401k Plan data: S & H REPRESENTATIVES, INC. PENSION PLAN plan

S & H REPRESENTATIVES, INC. PENSION PLAN 401k Plan overview

Plan Name	S & H REPRESENTATIVES, INC. PENSION PLAN
Plan identification number	004

S & H REPRESENTATIVES, INC. 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).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

S & H REPRESENTATIVES, INC. has sponsored the creation of one or more 401k plans.

Company Name: S & H REPRESENTATIVES, INC.

Employer identification number (EIN): 042544218

NAIC Classification: 423990
NAIC Description: Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & H REPRESENTATIVES, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01
004 2016-01-01
004 2015-01-01
004 2014-01-01 DAVID BARNETT 2015-03-26
004 2013-01-01 DAVID BARNETT 2014-08-09
004 2012-01-01 DAVID BARNETT 2013-07-26
004 2011-01-01 DAVID BARNETT 2012-07-06
004 2010-01-01 DAVID BARNETT 2011-10-11
004 2009-01-01 DAVID BARNETT

Plan Statistics for S & H REPRESENTATIVES, INC. PENSION PLAN

401k plan membership statisitcs for S & H REPRESENTATIVES, INC. PENSION PLAN

Measure Date Value
2021: S & H REPRESENTATIVES, INC. PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,981,532
Acturial value of plan assets 2021-12-31 1,981,532
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 1,899,769
Number of active participants 2021-12-31 3
Total funding liabilities for active participants 2021-12-31 1,899,769
Total participant count 2021-12-31 3
Total funding target for all participants 2021-12-31 1,899,769
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 36,994
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 36,994
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 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 52,940
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 0
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 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: S & H REPRESENTATIVES, INC. PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,822,071
Acturial value of plan assets 2020-12-31 1,822,071
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,824,267
Number of active participants 2020-12-31 3
Total funding liabilities for active participants 2020-12-31 1,824,267
Total participant count 2020-12-31 3
Total funding target for all participants 2020-12-31 1,824,267
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 87,820
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 87,820
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 85,000
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 85,357
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 48,007
Net shortfall amortization installment of oustanding balance 2020-12-31 2,196
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 48,363
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 48,363
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 85,357
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: S & H REPRESENTATIVES, INC. PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,739,519
Acturial value of plan assets 2019-12-31 1,739,519
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,647,474
Number of active participants 2019-12-31 3
Total funding liabilities for active participants 2019-12-31 1,647,474
Total participant count 2019-12-31 3
Total funding target for all participants 2019-12-31 1,647,474
Balance at beginning of prior year after applicable adjustments 2019-12-31 374
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 66,700
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 374
Prefunding balanced used to offset prior years funding requirement 2019-12-31 66,700
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 7,927
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 6,973
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 85,500
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 87,820
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 40,494
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 87,820
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: S & H REPRESENTATIVES, INC. PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,418,893
Acturial value of plan assets 2018-12-31 1,418,893
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,372,984
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 1,372,984
Total participant count 2018-12-31 3
Total funding target for all participants 2018-12-31 1,372,984
Balance at beginning of prior year after applicable adjustments 2018-12-31 344
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 61,395
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 2018-12-31 344
Amount remaining of prefunding balance 2018-12-31 61,395
Present value of excess contributions 2018-12-31 87,902
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 87,902
Balance of carryovers at beginning of current year 2018-12-31 374
Balance of prefunding at beginning of current year 2018-12-31 66,700
Total employer contributions 2018-12-31 85,500
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 87,766
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 2018-12-31 146,729
Net shortfall amortization installment of oustanding balance 2018-12-31 25,076
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 150,823
Carryover balance elected to use to offset funding requirement 2018-12-31 396
Prefunding balance elected to use to offset funding requirement 2018-12-31 70,588
Additional cash requirement 2018-12-31 79,839
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 87,766
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: S & H REPRESENTATIVES, INC. PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,441,557
Acturial value of plan assets 2017-12-31 1,441,557
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 1,095,942
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 1,095,942
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 1,095,942
Balance at beginning of prior year after applicable adjustments 2017-12-31 318
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 56,721
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 2017-12-31 318
Amount remaining of prefunding balance 2017-12-31 56,721
Present value of excess contributions 2017-12-31 82,253
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 82,253
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 344
Balance of prefunding at beginning of current year 2017-12-31 61,395
Total employer contributions 2017-12-31 85,500
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 87,902
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 2017-12-31 130,447
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 87,902
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: S & H REPRESENTATIVES, INC. PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,243,514
Acturial value of plan assets 2016-12-31 1,243,514
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 2016-12-31 955,785
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 958,137
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 958,137
Balance at beginning of prior year after applicable adjustments 2016-12-31 330
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 58,827
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 2016-12-31 330
Amount remaining of prefunding balance 2016-12-31 58,827
Present value of excess contributions 2016-12-31 130,774
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 130,774
Balance of carryovers at beginning of current year 2016-12-31 318
Balance of prefunding at beginning of current year 2016-12-31 56,721
Total employer contributions 2016-12-31 79,000
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 82,253
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 2016-12-31 129,547
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
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 82,253
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: S & H REPRESENTATIVES, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
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 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: S & H REPRESENTATIVES, INC. PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,981,532
Acturial value of plan assets	2021-12-31	1,981,532
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	1,899,769
Number of active participants	2021-12-31	3
Total funding liabilities for active participants	2021-12-31	1,899,769
Total participant count	2021-12-31	3
Total funding target for all participants	2021-12-31	1,899,769
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	36,994
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	36,994
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	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	52,940
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	0
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	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: S & H REPRESENTATIVES, INC. PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,822,071
Acturial value of plan assets	2020-12-31	1,822,071
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,824,267
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	1,824,267
Total participant count	2020-12-31	3
Total funding target for all participants	2020-12-31	1,824,267
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	87,820
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	87,820
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	85,000
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	85,357
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	48,007
Net shortfall amortization installment of oustanding balance	2020-12-31	2,196
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	48,363
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	48,363
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	85,357
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: S & H REPRESENTATIVES, INC. PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,739,519
Acturial value of plan assets	2019-12-31	1,739,519
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,647,474
Number of active participants	2019-12-31	3
Total funding liabilities for active participants	2019-12-31	1,647,474
Total participant count	2019-12-31	3
Total funding target for all participants	2019-12-31	1,647,474
Balance at beginning of prior year after applicable adjustments	2019-12-31	374
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	66,700
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	374
Prefunding balanced used to offset prior years funding requirement	2019-12-31	66,700
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	7,927
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	6,973
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	85,500
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	87,820
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	40,494
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	87,820
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: S & H REPRESENTATIVES, INC. PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,418,893
Acturial value of plan assets	2018-12-31	1,418,893
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,372,984
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	1,372,984
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	1,372,984
Balance at beginning of prior year after applicable adjustments	2018-12-31	344
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	61,395
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	344
Amount remaining of prefunding balance	2018-12-31	61,395
Present value of excess contributions	2018-12-31	87,902
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	87,902
Balance of carryovers at beginning of current year	2018-12-31	374
Balance of prefunding at beginning of current year	2018-12-31	66,700
Total employer contributions	2018-12-31	85,500
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	87,766
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	146,729
Net shortfall amortization installment of oustanding balance	2018-12-31	25,076
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	150,823
Carryover balance elected to use to offset funding requirement	2018-12-31	396
Prefunding balance elected to use to offset funding requirement	2018-12-31	70,588
Additional cash requirement	2018-12-31	79,839
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	87,766
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: S & H REPRESENTATIVES, INC. PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,441,557
Acturial value of plan assets	2017-12-31	1,441,557
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	1,095,942
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	1,095,942
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	1,095,942
Balance at beginning of prior year after applicable adjustments	2017-12-31	318
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	56,721
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	318
Amount remaining of prefunding balance	2017-12-31	56,721
Present value of excess contributions	2017-12-31	82,253
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	82,253
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	344
Balance of prefunding at beginning of current year	2017-12-31	61,395
Total employer contributions	2017-12-31	85,500
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	87,902
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	130,447
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	87,902
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: S & H REPRESENTATIVES, INC. PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,243,514
Acturial value of plan assets	2016-12-31	1,243,514
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	955,785
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	958,137
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	958,137
Balance at beginning of prior year after applicable adjustments	2016-12-31	330
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	58,827
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	330
Amount remaining of prefunding balance	2016-12-31	58,827
Present value of excess contributions	2016-12-31	130,774
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	130,774
Balance of carryovers at beginning of current year	2016-12-31	318
Balance of prefunding at beginning of current year	2016-12-31	56,721
Total employer contributions	2016-12-31	79,000
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	82,253
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	129,547
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
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	82,253
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: S & H REPRESENTATIVES, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
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	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on S & H REPRESENTATIVES, INC. PENSION PLAN

Measure	Date	Value
2009 : S & H REPRESENTATIVES, INC. 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 S & H REPRESENTATIVES, INC. PENSION PLAN

2009: S & H REPRESENTATIVES, INC. PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	S & H REPRESENTATIVES, INC.
Employer identification number (EIN):	042544218
NAIC Classification:	423990
NAIC Description:	Other Miscellaneous Durable Goods Merchant Wholesalers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2022-01-01
004	2021-01-01
004	2020-01-01
004	2019-01-01
004	2018-01-01
004	2017-01-01
004	2016-01-01
004	2015-01-01
004	2014-01-01	DAVID BARNETT	2015-03-26
004	2013-01-01	DAVID BARNETT	2014-08-09
004	2012-01-01	DAVID BARNETT	2013-07-26
004	2011-01-01	DAVID BARNETT	2012-07-06
004	2010-01-01	DAVID BARNETT	2011-10-11
004	2009-01-01	DAVID BARNETT