E & J ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan E & J ASSOCIATES, INC. DEFINED BENEFIT PENSION TRUST
401k plan membership statisitcs for E & J ASSOCIATES, INC. DEFINED BENEFIT PENSION TRUST
| Measure | Date | Value |
|---|
| 2023: E & J ASSOCIATES, INC. DEFINED BENEFIT PENSION TRUST 2023 401k membership |
|---|
| Market value of plan assets | 2023-05-31 | 1,386,622 |
| Acturial value of plan assets | 2023-05-31 | 1,386,622 |
| Funding target for retired participants and beneficiaries receiving payment | 2023-05-31 | 0 |
| Number of terminated vested participants | 2023-05-31 | 0 |
| Fundng target for terminated vested participants | 2023-05-31 | 0 |
| Active participant vested funding target | 2023-05-31 | 1,184,564 |
| Number of active participants | 2023-05-31 | 3 |
| Total funding liabilities for active participants | 2023-05-31 | 1,184,564 |
| Total participant count | 2023-05-31 | 3 |
| Total funding target for all participants | 2023-05-31 | 1,184,564 |
| Balance at beginning of prior year after applicable adjustments | 2023-05-31 | 50,672 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2023-05-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2023-05-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2023-05-31 | 0 |
| Amount remaining of carryover balance | 2023-05-31 | 50,672 |
| Amount remaining of prefunding balance | 2023-05-31 | 0 |
| Present value of excess contributions | 2023-05-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-05-31 | 0 |
| Balance of carryovers at beginning of current year | 2023-05-31 | 45,032 |
| Balance of prefunding at beginning of current year | 2023-05-31 | 0 |
| Total employer contributions | 2023-05-31 | 0 |
| Total employee contributions | 2023-05-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2023-05-31 | 0 |
| Minimum required contributions for current year target normal cost | 2023-05-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2023-05-31 | 0 |
| Additional cash requirement | 2023-05-31 | 0 |
| Unpaid minimum required contributions for current year | 2023-05-31 | 0 |
| Unpaid minimum required contributions for all years | 2023-05-31 | 0 |
| 2022: E & J ASSOCIATES, INC. DEFINED BENEFIT PENSION TRUST 2022 401k membership |
|---|
| Market value of plan assets | 2022-05-31 | 1,560,354 |
| Acturial value of plan assets | 2022-05-31 | 1,560,354 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-05-31 | 0 |
| Number of terminated vested participants | 2022-05-31 | 0 |
| Fundng target for terminated vested participants | 2022-05-31 | 0 |
| Active participant vested funding target | 2022-05-31 | 1,168,949 |
| Number of active participants | 2022-05-31 | 3 |
| Total funding liabilities for active participants | 2022-05-31 | 1,168,949 |
| Total participant count | 2022-05-31 | 3 |
| Total funding target for all participants | 2022-05-31 | 1,168,949 |
| Balance at beginning of prior year after applicable adjustments | 2022-05-31 | 60,489 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-05-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-05-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-05-31 | 0 |
| Amount remaining of carryover balance | 2022-05-31 | 60,489 |
| Amount remaining of prefunding balance | 2022-05-31 | 0 |
| Present value of excess contributions | 2022-05-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-05-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-05-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-05-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-05-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-05-31 | 50,672 |
| Balance of prefunding at beginning of current year | 2022-05-31 | 0 |
| Total employer contributions | 2022-05-31 | 0 |
| Total employee contributions | 2022-05-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-05-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-05-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-05-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2022-05-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-05-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-05-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-05-31 | 0 |
| Net shortfall amortization installment of oustanding balance | 2022-05-31 | 0 |
| Waiver amortization installment | 2022-05-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-05-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2022-05-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-05-31 | 0 |
| Additional cash requirement | 2022-05-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-05-31 | 0 |
| Unpaid minimum required contributions for current year | 2022-05-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-05-31 | 0 |
| 2021: E & J ASSOCIATES, INC. DEFINED BENEFIT PENSION TRUST 2021 401k membership |
|---|
| Market value of plan assets | 2021-05-31 | 1,862,598 |
| Acturial value of plan assets | 2021-05-31 | 1,862,598 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-05-31 | 0 |
| Number of terminated vested participants | 2021-05-31 | 0 |
| Fundng target for terminated vested participants | 2021-05-31 | 0 |
| Active participant vested funding target | 2021-05-31 | 1,173,044 |
| Number of active participants | 2021-05-31 | 3 |
| Total funding liabilities for active participants | 2021-05-31 | 1,173,044 |
| Total participant count | 2021-05-31 | 3 |
| Total funding target for all participants | 2021-05-31 | 1,173,044 |
| Balance at beginning of prior year after applicable adjustments | 2021-05-31 | 61,566 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-05-31 | 0 |
| Amount remaining of carryover balance | 2021-05-31 | 61,566 |
| Amount remaining of prefunding balance | 2021-05-31 | 0 |
| Present value of excess contributions | 2021-05-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-05-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-05-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-05-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-05-31 | 0 |
| Balance of carryovers at beginning of current year | 2021-05-31 | 60,489 |
| Balance of prefunding at beginning of current year | 2021-05-31 | 0 |
| Total employer contributions | 2021-05-31 | 0 |
| Total employee contributions | 2021-05-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-05-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-05-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-05-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-05-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-05-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-05-31 | 12,930 |
| Net shortfall amortization installment of oustanding balance | 2021-05-31 | 0 |
| Waiver amortization installment | 2021-05-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-05-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2021-05-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-05-31 | 0 |
| Additional cash requirement | 2021-05-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-05-31 | 0 |
| Unpaid minimum required contributions for current year | 2021-05-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-05-31 | 0 |
| 2020: E & J ASSOCIATES, INC. DEFINED BENEFIT PENSION TRUST 2020 401k membership |
|---|
| Market value of plan assets | 2020-05-31 | 1,895,740 |
| Acturial value of plan assets | 2020-05-31 | 1,895,740 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-05-31 | 0 |
| Number of terminated vested participants | 2020-05-31 | 0 |
| Fundng target for terminated vested participants | 2020-05-31 | 0 |
| Active participant vested funding target | 2020-05-31 | 1,142,463 |
| Number of active participants | 2020-05-31 | 3 |
| Total funding liabilities for active participants | 2020-05-31 | 1,142,463 |
| Total participant count | 2020-05-31 | 3 |
| Total funding target for all participants | 2020-05-31 | 1,142,463 |
| Balance at beginning of prior year after applicable adjustments | 2020-05-31 | 61,235 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-05-31 | 0 |
| Amount remaining of carryover balance | 2020-05-31 | 61,235 |
| Amount remaining of prefunding balance | 2020-05-31 | 0 |
| Present value of excess contributions | 2020-05-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-05-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-05-31 | 61,566 |
| Balance of prefunding at beginning of current year | 2020-05-31 | 0 |
| Total employer contributions | 2020-05-31 | 0 |
| Total employee contributions | 2020-05-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-05-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-05-31 | 12,154 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-05-31 | 0 |
| Additional cash requirement | 2020-05-31 | 0 |
| Unpaid minimum required contributions for current year | 2020-05-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-05-31 | 0 |
| 2019: E & J ASSOCIATES, INC. DEFINED BENEFIT PENSION TRUST 2019 401k membership |
|---|
| Market value of plan assets | 2019-05-31 | 1,885,472 |
| Acturial value of plan assets | 2019-05-31 | 1,885,472 |
| 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 | 1,086,886 |
| Number of active participants | 2019-05-31 | 3 |
| Total funding liabilities for active participants | 2019-05-31 | 1,086,886 |
| Total participant count | 2019-05-31 | 3 |
| Total funding target for all participants | 2019-05-31 | 1,086,886 |
| Balance at beginning of prior year after applicable adjustments | 2019-05-31 | 62,086 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-05-31 | 0 |
| Amount remaining of carryover balance | 2019-05-31 | 62,086 |
| Amount remaining of prefunding balance | 2019-05-31 | 0 |
| Present value of excess contributions | 2019-05-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-05-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-05-31 | 61,235 |
| 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 |
| Remaining amount of unpaid minimum required contributions | 2019-05-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-05-31 | 11,176 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-05-31 | 0 |
| Additional cash requirement | 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: E & J ASSOCIATES, INC. DEFINED BENEFIT PENSION TRUST 2018 401k membership |
|---|
| Market value of plan assets | 2018-05-31 | 1,911,650 |
| Acturial value of plan assets | 2018-05-31 | 1,911,650 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-05-31 | 0 |
| Number of terminated vested participants | 2018-05-31 | 0 |
| Fundng target for terminated vested participants | 2018-05-31 | 0 |
| Active participant vested funding target | 2018-05-31 | 1,008,383 |
| Number of active participants | 2018-05-31 | 3 |
| Total funding liabilities for active participants | 2018-05-31 | 1,008,383 |
| Total participant count | 2018-05-31 | 3 |
| Total funding target for all participants | 2018-05-31 | 1,008,383 |
| Balance at beginning of prior year after applicable adjustments | 2018-05-31 | 61,338 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-05-31 | 0 |
| Amount remaining of carryover balance | 2018-05-31 | 61,338 |
| Amount remaining of prefunding balance | 2018-05-31 | 0 |
| Present value of excess contributions | 2018-05-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-05-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-05-31 | 62,086 |
| Balance of prefunding at beginning of current year | 2018-05-31 | 0 |
| Total employer contributions | 2018-05-31 | 0 |
| Total employee contributions | 2018-05-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2018-05-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-05-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-05-31 | 10,018 |
| Net shortfall amortization installment of oustanding balance | 2018-05-31 | 0 |
| Waiver amortization installment | 2018-05-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-05-31 | 0 |
| Additional cash requirement | 2018-05-31 | 0 |
| Unpaid minimum required contributions for current year | 2018-05-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-05-31 | 0 |
| 2017: E & J ASSOCIATES, INC. DEFINED BENEFIT PENSION TRUST 2017 401k membership |
|---|
| Market value of plan assets | 2017-05-31 | 1,888,576 |
| Acturial value of plan assets | 2017-05-31 | 1,888,576 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-05-31 | 0 |
| Number of terminated vested participants | 2017-05-31 | 0 |
| Fundng target for terminated vested participants | 2017-05-31 | 0 |
| Active participant vested funding target | 2017-05-31 | 919,398 |
| Number of active participants | 2017-05-31 | 3 |
| Total funding liabilities for active participants | 2017-05-31 | 919,398 |
| Total participant count | 2017-05-31 | 3 |
| Total funding target for all participants | 2017-05-31 | 919,398 |
| Balance at beginning of prior year after applicable adjustments | 2017-05-31 | 59,819 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-05-31 | 0 |
| Amount remaining of carryover balance | 2017-05-31 | 59,819 |
| Amount remaining of prefunding balance | 2017-05-31 | 0 |
| Present value of excess contributions | 2017-05-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-05-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-05-31 | 61,338 |
| Balance of prefunding at beginning of current year | 2017-05-31 | 0 |
| Total employer contributions | 2017-05-31 | 0 |
| Total employee contributions | 2017-05-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2017-05-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-05-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-05-31 | 22,824 |
| Net shortfall amortization installment of oustanding balance | 2017-05-31 | 0 |
| Waiver amortization installment | 2017-05-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-05-31 | 0 |
| Additional cash requirement | 2017-05-31 | 0 |
| Unpaid minimum required contributions for current year | 2017-05-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-05-31 | 0 |
