Logo

JOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN 401k Plan overview

Plan NameJOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN
Plan identification number 005

JOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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).

401k Sponsoring company profile

JOHN R STEELE AND ASSOCIATES INC has sponsored the creation of one or more 401k plans.

Company Name:JOHN R STEELE AND ASSOCIATES INC
Employer identification number (EIN):160965653
NAIC Classification:541940
NAIC Description:Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052023-01-01
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01
0052016-01-01

Plan Statistics for JOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN

401k plan membership statisitcs for JOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN

Measure Date Value
2022: JOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-12-312,909,136
Acturial value of plan assets2022-12-312,909,136
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-3112
Fundng target for terminated vested participants2022-12-3125,332
Active participant vested funding target2022-12-313,251,418
Number of active participants2022-12-3121
Total funding liabilities for active participants2022-12-313,251,418
Total participant count2022-12-3133
Total funding target for all participants2022-12-313,276,750
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31242,470
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31242,470
Present value of excess contributions2022-12-3173,848
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3173,848
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-3173,848
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-3165,000
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31270,958
Total employer contributions2022-12-31747,739
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31739,554
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31734,559
Net shortfall amortization installment of oustanding balance2022-12-31652,526
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31794,860
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-3155,306
Additional cash requirement2022-12-31739,554
Contributions allocatedtoward minimum required contributions for current year2022-12-31739,554
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: JOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-312,745,364
Acturial value of plan assets2021-12-312,745,364
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-3111
Fundng target for terminated vested participants2021-12-3121,924
Active participant vested funding target2021-12-312,403,211
Number of active participants2021-12-3119
Total funding liabilities for active participants2021-12-312,403,211
Total participant count2021-12-3130
Total funding target for all participants2021-12-312,425,135
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31176,269
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31176,269
Present value of excess contributions2021-12-3144,397
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3144,397
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3144,397
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31242,470
Total employer contributions2021-12-31616,426
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31608,562
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31599,210
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31534,714
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31534,714
Contributions allocatedtoward minimum required contributions for current year2021-12-31608,562
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: JOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-312,155,307
Acturial value of plan assets2020-12-312,155,307
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-319
Fundng target for terminated vested participants2020-12-3113,597
Active participant vested funding target2020-12-311,910,577
Number of active participants2020-12-3119
Total funding liabilities for active participants2020-12-311,910,577
Total participant count2020-12-3128
Total funding target for all participants2020-12-311,924,174
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31131,602
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31131,602
Present value of excess contributions2020-12-3125,229
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3125,229
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3125,229
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31176,269
Total employer contributions2020-12-31395,159
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31387,599
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31388,495
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31343,202
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31343,202
Contributions allocatedtoward minimum required contributions for current year2020-12-31387,599
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: JOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-311,357,807
Acturial value of plan assets2019-12-311,357,807
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-319
Fundng target for terminated vested participants2019-12-3111,528
Active participant vested funding target2019-12-311,211,615
Number of active participants2019-12-3122
Total funding liabilities for active participants2019-12-311,211,615
Total participant count2019-12-3131
Total funding target for all participants2019-12-311,223,143
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3191,287
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3191,287
Present value of excess contributions2019-12-3145,308
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3145,308
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3145,308
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31131,602
Total employer contributions2019-12-31583,818
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31565,597
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31540,368
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31540,368
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31540,368
Contributions allocatedtoward minimum required contributions for current year2019-12-31565,597
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: JOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-31724,910
Acturial value of plan assets2018-12-31724,910
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-317
Fundng target for terminated vested participants2018-12-319,684
Active participant vested funding target2018-12-31706,353
Number of active participants2018-12-3122
Total funding liabilities for active participants2018-12-31706,353
Total participant count2018-12-3129
Total funding target for all participants2018-12-31716,037
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3144,049
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3144,049
Present value of excess contributions2018-12-3142,075
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3142,075
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3142,075
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3191,287
Total employer contributions2018-12-31478,488
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31471,120
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31425,812
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31425,812
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31425,812
Contributions allocatedtoward minimum required contributions for current year2018-12-31471,120
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: JOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31391,515
Acturial value of plan assets2017-12-31391,515
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-317
Fundng target for terminated vested participants2017-12-318,235
Active participant vested funding target2017-12-31325,777
Number of active participants2017-12-3119
Total funding liabilities for active participants2017-12-31325,777
Total participant count2017-12-3126
Total funding target for all participants2017-12-31334,012
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3144,049
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3144,049
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3144,049
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3144,049
Total employer contributions2017-12-31369,452
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31363,460
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31332,130
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31321,385
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31321,385
Contributions allocatedtoward minimum required contributions for current year2017-12-31363,460
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: JOHN R. STEELE AND ASSOCIATES, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-310
Acturial value of plan assets2016-12-310
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-313
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-310
Number of active participants2016-12-3124
Total funding liabilities for active participants2016-12-310
Total participant count2016-12-3127
Total funding target for all participants2016-12-310
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31359,119
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31357,320
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31313,271
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31313,271
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31313,271
Contributions allocatedtoward minimum required contributions for current year2016-12-31357,320
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1