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VAN IWAARDEN ASSOCIATES PENSION PLAN 401k Plan overview

Plan NameVAN IWAARDEN ASSOCIATES PENSION PLAN
Plan identification number 002

VAN IWAARDEN ASSOCIATES PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

NORTHERN CONSULTING ACTUARIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTHERN CONSULTING ACTUARIES, INC.
Employer identification number (EIN):411894458
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VAN IWAARDEN ASSOCIATES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MARK W. SCHULTE2023-07-17
0022021-01-01MARK W. SCHULTE2022-08-31
0022020-01-01MARK W. SCHULTE2021-09-14
0022019-01-01MARK W. SCHULTE2020-09-17
0022018-01-01JAMES VAN IWAARDEN2019-06-19
0022017-01-01JAMES VAN IWAARDEN2018-07-23
0022016-01-01JAMES VAN IWAARDEN2017-10-03
0022015-01-01JAMES VAN IWAARDEN2016-09-21
0022014-01-01JAMES VAN IWAARDEN2015-10-07
0022013-01-01JAMES VAN IWAARDEN2014-10-02
0022012-01-01JAMES A. VAN IWAARDEN2013-09-11 JAMES A. VAN IWAARDEN2013-09-11
0022011-01-01JAMES A. VAN IWAARDEN2012-10-11 JAMES A. VAN IWAARDEN2012-10-11
0022010-01-01JAMES A. VAN IWAARDEN2011-06-20 JAMES A. VAN IWAARDEN2011-06-20

Plan Statistics for VAN IWAARDEN ASSOCIATES PENSION PLAN

401k plan membership statisitcs for VAN IWAARDEN ASSOCIATES PENSION PLAN

Measure Date Value
2022: VAN IWAARDEN ASSOCIATES PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-211,908,193
Acturial value of plan assets2022-12-211,908,193
Funding target for retired participants and beneficiaries receiving payment2022-12-21679,526
Number of terminated vested participants2022-12-213
Fundng target for terminated vested participants2022-12-2187,066
Active participant vested funding target2022-12-21423,341
Number of active participants2022-12-2115
Total funding liabilities for active participants2022-12-21429,186
Total participant count2022-12-2120
Total funding target for all participants2022-12-211,195,778
Balance at beginning of prior year after applicable adjustments2022-12-210
Prefunding balance at beginning of prior year after applicable adjustments2022-12-21280,413
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-210
Prefunding balanced used to offset prior years funding requirement2022-12-210
Amount remaining of carryover balance2022-12-210
Amount remaining of prefunding balance2022-12-21280,413
Present value of excess contributions2022-12-21166,918
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-21175,514
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-210
Reductions in caryover balances due to elections or deemed elections2022-12-210
Reductions in prefunding balances due to elections or deemed elections2022-12-210
Balance of carryovers at beginning of current year2022-12-210
Balance of prefunding at beginning of current year2022-12-21285,713
Total employer contributions2022-12-2146,500
Total employee contributions2022-12-210
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-210
Contributions made to avoid restrictions adjusted to valuation date2022-12-210
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-2146,205
Unpaid minimum required contributions for all prior years2022-12-210
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-210
Remaining amount of unpaid minimum required contributions2022-12-210
Minimum required contributions for current year target normal cost2022-12-2161,325
Net shortfall amortization installment of oustanding balance2022-12-210
Waiver amortization installment2022-12-210
Total funding amount beforereflecting carryover/prefunding balances2022-12-210
Carryover balance elected to use to offset funding requirement2022-12-210
Prefunding balance elected to use to offset funding requirement2022-12-210
Additional cash requirement2022-12-210
Contributions allocatedtoward minimum required contributions for current year2022-12-2146,205
Unpaid minimum required contributions for current year2022-12-210
Unpaid minimum required contributions for all years2022-12-210
2021: VAN IWAARDEN ASSOCIATES PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-311,730,066
Acturial value of plan assets2021-12-311,730,066
Funding target for retired participants and beneficiaries receiving payment2021-12-31210,477
Number of terminated vested participants2021-12-312
Fundng target for terminated vested participants2021-12-3167,740
Active participant vested funding target2021-12-31863,813
Number of active participants2021-12-3115
Total funding liabilities for active participants2021-12-31866,813
Total participant count2021-12-3118
Total funding target for all participants2021-12-311,145,030
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31253,423
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31253,423
Present value of excess contributions2021-12-31138,349
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31146,041
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31280,413
Total employer contributions2021-12-31171,100
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31166,918
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3161,893
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31166,918
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: VAN IWAARDEN ASSOCIATES PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-311,449,587
Acturial value of plan assets2020-12-311,449,587
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-313
Fundng target for terminated vested participants2020-12-3168,100
Active participant vested funding target2020-12-31911,713
Number of active participants2020-12-3114
Total funding liabilities for active participants2020-12-31914,183
Total participant count2020-12-3117
Total funding target for all participants2020-12-31982,283
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31227,755
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31227,755
Present value of excess contributions2020-12-31127,033
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31134,274
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31253,423
Total employer contributions2020-12-31142,202
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31138,349
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3163,027
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31138,349
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: VAN IWAARDEN ASSOCIATES PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,264,090
Acturial value of plan assets2019-12-311,264,090
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-314
Fundng target for terminated vested participants2019-12-31123,300
Active participant vested funding target2019-12-31847,795
Number of active participants2019-12-3114
Total funding liabilities for active participants2019-12-31852,564
Total participant count2019-12-3118
Total funding target for all participants2019-12-31975,864
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31236,998
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31236,998
Present value of excess contributions2019-12-3190,364
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3195,668
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31227,755
Total employer contributions2019-12-31130,551
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31127,033
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3153,859
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31127,033
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: VAN IWAARDEN ASSOCIATES PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,215,233
Acturial value of plan assets2018-12-311,215,233
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-315
Fundng target for terminated vested participants2018-12-31114,919
Active participant vested funding target2018-12-31748,905
Number of active participants2018-12-3113
Total funding liabilities for active participants2018-12-31753,731
Total participant count2018-12-3118
Total funding target for all participants2018-12-31868,650
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31214,769
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31214,769
Present value of excess contributions2018-12-3189,596
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3195,026
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31236,998
Total employer contributions2018-12-3196,328
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3190,364
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3146,316
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3190,364
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: VAN IWAARDEN ASSOCIATES PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,018,165
Acturial value of plan assets2017-12-311,018,165
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-316
Fundng target for terminated vested participants2017-12-31101,799
Active participant vested funding target2017-12-31637,450
Number of active participants2017-12-3114
Total funding liabilities for active participants2017-12-31643,732
Total participant count2017-12-3120
Total funding target for all participants2017-12-31745,531
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31201,661
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31201,661
Present value of excess contributions2017-12-3156,077
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3159,582
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31214,769
Total employer contributions2017-12-3196,368
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3189,596
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3148,686
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3189,596
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: VAN IWAARDEN ASSOCIATES PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31851,608
Acturial value of plan assets2016-12-31851,608
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-315
Fundng target for terminated vested participants2016-12-3192,518
Active participant vested funding target2016-12-31552,689
Number of active participants2016-12-3113
Total funding liabilities for active participants2016-12-31557,429
Total participant count2016-12-3118
Total funding target for all participants2016-12-31649,947
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31196,016
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31196,016
Present value of excess contributions2016-12-3142,169
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3144,859
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-319,487
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31201,661
Total employer contributions2016-12-31112,944
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31104,611
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3148,534
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3148,534
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3148,534
Contributions allocatedtoward minimum required contributions for current year2016-12-31104,611
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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