401k Plan data: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN plan

JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 401k Plan overview

Plan Name	JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN
Plan identification number	333

JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 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).

401k Sponsoring company profile

JOHNSON OCONNOR RESEARCH FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: JOHNSON OCONNOR RESEARCH FOUNDATION, INC.

Employer identification number (EIN): 952149001

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2022-01-01
333 2021-01-01
333 2020-01-01
333 2019-01-01
333 2018-01-01
333 2017-01-01
333 2016-01-01
333 2015-01-01
333 2014-01-01 CHRIS JOHNSON 2015-10-15
333 2013-01-01 WILLIAM H. CZAR 2014-09-24
333 2012-01-01 WILLIAM H. CZAR 2013-10-08
333 2011-01-01 WILLIAM H. CZAR
333 2010-01-01 WILLIAM H. CZAR
333 2009-01-01 CAROL LIPMAN

Plan Statistics for JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN

401k plan membership statisitcs for JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN

Measure Date Value
2022: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 7,355,646
Acturial value of plan assets 2022-12-31 6,904,116
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 2,506,961
Number of terminated vested participants 2022-12-31 20
Fundng target for terminated vested participants 2022-12-31 1,419,849
Active participant vested funding target 2022-12-31 2,089,159
Number of active participants 2022-12-31 33
Total funding liabilities for active participants 2022-12-31 2,157,244
Total participant count 2022-12-31 64
Total funding target for all participants 2022-12-31 6,084,054
Balance at beginning of prior year after applicable adjustments 2022-12-31 3,312,516
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 1,357,339
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 265,398
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 3,047,118
Amount remaining of prefunding balance 2022-12-31 1,357,339
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available 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 3,434,406
Balance of prefunding at beginning of current year 2022-12-31 1,529,857
Total employer contributions 2022-12-31 237,000
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 2022-12-31 216,391
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 2022-12-31 256,037
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 2022-12-31 256,037
Carryover balance elected to use to offset funding requirement 2022-12-31 256,037
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 2022-12-31 216,391
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 7,295,227
Acturial value of plan assets 2021-12-31 6,788,617
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 2,541,813
Number of terminated vested participants 2021-12-31 18
Fundng target for terminated vested participants 2021-12-31 666,980
Active participant vested funding target 2021-12-31 2,591,427
Number of active participants 2021-12-31 40
Total funding liabilities for active participants 2021-12-31 2,650,015
Total participant count 2021-12-31 69
Total funding target for all participants 2021-12-31 5,858,808
Balance at beginning of prior year after applicable adjustments 2021-12-31 3,202,520
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 1,207,812
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 254,917
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 2,947,603
Amount remaining of prefunding balance 2021-12-31 1,207,812
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available 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 3,312,516
Balance of prefunding at beginning of current year 2021-12-31 1,357,339
Total employer contributions 2021-12-31 0
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 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 2021-12-31 264,735
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 264,735
Carryover balance elected to use to offset funding requirement 2021-12-31 264,735
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 8,031,834
Acturial value of plan assets 2020-12-31 7,846,832
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 2,721,330
Number of terminated vested participants 2020-12-31 16
Fundng target for terminated vested participants 2020-12-31 1,456,712
Active participant vested funding target 2020-12-31 2,526,218
Number of active participants 2020-12-31 37
Total funding liabilities for active participants 2020-12-31 2,561,904
Total participant count 2020-12-31 65
Total funding target for all participants 2020-12-31 6,739,946
Balance at beginning of prior year after applicable adjustments 2020-12-31 3,100,599
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 1,053,018
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 308,515
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 2,792,084
Amount remaining of prefunding balance 2020-12-31 1,053,018
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 3,202,520
Balance of prefunding at beginning of current year 2020-12-31 1,207,812
Total employer contributions 2020-12-31 0
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 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 2020-12-31 254,917
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 254,917
Carryover balance elected to use to offset funding requirement 2020-12-31 254,917
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 8,089,043
Acturial value of plan assets 2019-12-31 8,488,256
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 2,240,552
Number of terminated vested participants 2019-12-31 17
Fundng target for terminated vested participants 2019-12-31 1,770,272
Active participant vested funding target 2019-12-31 3,097,664
Number of active participants 2019-12-31 40
Total funding liabilities for active participants 2019-12-31 3,143,572
Total participant count 2019-12-31 68
Total funding target for all participants 2019-12-31 7,154,396
Balance at beginning of prior year after applicable adjustments 2019-12-31 3,350,604
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 594,465
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 166,257
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 3,184,347
Amount remaining of prefunding balance 2019-12-31 594,465
Present value of excess contributions 2019-12-31 461,579
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 474,187
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 474,187
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 3,100,599
Balance of prefunding at beginning of current year 2019-12-31 1,053,018
Total employer contributions 2019-12-31 0
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 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 2019-12-31 302,813
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 2019-12-31 302,813
Carryover balance elected to use to offset funding requirement 2019-12-31 302,813
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 7,919,965
Acturial value of plan assets 2018-12-31 7,778,808
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 2,005,425
Number of terminated vested participants 2018-12-31 14
Fundng target for terminated vested participants 2018-12-31 853,199
Active participant vested funding target 2018-12-31 3,255,682
Number of active participants 2018-12-31 39
Total funding liabilities for active participants 2018-12-31 3,335,991
Total participant count 2018-12-31 62
Total funding target for all participants 2018-12-31 6,194,615
Balance at beginning of prior year after applicable adjustments 2018-12-31 3,064,110
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 3,064,110
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 561,293
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 594,465
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 594,465
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 3,350,604
Balance of prefunding at beginning of current year 2018-12-31 594,465
Total employer contributions 2018-12-31 619,000
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 2018-12-31 577,669
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 2018-12-31 282,347
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 2018-12-31 282,347
Carryover balance elected to use to offset funding requirement 2018-12-31 166,257
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 116,090
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 577,669
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 7,687,630
Acturial value of plan assets 2017-12-31 7,866,006
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 692,270
Number of terminated vested participants 2017-12-31 13
Fundng target for terminated vested participants 2017-12-31 1,018,719
Active participant vested funding target 2017-12-31 4,567,952
Number of active participants 2017-12-31 40
Total funding liabilities for active participants 2017-12-31 4,639,065
Total participant count 2017-12-31 59
Total funding target for all participants 2017-12-31 6,350,054
Balance at beginning of prior year after applicable adjustments 2017-12-31 3,221,127
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 3,221,127
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available 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 2017-12-31 414,707
Balance of carryovers at beginning of current year 2017-12-31 3,064,110
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 881,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 841,560
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 2017-12-31 280,267
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 2017-12-31 280,267
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 280,267
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 841,560
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 8,756,367
Acturial value of plan assets 2016-12-31 9,057,904
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 545,849
Number of terminated vested participants 2016-12-31 49
Fundng target for terminated vested participants 2016-12-31 2,058,198
Active participant vested funding target 2016-12-31 4,336,435
Number of active participants 2016-12-31 39
Total funding liabilities for active participants 2016-12-31 4,402,469
Total participant count 2016-12-31 92
Total funding target for all participants 2016-12-31 7,006,516
Balance at beginning of prior year after applicable adjustments 2016-12-31 303,049
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 2016-12-31 303,049
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 2016-12-31 327,293
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 0
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 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 2016-12-31 383,988
Net shortfall amortization installment of oustanding balance 2016-12-31 0
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2011: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 36
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 52
Total of all active and inactive participants 2011-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 34
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 50
Total of all active and inactive participants 2010-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 39
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 48
Total of all active and inactive participants 2009-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	7,355,646
Acturial value of plan assets	2022-12-31	6,904,116
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	2,506,961
Number of terminated vested participants	2022-12-31	20
Fundng target for terminated vested participants	2022-12-31	1,419,849
Active participant vested funding target	2022-12-31	2,089,159
Number of active participants	2022-12-31	33
Total funding liabilities for active participants	2022-12-31	2,157,244
Total participant count	2022-12-31	64
Total funding target for all participants	2022-12-31	6,084,054
Balance at beginning of prior year after applicable adjustments	2022-12-31	3,312,516
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	1,357,339
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	265,398
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	3,047,118
Amount remaining of prefunding balance	2022-12-31	1,357,339
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available 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	3,434,406
Balance of prefunding at beginning of current year	2022-12-31	1,529,857
Total employer contributions	2022-12-31	237,000
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	216,391
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	256,037
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	256,037
Carryover balance elected to use to offset funding requirement	2022-12-31	256,037
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	216,391
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	7,295,227
Acturial value of plan assets	2021-12-31	6,788,617
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	2,541,813
Number of terminated vested participants	2021-12-31	18
Fundng target for terminated vested participants	2021-12-31	666,980
Active participant vested funding target	2021-12-31	2,591,427
Number of active participants	2021-12-31	40
Total funding liabilities for active participants	2021-12-31	2,650,015
Total participant count	2021-12-31	69
Total funding target for all participants	2021-12-31	5,858,808
Balance at beginning of prior year after applicable adjustments	2021-12-31	3,202,520
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	1,207,812
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	254,917
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	2,947,603
Amount remaining of prefunding balance	2021-12-31	1,207,812
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available 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	3,312,516
Balance of prefunding at beginning of current year	2021-12-31	1,357,339
Total employer contributions	2021-12-31	0
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	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	264,735
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	264,735
Carryover balance elected to use to offset funding requirement	2021-12-31	264,735
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	8,031,834
