401k Plan data: LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN plan

LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 401k Plan overview

Plan Name	LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN
Plan identification number	002

LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LOCHMOOR CLUB, INC. has sponsored the creation of one or more 401k plans.

Company Name: LOCHMOOR CLUB, INC.

Employer identification number (EIN): 380768670

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 SCOTT ORHAN 2023-10-11
002 2021-01-01 SCOTT ORHAN 2022-10-06
002 2020-01-01 PATRICIA SOKOLNICKI 2021-10-11
002 2019-01-01 PATRICIA SOKOLNICKI 2020-10-12
002 2018-01-01 PATRICIA SOKOLNICKI 2019-10-11
002 2015-01-01
002 2014-01-01
002 2013-01-01 MARCIA ERICKSON MARCIA ERICKSON 2014-10-14
002 2012-01-01 MARCIA ERICKSON MARCIA ERICKSON 2013-10-15
002 2011-01-01 MARCIA ERICKSON
002 2010-01-01 MARCIA ERICKSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	SCOTT ORHAN	2023-10-11
002	2021-01-01	SCOTT ORHAN	2022-10-06
002	2020-01-01	PATRICIA SOKOLNICKI	2021-10-11
002	2019-01-01	PATRICIA SOKOLNICKI	2020-10-12
002	2018-01-01	PATRICIA SOKOLNICKI	2019-10-11
002	2015-01-01
002	2014-01-01
002	2013-01-01	MARCIA ERICKSON		MARCIA ERICKSON	2014-10-14
002	2012-01-01	MARCIA ERICKSON		MARCIA ERICKSON	2013-10-15
002	2011-01-01	MARCIA ERICKSON
002	2010-01-01	MARCIA ERICKSON

Plan Statistics for LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN

401k plan membership statisitcs for LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN

Measure Date Value
2022: LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2022 401k membership
Market value of plan assets 2022-12-31 151,761
Acturial value of plan assets 2022-12-31 151,761
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 102,298
Number of terminated vested participants 2022-12-31 10
Fundng target for terminated vested participants 2022-12-31 208,192
Active participant vested funding target 2022-12-31 0
Number of active participants 2022-12-31 0
Total funding liabilities for active participants 2022-12-31 0
Total participant count 2022-12-31 12
Total funding target for all participants 2022-12-31 310,490
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 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 550
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 550
Total available prior years excess cotributions added 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 0
Total employer contributions 2022-12-31 15,822
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 15,550
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 158,729
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 14,668
Additional cash requirement 2022-12-31 14,668
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 15,550
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets 2021-12-31 147,721
Acturial value of plan assets 2021-12-31 147,721
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 24,244
Number of terminated vested participants 2021-12-31 11
Fundng target for terminated vested participants 2021-12-31 268,099
Active participant vested funding target 2021-12-31 0
Number of active participants 2021-12-31 0
Total funding liabilities for active participants 2021-12-31 0
Total participant count 2021-12-31 12
Total funding target for all participants 2021-12-31 292,343
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 0
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 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
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
Total available prior years excess cotributions added 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 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 39,018
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 36,627
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 0
Net shortfall amortization installment of oustanding balance 2021-12-31 144,622
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 36,077
Additional cash requirement 2021-12-31 36,077
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 36,627
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2020 401k membership
Market value of plan assets 2020-12-31 361,800
Acturial value of plan assets 2020-12-31 361,800
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 131,563
Number of terminated vested participants 2020-12-31 12
Fundng target for terminated vested participants 2020-12-31 310,372
Active participant vested funding target 2020-12-31 42,820
Number of active participants 2020-12-31 1
Total funding liabilities for active participants 2020-12-31 42,820
Total participant count 2020-12-31 15
Total funding target for all participants 2020-12-31 484,755
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 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 66
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 66
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 0
Total employer contributions 2020-12-31 34,125
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 31,534
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 122,955
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 31,534
Additional cash requirement 2020-12-31 31,534
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 31,534
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets 2019-12-31 253,556
Acturial value of plan assets 2019-12-31 253,556
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 25,723
Number of terminated vested participants 2019-12-31 12
Fundng target for terminated vested participants 2019-12-31 332,973
Active participant vested funding target 2019-12-31 108,333
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 108,333
Total participant count 2019-12-31 15
Total funding target for all participants 2019-12-31 467,029
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 0
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 0
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 0
Total employer contributions 2019-12-31 86,069
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 37,006
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 40,742
Unpaid minimum required contributions for all prior years 2019-12-31 37,006
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 37,006
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 0
Net shortfall amortization installment of oustanding balance 2019-12-31 213,473
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 40,676
Additional cash requirement 2019-12-31 40,676
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 40,742
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets 2018-12-31 217,081
Acturial value of plan assets 2018-12-31 217,081
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 26,020
Number of terminated vested participants 2018-12-31 11
Fundng target for terminated vested participants 2018-12-31 217,295
Active participant vested funding target 2018-12-31 100,757
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 100,757
Total participant count 2018-12-31 14
Total funding target for all participants 2018-12-31 344,072
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 0
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 0
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 0
Total employer contributions 2018-12-31 0
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 0
Unpaid minimum required contributions for all prior years 2018-12-31 13,335
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 13,335
Minimum required contributions for current year target normal cost 2018-12-31 0
Net shortfall amortization installment of oustanding balance 2018-12-31 126,991
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 23,671
Additional cash requirement 2018-12-31 23,671
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 23,671
Unpaid minimum required contributions for all years 2018-12-31 37,006
2013: LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Total of all active and inactive participants 2013-01-01 7
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
2012: LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Total of all active and inactive participants 2012-01-01 8
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 13
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 13
Number of participants with account balances 2010-01-01 13

Measure	Date	Value
2022: LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2022 401k membership
Market value of plan assets	2022-12-31	151,761
Acturial value of plan assets	2022-12-31	151,761
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	102,298
Number of terminated vested participants	2022-12-31	10
Fundng target for terminated vested participants	2022-12-31	208,192
Active participant vested funding target	2022-12-31	0
Number of active participants	2022-12-31	0
Total funding liabilities for active participants	2022-12-31	0
Total participant count	2022-12-31	12
Total funding target for all participants	2022-12-31	310,490
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	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	550
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	550
Total available prior years excess cotributions added 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	0
Total employer contributions	2022-12-31	15,822
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	15,550
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	158,729
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	14,668
Additional cash requirement	2022-12-31	14,668
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	15,550
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets	2021-12-31	147,721
Acturial value of plan assets	2021-12-31	147,721
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	24,244
Number of terminated vested participants	2021-12-31	11
Fundng target for terminated vested participants	2021-12-31	268,099
Active participant vested funding target	2021-12-31	0
Number of active participants	2021-12-31	0
Total funding liabilities for active participants	2021-12-31	0
Total participant count	2021-12-31	12
Total funding target for all participants	2021-12-31	292,343
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	0
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	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
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
Total available prior years excess cotributions added 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	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	39,018
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	36,627
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	0
Net shortfall amortization installment of oustanding balance	2021-12-31	144,622
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	36,077
Additional cash requirement	2021-12-31	36,077
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	36,627
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2020 401k membership
Market value of plan assets	2020-12-31	361,800
Acturial value of plan assets	2020-12-31	361,800
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	131,563
Number of terminated vested participants	2020-12-31	12
Fundng target for terminated vested participants	2020-12-31	310,372
Active participant vested funding target	2020-12-31	42,820
Number of active participants	2020-12-31	1
Total funding liabilities for active participants	2020-12-31	42,820
Total participant count	2020-12-31	15
Total funding target for all participants	2020-12-31	484,755
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	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	66
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	66
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	0
Total employer contributions	2020-12-31	34,125
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	31,534
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	122,955
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	31,534
Additional cash requirement	2020-12-31	31,534
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	31,534
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets	2019-12-31	253,556
Acturial value of plan assets	2019-12-31	253,556
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	25,723
Number of terminated vested participants	2019-12-31	12
Fundng target for terminated vested participants	2019-12-31	332,973
Active participant vested funding target	2019-12-31	108,333
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	108,333
Total participant count	2019-12-31	15
Total funding target for all participants	2019-12-31	467,029
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	0
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	0
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	0
Total employer contributions	2019-12-31	86,069
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	37,006
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	40,742
Unpaid minimum required contributions for all prior years	2019-12-31	37,006
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	37,006
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	213,473
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	40,676
Additional cash requirement	2019-12-31	40,676
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	40,742
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets	2018-12-31	217,081
Acturial value of plan assets	2018-12-31	217,081
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	26,020
Number of terminated vested participants	2018-12-31	11
Fundng target for terminated vested participants	2018-12-31	217,295
Active participant vested funding target	2018-12-31	100,757
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	100,757
Total participant count	2018-12-31	14
Total funding target for all participants	2018-12-31	344,072
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	0
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	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	0
Total employer contributions	2018-12-31	0
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	0
Unpaid minimum required contributions for all prior years	2018-12-31	13,335
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	13,335
Minimum required contributions for current year target normal cost	2018-12-31	0
Net shortfall amortization installment of oustanding balance	2018-12-31	126,991
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	23,671
Additional cash requirement	2018-12-31	23,671
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	23,671
Unpaid minimum required contributions for all years	2018-12-31	37,006
2013: LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Total of all active and inactive participants	2013-01-01	7
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
2012: LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Total of all active and inactive participants	2012-01-01	8
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	13
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	13
Number of participants with account balances	2010-01-01	13

Financial Data on LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN

Measure	Date	Value
2013 : LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$51,122
Expenses. Total of all expenses incurred	2013-12-31	$27,017
Benefits paid (including direct rollovers)	2013-12-31	$27,017
Total plan assets at end of year	2013-12-31	$197,492
Total plan assets at beginning of year	2013-12-31	$173,387
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$11,010
Other income received	2013-12-31	$34,607
Net income (gross income less expenses)	2013-12-31	$24,105
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$197,492
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$173,387
Total contributions received or receivable from employer(s)	2013-12-31	$5,505
2012 : LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$44,756
Expenses. Total of all expenses incurred	2012-12-31	$94,630
Benefits paid (including direct rollovers)	2012-12-31	$94,630
Total plan assets at end of year	2012-12-31	$173,387
Total plan assets at beginning of year	2012-12-31	$223,261
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$13,505
Other income received	2012-12-31	$24,498
Net income (gross income less expenses)	2012-12-31	$-49,874
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$173,387
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$223,261
Total contributions received or receivable from employer(s)	2012-12-31	$6,753
2011 : LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$28,020
Expenses. Total of all expenses incurred	2011-12-31	$290,046
Benefits paid (including direct rollovers)	2011-12-31	$290,046
Total plan assets at end of year	2011-12-31	$223,261
Total plan assets at beginning of year	2011-12-31	$485,287
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$16,885
Other income received	2011-12-31	$2,729
Net income (gross income less expenses)	2011-12-31	$-262,026
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$223,261
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$485,287
Total contributions received or receivable from employer(s)	2011-12-31	$8,406
2010 : LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$127,702
Expenses. Total of all expenses incurred	2010-12-31	$178,539
Benefits paid (including direct rollovers)	2010-12-31	$178,539
Total plan assets at end of year	2010-12-31	$485,287
Total plan assets at beginning of year	2010-12-31	$536,124
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$45,844
Other income received	2010-12-31	$58,936
Net income (gross income less expenses)	2010-12-31	$-50,837
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$485,287
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$536,124
Total contributions received or receivable from employer(s)	2010-12-31	$22,922

Form 5500 Responses for LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN

2013: LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LOCHMOOR CLUB, INC. RETIREMENT INCOME PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

15867

Policy instance

Insurance contract or identification number	15867
Number of Individuals Covered	7
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,853
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,853
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

15867

Policy instance

Insurance contract or identification number	15867
Number of Individuals Covered	8
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,992
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,992
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY INSURANCE SERVICES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

15867

Policy instance

Insurance contract or identification number	15867
Number of Individuals Covered	9
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $3,528
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

15867

Policy instance

Insurance contract or identification number	15867
Number of Individuals Covered	13
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,822
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	LOCHMOOR CLUB, INC.
Employer identification number (EIN):	380768670
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations