H.J. KALIKOW & CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan H.J. KALIKOW & CO. PENSION PLAN
401k plan membership statisitcs for H.J. KALIKOW & CO. PENSION PLAN
Measure | Date | Value |
---|
2019: H.J. KALIKOW & CO. PENSION PLAN 2019 401k membership |
---|
Market value of plan assets | 2019-06-30 | 16,704,251 |
Acturial value of plan assets | 2019-06-30 | 16,704,251 |
Funding target for retired participants and beneficiaries receiving payment | 2019-06-30 | 0 |
Number of terminated vested participants | 2019-06-30 | 6 |
Fundng target for terminated vested participants | 2019-06-30 | 846,262 |
Active participant vested funding target | 2019-06-30 | 7,807,985 |
Number of active participants | 2019-06-30 | 24 |
Total funding liabilities for active participants | 2019-06-30 | 8,201,700 |
Total participant count | 2019-06-30 | 30 |
Total funding target for all participants | 2019-06-30 | 9,047,962 |
Balance at beginning of prior year after applicable adjustments | 2019-06-30 | 2,346,943 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-06-30 | 0 |
Amount remaining of carryover balance | 2019-06-30 | 2,346,943 |
Amount remaining of prefunding balance | 2019-06-30 | 0 |
Present value of excess contributions | 2019-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-06-30 | 0 |
Balance of carryovers at beginning of current year | 2019-06-30 | 2,485,178 |
Balance of prefunding at beginning of current year | 2019-06-30 | 0 |
Total employer contributions | 2019-06-30 | 0 |
Total employee contributions | 2019-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-06-30 | 584,390 |
Net shortfall amortization installment of oustanding balance | 2019-06-30 | 0 |
Waiver amortization installment | 2019-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-06-30 | 0 |
Additional cash requirement | 2019-06-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-06-30 | 0 |
Unpaid minimum required contributions for current year | 2019-06-30 | 0 |
Unpaid minimum required contributions for all years | 2019-06-30 | 0 |
2018: H.J. KALIKOW & CO. PENSION PLAN 2018 401k membership |
---|
Market value of plan assets | 2018-06-30 | 18,101,226 |
Acturial value of plan assets | 2018-06-30 | 18,101,226 |
Funding target for retired participants and beneficiaries receiving payment | 2018-06-30 | 0 |
Number of terminated vested participants | 2018-06-30 | 6 |
Fundng target for terminated vested participants | 2018-06-30 | 808,843 |
Active participant vested funding target | 2018-06-30 | 9,157,496 |
Number of active participants | 2018-06-30 | 26 |
Total funding liabilities for active participants | 2018-06-30 | 9,429,375 |
Total participant count | 2018-06-30 | 32 |
Total funding target for all participants | 2018-06-30 | 10,238,218 |
Balance at beginning of prior year after applicable adjustments | 2018-06-30 | 2,171,286 |
Amount remaining of carryover balance | 2018-06-30 | 2,171,286 |
Amount remaining of prefunding balance | 2018-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-06-30 | 0 |
Balance of carryovers at beginning of current year | 2018-06-30 | 2,346,943 |
Balance of prefunding at beginning of current year | 2018-06-30 | 0 |
Total employer contributions | 2018-06-30 | 140,785 |
Total employee contributions | 2018-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-06-30 | 140,516 |
Unpaid minimum required contributions for all prior years | 2018-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-06-30 | 516,534 |
Net shortfall amortization installment of oustanding balance | 2018-06-30 | 0 |
Waiver amortization installment | 2018-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-06-30 | 0 |
Additional cash requirement | 2018-06-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-06-30 | 140,516 |
Unpaid minimum required contributions for current year | 2018-06-30 | 0 |
Unpaid minimum required contributions for all years | 2018-06-30 | 0 |
2017: H.J. KALIKOW & CO. PENSION PLAN 2017 401k membership |
---|
Market value of plan assets | 2017-06-30 | 16,634,089 |
Acturial value of plan assets | 2017-06-30 | 16,634,089 |
Funding target for retired participants and beneficiaries receiving payment | 2017-06-30 | 0 |
Number of terminated vested participants | 2017-06-30 | 6 |
Fundng target for terminated vested participants | 2017-06-30 | 769,204 |
Active participant vested funding target | 2017-06-30 | 7,927,132 |
Number of active participants | 2017-06-30 | 24 |
Total funding liabilities for active participants | 2017-06-30 | 8,043,673 |
Total participant count | 2017-06-30 | 30 |
Total funding target for all participants | 2017-06-30 | 8,812,877 |
Balance at beginning of prior year after applicable adjustments | 2017-06-30 | 2,042,794 |
Amount remaining of carryover balance | 2017-06-30 | 2,042,794 |
Amount remaining of prefunding balance | 2017-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-06-30 | 0 |
Balance of carryovers at beginning of current year | 2017-06-30 | 2,171,286 |
Balance of prefunding at beginning of current year | 2017-06-30 | 0 |
Total employer contributions | 2017-06-30 | 112,922 |
Total employee contributions | 2017-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-06-30 | 112,712 |
Unpaid minimum required contributions for all prior years | 2017-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-06-30 | 504,953 |
Net shortfall amortization installment of oustanding balance | 2017-06-30 | 0 |
Waiver amortization installment | 2017-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-06-30 | 0 |
Additional cash requirement | 2017-06-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-06-30 | 112,712 |
Unpaid minimum required contributions for current year | 2017-06-30 | 0 |
Unpaid minimum required contributions for all years | 2017-06-30 | 0 |