THE VAL IVES TEAM, INC. CASH BALANCE PLAN 401k Plan overview

THE VAL IVES TEAM, INC. CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	THE VAL IVES TEAM, INC.
Employer identification number (EIN):	264752558
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01

Plan Statistics for THE VAL IVES TEAM, INC. CASH BALANCE PLAN

Measure	Date	Value
2022: THE VAL IVES TEAM, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	328,714
Acturial value of plan assets	2022-12-31	328,714
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	353,498
Number of active participants	2022-12-31	4
Total funding liabilities for active participants	2022-12-31	353,498
Total participant count	2022-12-31	4
Total funding target for all participants	2022-12-31	353,498
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	4,707
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	4,707
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	199,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	191,713
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	188,624
Net shortfall amortization installment of oustanding balance	2022-12-31	24,784
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	190,914
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	190,914
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	191,713
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: THE VAL IVES TEAM, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	148,004
Acturial value of plan assets	2021-12-31	148,004
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	0
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	143,835
Total participant count	2021-12-31	4
Total funding target for all participants	2021-12-31	143,835
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	9,215
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	9,215
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	190,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	183,800
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	183,262
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	179,093
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	179,093
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	183,800
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: THE VAL IVES TEAM, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	0
Acturial value of plan assets	2020-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	0
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	0
Total participant count	2020-12-31	4
Total funding target for all participants	2020-12-31	0
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	148,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	142,227
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	133,012
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	133,012
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	133,012
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	142,227
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0

Potentially related plans

• THE VALLEY FORGE FLAG COMPANY INC. TAX SAVINGS ACCOUNT PLAN [EIN = 131564896]
• THE VALLEY HUNT CLUB FUTURE BENEFIT PLAN [EIN = 951325050]
• THE VALVE CORPORATION 401K PLAN AND TRUST [EIN = 912184416]
• THE VALLEY SCHOOL TAX-DEFFERED ANNUITY PLAN [EIN = 381918634]
• THE VALLEY GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 361905040]
• THE VALLEY BRIDE INC. RETIREMENT PLAN [EIN = 471679260]
• THE VALLEY CLUB, INC. 401K PLAN [EIN = 820488586]
• THE VALLEY HOSPITAL GROUP LIFE INSURANCE [EIN = 221487307]
• THE VALENCE GROUP 401(K) PLAN [EIN = 261705036]
• THE VALLEY COMMUNITY CLINIC - FLEXIBLE BENEFITS PLAN [EIN = 237050082]
• THE VALSPAR CORPORATION EMPLOYEES' PENSION PLAN [EIN = 362443580]
• THE VALLEY SCHOOL DEFINED CONTRIBUTION PLAN [EIN = 381918634]
• THE VALLEY SCHOOL DEFINED CONTRIBUTION PLAN [EIN = 911387893]
• THE VALUATION GROUP, INC. 401(K) PLAN [EIN = 411909984]
• THE VALENTINA C. GAGE, D.M.D. 401(K) PROFIT SHARING PLAN [EIN = 061427872]
• THE VALLEY PARTNERSHIP FOR A DRUG FREE COMMUNITY RETIREMENT PLAN [EIN = 330517351]
• THE VALLETTA GROUP, INC. 401(K) PLAN [EIN = 205086905]
• THE VALLEY GROUP, INC. 401(K) PLAN [EIN = 141699044]
• THE VALDEZ MUSEUM AND HISTORICAL ARCHIVE ASSOCIATION, INC. 403(B) PLAN [EIN = 920159463]
• THE VALLETTA GROUP 401(K) PLAN [EIN = 201020950]
• THE VALLEY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 237352886]
• THE VALFUND 401(K) SAVINGS AND INVESTMENT PLAN [EIN = 136193499]
• THE VALEN GROUP, L.L.C. 401(K) RETIREMENT SAVINGS PLAN [EIN = 311727411]
• THE VALLEY FERTILIZER CHEMICAL CO, INC 401K PLAN [EIN = 540415185]
• THE VALLEJO COMPANY, INC. 401(K) PLAN [EIN = 341742072]
• THE VALLEY DENTISTS, LLP 401(K) PROFIT-SHARING PLAN & TRUST [EIN = 042750238]
• THE VALLEY FOUNDATION TAX - DEFERRED ANNUITY (TDA PLAN) [EIN = 237352886]
• THE VALLEY FERTILIZER CHEMICAL CO, INC 401K PLAN [EIN = 540415185]
• THE VALENTINE GROUP EMPLOYEE RETIREMENT PLAN [EIN = 202138730]
• THE VALLEY CADILLAC CORPORATION 401(K) PLAN [EIN = 161021847]
• THE VALLEY STATE BANK 401(K) RETIREMENT PLAN [EIN = 480459210]
• THE VALUE COMPANIES, INC. PROFIT SHARING AND 401(K) PLAN [EIN = 221628990]
• THE VALLEY ECONOMIC ALLIANCE 401(K) PLAN AND TRUST [EIN = 954524503]
• THE VALDEZ RETIREMENT PLAN [EIN = 592883012]
• THE VALLEY DENTISTS, LLP CASH BALANCE PLAN [EIN = 042750238]
• THE VALKYRIE COMPANY, INC 401(K) PROFIT SHARING PLAN [EIN = 042887987]
• THE VALLEY CLUB OF MONTECITO 401K SAFE HARBOR PLAN [EIN = 951324620]
• THE VALENTE CONCRETE, INC. 401(K) RETIREMENT PLAN [EIN = 330756675]
• THE VALSPAR CORPORATION FLEXIBLE COMPENSATION PLAN [EIN = 362443580]
• THE VALLEY ROLLING CORPORATION 401K PROFIT SHARING PLAN [EIN = 510442448]
• THE VALLEY HOSPITAL FLEXIBLE BENEFITS PLAN [EIN = 221487307]
• THE VALLEY GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN [EIN = 141699044]
• THE VALLEY SCHOOL TAX-DEFFERD ANNUITY PLAN [EIN = 381918635]
• THE VALSPAR CORPORATION LIFE, ACCIDENT & HEALTH PLAN [EIN = 362443580]
• THE VALCORT GROUP 401(K) PLAN [EIN = 363585280]
• THE VALLEY CATHEDRAL RETIREMENT PLAN [EIN = 860325796]
• THE VALCAP GROUP LLC 401 K PROFIT SHARING PLAN TRUST [EIN = 460705439]
• THE VALDAN GROUP 40J(K) RETIREMENT SAVINGS PLAN [EIN = 455033686]
• THE VALLEY VETERINARY HOSPITAL, LLC 401(K) P/S PLAN [EIN = 470976958]
• THE VALLEY HUNT CLUB FUTURE BENEFIT PLAN 2 [EIN = 951325050]
• THE VAL NUNNENKAMP TEAM LLC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 843532338]
• THE VALVE GROUP, INC. RETIREMENT PLAN [EIN = 852789827]
• THE VALOR SOLUTION 401(K) PLAN [EIN = 842404824]
• THE VALLEY LAW GROUP, PLLC 401(K) PLAN [EIN = 461249845]
• THE VALLEY RAILROAD COMPANY 401(K) PLAN [EIN = 060861178]
• THE VALEN GROUP, LLC 401(K) RETIREMENT SAVINGS [EIN = 311727411]
• THE VALCIK GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 271803896]

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