401k Plan data: WISER POST CASH BALANCE PLAN plan

WISER POST CASH BALANCE PLAN 401k Plan overview

Plan Name	WISER POST CASH BALANCE PLAN
Plan identification number	002

WISER POST CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.

401k Sponsoring company profile

WISER POST has sponsored the creation of one or more 401k plans.

Company Name: WISER POST

Employer identification number (EIN): 954683785

NAIC Classification: 512100
NAIC Description: Motion Picture and Video Industries

Additional information about WISER POST

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C2084775

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WISER POST CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JEAN WEISSHAAR 2024-03-25
002 2022-01-01 JEAN WEISSHAAR 2023-06-27
002 2021-01-01 JEAN WEISSHAAR 2022-06-06
002 2020-01-01 JEAN WEISSHAAR 2021-07-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	JEAN WEISSHAAR	2024-03-25
002	2022-01-01	JEAN WEISSHAAR	2023-06-27
002	2021-01-01	JEAN WEISSHAAR	2022-06-06
002	2020-01-01	JEAN WEISSHAAR	2021-07-11

Plan Statistics for WISER POST CASH BALANCE PLAN

401k plan membership statisitcs for WISER POST CASH BALANCE PLAN

Measure Date Value
2025: WISER POST CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-04-03 23
Total number of particpants at end of year 2025-04-03 21
2024: WISER POST CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-03-25 17
Total number of particpants at end of year 2024-03-25 19
2022: WISER POST CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 215,297
Acturial value of plan assets 2022-12-31 215,297
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 6,686
Active participant vested funding target 2022-12-31 231,938
Number of active participants 2022-12-31 14
Total funding liabilities for active participants 2022-12-31 231,938
Total participant count 2022-12-31 16
Total funding target for all participants 2022-12-31 238,624
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 37,515
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 37,515
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 400,000
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 2022-12-31 394,685
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 2022-12-31 176,471
Net shortfall amortization installment of oustanding balance 2022-12-31 23,327
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 178,627
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 2022-12-31 178,627
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 394,685
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total number of particpants at beginning of year 2022-06-06 13
Total number of particpants at end of year 2022-06-06 15
2021: WISER POST CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 128,370
Acturial value of plan assets 2021-12-31 128,370
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 712
Active participant vested funding target 2021-12-31 114,868
Number of active participants 2021-12-31 14
Total funding liabilities for active participants 2021-12-31 114,868
Total participant count 2021-12-31 15
Total funding target for all participants 2021-12-31 115,580
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 14,318
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 14,318
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 130,000
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 2021-12-31 128,706
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 2021-12-31 103,981
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 91,191
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 91,191
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 128,706
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: WISER POST CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 0
Acturial value of plan assets 2020-12-31 0
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 0
Number of active participants 2020-12-31 13
Total funding liabilities for active participants 2020-12-31 0
Total participant count 2020-12-31 13
Total funding target for all participants 2020-12-31 0
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 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 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 130,000
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 2020-12-31 126,439
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 2020-12-31 112,121
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 2020-12-31 112,121
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 2020-12-31 112,121
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 126,439
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0

Measure	Date	Value
2025: WISER POST CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-04-03	23
Total number of particpants at end of year	2025-04-03	21
2024: WISER POST CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-03-25	17
Total number of particpants at end of year	2024-03-25	19
2022: WISER POST CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	215,297
Acturial value of plan assets	2022-12-31	215,297
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	6,686
Active participant vested funding target	2022-12-31	231,938
Number of active participants	2022-12-31	14
Total funding liabilities for active participants	2022-12-31	231,938
Total participant count	2022-12-31	16
Total funding target for all participants	2022-12-31	238,624
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	37,515
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	37,515
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	400,000
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	394,685
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	176,471
Net shortfall amortization installment of oustanding balance	2022-12-31	23,327
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	178,627
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	178,627
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	394,685
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total number of particpants at beginning of year	2022-06-06	13
Total number of particpants at end of year	2022-06-06	15
2021: WISER POST CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	128,370
Acturial value of plan assets	2021-12-31	128,370
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	712
Active participant vested funding target	2021-12-31	114,868
Number of active participants	2021-12-31	14
Total funding liabilities for active participants	2021-12-31	114,868
Total participant count	2021-12-31	15
Total funding target for all participants	2021-12-31	115,580
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	14,318
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	14,318
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	130,000
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	128,706
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	103,981
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	91,191
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	91,191
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	128,706
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: WISER POST CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	0
Acturial value of plan assets	2020-12-31	0
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	0
Number of active participants	2020-12-31	13
Total funding liabilities for active participants	2020-12-31	0
Total participant count	2020-12-31	13
Total funding target for all participants	2020-12-31	0
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	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	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	130,000
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	126,439
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	112,121
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	112,121
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	112,121
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	126,439
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0

Financial Data on WISER POST CASH BALANCE PLAN

Measure	Date	Value
2025 : WISER POST CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-04-03	0
Total liabilities as of the end of the plan year	2025-04-03	0
Total liabilities as of the beginning of the plan year	2025-04-03	0
Total expenses incurred by plan in this plan year	2025-04-03	14358
Net assets as of the end of the plan year	2025-04-03	903612
Total assets as of the beginning of the plan year	2025-04-03	682893
Value of plan covered by a fidelity bond	2025-04-03	300000
Participant contributions to plan in this plan year	2025-04-03	0
Other expenses paid from plan in this plan year	2025-04-03	6629
Other contributions to plan in this plan year	2025-04-03	0
Other income to plan in this plan year	2025-04-03	87589
Plan net income in this plan year	2025-04-03	220719
Net assets as of the end of the plan year	2025-04-03	903612
Net assets as of the beginning of the plan year	2025-04-03	682893
Employer contributions to plan in this plan year	2025-04-03	147488
Expensese paid to adminstrative service provicers from plan in this plan year	2025-04-03	0
2024 : WISER POST CASH BALANCE PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-03-25	0
Total liabilities as of the beginning of the plan year	2024-03-25	0
Total expenses incurred by plan in this plan year	2024-03-25	11805
Net assets as of the end of the plan year	2024-03-25	682893
Total assets as of the beginning of the plan year	2024-03-25	615297
Value of plan covered by a fidelity bond	2024-03-25	300000
Participant contributions to plan in this plan year	2024-03-25	0
Other expenses paid from plan in this plan year	2024-03-25	4230
Other contributions to plan in this plan year	2024-03-25	0
Other income to plan in this plan year	2024-03-25	79401
Plan net income in this plan year	2024-03-25	67596
Net assets as of the end of the plan year	2024-03-25	682893
Net assets as of the beginning of the plan year	2024-03-25	615297
Employer contributions to plan in this plan year	2024-03-25	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-03-25	0
2022 : WISER POST CASH BALANCE PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-06-06	0
Total liabilities as of the end of the plan year	2022-06-06	0
Total liabilities as of the beginning of the plan year	2022-06-06	0
Total expenses incurred by plan in this plan year	2022-06-06	136
Net assets as of the end of the plan year	2022-06-06	258370
Total assets as of the beginning of the plan year	2022-06-06	130000
Value of plan covered by a fidelity bond	2022-06-06	300000
Participant contributions to plan in this plan year	2022-06-06	0
Other expenses paid from plan in this plan year	2022-06-06	136
Other contributions to plan in this plan year	2022-06-06	0
Other income to plan in this plan year	2022-06-06	-1494
Plan net income in this plan year	2022-06-06	128370
Net assets as of the end of the plan year	2022-06-06	258370
Net assets as of the beginning of the plan year	2022-06-06	130000
Employer contributions to plan in this plan year	2022-06-06	130000
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-06	0

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Company Name:	WISER POST
Employer identification number (EIN):	954683785
NAIC Classification:	512100
NAIC Description:	Motion Picture and Video Industries

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C2084775