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Plan Name | RETIREMENT PLAN OF KERR LAKESIDE, INC. |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | KERR LAKESIDE INC. |
Employer identification number (EIN): | 340688717 |
NAIC Classification: | 332700 |
Additional information about KERR LAKESIDE INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1948-08-26 |
Company Identification Number: | 209601 |
Legal Registered Office Address: |
26841 TUNGSTEN RD. - EUCLID United States of America (USA) 44132 |
More information about KERR LAKESIDE INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-07-01 | ALEXANDER KERR | 2024-03-27 | ||
002 | 2021-07-01 | ALEXANDER KERR | 2023-04-11 | ||
002 | 2020-07-01 | ALEXANDER KERR | 2022-03-24 | ||
002 | 2019-07-01 | ALEXANDER KERR | 2021-04-08 | ||
002 | 2018-07-01 | ALEX KERR | 2020-03-23 | ||
002 | 2017-07-01 | CHARLES L KERR | 2019-04-09 | ||
002 | 2016-07-01 | CHARLES L KERR | 2018-04-12 | ||
002 | 2015-07-01 | CHARLES L KERR | 2017-04-04 | ||
002 | 2014-07-01 | CHARLES L. KERR II | 2016-01-21 | ||
002 | 2013-07-01 | CHARLES L. KERR II | 2015-01-26 | ||
002 | 2012-07-01 | CHARLES L. KERR II | 2013-12-12 | ||
002 | 2011-07-01 | CHARLES L. KERR II | 2013-01-28 | ||
002 | 2010-07-01 | CHARLES L. KERR II | 2012-02-29 |
Measure | Date | Value |
---|---|---|
2022: RETIREMENT PLAN OF KERR LAKESIDE, INC. 2022 401k membership | ||
Market value of plan assets | 2022-06-30 | 3,109,057 |
Acturial value of plan assets | 2022-06-30 | 3,109,057 |
Funding target for retired participants and beneficiaries receiving payment | 2022-06-30 | 314,510 |
Number of terminated vested participants | 2022-06-30 | 19 |
Fundng target for terminated vested participants | 2022-06-30 | 409,875 |
Active participant vested funding target | 2022-06-30 | 2,706,141 |
Number of active participants | 2022-06-30 | 36 |
Total funding liabilities for active participants | 2022-06-30 | 2,717,928 |
Total participant count | 2022-06-30 | 63 |
Total funding target for all participants | 2022-06-30 | 3,442,313 |
Balance at beginning of prior year after applicable adjustments | 2022-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-06-30 | 118,536 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-06-30 | 0 |
Amount remaining of carryover balance | 2022-06-30 | 0 |
Amount remaining of prefunding balance | 2022-06-30 | 118,536 |
Present value of excess contributions | 2022-06-30 | 136,930 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-06-30 | 144,735 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-06-30 | 0 |
Balance of carryovers at beginning of current year | 2022-06-30 | 0 |
Balance of prefunding at beginning of current year | 2022-06-30 | 131,255 |
Total employer contributions | 2022-06-30 | 1,189,200 |
Total employee contributions | 2022-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-06-30 | 1,097,459 |
Liquidity shortfalls end of Q1 | 2022-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2022-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2022-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2022-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2022-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-06-30 | 162,201 |
Net shortfall amortization installment of oustanding balance | 2022-06-30 | 464,511 |
Waiver amortization installment | 2022-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-06-30 | 211,049 |
Additional cash requirement | 2022-06-30 | 211,049 |
Contributions allocatedtoward minimum required contributions for current year | 2022-06-30 | 1,097,459 |
Unpaid minimum required contributions for current year | 2022-06-30 | 0 |
Unpaid minimum required contributions for all years | 2022-06-30 | 0 |
2021: RETIREMENT PLAN OF KERR LAKESIDE, INC. 2021 401k membership | ||
Market value of plan assets | 2021-06-30 | 2,915,308 |
Acturial value of plan assets | 2021-06-30 | 2,915,308 |
Funding target for retired participants and beneficiaries receiving payment | 2021-06-30 | 324,766 |
Number of terminated vested participants | 2021-06-30 | 14 |
Fundng target for terminated vested participants | 2021-06-30 | 214,450 |
Active participant vested funding target | 2021-06-30 | 2,818,617 |
Number of active participants | 2021-06-30 | 45 |
Total funding liabilities for active participants | 2021-06-30 | 2,830,037 |
Total participant count | 2021-06-30 | 67 |
Total funding target for all participants | 2021-06-30 | 3,369,253 |
Balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-06-30 | 110,020 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-06-30 | 0 |
Amount remaining of carryover balance | 2021-06-30 | 0 |
Amount remaining of prefunding balance | 2021-06-30 | 110,020 |
Present value of excess contributions | 2021-06-30 | 39,254 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-06-30 | 41,417 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-06-30 | 0 |
Balance of carryovers at beginning of current year | 2021-06-30 | 0 |
Balance of prefunding at beginning of current year | 2021-06-30 | 118,536 |
Total employer contributions | 2021-06-30 | 338,200 |
Total employee contributions | 2021-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-06-30 | 326,039 |
