401k Plan data: H.J. KALIKOW & CO. PENSION PLAN plan

H.J. KALIKOW & CO. PENSION PLAN 401k Plan overview

Plan Name	H.J. KALIKOW & CO. PENSION PLAN
Plan identification number	001

H.J. KALIKOW & CO. PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

H.J. KALIKOW & CO. has sponsored the creation of one or more 401k plans.

Company Name: H.J. KALIKOW & CO.

Employer identification number (EIN): 133161339

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H.J. KALIKOW & CO. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-07-01 RICHARD NASTI 2020-03-30
001 2017-07-01 RICHARD NASTI 2019-04-12
001 2016-07-01 RICHARD NASTI 2018-04-05
001 2015-07-01 RICHARD NASTI 2017-01-30
001 2014-07-01 RICHARD NASTI 2016-01-28
001 2013-07-01 RICHARD NASTI 2015-01-15
001 2012-07-01 RICHARD NASTI 2014-01-16
001 2011-07-01 RICHARD NASTI 2013-01-18
001 2010-07-01 RICHARD NASTI 2012-01-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-07-01	RICHARD NASTI	2020-03-30
001	2017-07-01	RICHARD NASTI	2019-04-12
001	2016-07-01	RICHARD NASTI	2018-04-05
001	2015-07-01	RICHARD NASTI	2017-01-30
001	2014-07-01	RICHARD NASTI	2016-01-28
001	2013-07-01	RICHARD NASTI	2015-01-15
001	2012-07-01	RICHARD NASTI	2014-01-16
001	2011-07-01	RICHARD NASTI	2013-01-18
001	2010-07-01	RICHARD NASTI	2012-01-04

Plan Statistics for 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

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

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Company Name:	H.J. KALIKOW & CO.
Employer identification number (EIN):	133161339
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers