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PALO ALTO STRATEGY GROUP, LLC DEFINED BENEFIT PLAN 401k Plan overview

Plan NamePALO ALTO STRATEGY GROUP, LLC DEFINED BENEFIT PLAN
Plan identification number 002

PALO ALTO STRATEGY GROUP, LLC DEFINED BENEFIT 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

PALO ALTO STRATEGY GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:PALO ALTO STRATEGY GROUP, LLC
Employer identification number (EIN):823215344
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALO ALTO STRATEGY GROUP, LLC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01

Plan Statistics for PALO ALTO STRATEGY GROUP, LLC DEFINED BENEFIT PLAN

401k plan membership statisitcs for PALO ALTO STRATEGY GROUP, LLC DEFINED BENEFIT PLAN

Measure Date Value
2022: PALO ALTO STRATEGY GROUP, LLC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-12-31622,122
Acturial value of plan assets2022-12-31622,122
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-31627,358
Number of active participants2022-12-313
Total funding liabilities for active participants2022-12-31785,950
Total participant count2022-12-313
Total funding target for all participants2022-12-31785,950
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3142,344
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3142,344
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-3142,344
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-3142,344
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31300,175
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31290,021
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31263,908
Net shortfall amortization installment of oustanding balance2022-12-31163,828
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31279,048
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31279,048
Contributions allocatedtoward minimum required contributions for current year2022-12-31290,021
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310

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