Unpaid minimum required contributions for all prior years | 2021-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-06-30 | 132,549 |
Net shortfall amortization installment of oustanding balance | 2021-06-30 | 572,481 |
Waiver amortization installment | 2021-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-06-30 | 189,109 |
Carryover balance elected to use to offset funding requirement | 2021-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-06-30 | 0 |
Additional cash requirement | 2021-06-30 | 189,109 |
Contributions allocatedtoward minimum required contributions for current year | 2021-06-30 | 326,039 |
Unpaid minimum required contributions for current year | 2021-06-30 | 0 |
Unpaid minimum required contributions for all years | 2021-06-30 | 0 |
2020: RETIREMENT PLAN OF KERR LAKESIDE, INC. 2020 401k membership | ||
Market value of plan assets | 2020-06-30 | 3,254,123 |
Acturial value of plan assets | 2020-06-30 | 3,254,123 |
Funding target for retired participants and beneficiaries receiving payment | 2020-06-30 | 385,568 |
Number of terminated vested participants | 2020-06-30 | 15 |
Fundng target for terminated vested participants | 2020-06-30 | 353,357 |
Active participant vested funding target | 2020-06-30 | 3,038,768 |
Number of active participants | 2020-06-30 | 52 |
Total funding liabilities for active participants | 2020-06-30 | 3,090,690 |
Total participant count | 2020-06-30 | 76 |
Total funding target for all participants | 2020-06-30 | 3,829,615 |
Balance at beginning of prior year after applicable adjustments | 2020-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-06-30 | 251,519 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-06-30 | 144,402 |
Amount remaining of carryover balance | 2020-06-30 | 0 |
Amount remaining of prefunding balance | 2020-06-30 | 107,117 |
Present value of excess contributions | 2020-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-06-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-06-30 | 0 |
Balance of carryovers at beginning of current year | 2020-06-30 | 0 |
Balance of prefunding at beginning of current year | 2020-06-30 | 110,020 |
Total employer contributions | 2020-06-30 | 253,600 |
Total employee contributions | 2020-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-06-30 | 245,169 |
Liquidity shortfalls end of Q1 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2020-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2020-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-06-30 | 142,534 |
Net shortfall amortization installment of oustanding balance | 2020-06-30 | 685,512 |
Waiver amortization installment | 2020-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-06-30 | 205,915 |
Carryover balance elected to use to offset funding requirement | 2020-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-06-30 | 0 |
Additional cash requirement | 2020-06-30 | 205,915 |
Contributions allocatedtoward minimum required contributions for current year | 2020-06-30 | 245,169 |
Unpaid minimum required contributions for current year | 2020-06-30 | 0 |
Unpaid minimum required contributions for all years | 2020-06-30 | 0 |
2019: RETIREMENT PLAN OF KERR LAKESIDE, INC. 2019 401k membership | ||
Market value of plan assets | 2019-06-30 | 3,135,356 |
Acturial value of plan assets | 2019-06-30 | 3,135,356 |
Funding target for retired participants and beneficiaries receiving payment | 2019-06-30 | 318,922 |
Number of terminated vested participants | 2019-06-30 | 15 |
Fundng target for terminated vested participants | 2019-06-30 | 301,622 |
Active participant vested funding target | 2019-06-30 | 2,694,483 |
Number of active participants | 2019-06-30 | 51 |
Total funding liabilities for active participants | 2019-06-30 | 2,746,593 |
Total participant count | 2019-06-30 | 74 |
Total funding target for all participants | 2019-06-30 | 3,367,137 |
Balance at beginning of prior year after applicable adjustments | 2019-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-06-30 | 473,048 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-06-30 | 228,807 |
Amount remaining of carryover balance | 2019-06-30 | 0 |
Amount remaining of prefunding balance | 2019-06-30 | 244,241 |
Present value of excess contributions | 2019-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-06-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-06-30 | 0 |
Balance of carryovers at beginning of current year | 2019-06-30 | 0 |
Balance of prefunding at beginning of current year | 2019-06-30 | 251,519 |
Total employer contributions | 2019-06-30 | 114,600 |
Total employee contributions | 2019-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-06-30 | 109,003 |
Liquidity shortfalls end of Q1 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2019-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-06-30 | 152,673 |
Net shortfall amortization installment of oustanding balance | 2019-06-30 | 483,300 |
Waiver amortization installment | 2019-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-06-30 | 253,405 |
Carryover balance elected to use to offset funding requirement | 2019-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-06-30 | 144,402 |
Additional cash requirement | 2019-06-30 | 109,003 |
Contributions allocatedtoward minimum required contributions for current year | 2019-06-30 | 109,003 |
