VENTUREDYNE LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHISOLM BOYD AND WHITE PENSION PLAN
Measure | Date | Value |
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2022: CHISOLM BOYD AND WHITE PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 884,108 |
Acturial value of plan assets | 2022-12-31 | 795,698 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 159,397 |
Number of terminated vested participants | 2022-12-31 | 11 |
Fundng target for terminated vested participants | 2022-12-31 | 124,581 |
Active participant vested funding target | 2022-12-31 | 274,292 |
Number of active participants | 2022-12-31 | 18 |
Total funding liabilities for active participants | 2022-12-31 | 293,305 |
Total participant count | 2022-12-31 | 39 |
Total funding target for all participants | 2022-12-31 | 577,283 |
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 | 30 |
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 | 30 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
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 | 36 |
Total employer contributions | 2022-12-31 | 0 |
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 | 0 |
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 | 27,689 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 10 |
Total of all active and inactive participants | 2022-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 3 |
Total participants | 2022-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 4 |
2021: CHISOLM BOYD AND WHITE PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 749,475 |
Acturial value of plan assets | 2021-12-31 | 674,528 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 163,264 |
Number of terminated vested participants | 2021-12-31 | 11 |
Fundng target for terminated vested participants | 2021-12-31 | 113,271 |
Active participant vested funding target | 2021-12-31 | 226,423 |
Number of active participants | 2021-12-31 | 18 |
Total funding liabilities for active participants | 2021-12-31 | 245,364 |
Total participant count | 2021-12-31 | 39 |
Total funding target for all participants | 2021-12-31 | 521,899 |
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 | 24 |
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 | 24 |
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 | 30 |
Total employer contributions | 2021-12-31 | 0 |
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 | 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 | 24,743 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 10 |
Total of all active and inactive participants | 2021-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 3 |
Total participants | 2021-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: CHISOLM BOYD AND WHITE PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 620,126 |
Acturial value of plan assets | 2020-12-31 | 578,300 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 110,265 |
Number of terminated vested participants | 2020-12-31 | 12 |
Fundng target for terminated vested participants | 2020-12-31 | 118,501 |
Active participant vested funding target | 2020-12-31 | 234,596 |
Number of active participants | 2020-12-31 | 16 |
Total funding liabilities for active participants | 2020-12-31 | 268,100 |
Total participant count | 2020-12-31 | 36 |
Total funding target for all participants | 2020-12-31 | 496,866 |
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 | 19 |
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 | 19 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 24 |
Total employer contributions | 2020-12-31 | 0 |
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 | 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 | 23,553 |
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 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 10 |
Total of all active and inactive participants | 2020-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 3 |
Total participants | 2020-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
2019: CHISOLM BOYD AND WHITE PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 518,551 |
Acturial value of plan assets | 2019-12-31 | 534,754 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 160,731 |
Number of terminated vested participants | 2019-12-31 | 13 |
Fundng target for terminated vested participants | 2019-12-31 | 123,359 |
Active participant vested funding target | 2019-12-31 | 209,343 |
Number of active participants | 2019-12-31 | 14 |
Total funding liabilities for active participants | 2019-12-31 | 229,508 |
Total participant count | 2019-12-31 | 37 |
Total funding target for all participants | 2019-12-31 | 513,598 |
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 | 20 |
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 | 20 |
Present value of excess contributions | 2019-12-31 | 48,121 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 50,941 |
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 | 19 |
Total employer contributions | 2019-12-31 | 0 |
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 | 0 |
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 | 20,441 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
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 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 11 |
Total of all active and inactive participants | 2019-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 3 |
Total participants | 2019-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: CHISOLM BOYD AND WHITE PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 498,504 |
Acturial value of plan assets | 2018-12-31 | 475,184 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 113,230 |
Number of terminated vested participants | 2018-12-31 | 15 |
Fundng target for terminated vested participants | 2018-12-31 | 152,929 |
Active participant vested funding target | 2018-12-31 | 177,656 |
Number of active participants | 2018-12-31 | 13 |
Total funding liabilities for active participants | 2018-12-31 | 190,466 |
Total participant count | 2018-12-31 | 36 |
Total funding target for all participants | 2018-12-31 | 456,625 |
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 | 17 |
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 | 17 |
Present value of excess contributions | 2018-12-31 | 4,524 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 4,798 |
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 | 20 |
Total employer contributions | 2018-12-31 | 53,000 |
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 | 48,121 |
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 | 18,181 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
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 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 48,121 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 12 |
Total of all active and inactive participants | 2018-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 3 |
Total participants | 2018-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: CHISOLM BOYD AND WHITE PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 444,285 |
Acturial value of plan assets | 2017-12-31 | 455,445 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 73,849 |
Number of terminated vested participants | 2017-12-31 | 18 |
Fundng target for terminated vested participants | 2017-12-31 | 228,814 |
Active participant vested funding target | 2017-12-31 | 123,114 |
Number of active participants | 2017-12-31 | 10 |
Total funding liabilities for active participants | 2017-12-31 | 140,480 |
Total participant count | 2017-12-31 | 35 |
Total funding target for all participants | 2017-12-31 | 443,143 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 13,951 |
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 | 13,935 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 16 |
Present value of excess contributions | 2017-12-31 | 40,610 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 42,853 |
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 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 17 |
Total employer contributions | 2017-12-31 | 5,000 |
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 | 4,524 |
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 | 11,212 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 4,524 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 14 |
Total of all active and inactive participants | 2017-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 3 |
Total participants | 2017-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: CHISOLM BOYD AND WHITE PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 399,818 |
Acturial value of plan assets | 2016-12-31 | 411,898 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 77,043 |
Number of terminated vested participants | 2016-12-31 | 16 |
Fundng target for terminated vested participants | 2016-12-31 | 179,459 |
Active participant vested funding target | 2016-12-31 | 128,021 |
Number of active participants | 2016-12-31 | 12 |
Total funding liabilities for active participants | 2016-12-31 | 141,445 |
Total participant count | 2016-12-31 | 35 |
Total funding target for all participants | 2016-12-31 | 397,947 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 24,163 |
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 | 23,542 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 621 |
Present value of excess contributions | 2016-12-31 | 29,019 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 30,009 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 30,009 |
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 | 16,696 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 13,951 |
Total employer contributions | 2016-12-31 | 45,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 40,610 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
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 | 13,935 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 13,935 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 13,935 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 40,610 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 17 |
Total of all active and inactive participants | 2016-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 4 |
Total participants | 2016-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: CHISOLM BOYD AND WHITE PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 15 |
Total of all active and inactive participants | 2015-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 4 |
Total participants | 2015-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: CHISOLM BOYD AND WHITE PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 13 |
Total of all active and inactive participants | 2014-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 5 |
Total participants | 2014-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: CHISOLM BOYD AND WHITE PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 12 |
Total of all active and inactive participants | 2013-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 5 |
Total participants | 2013-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: CHISOLM BOYD AND WHITE PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 13 |
Total of all active and inactive participants | 2012-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 4 |
Total participants | 2012-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: CHISOLM BOYD AND WHITE PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 12 |
Total of all active and inactive participants | 2011-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2010: CHISOLM BOYD AND WHITE PENSION PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 41 |
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 | 6 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 12 |
Total of all active and inactive participants | 2010-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 3 |
Total participants | 2010-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
2009: CHISOLM BOYD AND WHITE PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 11 |
Total of all active and inactive participants | 2009-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 3 |
Total participants | 2009-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
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2022 : CHISOLM BOYD AND WHITE PENSION PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-182,073 |
Expenses. Total of all expenses incurred | 2022-12-31 | $22,574 |
Benefits paid (including direct rollovers) | 2022-12-31 | $22,574 |
Total plan assets at end of year | 2022-12-31 | $679,461 |
Total plan assets at beginning of year | 2022-12-31 | $884,108 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
Other income received | 2022-12-31 | $-182,073 |
Net income (gross income less expenses) | 2022-12-31 | $-204,647 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $679,461 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $884,108 |
2021 : CHISOLM BOYD AND WHITE PENSION PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $153,282 |
Expenses. Total of all expenses incurred | 2021-12-31 | $18,649 |
Benefits paid (including direct rollovers) | 2021-12-31 | $18,649 |
Total plan assets at end of year | 2021-12-31 | $884,108 |
Total plan assets at beginning of year | 2021-12-31 | $749,475 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Other income received | 2021-12-31 | $153,282 |
Net income (gross income less expenses) | 2021-12-31 | $134,633 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $884,108 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $749,475 |
2020 : CHISOLM BOYD AND WHITE PENSION PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $144,108 |
Expenses. Total of all expenses incurred | 2020-12-31 | $14,759 |
Benefits paid (including direct rollovers) | 2020-12-31 | $14,759 |
Total plan assets at end of year | 2020-12-31 | $749,475 |
Total plan assets at beginning of year | 2020-12-31 | $620,126 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Other income received | 2020-12-31 | $144,108 |
Net income (gross income less expenses) | 2020-12-31 | $129,349 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $749,475 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $620,126 |
2019 : CHISOLM BOYD AND WHITE PENSION PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $114,001 |