Acturial value of plan assets	2020-12-31	7,846,832
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	2,721,330
Number of terminated vested participants	2020-12-31	16
Fundng target for terminated vested participants	2020-12-31	1,456,712
Active participant vested funding target	2020-12-31	2,526,218
Number of active participants	2020-12-31	37
Total funding liabilities for active participants	2020-12-31	2,561,904
Total participant count	2020-12-31	65
Total funding target for all participants	2020-12-31	6,739,946
Balance at beginning of prior year after applicable adjustments	2020-12-31	3,100,599
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	1,053,018
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	308,515
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	2,792,084
Amount remaining of prefunding balance	2020-12-31	1,053,018
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	3,202,520
Balance of prefunding at beginning of current year	2020-12-31	1,207,812
Total employer contributions	2020-12-31	0
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	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	254,917
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	254,917
Carryover balance elected to use to offset funding requirement	2020-12-31	254,917
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	8,089,043
Acturial value of plan assets	2019-12-31	8,488,256
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	2,240,552
Number of terminated vested participants	2019-12-31	17
Fundng target for terminated vested participants	2019-12-31	1,770,272
Active participant vested funding target	2019-12-31	3,097,664
Number of active participants	2019-12-31	40
Total funding liabilities for active participants	2019-12-31	3,143,572
Total participant count	2019-12-31	68
Total funding target for all participants	2019-12-31	7,154,396
Balance at beginning of prior year after applicable adjustments	2019-12-31	3,350,604
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	594,465
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	166,257
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	3,184,347
Amount remaining of prefunding balance	2019-12-31	594,465
Present value of excess contributions	2019-12-31	461,579
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	474,187
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	474,187
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	3,100,599
Balance of prefunding at beginning of current year	2019-12-31	1,053,018
Total employer contributions	2019-12-31	0
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	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	302,813
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	302,813
Carryover balance elected to use to offset funding requirement	2019-12-31	302,813
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	7,919,965
Acturial value of plan assets	2018-12-31	7,778,808
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	2,005,425
Number of terminated vested participants	2018-12-31	14
Fundng target for terminated vested participants	2018-12-31	853,199
Active participant vested funding target	2018-12-31	3,255,682
Number of active participants	2018-12-31	39
Total funding liabilities for active participants	2018-12-31	3,335,991
Total participant count	2018-12-31	62
Total funding target for all participants	2018-12-31	6,194,615
Balance at beginning of prior year after applicable adjustments	2018-12-31	3,064,110
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	3,064,110
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	561,293
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	594,465
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	594,465
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	3,350,604
Balance of prefunding at beginning of current year	2018-12-31	594,465
Total employer contributions	2018-12-31	619,000
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	577,669
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	282,347
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	282,347
Carryover balance elected to use to offset funding requirement	2018-12-31	166,257
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	116,090
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	577,669
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	7,687,630
Acturial value of plan assets	2017-12-31	7,866,006
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	692,270
Number of terminated vested participants	2017-12-31	13
Fundng target for terminated vested participants	2017-12-31	1,018,719
Active participant vested funding target	2017-12-31	4,567,952
Number of active participants	2017-12-31	40
Total funding liabilities for active participants	2017-12-31	4,639,065
Total participant count	2017-12-31	59
Total funding target for all participants	2017-12-31	6,350,054
Balance at beginning of prior year after applicable adjustments	2017-12-31	3,221,127
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	3,221,127
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available 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	414,707
Balance of carryovers at beginning of current year	2017-12-31	3,064,110
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	881,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	841,560
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	280,267
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	280,267
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	280,267
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	841,560
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	8,756,367
Acturial value of plan assets	2016-12-31	9,057,904
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	545,849
Number of terminated vested participants	2016-12-31	49
Fundng target for terminated vested participants	2016-12-31	2,058,198
Active participant vested funding target	2016-12-31	4,336,435
Number of active participants	2016-12-31	39
Total funding liabilities for active participants	2016-12-31	4,402,469
Total participant count	2016-12-31	92
Total funding target for all participants	2016-12-31	7,006,516
Balance at beginning of prior year after applicable adjustments	2016-12-31	303,049
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	303,049
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	327,293
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	0
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	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	383,988
Net shortfall amortization installment of oustanding balance	2016-12-31	0
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2011: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	36
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	52
Total of all active and inactive participants	2011-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	34
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	50
Total of all active and inactive participants	2010-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	39
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	48
Total of all active and inactive participants	2009-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN

Measure	Date	Value
2011 : JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$855,933
Expenses. Total of all expenses incurred	2011-12-31	$36,380
Total plan assets at end of year	2011-12-31	$4,771,735
Total plan assets at beginning of year	2011-12-31	$3,952,182
Value of fidelity bond covering the plan	2011-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$36,380
Other income received	2011-12-31	$55,933
Net income (gross income less expenses)	2011-12-31	$819,553
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,771,735
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,952,182
Total contributions received or receivable from employer(s)	2011-12-31	$800,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$422,617
Expenses. Total of all expenses incurred	2010-12-31	$52,485
Benefits paid (including direct rollovers)	2010-12-31	$14,021
Total plan assets at end of year	2010-12-31	$3,952,182
Total plan assets at beginning of year	2010-12-31	$3,582,050
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$26,723
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$258,117
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$370,132
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,952,182
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,582,050
Total contributions received or receivable from employer(s)	2010-12-31	$164,500
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$11,741
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN

2011: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050514-F

Policy instance

Insurance contract or identification number	050514-F
Number of Individuals Covered	0
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050514-F

Policy instance

Insurance contract or identification number	050514-F
Number of Individuals Covered	87
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

Potentially related plans

JOHNSON O'CONNOR FERON CARUCCI PLAN [EIN = 203985546]

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Company Name:	JOHNSON OCONNOR RESEARCH FOUNDATION, INC.
Employer identification number (EIN):	952149001
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
333	2022-01-01
333	2021-01-01
333	2020-01-01
333	2019-01-01
333	2018-01-01
333	2017-01-01
333	2016-01-01
333	2015-01-01
333	2014-01-01	CHRIS JOHNSON	2015-10-15
333	2013-01-01	WILLIAM H. CZAR	2014-09-24
333	2012-01-01	WILLIAM H. CZAR	2013-10-08
333	2011-01-01	WILLIAM H. CZAR
333	2010-01-01	WILLIAM H. CZAR
333	2009-01-01	CAROL LIPMAN