401k Plan data: LINDA HALL LIBRARY TRUSTS PENSION PLAN AND TRUST plan

LINDA HALL LIBRARY TRUSTS PENSION PLAN AND TRUST 401k Plan overview

Plan Name	LINDA HALL LIBRARY TRUSTS PENSION PLAN AND TRUST
Plan identification number	001

LINDA HALL LIBRARY TRUSTS PENSION PLAN AND TRUST Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

LINDA HALL LIBRARY has sponsored the creation of one or more 401k plans.

Company Name: LINDA HALL LIBRARY

Employer identification number (EIN): 440527122

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LINDA HALL LIBRARY TRUSTS PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BRIAN T GORDON 2023-09-20
001 2021-01-01 BRIAN T GORDON 2022-07-21
001 2020-01-01 BRIAN T GORDON 2021-10-11
001 2019-01-01 BRIAN WALTON 2020-07-28
001 2018-01-01 PAULA VOLK 2019-07-11
001 2017-01-01 PAULA VOLK 2018-07-09
001 2016-01-01 PAULA VOLK 2017-07-25
001 2015-01-01 PAULA VOLK 2016-09-16 PAULA VOLK 2016-09-16
001 2014-01-01 PAULA VOLK 2015-07-24 PAULA VOLK 2015-07-24
001 2013-01-01 PAULA VOLK 2014-08-12 PAULA VOLK 2014-08-12
001 2012-01-01 PAULA VOLK 2013-07-23 PAULA VOLK 2013-07-23
001 2011-01-01 PAULA VOLK 2012-10-16 PAULA VOLK 2012-10-16
001 2010-01-01 PAULA VOLK 2011-10-17 PAULA VOLK 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	BRIAN T GORDON	2023-09-20
001	2021-01-01	BRIAN T GORDON	2022-07-21
001	2020-01-01	BRIAN T GORDON	2021-10-11
001	2019-01-01	BRIAN WALTON	2020-07-28
001	2018-01-01	PAULA VOLK	2019-07-11
001	2017-01-01	PAULA VOLK	2018-07-09
001	2016-01-01	PAULA VOLK	2017-07-25
001	2015-01-01	PAULA VOLK	2016-09-16	PAULA VOLK	2016-09-16
001	2014-01-01	PAULA VOLK	2015-07-24	PAULA VOLK	2015-07-24
001	2013-01-01	PAULA VOLK	2014-08-12	PAULA VOLK	2014-08-12
001	2012-01-01	PAULA VOLK	2013-07-23	PAULA VOLK	2013-07-23
001	2011-01-01	PAULA VOLK	2012-10-16	PAULA VOLK	2012-10-16
001	2010-01-01	PAULA VOLK	2011-10-17	PAULA VOLK	2011-10-17

Plan Statistics for LINDA HALL LIBRARY TRUSTS PENSION PLAN AND TRUST

401k plan membership statisitcs for LINDA HALL LIBRARY TRUSTS PENSION PLAN AND TRUST

Measure Date Value
2022: LINDA HALL LIBRARY TRUSTS PENSION PLAN AND TRUST 2022 401k membership
Market value of plan assets 2022-12-31 5,589,528
Acturial value of plan assets 2022-12-31 5,589,528
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 4,489,996
Number of terminated vested participants 2022-12-31 14
Fundng target for terminated vested participants 2022-12-31 473,686
Active participant vested funding target 2022-12-31 279,693
Number of active participants 2022-12-31 10
Total funding liabilities for active participants 2022-12-31 281,064
Total participant count 2022-12-31 57
Total funding target for all participants 2022-12-31 5,244,746
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 24
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 25
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 5,651
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 5,574
Liquidity shortfalls end of Q1 2022-12-31 0
Liquidity shortfalls end of Q2 2022-12-31 0
Liquidity shortfalls end of Q3 2022-12-31 0
Liquidity shortfalls end of Q4 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 18,258
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 5,574
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: LINDA HALL LIBRARY TRUSTS PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets 2021-12-31 5,430,928
Acturial value of plan assets 2021-12-31 5,430,928
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 4,757,739
Number of terminated vested participants 2021-12-31 14
Fundng target for terminated vested participants 2021-12-31 434,772
Active participant vested funding target 2021-12-31 285,129
Number of active participants 2021-12-31 11
Total funding liabilities for active participants 2021-12-31 285,732
Total participant count 2021-12-31 58
Total funding target for all participants 2021-12-31 5,478,243
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 96
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 101
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 23,200
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 22,626
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 18,190
Net shortfall amortization installment of oustanding balance 2021-12-31 47,315
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 22,602
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 22,602
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 22,626
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: LINDA HALL LIBRARY TRUSTS PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets 2020-12-31 4,927,621
Acturial value of plan assets 2020-12-31 4,927,621
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 4,441,608
Number of terminated vested participants 2020-12-31 15
Fundng target for terminated vested participants 2020-12-31 438,507
Active participant vested funding target 2020-12-31 778,777
Number of active participants 2020-12-31 13
Total funding liabilities for active participants 2020-12-31 780,055
Total participant count 2020-12-31 58
Total funding target for all participants 2020-12-31 5,660,170
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 33
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 35
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 305,800
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 2020-12-31 295,818
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 17,591
Net shortfall amortization installment of oustanding balance 2020-12-31 732,549
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 295,722
Additional cash requirement 2020-12-31 295,722
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 295,818
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: LINDA HALL LIBRARY TRUSTS PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-12-31 4,364,253
Acturial value of plan assets 2019-12-31 4,364,253
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 4,500,298
Number of terminated vested participants 2019-12-31 16
Fundng target for terminated vested participants 2019-12-31 600,916
Active participant vested funding target 2019-12-31 722,033
Number of active participants 2019-12-31 13
Total funding liabilities for active participants 2019-12-31 723,416
Total participant count 2019-12-31 59
Total funding target for all participants 2019-12-31 5,824,630
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 147
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 155
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 378,069
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 2019-12-31 363,435
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 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 15,389
Net shortfall amortization installment of oustanding balance 2019-12-31 1,460,377
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 363,402
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 2019-12-31 363,402
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 363,435
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: LINDA HALL LIBRARY TRUSTS PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-12-31 4,857,267
Acturial value of plan assets 2018-12-31 4,857,267
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 4,330,469
Number of terminated vested participants 2018-12-31 19
Fundng target for terminated vested participants 2018-12-31 614,862
Active participant vested funding target 2018-12-31 642,669
Number of active participants 2018-12-31 13
Total funding liabilities for active participants 2018-12-31 646,401
Total participant count 2018-12-31 60
Total funding target for all participants 2018-12-31 5,591,732
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 148
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 157
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 223,760
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 2018-12-31 216,067
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 15,377
Net shortfall amortization installment of oustanding balance 2018-12-31 734,465
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 215,920
Additional cash requirement 2018-12-31 215,920
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 216,067
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: LINDA HALL LIBRARY TRUSTS PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-12-31 4,226,504
Acturial value of plan assets 2017-12-31 4,226,504
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 4,155,115
Number of terminated vested participants 2017-12-31 20
Fundng target for terminated vested participants 2017-12-31 720,373
Active participant vested funding target 2017-12-31 585,921
Number of active participants 2017-12-31 13
Total funding liabilities for active participants 2017-12-31 590,450
Total participant count 2017-12-31 61
Total funding target for all participants 2017-12-31 5,465,938
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 0
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 0
Present value of excess contributions 2017-12-31 110
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 117
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 0
Total employer contributions 2017-12-31 404,249
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 2017-12-31 128,476
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 262,779
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 12,190
Net shortfall amortization installment of oustanding balance 2017-12-31 1,239,434
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 262,631
Additional cash requirement 2017-12-31 262,631
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 262,779
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: LINDA HALL LIBRARY TRUSTS PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 4,062,941
Acturial value of plan assets 2016-12-31 4,062,941
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 4,175,902
Number of terminated vested participants 2016-12-31 20
Fundng target for terminated vested participants 2016-12-31 658,743
Active participant vested funding target 2016-12-31 537,905
Number of active participants 2016-12-31 13
Total funding liabilities for active participants 2016-12-31 538,069
Total participant count 2016-12-31 61
Total funding target for all participants 2016-12-31 5,372,714
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 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 86
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 91
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 0
Total employer contributions 2016-12-31 261,040
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 2016-12-31 251,368
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 16,663
Net shortfall amortization installment of oustanding balance 2016-12-31 1,309,773
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 251,258
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 2016-12-31 251,258
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 251,368
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: LINDA HALL LIBRARY TRUSTS PENSION PLAN AND TRUST 2022 401k membership
Market value of plan assets	2022-12-31	5,589,528
Acturial value of plan assets	2022-12-31	5,589,528
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	4,489,996
Number of terminated vested participants	2022-12-31	14
Fundng target for terminated vested participants	2022-12-31	473,686
Active participant vested funding target	2022-12-31	279,693
Number of active participants	2022-12-31	10
Total funding liabilities for active participants	2022-12-31	281,064
Total participant count	2022-12-31	57
Total funding target for all participants	2022-12-31	5,244,746
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	24
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	25
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	5,651
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	5,574
Liquidity shortfalls end of Q1	2022-12-31	0
Liquidity shortfalls end of Q2	2022-12-31	0
Liquidity shortfalls end of Q3	2022-12-31	0
Liquidity shortfalls end of Q4	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	18,258
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	5,574
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: LINDA HALL LIBRARY TRUSTS PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets	2021-12-31	5,430,928
Acturial value of plan assets	2021-12-31	5,430,928
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	4,757,739
Number of terminated vested participants	2021-12-31	14
Fundng target for terminated vested participants	2021-12-31	434,772
Active participant vested funding target	2021-12-31	285,129
Number of active participants	2021-12-31	11
Total funding liabilities for active participants	2021-12-31	285,732
Total participant count	2021-12-31	58
Total funding target for all participants	2021-12-31	5,478,243
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	96
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	101
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	23,200
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	22,626
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	18,190
Net shortfall amortization installment of oustanding balance	2021-12-31	47,315
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	22,602
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	22,602
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	22,626
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: LINDA HALL LIBRARY TRUSTS PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-12-31	4,927,621
Acturial value of plan assets	2020-12-31	4,927,621
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	4,441,608
Number of terminated vested participants	2020-12-31	15
Fundng target for terminated vested participants	2020-12-31	438,507
Active participant vested funding target	2020-12-31	778,777
Number of active participants	2020-12-31	13
Total funding liabilities for active participants	2020-12-31	780,055
Total participant count	2020-12-31	58
Total funding target for all participants	2020-12-31	5,660,170
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	33
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	35
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	305,800
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	295,818
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	17,591
Net shortfall amortization installment of oustanding balance	2020-12-31	732,549
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	295,722
Additional cash requirement	2020-12-31	295,722
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	295,818
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: LINDA HALL LIBRARY TRUSTS PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-12-31	4,364,253
Acturial value of plan assets	2019-12-31	4,364,253
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	4,500,298
Number of terminated vested participants	2019-12-31	16
Fundng target for terminated vested participants	2019-12-31	600,916
Active participant vested funding target	2019-12-31	722,033
Number of active participants	2019-12-31	13
Total funding liabilities for active participants	2019-12-31	723,416
Total participant count	2019-12-31	59
Total funding target for all participants	2019-12-31	5,824,630
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	147
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	155
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	378,069
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	363,435
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	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	15,389
Net shortfall amortization installment of oustanding balance	2019-12-31	1,460,377
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	363,402
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	363,402
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	363,435
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: LINDA HALL LIBRARY TRUSTS PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-12-31	4,857,267
Acturial value of plan assets	2018-12-31	4,857,267
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	4,330,469
Number of terminated vested participants	2018-12-31	19
Fundng target for terminated vested participants	2018-12-31	614,862
Active participant vested funding target	2018-12-31	642,669
Number of active participants	2018-12-31	13
Total funding liabilities for active participants	2018-12-31	646,401
Total participant count	2018-12-31	60
Total funding target for all participants	2018-12-31	5,591,732
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	148
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	157
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	223,760
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	216,067
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	15,377
Net shortfall amortization installment of oustanding balance	2018-12-31	734,465
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	215,920
Additional cash requirement	2018-12-31	215,920
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	216,067
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: LINDA HALL LIBRARY TRUSTS PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-31	4,226,504
Acturial value of plan assets	2017-12-31	4,226,504
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	4,155,115
Number of terminated vested participants	2017-12-31	20
Fundng target for terminated vested participants	2017-12-31	720,373
Active participant vested funding target	2017-12-31	585,921
Number of active participants	2017-12-31	13
Total funding liabilities for active participants	2017-12-31	590,450
Total participant count	2017-12-31	61
Total funding target for all participants	2017-12-31	5,465,938
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	0
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	0
Present value of excess contributions	2017-12-31	110
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	117
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	0
Total employer contributions	2017-12-31	404,249
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	128,476
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	262,779
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	12,190
Net shortfall amortization installment of oustanding balance	2017-12-31	1,239,434
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	262,631
Additional cash requirement	2017-12-31	262,631
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	262,779
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LINDA HALL LIBRARY TRUSTS PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	4,062,941
Acturial value of plan assets	2016-12-31	4,062,941
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	4,175,902
Number of terminated vested participants	2016-12-31	20
Fundng target for terminated vested participants	2016-12-31	658,743
Active participant vested funding target	2016-12-31	537,905
Number of active participants	2016-12-31	13
Total funding liabilities for active participants	2016-12-31	538,069
Total participant count	2016-12-31	61
Total funding target for all participants	2016-12-31	5,372,714
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	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	86
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	91
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	0
Total employer contributions	2016-12-31	261,040
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	251,368
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	16,663
Net shortfall amortization installment of oustanding balance	2016-12-31	1,309,773
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	251,258
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	251,258
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	251,368
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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LINDA HALLMAN, DDS, PHD, LLC DEFINED BENEFIT PLAN [EIN = 522265485]

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Company Name:	LINDA HALL LIBRARY
Employer identification number (EIN):	440527122
NAIC Classification:	611000