KRUGLIAK, WILKINS, GRIFFITHS & DOUG has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KRUGLIAK, WILKINS, GRIFFITHS & DOUGHERTY COMPANY, LPA DEFINED BENEFIT RETIREMENT PLAN AND TRUST
401k plan membership statisitcs for KRUGLIAK, WILKINS, GRIFFITHS & DOUGHERTY COMPANY, LPA DEFINED BENEFIT RETIREMENT PLAN AND TRUST
Measure | Date | Value |
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2020: KRUGLIAK, WILKINS, GRIFFITHS & DOUGHERTY COMPANY, LPA DEFINED BENEFIT RETIREMENT PLAN AND TRUST 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 2,590,560 |
Acturial value of plan assets | 2020-12-31 | 2,590,560 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 34 |
Fundng target for terminated vested participants | 2020-12-31 | 196,716 |
Active participant vested funding target | 2020-12-31 | 2,168,439 |
Number of active participants | 2020-12-31 | 69 |
Total funding liabilities for active participants | 2020-12-31 | 2,168,439 |
Total participant count | 2020-12-31 | 103 |
Total funding target for all participants | 2020-12-31 | 2,365,155 |
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 | 185,495 |
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 | 56,788 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 128,707 |
Present value of excess contributions | 2020-12-31 | 42,909 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 50,791 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 50,791 |
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 | 203,141 |
Total employer contributions | 2020-12-31 | 483,432 |
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 | 459,582 |
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 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 69,886 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 459,582 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: KRUGLIAK, WILKINS, GRIFFITHS & DOUGHERTY COMPANY, LPA DEFINED BENEFIT RETIREMENT PLAN AND TRUST 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 2,336,354 |
Acturial value of plan assets | 2019-12-31 | 2,336,354 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 33 |
Fundng target for terminated vested participants | 2019-12-31 | 184,525 |
Active participant vested funding target | 2019-12-31 | 2,274,600 |
Number of active participants | 2019-12-31 | 67 |
Total funding liabilities for active participants | 2019-12-31 | 2,274,600 |
Total participant count | 2019-12-31 | 100 |
Total funding target for all participants | 2019-12-31 | 2,459,125 |
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 | 184,346 |
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 | 57,286 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 127,060 |
Present value of excess contributions | 2019-12-31 | 62,638 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 61,535 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 61,535 |
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 | 185,495 |
Total employer contributions | 2019-12-31 | 133,964 |
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 | 129,047 |
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 | 78,636 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 308,266 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 142,926 |
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 | 56,788 |
Additional cash requirement | 2019-12-31 | 86,138 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 129,047 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: KRUGLIAK, WILKINS, GRIFFITHS & DOUGHERTY COMPANY, LPA DEFINED BENEFIT RETIREMENT PLAN AND TRUST 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 2,273,724 |
Acturial value of plan assets | 2018-12-31 | 2,273,724 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 32 |
Fundng target for terminated vested participants | 2018-12-31 | 155,986 |
Active participant vested funding target | 2018-12-31 | 2,118,149 |
Number of active participants | 2018-12-31 | 68 |
Total funding liabilities for active participants | 2018-12-31 | 2,118,149 |
Total participant count | 2018-12-31 | 100 |
Total funding target for all participants | 2018-12-31 | 2,274,135 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 1,673 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 160,568 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 1,673 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 48,250 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 112,318 |
Present value of excess contributions | 2018-12-31 | 48,613 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 55,686 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 55,686 |
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 | 184,346 |
Total employer contributions | 2018-12-31 | 125,000 |
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 | 118,927 |
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 | 74,627 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 184,757 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 113,575 |
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 | 57,286 |
Additional cash requirement | 2018-12-31 | 56,289 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 118,927 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: KRUGLIAK, WILKINS, GRIFFITHS & DOUGHERTY COMPANY, LPA DEFINED BENEFIT RETIREMENT PLAN AND TRUST 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 1,880,113 |
Acturial value of plan assets | 2017-12-31 | 1,880,113 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 29 |
Fundng target for terminated vested participants | 2017-12-31 | 130,936 |
Active participant vested funding target | 2017-12-31 | 1,804,901 |
Number of active participants | 2017-12-31 | 71 |
Total funding liabilities for active participants | 2017-12-31 | 1,804,901 |
Total participant count | 2017-12-31 | 100 |
Total funding target for all participants | 2017-12-31 | 1,935,837 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 1,601 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 153,639 |
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 | 1,601 |
Amount remaining of prefunding balance | 2017-12-31 | 153,639 |
Present value of excess contributions | 2017-12-31 | 9,264 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 9,812 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 1,673 |
Balance of prefunding at beginning of current year | 2017-12-31 | 160,568 |
Total employer contributions | 2017-12-31 | 125,000 |
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 | 118,099 |
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 | 79,755 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 217,965 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 119,409 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 1,673 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 48,250 |
Additional cash requirement | 2017-12-31 | 69,486 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 118,099 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: KRUGLIAK, WILKINS, GRIFFITHS & DOUGHERTY COMPANY, LPA DEFINED BENEFIT RETIREMENT PLAN AND TRUST 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 1,692,138 |
Acturial value of plan assets | 2016-12-31 | 1,692,138 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 28 |
Fundng target for terminated vested participants | 2016-12-31 | 120,092 |
Active participant vested funding target | 2016-12-31 | 1,615,534 |
Number of active participants | 2016-12-31 | 71 |
Total funding liabilities for active participants | 2016-12-31 | 1,615,534 |
Total participant count | 2016-12-31 | 99 |
Total funding target for all participants | 2016-12-31 | 1,735,626 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,609 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 1,609 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 146,518 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 153,639 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 153,639 |
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 | 1,601 |
Balance of prefunding at beginning of current year | 2016-12-31 | 153,639 |
Total employer contributions | 2016-12-31 | 117,500 |
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 | 110,791 |
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 | 68,692 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 198,728 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 101,527 |
Additional cash requirement | 2016-12-31 | 101,527 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 110,791 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |