Plan Name | ENVIRONMENTAL PLANNING SPECIALISTS, INC. CASH BALANCE PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | ENVIRONMENTAL PLANNING SPECIALISTS, INC. |
Employer identification number (EIN): | 205125050 |
NAIC Classification: | 541990 |
NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about ENVIRONMENTAL PLANNING SPECIALISTS, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2017-08-15 |
Company Identification Number: | 0802792068 |
Legal Registered Office Address: |
4 PARK PLZ STE 790 IRVINE United States of America (USA) 92614 |
More information about ENVIRONMENTAL PLANNING SPECIALISTS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2019-01-01 | THOMAS SWEAT | 2019-07-31 | ||
003 | 2018-01-01 | THOMAS SWEAT | 2019-07-31 | ||
003 | 2017-01-01 | THOMAS SWEAT | 2018-10-08 |
Measure | Date | Value |
---|---|---|
2019: ENVIRONMENTAL PLANNING SPECIALISTS, INC. CASH BALANCE PLAN 2019 401k membership | ||
Market value of plan assets | 2019-05-31 | 405,438 |
Acturial value of plan assets | 2019-05-31 | 405,438 |
Funding target for retired participants and beneficiaries receiving payment | 2019-05-31 | 0 |
Number of terminated vested participants | 2019-05-31 | 0 |
Fundng target for terminated vested participants | 2019-05-31 | 0 |
Active participant vested funding target | 2019-05-31 | 373,285 |
Number of active participants | 2019-05-31 | 26 |
Total funding liabilities for active participants | 2019-05-31 | 373,285 |
Total participant count | 2019-05-31 | 26 |
Total funding target for all participants | 2019-05-31 | 373,285 |
Balance at beginning of prior year after applicable adjustments | 2019-05-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-05-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-05-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-05-31 | 0 |
Amount remaining of carryover balance | 2019-05-31 | 0 |
Amount remaining of prefunding balance | 2019-05-31 | 0 |
Present value of excess contributions | 2019-05-31 | 30,003 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-05-31 | 30,003 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-05-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-05-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-05-31 | 0 |
Balance of carryovers at beginning of current year | 2019-05-31 | 0 |
Balance of prefunding at beginning of current year | 2019-05-31 | 0 |
Total employer contributions | 2019-05-31 | 0 |
Total employee contributions | 2019-05-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-05-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-05-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-05-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-05-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-05-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-05-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-05-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2019-05-31 | 0 |
Waiver amortization installment | 2019-05-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-05-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-05-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-05-31 | 0 |
Additional cash requirement | 2019-05-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-05-31 | 0 |
Unpaid minimum required contributions for current year | 2019-05-31 | 0 |
Unpaid minimum required contributions for all years | 2019-05-31 | 0 |
2018: ENVIRONMENTAL PLANNING SPECIALISTS, INC. CASH BALANCE PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 213,539 |
Acturial value of plan assets | 2018-12-31 | 213,539 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 0 |
Fundng target for terminated vested participants | 2018-12-31 | 0 |
Active participant vested funding target | 2018-12-31 | 0 |
Number of active participants | 2018-12-31 | 26 |
Total funding liabilities for active participants | 2018-12-31 | 209,444 |
Total participant count | 2018-12-31 | 26 |
Total funding target for all participants | 2018-12-31 | 209,444 |
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 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
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 | 189,000 |
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 | 194,548 |
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 | 168,640 |
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 | 164,545 |
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 | 164,545 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 194,548 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: ENVIRONMENTAL PLANNING SPECIALISTS, INC. CASH BALANCE PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 0 |
Acturial value of plan assets | 2017-12-31 | 0 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 0 |
Fundng target for terminated vested participants | 2017-12-31 | 0 |
Active participant vested funding target | 2017-12-31 | 0 |
Number of active participants | 2017-12-31 | 22 |
Total funding liabilities for active participants | 2017-12-31 | 0 |
Total participant count | 2017-12-31 | 22 |
Total funding target for all participants | 2017-12-31 | 0 |
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 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
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 | 214,914 |
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 | 217,154 |
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 | 210,484 |
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 | 210,484 |
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 | 210,484 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 217,154 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |