NORTHERN CONSULTING ACTUARIES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan VAN IWAARDEN ASSOCIATES PENSION PLAN
Measure | Date | Value |
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2022: VAN IWAARDEN ASSOCIATES PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-21 | 1,908,193 |
Acturial value of plan assets | 2022-12-21 | 1,908,193 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-21 | 679,526 |
Number of terminated vested participants | 2022-12-21 | 3 |
Fundng target for terminated vested participants | 2022-12-21 | 87,066 |
Active participant vested funding target | 2022-12-21 | 423,341 |
Number of active participants | 2022-12-21 | 15 |
Total funding liabilities for active participants | 2022-12-21 | 429,186 |
Total participant count | 2022-12-21 | 20 |
Total funding target for all participants | 2022-12-21 | 1,195,778 |
Balance at beginning of prior year after applicable adjustments | 2022-12-21 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-21 | 280,413 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-21 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-21 | 0 |
Amount remaining of carryover balance | 2022-12-21 | 0 |
Amount remaining of prefunding balance | 2022-12-21 | 280,413 |
Present value of excess contributions | 2022-12-21 | 166,918 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-21 | 175,514 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-21 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-21 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-21 | 0 |
Balance of carryovers at beginning of current year | 2022-12-21 | 0 |
Balance of prefunding at beginning of current year | 2022-12-21 | 285,713 |
Total employer contributions | 2022-12-21 | 46,500 |
Total employee contributions | 2022-12-21 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-21 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-21 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-21 | 46,205 |
Unpaid minimum required contributions for all prior years | 2022-12-21 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-21 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-21 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-21 | 61,325 |
Net shortfall amortization installment of oustanding balance | 2022-12-21 | 0 |
Waiver amortization installment | 2022-12-21 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-21 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-21 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-21 | 0 |
Additional cash requirement | 2022-12-21 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-21 | 46,205 |
Unpaid minimum required contributions for current year | 2022-12-21 | 0 |
Unpaid minimum required contributions for all years | 2022-12-21 | 0 |
2021: VAN IWAARDEN ASSOCIATES PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 1,730,066 |
Acturial value of plan assets | 2021-12-31 | 1,730,066 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 210,477 |
Number of terminated vested participants | 2021-12-31 | 2 |
Fundng target for terminated vested participants | 2021-12-31 | 67,740 |
Active participant vested funding target | 2021-12-31 | 863,813 |
Number of active participants | 2021-12-31 | 15 |
Total funding liabilities for active participants | 2021-12-31 | 866,813 |
Total participant count | 2021-12-31 | 18 |
Total funding target for all participants | 2021-12-31 | 1,145,030 |
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 | 253,423 |
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 | 253,423 |
Present value of excess contributions | 2021-12-31 | 138,349 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 146,041 |
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 | 280,413 |
Total employer contributions | 2021-12-31 | 171,100 |
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 | 166,918 |
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 | 61,893 |
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 | 166,918 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: VAN IWAARDEN ASSOCIATES PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 1,449,587 |
Acturial value of plan assets | 2020-12-31 | 1,449,587 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 3 |
Fundng target for terminated vested participants | 2020-12-31 | 68,100 |
Active participant vested funding target | 2020-12-31 | 911,713 |
Number of active participants | 2020-12-31 | 14 |
Total funding liabilities for active participants | 2020-12-31 | 914,183 |
Total participant count | 2020-12-31 | 17 |
Total funding target for all participants | 2020-12-31 | 982,283 |
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 | 227,755 |
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 | 227,755 |
Present value of excess contributions | 2020-12-31 | 127,033 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 134,274 |
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 | 253,423 |
Total employer contributions | 2020-12-31 | 142,202 |
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 | 138,349 |
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 | 63,027 |
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 | 138,349 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: VAN IWAARDEN ASSOCIATES PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 1,264,090 |
Acturial value of plan assets | 2019-12-31 | 1,264,090 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 4 |
Fundng target for terminated vested participants | 2019-12-31 | 123,300 |
Active participant vested funding target | 2019-12-31 | 847,795 |
Number of active participants | 2019-12-31 | 14 |
Total funding liabilities for active participants | 2019-12-31 | 852,564 |
Total participant count | 2019-12-31 | 18 |
Total funding target for all participants | 2019-12-31 | 975,864 |
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 | 236,998 |
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 | 236,998 |
Present value of excess contributions | 2019-12-31 | 90,364 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 95,668 |
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 | 227,755 |
Total employer contributions | 2019-12-31 | 130,551 |
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 | 127,033 |
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 | 53,859 |
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 | 127,033 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: VAN IWAARDEN ASSOCIATES PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 1,215,233 |
Acturial value of plan assets | 2018-12-31 | 1,215,233 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 5 |
Fundng target for terminated vested participants | 2018-12-31 | 114,919 |
Active participant vested funding target | 2018-12-31 | 748,905 |
Number of active participants | 2018-12-31 | 13 |
Total funding liabilities for active participants | 2018-12-31 | 753,731 |
Total participant count | 2018-12-31 | 18 |
Total funding target for all participants | 2018-12-31 | 868,650 |
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 | 214,769 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 214,769 |
Present value of excess contributions | 2018-12-31 | 89,596 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 95,026 |
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 | 236,998 |
Total employer contributions | 2018-12-31 | 96,328 |
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 | 90,364 |
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 | 46,316 |
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 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 90,364 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: VAN IWAARDEN ASSOCIATES PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 1,018,165 |
Acturial value of plan assets | 2017-12-31 | 1,018,165 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 6 |
Fundng target for terminated vested participants | 2017-12-31 | 101,799 |
Active participant vested funding target | 2017-12-31 | 637,450 |
Number of active participants | 2017-12-31 | 14 |
Total funding liabilities for active participants | 2017-12-31 | 643,732 |
Total participant count | 2017-12-31 | 20 |
Total funding target for all participants | 2017-12-31 | 745,531 |
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 | 201,661 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 201,661 |
Present value of excess contributions | 2017-12-31 | 56,077 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 59,582 |
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 | 214,769 |
Total employer contributions | 2017-12-31 | 96,368 |
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 | 89,596 |
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 | 48,686 |
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 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 89,596 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: VAN IWAARDEN ASSOCIATES PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 851,608 |
Acturial value of plan assets | 2016-12-31 | 851,608 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 5 |
Fundng target for terminated vested participants | 2016-12-31 | 92,518 |
Active participant vested funding target | 2016-12-31 | 552,689 |
Number of active participants | 2016-12-31 | 13 |
Total funding liabilities for active participants | 2016-12-31 | 557,429 |
Total participant count | 2016-12-31 | 18 |
Total funding target for all participants | 2016-12-31 | 649,947 |
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 | 196,016 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 196,016 |
Present value of excess contributions | 2016-12-31 | 42,169 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 44,859 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 9,487 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 201,661 |
Total employer contributions | 2016-12-31 | 112,944 |
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 | 104,611 |
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 | 48,534 |
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 | 48,534 |
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 | 0 |
Additional cash requirement | 2016-12-31 | 48,534 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 104,611 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |