401k Plan data: R. THOMAS CROVO, TAX COLLECTOR, LLC CASH BALANCE PENSION PLAN plan

R. THOMAS CROVO, TAX COLLECTOR, LLC CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	R. THOMAS CROVO, TAX COLLECTOR, LLC CASH BALANCE PENSION PLAN
Plan identification number	002

R. THOMAS CROVO, TAX COLLECTOR, LLC CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
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).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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).
Plan covering Self-Employed individuals.
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

R. THOMAS CROVO TAX COLLECTOR, LLC has sponsored the creation of one or more 401k plans.

Company Name: R. THOMAS CROVO TAX COLLECTOR, LLC

Employer identification number (EIN): 061005622

NAIC Classification: 561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R. THOMAS CROVO, TAX COLLECTOR, LLC CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 R THOMAS CROVO 2021-10-19 R THOMAS CROVO 2021-10-19
002 2021-01-01 R THOMAS CROVO 2021-09-28 R THOMAS CROVO 2021-09-28
002 2020-01-01 R THOMAS CROVO 2021-09-26 R THOMAS CROVO 2021-09-26
002 2019-01-01 ROBERT CROVO 2020-10-08 ROBERT CROVO 2020-10-08
002 2018-01-01 R THOMAS CROVO 2019-10-07 R THOMAS CROVO 2019-10-07
002 2017-01-01 R THOMAS CROVO 2018-09-07 R THOMAS CROVO 2018-09-07
002 2016-01-01 ROBERT CROVO 2017-10-11 ROBERT CROVO 2017-10-11
002 2015-01-01 ROBERT CROVO 2017-10-11 ROBERT CROVO 2017-10-11
002 2015-01-01 R THOMAS CROVO 2016-10-16 R THOMAS CROVO 2016-10-16
002 2014-01-01 R. THOMAS CROVO 2015-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01	R THOMAS CROVO	2021-10-19	R THOMAS CROVO	2021-10-19
002	2021-01-01	R THOMAS CROVO	2021-09-28	R THOMAS CROVO	2021-09-28
002	2020-01-01	R THOMAS CROVO	2021-09-26	R THOMAS CROVO	2021-09-26
002	2019-01-01	ROBERT CROVO	2020-10-08	ROBERT CROVO	2020-10-08
002	2018-01-01	R THOMAS CROVO	2019-10-07	R THOMAS CROVO	2019-10-07
002	2017-01-01	R THOMAS CROVO	2018-09-07	R THOMAS CROVO	2018-09-07
002	2016-01-01	ROBERT CROVO	2017-10-11	ROBERT CROVO	2017-10-11
002	2015-01-01	ROBERT CROVO	2017-10-11	ROBERT CROVO	2017-10-11
002	2015-01-01	R THOMAS CROVO	2016-10-16	R THOMAS CROVO	2016-10-16
002	2014-01-01	R. THOMAS CROVO	2015-10-14

Plan Statistics for R. THOMAS CROVO, TAX COLLECTOR, LLC CASH BALANCE PENSION PLAN

401k plan membership statisitcs for R. THOMAS CROVO, TAX COLLECTOR, LLC CASH BALANCE PENSION PLAN

Measure Date Value
2021: R. THOMAS CROVO, TAX COLLECTOR, LLC CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-10-08 2,942,217
Acturial value of plan assets 2021-10-08 2,942,217
Funding target for retired participants and beneficiaries receiving payment 2021-10-08 0
Number of terminated vested participants 2021-10-08 2
Fundng target for terminated vested participants 2021-10-08 10,417
Active participant vested funding target 2021-10-08 2,155,173
Number of active participants 2021-10-08 1
Total funding liabilities for active participants 2021-10-08 2,155,173
Total participant count 2021-10-08 3
Total funding target for all participants 2021-10-08 2,165,590
Balance at beginning of prior year after applicable adjustments 2021-10-08 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-10-08 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-10-08 0
Prefunding balanced used to offset prior years funding requirement 2021-10-08 0
Amount remaining of carryover balance 2021-10-08 0
Amount remaining of prefunding balance 2021-10-08 0
Present value of excess contributions 2021-10-08 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-10-08 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-10-08 0
Reductions in caryover balances due to elections or deemed elections 2021-10-08 0
Reductions in prefunding balances due to elections or deemed elections 2021-10-08 0
Balance of carryovers at beginning of current year 2021-10-08 0
Balance of prefunding at beginning of current year 2021-10-08 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-10-08 0
Contributions made to avoid restrictions adjusted to valuation date 2021-10-08 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-10-08 0
Unpaid minimum required contributions for all prior years 2021-10-08 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-10-08 0
Remaining amount of unpaid minimum required contributions 2021-10-08 0
Minimum required contributions for current year target normal cost 2021-10-08 614,502
Net shortfall amortization installment of oustanding balance 2021-10-08 0
Waiver amortization installment 2021-10-08 0
Total funding amount beforereflecting carryover/prefunding balances 2021-10-08 0
Carryover balance elected to use to offset funding requirement 2021-10-08 0
Prefunding balance elected to use to offset funding requirement 2021-10-08 0
Additional cash requirement 2021-10-08 0
Contributions allocatedtoward minimum required contributions for current year 2021-10-08 0
Unpaid minimum required contributions for current year 2021-10-08 0
Unpaid minimum required contributions for all years 2021-10-08 0
Market value of plan assets 2021-09-02 2,942,217
Acturial value of plan assets 2021-09-02 2,942,217
Funding target for retired participants and beneficiaries receiving payment 2021-09-02 0
Number of terminated vested participants 2021-09-02 2
Fundng target for terminated vested participants 2021-09-02 10,417
Active participant vested funding target 2021-09-02 2,155,173
Number of active participants 2021-09-02 1
Total funding liabilities for active participants 2021-09-02 2,155,173
Total participant count 2021-09-02 3
Total funding target for all participants 2021-09-02 2,165,590
Balance at beginning of prior year after applicable adjustments 2021-09-02 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-09-02 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-09-02 0
Prefunding balanced used to offset prior years funding requirement 2021-09-02 0
Amount remaining of carryover balance 2021-09-02 0
Amount remaining of prefunding balance 2021-09-02 0
Present value of excess contributions 2021-09-02 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-09-02 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-09-02 0
Reductions in caryover balances due to elections or deemed elections 2021-09-02 0
Reductions in prefunding balances due to elections or deemed elections 2021-09-02 0
Balance of carryovers at beginning of current year 2021-09-02 0
Balance of prefunding at beginning of current year 2021-09-02 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-09-02 0
Contributions made to avoid restrictions adjusted to valuation date 2021-09-02 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-09-02 0
Unpaid minimum required contributions for all prior years 2021-09-02 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-09-02 0
Remaining amount of unpaid minimum required contributions 2021-09-02 0
Minimum required contributions for current year target normal cost 2021-09-02 614,502
Net shortfall amortization installment of oustanding balance 2021-09-02 0
Waiver amortization installment 2021-09-02 0
Total funding amount beforereflecting carryover/prefunding balances 2021-09-02 0
Carryover balance elected to use to offset funding requirement 2021-09-02 0
Prefunding balance elected to use to offset funding requirement 2021-09-02 0
Additional cash requirement 2021-09-02 0
Contributions allocatedtoward minimum required contributions for current year 2021-09-02 0
Unpaid minimum required contributions for current year 2021-09-02 0
Unpaid minimum required contributions for all years 2021-09-02 0
2020: R. THOMAS CROVO, TAX COLLECTOR, LLC CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,542,689
Acturial value of plan assets 2020-12-31 2,542,689
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 9,759
Active participant vested funding target 2020-12-31 1,768,403
Number of active participants 2020-12-31 1
Total funding liabilities for active participants 2020-12-31 1,768,403
Total participant count 2020-12-31 3
Total funding target for all participants 2020-12-31 1,778,162
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 2020-12-31 306,874
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 306,874
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
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 0
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 2020-12-31 311,077
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: R. THOMAS CROVO, TAX COLLECTOR, LLC CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,751,850
Acturial value of plan assets 2019-12-31 1,751,850
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 9,300
Active participant vested funding target 2019-12-31 1,387,972
Number of active participants 2019-12-31 1
Total funding liabilities for active participants 2019-12-31 1,387,972
Total participant count 2019-12-31 3
Total funding target for all participants 2019-12-31 1,397,272
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 137,326
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 137,326
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 2019-12-31 310,000
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 2019-12-31 306,874
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 2019-12-31 310,777
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 2019-12-31 306,874
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: R. THOMAS CROVO, TAX COLLECTOR, LLC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,171,906
Acturial value of plan assets 2018-12-31 1,171,906
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 8,822
Active participant vested funding target 2018-12-31 1,022,716
Number of active participants 2018-12-31 1
Total funding liabilities for active participants 2018-12-31 1,022,716
Total participant count 2018-12-31 3
Total funding target for all participants 2018-12-31 1,031,538
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 2018-12-31 269,190
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 269,190
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 2018-12-31 310,000
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 2018-12-31 307,401
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 2018-12-31 310,443
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 2018-12-31 170,075
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 170,075
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 307,401
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: R. THOMAS CROVO, TAX COLLECTOR, LLC CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 948,502
Acturial value of plan assets 2017-12-31 948,502
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 6,067
Active participant vested funding target 2017-12-31 670,941
Number of active participants 2017-12-31 1
Total funding liabilities for active participants 2017-12-31 670,941
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 677,008
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 2017-12-31 189,817
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 189,817
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 2017-12-31 301,000
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 2017-12-31 308,973
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 2017-12-31 311,277
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 39,783
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 39,783
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 308,973
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: R. THOMAS CROVO, TAX COLLECTOR, LLC CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 430,869
Acturial value of plan assets 2016-12-31 430,869
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 1,219
Active participant vested funding target 2016-12-31 336,542
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 336,542
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 337,761
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 84,180
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 84,180
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 2016-12-31 400,000
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 2016-12-31 405,400
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 2016-12-31 308,691
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 215,583
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 2016-12-31 215,583
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 405,400
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2021: R. THOMAS CROVO, TAX COLLECTOR, LLC CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-10-08	2,942,217
Acturial value of plan assets	2021-10-08	2,942,217
Funding target for retired participants and beneficiaries receiving payment	2021-10-08	0
Number of terminated vested participants	2021-10-08	2
Fundng target for terminated vested participants	2021-10-08	10,417
Active participant vested funding target	2021-10-08	2,155,173
Number of active participants	2021-10-08	1
Total funding liabilities for active participants	2021-10-08	2,155,173
Total participant count	2021-10-08	3
Total funding target for all participants	2021-10-08	2,165,590
Balance at beginning of prior year after applicable adjustments	2021-10-08	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-10-08	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-10-08	0
Prefunding balanced used to offset prior years funding requirement	2021-10-08	0
Amount remaining of carryover balance	2021-10-08	0
Amount remaining of prefunding balance	2021-10-08	0
Present value of excess contributions	2021-10-08	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-10-08	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-10-08	0
Reductions in caryover balances due to elections or deemed elections	2021-10-08	0
Reductions in prefunding balances due to elections or deemed elections	2021-10-08	0
Balance of carryovers at beginning of current year	2021-10-08	0
Balance of prefunding at beginning of current year	2021-10-08	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-10-08	0
Contributions made to avoid restrictions adjusted to valuation date	2021-10-08	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-10-08	0
Unpaid minimum required contributions for all prior years	2021-10-08	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-10-08	0
Remaining amount of unpaid minimum required contributions	2021-10-08	0
Minimum required contributions for current year target normal cost	2021-10-08	614,502
Net shortfall amortization installment of oustanding balance	2021-10-08	0
Waiver amortization installment	2021-10-08	0
Total funding amount beforereflecting carryover/prefunding balances	2021-10-08	0
Carryover balance elected to use to offset funding requirement	2021-10-08	0
Prefunding balance elected to use to offset funding requirement	2021-10-08	0
Additional cash requirement	2021-10-08	0
Contributions allocatedtoward minimum required contributions for current year	2021-10-08	0
Unpaid minimum required contributions for current year	2021-10-08	0
Unpaid minimum required contributions for all years	2021-10-08	0
Market value of plan assets	2021-09-02	2,942,217
Acturial value of plan assets	2021-09-02	2,942,217
Funding target for retired participants and beneficiaries receiving payment	2021-09-02	0
Number of terminated vested participants	2021-09-02	2
Fundng target for terminated vested participants	2021-09-02	10,417
Active participant vested funding target	2021-09-02	2,155,173
Number of active participants	2021-09-02	1
Total funding liabilities for active participants	2021-09-02	2,155,173
Total participant count	2021-09-02	3
Total funding target for all participants	2021-09-02	2,165,590
Balance at beginning of prior year after applicable adjustments	2021-09-02	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-09-02	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-09-02	0
Prefunding balanced used to offset prior years funding requirement	2021-09-02	0
Amount remaining of carryover balance	2021-09-02	0
Amount remaining of prefunding balance	2021-09-02	0
Present value of excess contributions	2021-09-02	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-09-02	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-09-02	0
Reductions in caryover balances due to elections or deemed elections	2021-09-02	0
Reductions in prefunding balances due to elections or deemed elections	2021-09-02	0
Balance of carryovers at beginning of current year	2021-09-02	0
Balance of prefunding at beginning of current year	2021-09-02	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-09-02	0
Contributions made to avoid restrictions adjusted to valuation date	2021-09-02	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-09-02	0
Unpaid minimum required contributions for all prior years	2021-09-02	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-09-02	0
Remaining amount of unpaid minimum required contributions	2021-09-02	0
Minimum required contributions for current year target normal cost	2021-09-02	614,502
Net shortfall amortization installment of oustanding balance	2021-09-02	0
Waiver amortization installment	2021-09-02	0
Total funding amount beforereflecting carryover/prefunding balances	2021-09-02	0
Carryover balance elected to use to offset funding requirement	2021-09-02	0
Prefunding balance elected to use to offset funding requirement	2021-09-02	0
Additional cash requirement	2021-09-02	0
Contributions allocatedtoward minimum required contributions for current year	2021-09-02	0
Unpaid minimum required contributions for current year	2021-09-02	0
Unpaid minimum required contributions for all years	2021-09-02	0
2020: R. THOMAS CROVO, TAX COLLECTOR, LLC CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,542,689
Acturial value of plan assets	2020-12-31	2,542,689
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	9,759
Active participant vested funding target	2020-12-31	1,768,403
Number of active participants	2020-12-31	1
Total funding liabilities for active participants	2020-12-31	1,768,403
Total participant count	2020-12-31	3
Total funding target for all participants	2020-12-31	1,778,162
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	306,874
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	306,874
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
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	0
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	311,077
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: R. THOMAS CROVO, TAX COLLECTOR, LLC CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,751,850
Acturial value of plan assets	2019-12-31	1,751,850
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	9,300
Active participant vested funding target	2019-12-31	1,387,972
Number of active participants	2019-12-31	1
Total funding liabilities for active participants	2019-12-31	1,387,972
Total participant count	2019-12-31	3
Total funding target for all participants	2019-12-31	1,397,272
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	137,326
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	137,326
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	310,000
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	306,874
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	310,777
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	306,874
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: R. THOMAS CROVO, TAX COLLECTOR, LLC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,171,906
Acturial value of plan assets	2018-12-31	1,171,906
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	8,822
Active participant vested funding target	2018-12-31	1,022,716
Number of active participants	2018-12-31	1
Total funding liabilities for active participants	2018-12-31	1,022,716
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	1,031,538
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	269,190
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	269,190
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	310,000
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	307,401
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	310,443
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	170,075
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	170,075
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	307,401
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: R. THOMAS CROVO, TAX COLLECTOR, LLC CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	948,502
Acturial value of plan assets	2017-12-31	948,502
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	6,067
Active participant vested funding target	2017-12-31	670,941
Number of active participants	2017-12-31	1
Total funding liabilities for active participants	2017-12-31	670,941
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	677,008
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	189,817
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	189,817
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	301,000
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	308,973
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	311,277
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	39,783
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	39,783
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	308,973
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: R. THOMAS CROVO, TAX COLLECTOR, LLC CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	430,869
Acturial value of plan assets	2016-12-31	430,869
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	1,219
Active participant vested funding target	2016-12-31	336,542
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	336,542
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	337,761
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	84,180
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	84,180
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	400,000
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	405,400
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	308,691
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	215,583
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	215,583
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	405,400
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	R. THOMAS CROVO TAX COLLECTOR, LLC
Employer identification number (EIN):	061005622
NAIC Classification:	561490