Expenses. Total of all expenses incurred | 2019-12-31 | $14,485 |
Benefits paid (including direct rollovers) | 2019-12-31 | $14,485 |
Total plan assets at end of year | 2019-12-31 | $620,126 |
Total plan assets at beginning of year | 2019-12-31 | $520,610 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Other income received | 2019-12-31 | $114,001 |
Net income (gross income less expenses) | 2019-12-31 | $99,516 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $620,126 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $520,610 |
2018 : CHISOLM BOYD AND WHITE PENSION PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $39,462 |
Expenses. Total of all expenses incurred | 2018-12-31 | $17,558 |
Benefits paid (including direct rollovers) | 2018-12-31 | $17,557 |
Total plan assets at end of year | 2018-12-31 | $520,610 |
Total plan assets at beginning of year | 2018-12-31 | $498,706 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $1 |
Other income received | 2018-12-31 | $-13,538 |
Net income (gross income less expenses) | 2018-12-31 | $21,904 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $520,610 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $498,706 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $53,000 |
2017 : CHISOLM BOYD AND WHITE PENSION PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $70,555 |
Expenses. Total of all expenses incurred | 2017-12-31 | $17,990 |
Benefits paid (including direct rollovers) | 2017-12-31 | $17,990 |
Total plan assets at end of year | 2017-12-31 | $498,706 |
Total plan assets at beginning of year | 2017-12-31 | $446,141 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $65,555 |
Net income (gross income less expenses) | 2017-12-31 | $52,565 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $498,706 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $446,141 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $5,000 |
2016 : CHISOLM BOYD AND WHITE PENSION PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $60,554 |
Expenses. Total of all expenses incurred | 2016-12-31 | $15,346 |
Benefits paid (including direct rollovers) | 2016-12-31 | $15,344 |
Total plan assets at end of year | 2016-12-31 | $446,141 |
Total plan assets at beginning of year | 2016-12-31 | $400,933 |
Value of fidelity bond covering the plan | 2016-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $2 |
Other income received | 2016-12-31 | $15,554 |
Net income (gross income less expenses) | 2016-12-31 | $45,208 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $446,141 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $400,933 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $45,000 |
2015 : CHISOLM BOYD AND WHITE PENSION PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $41,669 |
Expenses. Total of all expenses incurred | 2015-12-31 | $17,377 |
Benefits paid (including direct rollovers) | 2015-12-31 | $17,376 |
Total plan assets at end of year | 2015-12-31 | $400,933 |
Total plan assets at beginning of year | 2015-12-31 | $376,641 |
Value of fidelity bond covering the plan | 2015-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $1 |
Other income received | 2015-12-31 | $9,669 |
Net income (gross income less expenses) | 2015-12-31 | $24,292 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $400,933 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $376,641 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $32,000 |
2014 : CHISOLM BOYD AND WHITE PENSION PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $39,236 |
Expenses. Total of all expenses incurred | 2014-12-31 | $17,377 |
Benefits paid (including direct rollovers) | 2014-12-31 | $17,376 |
Total plan assets at end of year | 2014-12-31 | $376,641 |
Total plan assets at beginning of year | 2014-12-31 | $354,782 |
Value of fidelity bond covering the plan | 2014-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $1 |
Other income received | 2014-12-31 | $16,236 |
Net income (gross income less expenses) | 2014-12-31 | $21,859 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $376,641 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $354,782 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $23,000 |
2013 : CHISOLM BOYD AND WHITE PENSION PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $85,332 |
Expenses. Total of all expenses incurred | 2013-12-31 | $17,377 |
Benefits paid (including direct rollovers) | 2013-12-31 | $17,376 |
Total plan assets at end of year | 2013-12-31 | $354,782 |
Total plan assets at beginning of year | 2013-12-31 | $286,827 |
Value of fidelity bond covering the plan | 2013-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1 |
Other income received | 2013-12-31 | $54,332 |
Net income (gross income less expenses) | 2013-12-31 | $67,955 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $354,782 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $286,827 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $31,000 |
2012 : CHISOLM BOYD AND WHITE PENSION PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $54,487 |
Expenses. Total of all expenses incurred | 2012-12-31 | $18,327 |
Benefits paid (including direct rollovers) | 2012-12-31 | $17,464 |
Total plan assets at end of year | 2012-12-31 | $286,827 |
Total plan assets at beginning of year | 2012-12-31 | $250,667 |
Value of fidelity bond covering the plan | 2012-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $863 |
Other income received | 2012-12-31 | $22,487 |
Net income (gross income less expenses) | 2012-12-31 | $36,160 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $286,827 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $250,667 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $32,000 |
2011 : CHISOLM BOYD AND WHITE PENSION PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $1,110 |
Expenses. Total of all expenses incurred | 2011-12-31 | $21,445 |
Benefits paid (including direct rollovers) | 2011-12-31 | $18,350 |
Total plan assets at end of year | 2011-12-31 | $250,667 |
Total plan assets at beginning of year | 2011-12-31 | $271,002 |
Value of fidelity bond covering the plan | 2011-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $3,095 |
Other income received | 2011-12-31 | $1,110 |
Net income (gross income less expenses) | 2011-12-31 | $-20,335 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $250,667 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $271,002 |
2010 : CHISOLM BOYD AND WHITE PENSION PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $49,345 |
Expenses. Total of all expenses incurred | 2010-12-31 | $23,575 |
Benefits paid (including direct rollovers) | 2010-12-31 | $20,821 |
Total plan assets at end of year | 2010-12-31 | $271,002 |
Total plan assets at beginning of year | 2010-12-31 | $245,232 |
Value of fidelity bond covering the plan | 2010-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $2,754 |
Other income received | 2010-12-31 | $35,753 |
Net income (gross income less expenses) | 2010-12-31 | $25,770 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $271,002 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $245,232 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $13,592 |