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ROBERT BAXTER ASSOCIATES, INC. CASH BALANCE PLAN 401k Plan overview

Plan NameROBERT BAXTER ASSOCIATES, INC. CASH BALANCE PLAN
Plan identification number 003

ROBERT BAXTER ASSOCIATES, INC. CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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).
  • 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

ROBERT BAXTER ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT BAXTER ASSOCIATES, INC.
Employer identification number (EIN):050309622
NAIC Classification:448310
NAIC Description:Jewelry Stores

Additional information about ROBERT BAXTER ASSOCIATES, INC.

Jurisdiction of Incorporation: Secretary of State Rhode Island
Incorporation Date: 1965-03-10
Company Identification Number: 000002059
Legal Registered Office Address: 200 JEFFERSON BOULEVARD

WARWICK
United States of America (USA)
02888

More information about ROBERT BAXTER ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT BAXTER ASSOCIATES, INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-07-01PAUL MESSERLIAN2024-01-17 PAUL MESSERLIAN2024-01-17
0032021-07-01PAUL MESSERLIAN2023-03-09 PAUL MESSERLIAN2023-03-09
0032020-07-01PAUL MESSERLIAN2022-04-13 PAUL MESSERLIAN2022-04-13
0032019-07-01PAUL MESSERLIAN2021-04-02 PAUL MESSERLIAN2021-04-02
0032018-07-01PAUL MESSERLIAN2020-04-14 PAUL MESSERLIAN2020-04-14
0032017-07-01PAUL MESSERLIAN2019-04-11 PAUL MESSERLIAN2019-04-11
0032016-07-01PAUL MESSERLIAN2018-04-09 PAUL MESSERLIAN2018-04-09
0032015-07-01PAUL MESSERLIAN2017-01-30 PAUL MESSERLIAN2017-01-30
0032014-07-01PAUL MESSERLIAN2016-04-04 PAUL MESSERLIAN2016-04-04

Plan Statistics for ROBERT BAXTER ASSOCIATES, INC. CASH BALANCE PLAN

401k plan membership statisitcs for ROBERT BAXTER ASSOCIATES, INC. CASH BALANCE PLAN

Measure Date Value
2023: ROBERT BAXTER ASSOCIATES, INC. CASH BALANCE PLAN 2023 401k membership
Market value of plan assets2023-06-30829,989
Acturial value of plan assets2023-06-30829,989
Funding target for retired participants and beneficiaries receiving payment2023-06-300
Number of terminated vested participants2023-06-304
Fundng target for terminated vested participants2023-06-3021,823
Active participant vested funding target2023-06-30897,056
Number of active participants2023-06-3016
Total funding liabilities for active participants2023-06-30897,056
Total participant count2023-06-3020
Total funding target for all participants2023-06-30918,879
Balance at beginning of prior year after applicable adjustments2023-06-300
Prefunding balance at beginning of prior year after applicable adjustments2023-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2023-06-300
Prefunding balanced used to offset prior years funding requirement2023-06-300
Amount remaining of carryover balance2023-06-300
Amount remaining of prefunding balance2023-06-300
Present value of excess contributions2023-06-304,521
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-06-304,521
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-06-300
Reductions in caryover balances due to elections or deemed elections2023-06-300
Reductions in prefunding balances due to elections or deemed elections2023-06-300
Balance of carryovers at beginning of current year2023-06-300
Balance of prefunding at beginning of current year2023-06-300
Total employer contributions2023-06-30128,871
Total employee contributions2023-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-06-300
Contributions made to avoid restrictions adjusted to valuation date2023-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-06-30122,388
Liquidity shortfalls end of Q12023-06-300
Liquidity shortfalls end of Q22023-06-300
Liquidity shortfalls end of Q32023-06-300
Liquidity shortfalls end of Q42023-06-300
Unpaid minimum required contributions for all prior years2023-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-06-300
Remaining amount of unpaid minimum required contributions2023-06-300
Minimum required contributions for current year target normal cost2023-06-30108,199
Net shortfall amortization installment of oustanding balance2023-06-3088,890
Waiver amortization installment2023-06-300
Total funding amount beforereflecting carryover/prefunding balances2023-06-30116,413
Carryover balance elected to use to offset funding requirement2023-06-300
Prefunding balance elected to use to offset funding requirement2023-06-300
Additional cash requirement2023-06-30116,413
Contributions allocatedtoward minimum required contributions for current year2023-06-30122,388
Unpaid minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for all years2023-06-300
2022: ROBERT BAXTER ASSOCIATES, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-06-30662,897
Acturial value of plan assets2022-06-30662,897
Funding target for retired participants and beneficiaries receiving payment2022-06-300
Number of terminated vested participants2022-06-304
Fundng target for terminated vested participants2022-06-3020,079
Active participant vested funding target2022-06-30730,950
Number of active participants2022-06-3016
Total funding liabilities for active participants2022-06-30737,793
Total participant count2022-06-3020
Total funding target for all participants2022-06-30757,872
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-302,232
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-302,232
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-30130,414
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-30125,364
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30103,990
Net shortfall amortization installment of oustanding balance2022-06-3094,975
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-30120,843
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-30120,843
Contributions allocatedtoward minimum required contributions for current year2022-06-30125,364
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: ROBERT BAXTER ASSOCIATES, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-06-30606,527
Acturial value of plan assets2021-06-30606,527
Funding target for retired participants and beneficiaries receiving payment2021-06-300
Number of terminated vested participants2021-06-305
Fundng target for terminated vested participants2021-06-3025,808
Active participant vested funding target2021-06-30598,729
Number of active participants2021-06-3016
Total funding liabilities for active participants2021-06-30598,729
Total participant count2021-06-3021
Total funding target for all participants2021-06-30624,537
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-30109,963
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-303,618
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30100,641
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-303,618
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-303,618
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-3094,721
Net shortfall amortization installment of oustanding balance2021-06-3018,010
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-3098,409
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-3098,409
Contributions allocatedtoward minimum required contributions for current year2021-06-30100,641
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: ROBERT BAXTER ASSOCIATES, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-06-30489,836
Acturial value of plan assets2020-06-30489,836
Funding target for retired participants and beneficiaries receiving payment2020-06-300
Number of terminated vested participants2020-06-305
Fundng target for terminated vested participants2020-06-3021,685
Active participant vested funding target2020-06-30504,859
Number of active participants2020-06-3014
Total funding liabilities for active participants2020-06-30504,859
Total participant count2020-06-3019
Total funding target for all participants2020-06-30526,544
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-308,526
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-308,526
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-3096,469
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-3094,684
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-3092,337
Net shortfall amortization installment of oustanding balance2020-06-3036,708
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-3098,302
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-3098,302
Contributions allocatedtoward minimum required contributions for current year2020-06-3094,684
Unpaid minimum required contributions for current year2020-06-303,618
Unpaid minimum required contributions for all years2020-06-303,618
2019: ROBERT BAXTER ASSOCIATES, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-06-30406,060
Acturial value of plan assets2019-06-30406,060
Funding target for retired participants and beneficiaries receiving payment2019-06-300
Number of terminated vested participants2019-06-303
Fundng target for terminated vested participants2019-06-3019,358
Active participant vested funding target2019-06-30383,847
Number of active participants2019-06-3016
Total funding liabilities for active participants2019-06-30383,847
Total participant count2019-06-3019
Total funding target for all participants2019-06-30403,205
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-3011,619
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-3011,619
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-30100,396
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-3099,190
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-3093,519
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-3090,664
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-3090,664
Contributions allocatedtoward minimum required contributions for current year2019-06-3099,190
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: ROBERT BAXTER ASSOCIATES, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-06-30296,977
Acturial value of plan assets2018-06-30296,977
Funding target for retired participants and beneficiaries receiving payment2018-06-300
Number of terminated vested participants2018-06-303
Fundng target for terminated vested participants2018-06-3017,606
Active participant vested funding target2018-06-30272,693
Number of active participants2018-06-3015
Total funding liabilities for active participants2018-06-30273,904
Total participant count2018-06-3018
Total funding target for all participants2018-06-30291,510
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-3022,761
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3022,761
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-3095,386
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-3093,177
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-3087,025
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-3081,558
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-3081,558
Contributions allocatedtoward minimum required contributions for current year2018-06-3093,177
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: ROBERT BAXTER ASSOCIATES, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-06-30200,534
Acturial value of plan assets2017-06-30200,534
Funding target for retired participants and beneficiaries receiving payment2017-06-300
Number of terminated vested participants2017-06-302
Fundng target for terminated vested participants2017-06-3010,271
Active participant vested funding target2017-06-30174,716
Number of active participants2017-06-3016
Total funding liabilities for active participants2017-06-30176,081
Total participant count2017-06-3018
Total funding target for all participants2017-06-30186,352
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-3022,538
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3022,538
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-3093,967
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-3092,115
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-3083,536
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-3069,354
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-3069,354
Contributions allocatedtoward minimum required contributions for current year2017-06-3092,115
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300

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