JOHN S. LANE & SON, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN S. LANE & SON, INCORPORATED PENSION TRUST PLAN
401k plan membership statisitcs for JOHN S. LANE & SON, INCORPORATED PENSION TRUST PLAN
Measure | Date | Value |
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2019: JOHN S. LANE & SON, INCORPORATED PENSION TRUST PLAN 2019 401k membership |
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Market value of plan assets | 2019-08-31 | 3,061,490 |
Acturial value of plan assets | 2019-08-31 | 3,061,490 |
Funding target for retired participants and beneficiaries receiving payment | 2019-08-31 | 1,157,904 |
Number of terminated vested participants | 2019-08-31 | 2 |
Fundng target for terminated vested participants | 2019-08-31 | 302,306 |
Active participant vested funding target | 2019-08-31 | 1,420,484 |
Number of active participants | 2019-08-31 | 12 |
Total funding liabilities for active participants | 2019-08-31 | 1,420,484 |
Total participant count | 2019-08-31 | 16 |
Total funding target for all participants | 2019-08-31 | 2,880,694 |
Balance at beginning of prior year after applicable adjustments | 2019-08-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-08-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-08-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-08-31 | 0 |
Amount remaining of carryover balance | 2019-08-31 | 0 |
Amount remaining of prefunding balance | 2019-08-31 | 0 |
Present value of excess contributions | 2019-08-31 | 131,342 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-08-31 | 131,342 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-08-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-08-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-08-31 | 0 |
Balance of carryovers at beginning of current year | 2019-08-31 | 0 |
Balance of prefunding at beginning of current year | 2019-08-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-08-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-08-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-08-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-08-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-08-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-08-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-08-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2019-08-31 | 0 |
Waiver amortization installment | 2019-08-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-08-31 | 0 |
Additional cash requirement | 2019-08-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-08-31 | 0 |
Unpaid minimum required contributions for current year | 2019-08-31 | 0 |
Unpaid minimum required contributions for all years | 2019-08-31 | 0 |
2018: JOHN S. LANE & SON, INCORPORATED PENSION TRUST PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 3,092,846 |
Acturial value of plan assets | 2018-12-31 | 3,092,846 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 897,177 |
Number of terminated vested participants | 2018-12-31 | 1 |
Fundng target for terminated vested participants | 2018-12-31 | 265,955 |
Active participant vested funding target | 2018-12-31 | 1,671,640 |
Number of active participants | 2018-12-31 | 13 |
Total funding liabilities for active participants | 2018-12-31 | 1,671,640 |
Total participant count | 2018-12-31 | 16 |
Total funding target for all participants | 2018-12-31 | 2,834,772 |
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 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 427,164 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 450,701 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
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 | 0 |
Total employer contributions | 2018-12-31 | 142,346 |
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 | 131,342 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
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 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 131,342 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: JOHN S. LANE & SON, INCORPORATED PENSION TRUST PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 2,327,547 |
Acturial value of plan assets | 2017-12-31 | 2,327,547 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 875,087 |
Number of terminated vested participants | 2017-12-31 | 1 |
Fundng target for terminated vested participants | 2017-12-31 | 237,487 |
Active participant vested funding target | 2017-12-31 | 1,390,160 |
Number of active participants | 2017-12-31 | 19 |
Total funding liabilities for active participants | 2017-12-31 | 1,390,160 |
Total participant count | 2017-12-31 | 22 |
Total funding target for all participants | 2017-12-31 | 2,502,734 |
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 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 59,702 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 63,201 |
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 | 0 |
Total employer contributions | 2017-12-31 | 491,697 |
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 | 453,121 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
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 | 0 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 175,187 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 32,435 |
Additional cash requirement | 2017-12-31 | 32,435 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 453,121 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: JOHN S. LANE & SON, INCORPORATED PENSION TRUST PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 2,195,246 |
Acturial value of plan assets | 2016-12-31 | 2,195,246 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 884,289 |
Number of terminated vested participants | 2016-12-31 | 1 |
Fundng target for terminated vested participants | 2016-12-31 | 242,595 |
Active participant vested funding target | 2016-12-31 | 1,257,059 |
Number of active participants | 2016-12-31 | 19 |
Total funding liabilities for active participants | 2016-12-31 | 1,257,059 |
Total participant count | 2016-12-31 | 22 |
Total funding target for all participants | 2016-12-31 | 2,383,943 |
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 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 90,601 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 96,082 |
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 | 0 |
Total employer contributions | 2016-12-31 | 100,000 |
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 | 90,879 |
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 | 0 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 188,697 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 31,177 |
Additional cash requirement | 2016-12-31 | 31,177 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 90,879 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |