008 |
Total employer contributions | 2016-12-31 | 136,400 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 132,412 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 55,743 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 132,412 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |