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Plan Name | HARSTAD STRATEGIC RESEARCH, INC. CASH BALANCE PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | HARSTAD STRATEGIC RESEARCH, INC. |
Employer identification number (EIN): | 841574020 |
NAIC Classification: | 541910 |
NAIC Description: | Marketing Research and Public Opinion Polling |
Additional information about HARSTAD STRATEGIC RESEARCH, INC.
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 2001-01-17 |
Company Identification Number: | 20011012337 |
Legal Registered Office Address: |
9575 Poppy Way Arvada United States of America (USA) 80007-1200 |
More information about HARSTAD STRATEGIC RESEARCH, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2021-01-01 | PAUL HARSTAD | 2022-06-21 | ||
002 | 2020-01-01 | PAUL F. HARSTAD | 2021-07-28 | PAUL F. HARSTAD | 2021-07-28 |
002 | 2019-01-01 | PAUL F. HARSTAD | 2020-09-10 | PAUL F. HARSTAD | 2020-09-10 |
002 | 2018-01-01 | PAUL F. HARSTAD | 2019-07-24 | PAUL F. HARSTAD | 2019-07-24 |
002 | 2017-01-01 | PAUL F. HARSTAD | 2018-09-24 | PAUL F. HARSTAD | 2018-09-24 |
002 | 2016-01-01 | PAUL F. HARSTAD | 2017-05-19 | PAUL F. HARSTAD | 2017-05-19 |
002 | 2015-01-01 | PAUL F. HARSTAD | 2016-09-15 | PAUL F. HARSTAD | 2016-09-15 |
002 | 2014-01-01 | PAUL F. HARSTAD | 2015-06-01 | PAUL F. HARSTAD | 2015-06-01 |
002 | 2013-01-01 | PAUL F. HARSTAD | 2016-02-08 | PAUL F. HARSTAD | 2016-02-08 |
002 | 2012-01-01 | PAUL F. HARSTAD | 2013-09-26 | PAUL F. HARSTAD | 2013-09-26 |
002 | 2011-01-01 | PAUL F. HARSTAD | 2012-06-19 | PAUL F. HARSTAD | 2012-06-19 |
002 | 2010-01-01 | PAUL F. HARSTAD | 2011-07-18 | PAUL F. HARSTAD | 2011-07-18 |
Measure | Date | Value |
---|---|---|
2021: HARSTAD STRATEGIC RESEARCH, INC. CASH BALANCE PLAN 2021 401k membership | ||
Market value of plan assets | 2021-11-24 | 1,668,330 |
Acturial value of plan assets | 2021-11-24 | 1,668,330 |
Funding target for retired participants and beneficiaries receiving payment | 2021-11-24 | 0 |
Number of terminated vested participants | 2021-11-24 | 0 |
Fundng target for terminated vested participants | 2021-11-24 | 0 |
Active participant vested funding target | 2021-11-24 | 1,400,256 |
Number of active participants | 2021-11-24 | 2 |
Total funding liabilities for active participants | 2021-11-24 | 1,400,256 |
Total participant count | 2021-11-24 | 2 |
Total funding target for all participants | 2021-11-24 | 1,400,256 |
Balance at beginning of prior year after applicable adjustments | 2021-11-24 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-11-24 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-11-24 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-11-24 | 0 |
Amount remaining of carryover balance | 2021-11-24 | 0 |
Amount remaining of prefunding balance | 2021-11-24 | 0 |
Present value of excess contributions | 2021-11-24 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-11-24 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-11-24 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-11-24 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-11-24 | 0 |
Balance of carryovers at beginning of current year | 2021-11-24 | 0 |
Balance of prefunding at beginning of current year | 2021-11-24 | 0 |
Total employer contributions | 2021-11-24 | 0 |
Total employee contributions | 2021-11-24 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-11-24 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-11-24 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-11-24 | 0 |
Unpaid minimum required contributions for all prior years | 2021-11-24 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-11-24 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-11-24 | 0 |
Minimum required contributions for current year target normal cost | 2021-11-24 | 0 |
Net shortfall amortization installment of oustanding balance | 2021-11-24 | 0 |
Waiver amortization installment | 2021-11-24 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-11-24 | 0 |
Additional cash requirement | 2021-11-24 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-11-24 | 0 |
Unpaid minimum required contributions for current year | 2021-11-24 | 0 |
Unpaid minimum required contributions for all years | 2021-11-24 | 0 |
2020: HARSTAD STRATEGIC RESEARCH, INC. CASH BALANCE PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 1,668,330 |
Acturial value of plan assets | 2020-12-31 | 1,668,330 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 0 |
Fundng target for terminated vested participants | 2020-12-31 | 0 |
Active participant vested funding target | 2020-12-31 | 1,399,177 |
Number of active participants | 2020-12-31 | 2 |
Total funding liabilities for active participants | 2020-12-31 | 1,399,177 |
Total participant count | 2020-12-31 | 2 |
Total funding target for all participants | 2020-12-31 | 1,399,177 |
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 |
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 | 14,172 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 14,172 |
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 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 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 | 739 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: HARSTAD STRATEGIC RESEARCH, INC. CASH BALANCE PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 1,470,410 |
Acturial value of plan assets | 2019-12-31 | 1,470,410 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 0 |
Fundng target for terminated vested participants | 2019-12-31 | 0 |
Active participant vested funding target | 2019-12-31 | 1,336,530 |
Number of active participants | 2019-12-31 | 2 |
Total funding liabilities for active participants | 2019-12-31 | 1,336,530 |
Total participant count | 2019-12-31 | 2 |
Total funding target for all participants | 2019-12-31 | 1,336,530 |
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 | 8,021 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 8,021 |
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 | 14,310 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 14,172 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 33,342 |
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 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 14,172 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: HARSTAD STRATEGIC RESEARCH, INC. CASH BALANCE PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 1,294,827 |
Acturial value of plan assets | 2018-12-31 | 1,294,827 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 0 |
Fundng target for terminated vested participants | 2018-12-31 | 0 |
Active participant vested funding target | 2018-12-31 | 1,263,540 |
Number of active participants | 2018-12-31 | 2 |
Total funding liabilities for active participants | 2018-12-31 | 1,263,540 |
Total participant count | 2018-12-31 | 2 |
Total funding target for all participants | 2018-12-31 | 1,263,540 |
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 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
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 | 8,116 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 8,021 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 25,037 |
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 | 8,021 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: HARSTAD STRATEGIC RESEARCH, INC. CASH BALANCE PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 1,343,622 |
Acturial value of plan assets | 2017-12-31 | 1,343,622 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 0 |
Fundng target for terminated vested participants | 2017-12-31 | 0 |
Active participant vested funding target | 2017-12-31 | 1,195,677 |
Number of active participants | 2017-12-31 | 2 |
Total funding liabilities for active participants | 2017-12-31 | 1,195,677 |
Total participant count | 2017-12-31 | 2 |
Total funding target for all participants | 2017-12-31 | 1,195,677 |
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 | 23,495 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 23,495 |
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 | 0 |
Total employee contributions | 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 | 23,840 |
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 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: HARSTAD STRATEGIC RESEARCH, INC. CASH BALANCE PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 1,175,523 |
Acturial value of plan assets | 2016-12-31 | 1,175,523 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 0 |
Fundng target for terminated vested participants | 2016-12-31 | 0 |
Active participant vested funding target | 2016-12-31 | 1,133,055 |
Number of active participants | 2016-12-31 | 3 |
Total funding liabilities for active participants | 2016-12-31 | 1,133,055 |
Total participant count | 2016-12-31 | 3 |
Total funding target for all participants | 2016-12-31 | 1,133,055 |
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 |
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 | 24,638 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 24,638 |
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 | 23,668 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 23,495 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 21,772 |
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 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 23,495 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |