401k Plan data: CAPITAL RESEARCH & CONSULTING, LLC DEFINED BENEFIT PLAN plan

CAPITAL RESEARCH & CONSULTING, LLC DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	CAPITAL RESEARCH & CONSULTING, LLC DEFINED BENEFIT PLAN
Plan identification number	002

CAPITAL RESEARCH & CONSULTING, LLC DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CAPITAL RESEARCH & CONSULTING, LLC has sponsored the creation of one or more 401k plans.

Company Name: CAPITAL RESEARCH & CONSULTING, LLC

Employer identification number (EIN): 954660745

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Additional information about CAPITAL RESEARCH & CONSULTING, LLC

Jurisdiction of Incorporation: California Secretary of State

Incorporation Date: 1997-11-12

Company Identification Number: 199731610032

Legal Registered Office Address: 15 S RAYMOND AVE STE 200

PASADENA
United States of America (USA)
91105

More information about CAPITAL RESEARCH & CONSULTING, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITAL RESEARCH & CONSULTING, LLC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JOHN P. ODELL 2023-10-02
002 2021-01-01 JOHN P. ODELL 2022-10-03
002 2020-01-01 JOHN P. ODELL 2021-10-11
002 2019-01-01 JOHN P. ODELL 2020-10-12
002 2018-01-01 JOHN P. ODELL 2019-09-30
002 2017-01-01 JOHN P. ODELL 2018-10-09
002 2016-01-01 JOHN P. ODELL 2017-09-25
002 2015-01-01 JOHN P. ODELL 2016-10-04
002 2010-01-01 JOHN P. ODELL 2011-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	JOHN P. ODELL	2023-10-02
002	2021-01-01	JOHN P. ODELL	2022-10-03
002	2020-01-01	JOHN P. ODELL	2021-10-11
002	2019-01-01	JOHN P. ODELL	2020-10-12
002	2018-01-01	JOHN P. ODELL	2019-09-30
002	2017-01-01	JOHN P. ODELL	2018-10-09
002	2016-01-01	JOHN P. ODELL	2017-09-25
002	2015-01-01	JOHN P. ODELL	2016-10-04
002	2010-01-01	JOHN P. ODELL	2011-10-05

Plan Statistics for CAPITAL RESEARCH & CONSULTING, LLC DEFINED BENEFIT PLAN

401k plan membership statisitcs for CAPITAL RESEARCH & CONSULTING, LLC DEFINED BENEFIT PLAN

Measure Date Value
2022: CAPITAL RESEARCH & CONSULTING, LLC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,541,710
Acturial value of plan assets 2022-12-31 1,541,710
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 620
Active participant vested funding target 2022-12-31 1,015,012
Number of active participants 2022-12-31 7
Total funding liabilities for active participants 2022-12-31 1,015,012
Total participant count 2022-12-31 8
Total funding target for all participants 2022-12-31 1,015,632
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 382,460
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 2022-12-31 382,460
Present value of excess contributions 2022-12-31 68,392
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 72,297
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 72,297
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 2022-12-31 503,750
Total employer contributions 2022-12-31 145,531
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 2022-12-31 130,916
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 72,785
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 50,457
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 50,457
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 130,916
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: CAPITAL RESEARCH & CONSULTING, LLC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,242,540
Acturial value of plan assets 2021-12-31 1,242,540
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 865,092
Number of active participants 2021-12-31 8
Total funding liabilities for active participants 2021-12-31 865,645
Total participant count 2021-12-31 8
Total funding target for all participants 2021-12-31 865,645
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 369,491
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 2021-12-31 369,491
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
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 2021-12-31 382,460
Total employer contributions 2021-12-31 149,555
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 2021-12-31 133,874
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 62,317
Net shortfall amortization installment of oustanding balance 2021-12-31 -5,918
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 65,482
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 65,482
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 133,874
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: CAPITAL RESEARCH & CONSULTING, LLC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,122,304
Acturial value of plan assets 2020-12-31 1,122,304
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 2020-12-31 775,455
Number of active participants 2020-12-31 8
Total funding liabilities for active participants 2020-12-31 775,455
Total participant count 2020-12-31 8
Total funding target for all participants 2020-12-31 775,455
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 266,847
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 2020-12-31 266,847
Present value of excess contributions 2020-12-31 33,304
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 35,219
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 35,219
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 2020-12-31 369,205
Total employer contributions 2020-12-31 82,485
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 73,981
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 48,399
Net shortfall amortization installment of oustanding balance 2020-12-31 -2,766
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 51,564
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 51,564
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 73,981
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CAPITAL RESEARCH & CONSULTING, LLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 837,683
Acturial value of plan assets 2019-12-31 837,683
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 2019-12-31 667,481
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 667,681
Total participant count 2019-12-31 5
Total funding target for all participants 2019-12-31 667,681
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 246,606
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 2019-12-31 246,606
Present value of excess contributions 2019-12-31 37,115
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 39,279
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 39,279
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 2019-12-31 266,847
Total employer contributions 2019-12-31 88,658
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 78,846
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 42,377
Net shortfall amortization installment of oustanding balance 2019-12-31 524
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 45,542
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 45,542
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 78,846
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CAPITAL RESEARCH & CONSULTING, LLC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 806,488
Acturial value of plan assets 2018-12-31 806,488
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 2018-12-31 581,350
Number of active participants 2018-12-31 4
Total funding liabilities for active participants 2018-12-31 581,521
Total participant count 2018-12-31 4
Total funding target for all participants 2018-12-31 581,521
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 193,036
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 2018-12-31 193,036
Present value of excess contributions 2018-12-31 23,420
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 24,769
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 24,769
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 2018-12-31 246,606
Total employer contributions 2018-12-31 89,691
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 79,846
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 39,566
Net shortfall amortization installment of oustanding balance 2018-12-31 4,523
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 42,731
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 42,731
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 79,846
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CAPITAL RESEARCH & CONSULTING, LLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,368,031
Acturial value of plan assets 2017-12-31 1,368,031
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 1,182,487
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 1,182,487
Total participant count 2017-12-31 4
Total funding target for all participants 2017-12-31 1,182,487
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 237,987
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 59,663
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 178,324
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
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 2017-12-31 193,036
Total employer contributions 2017-12-31 132,024
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 2017-12-31 122,056
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 36,706
Net shortfall amortization installment of oustanding balance 2017-12-31 88,377
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 53,153
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 53,153
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 122,056
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CAPITAL RESEARCH & CONSULTING, LLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,216,132
Acturial value of plan assets 2016-12-31 1,216,132
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 1,077,394
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 1,077,687
Total participant count 2016-12-31 4
Total funding target for all participants 2016-12-31 1,077,687
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 327,783
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 87,319
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 240,464
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 0
Balance of prefunding at beginning of current year 2016-12-31 237,987
Total employer contributions 2016-12-31 53,685
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 46,158
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 88,476
Net shortfall amortization installment of oustanding balance 2016-12-31 99,542
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 104,923
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 58,765
Additional cash requirement 2016-12-31 46,158
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 46,158
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: CAPITAL RESEARCH & CONSULTING, LLC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,541,710
Acturial value of plan assets	2022-12-31	1,541,710
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	620
Active participant vested funding target	2022-12-31	1,015,012
Number of active participants	2022-12-31	7
Total funding liabilities for active participants	2022-12-31	1,015,012
Total participant count	2022-12-31	8
Total funding target for all participants	2022-12-31	1,015,632
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	382,460
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	382,460
Present value of excess contributions	2022-12-31	68,392
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	72,297
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	72,297
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	503,750
Total employer contributions	2022-12-31	145,531
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	130,916
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	72,785
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	50,457
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	50,457
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	130,916
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: CAPITAL RESEARCH & CONSULTING, LLC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,242,540
Acturial value of plan assets	2021-12-31	1,242,540
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	865,092
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	865,645
Total participant count	2021-12-31	8
Total funding target for all participants	2021-12-31	865,645
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	369,491
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	369,491
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
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	382,460
Total employer contributions	2021-12-31	149,555
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	133,874
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	62,317
Net shortfall amortization installment of oustanding balance	2021-12-31	-5,918
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	65,482
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	65,482
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	133,874
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: CAPITAL RESEARCH & CONSULTING, LLC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,122,304
Acturial value of plan assets	2020-12-31	1,122,304
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	775,455
Number of active participants	2020-12-31	8
Total funding liabilities for active participants	2020-12-31	775,455
Total participant count	2020-12-31	8
Total funding target for all participants	2020-12-31	775,455
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	266,847
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	266,847
Present value of excess contributions	2020-12-31	33,304
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	35,219
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	35,219
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	369,205
Total employer contributions	2020-12-31	82,485
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	73,981
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	48,399
Net shortfall amortization installment of oustanding balance	2020-12-31	-2,766
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	51,564
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	51,564
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	73,981
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CAPITAL RESEARCH & CONSULTING, LLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	837,683
Acturial value of plan assets	2019-12-31	837,683
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	667,481
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	667,681
Total participant count	2019-12-31	5
Total funding target for all participants	2019-12-31	667,681
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	246,606
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	246,606
Present value of excess contributions	2019-12-31	37,115
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	39,279
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	39,279
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	266,847
Total employer contributions	2019-12-31	88,658
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	78,846
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	42,377
Net shortfall amortization installment of oustanding balance	2019-12-31	524
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	45,542
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	45,542
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	78,846
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CAPITAL RESEARCH & CONSULTING, LLC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	806,488
Acturial value of plan assets	2018-12-31	806,488
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	581,350
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	581,521
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	581,521
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	193,036
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	193,036
Present value of excess contributions	2018-12-31	23,420
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	24,769
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	24,769
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	246,606
Total employer contributions	2018-12-31	89,691
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	79,846
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	39,566
Net shortfall amortization installment of oustanding balance	2018-12-31	4,523
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	42,731
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	42,731
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	79,846
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CAPITAL RESEARCH & CONSULTING, LLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,368,031
Acturial value of plan assets	2017-12-31	1,368,031
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	1,182,487
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	1,182,487
Total participant count	2017-12-31	4
Total funding target for all participants	2017-12-31	1,182,487
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	237,987
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	59,663
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	178,324
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
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	193,036
Total employer contributions	2017-12-31	132,024
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	122,056
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	36,706
Net shortfall amortization installment of oustanding balance	2017-12-31	88,377
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	53,153
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	53,153
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	122,056
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CAPITAL RESEARCH & CONSULTING, LLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,216,132
Acturial value of plan assets	2016-12-31	1,216,132
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	1,077,394
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	1,077,687
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	1,077,687
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	327,783
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	87,319
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	240,464
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	0
Balance of prefunding at beginning of current year	2016-12-31	237,987
Total employer contributions	2016-12-31	53,685
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	46,158
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	88,476
Net shortfall amortization installment of oustanding balance	2016-12-31	99,542
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	104,923
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	58,765
Additional cash requirement	2016-12-31	46,158
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	46,158
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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Company Name:	CAPITAL RESEARCH & CONSULTING, LLC
Employer identification number (EIN):	954660745
NAIC Classification:	523120
NAIC Description:	Securities Brokerage

Jurisdiction of Incorporation:	California Secretary of State
Incorporation Date:	1997-11-12
Company Identification Number:	199731610032
Legal Registered Office Address:	15 S RAYMOND AVE STE 200 PASADENA United States of America (USA) 91105