Unpaid minimum required contributions for current year | 2019-06-30 | 0 |
Unpaid minimum required contributions for all years | 2019-06-30 | 0 |
2018: RETIREMENT PLAN OF KERR LAKESIDE, INC. 2018 401k membership | ||
Market value of plan assets | 2018-06-30 | 3,198,661 |
Acturial value of plan assets | 2018-06-30 | 3,198,661 |
Funding target for retired participants and beneficiaries receiving payment | 2018-06-30 | 298,461 |
Number of terminated vested participants | 2018-06-30 | 16 |
Fundng target for terminated vested participants | 2018-06-30 | 340,722 |
Active participant vested funding target | 2018-06-30 | 2,464,213 |
Number of active participants | 2018-06-30 | 55 |
Total funding liabilities for active participants | 2018-06-30 | 2,521,625 |
Total participant count | 2018-06-30 | 78 |
Total funding target for all participants | 2018-06-30 | 3,160,808 |
Balance at beginning of prior year after applicable adjustments | 2018-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-06-30 | 266,022 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-06-30 | 186,815 |
Amount remaining of carryover balance | 2018-06-30 | 0 |
Amount remaining of prefunding balance | 2018-06-30 | 79,207 |
Present value of excess contributions | 2018-06-30 | 367,414 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-06-30 | 389,247 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-06-30 | 389,247 |
Reductions in caryover balances due to elections or deemed elections | 2018-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-06-30 | 0 |
Balance of carryovers at beginning of current year | 2018-06-30 | 0 |
Balance of prefunding at beginning of current year | 2018-06-30 | 473,048 |
Total employer contributions | 2018-06-30 | 0 |
Total employee contributions | 2018-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-06-30 | 0 |
Liquidity shortfalls end of Q1 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2018-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2018-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-06-30 | 146,188 |
Net shortfall amortization installment of oustanding balance | 2018-06-30 | 435,195 |
Waiver amortization installment | 2018-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-06-30 | 228,807 |
Carryover balance elected to use to offset funding requirement | 2018-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-06-30 | 228,807 |
Additional cash requirement | 2018-06-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-06-30 | 0 |
Unpaid minimum required contributions for current year | 2018-06-30 | 0 |
Unpaid minimum required contributions for all years | 2018-06-30 | 0 |
2017: RETIREMENT PLAN OF KERR LAKESIDE, INC. 2017 401k membership | ||
Market value of plan assets | 2017-06-30 | 2,708,541 |
Acturial value of plan assets | 2017-06-30 | 2,708,541 |
Funding target for retired participants and beneficiaries receiving payment | 2017-06-30 | 302,595 |
Number of terminated vested participants | 2017-06-30 | 16 |
Fundng target for terminated vested participants | 2017-06-30 | 304,085 |
Active participant vested funding target | 2017-06-30 | 2,101,348 |
Number of active participants | 2017-06-30 | 59 |
Total funding liabilities for active participants | 2017-06-30 | 2,209,231 |
Total participant count | 2017-06-30 | 82 |
Total funding target for all participants | 2017-06-30 | 2,815,911 |
Balance at beginning of prior year after applicable adjustments | 2017-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-06-30 | 0 |
Amount remaining of carryover balance | 2017-06-30 | 0 |
Amount remaining of prefunding balance | 2017-06-30 | 0 |
Present value of excess contributions | 2017-06-30 | 250,303 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-06-30 | 266,022 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-06-30 | 266,022 |
Reductions in caryover balances due to elections or deemed elections | 2017-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-06-30 | 0 |
Balance of carryovers at beginning of current year | 2017-06-30 | 0 |
Balance of prefunding at beginning of current year | 2017-06-30 | 266,022 |
Total employer contributions | 2017-06-30 | 440,000 |
Total employee contributions | 2017-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-06-30 | 406,963 |
Liquidity shortfalls end of Q1 | 2017-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2017-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2017-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2017-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2017-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-06-30 | 161,366 |
Net shortfall amortization installment of oustanding balance | 2017-06-30 | 373,392 |
Waiver amortization installment | 2017-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-06-30 | 226,364 |
Carryover balance elected to use to offset funding requirement | 2017-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-06-30 | 186,815 |
Additional cash requirement | 2017-06-30 | 39,549 |
Contributions allocatedtoward minimum required contributions for current year | 2017-06-30 | 406,963 |
Unpaid minimum required contributions for current year | 2017-06-30 | 0 |
Unpaid minimum required contributions for all years | 2017-06-30 | 0 |