401k Plan data: LONG NYQUIST & ASSOCIATES, LLC CASH BALANCE PENSION PLAN plan

LONG NYQUIST & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	LONG NYQUIST & ASSOCIATES, LLC CASH BALANCE PENSION PLAN
Plan identification number	002

LONG NYQUIST & ASSOCIATES, LLC CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined 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).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LONG NYQUIST & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name: LONG NYQUIST & ASSOCIATES, LLC

Employer identification number (EIN): 271453757

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LONG NYQUIST & ASSOCIATES, LLC CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01 TODD R. NYQUIST 2023-06-05
002 2021-01-01 TODD R. NYQUIST 2022-10-06
002 2020-01-01 TODD R. NYQUIST 2022-04-13
002 2019-01-01 TODD R. NYQUIST 2020-10-08
002 2018-01-01 TODD R. NYQUIST 2019-09-20
002 2017-01-01 TODD R. NYQUIST 2018-10-10
002 2016-01-01 NOEL NYQUIST 2017-07-06
002 2015-01-01 NOEL NYQUIST 2016-05-02
002 2014-01-01 NOEL NYQUIST 2015-09-21
002 2013-01-01 NOEL NYQUIST 2014-07-08
002 2012-01-01 NOEL NYQUIST 2013-10-09
002 2011-01-01 NOEL NYQUIST 2012-06-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01	TODD R. NYQUIST	2023-06-05
002	2021-01-01	TODD R. NYQUIST	2022-10-06
002	2020-01-01	TODD R. NYQUIST	2022-04-13
002	2019-01-01	TODD R. NYQUIST	2020-10-08
002	2018-01-01	TODD R. NYQUIST	2019-09-20
002	2017-01-01	TODD R. NYQUIST	2018-10-10
002	2016-01-01	NOEL NYQUIST	2017-07-06
002	2015-01-01	NOEL NYQUIST	2016-05-02
002	2014-01-01	NOEL NYQUIST	2015-09-21
002	2013-01-01	NOEL NYQUIST	2014-07-08
002	2012-01-01	NOEL NYQUIST	2013-10-09
002	2011-01-01	NOEL NYQUIST	2012-06-20

Plan Statistics for LONG NYQUIST & ASSOCIATES, LLC CASH BALANCE PENSION PLAN

401k plan membership statisitcs for LONG NYQUIST & ASSOCIATES, LLC CASH BALANCE PENSION PLAN

Measure Date Value
2022: LONG NYQUIST & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 4,979,438
Acturial value of plan assets 2022-12-31 4,979,438
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 7
Fundng target for terminated vested participants 2022-12-31 53,768
Active participant vested funding target 2022-12-31 3,776,604
Number of active participants 2022-12-31 17
Total funding liabilities for active participants 2022-12-31 3,785,100
Total participant count 2022-12-31 24
Total funding target for all participants 2022-12-31 3,838,868
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 180,457
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 2022-12-31 180,457
Present value of excess contributions 2022-12-31 385,071
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 405,865
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 2022-12-31 206,822
Total employer contributions 2022-12-31 250,000
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 2022-12-31 240,615
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 2022-12-31 355,121
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 240,615
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: LONG NYQUIST & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 4,120,990
Acturial value of plan assets 2021-12-31 4,120,990
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 12
Fundng target for terminated vested participants 2021-12-31 148,668
Active participant vested funding target 2021-12-31 3,231,009
Number of active participants 2021-12-31 16
Total funding liabilities for active participants 2021-12-31 3,240,794
Total participant count 2021-12-31 28
Total funding target for all participants 2021-12-31 3,389,462
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 156,933
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 2021-12-31 156,933
Present value of excess contributions 2021-12-31 385,150
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 404,600
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 2021-12-31 180,457
Total employer contributions 2021-12-31 400,000
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 2021-12-31 385,071
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 2021-12-31 326,949
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 385,071
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: LONG NYQUIST & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,246,737
Acturial value of plan assets 2020-12-31 3,246,737
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 6
Fundng target for terminated vested participants 2020-12-31 24,889
Active participant vested funding target 2020-12-31 2,463,318
Number of active participants 2020-12-31 20
Total funding liabilities for active participants 2020-12-31 2,467,107
Total participant count 2020-12-31 26
Total funding target for all participants 2020-12-31 2,491,996
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 131,976
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 2020-12-31 131,976
Present value of excess contributions 2020-12-31 21,627
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 22,775
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 2020-12-31 156,933
Total employer contributions 2020-12-31 400,000
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 2020-12-31 385,150
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
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 2020-12-31 285,611
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 385,150
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: LONG NYQUIST & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,406,623
Acturial value of plan assets 2019-12-31 2,406,623
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 6
Fundng target for terminated vested participants 2019-12-31 38,874
Active participant vested funding target 2019-12-31 2,387,708
Number of active participants 2019-12-31 18
Total funding liabilities for active participants 2019-12-31 2,391,208
Total participant count 2019-12-31 24
Total funding target for all participants 2019-12-31 2,430,082
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 142,754
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 142,754
Present value of excess contributions 2019-12-31 127,087
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 134,089
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 131,976
Total employer contributions 2019-12-31 389,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 373,628
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 326,745
Net shortfall amortization installment of oustanding balance 2019-12-31 155,435
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 352,001
Additional cash requirement 2019-12-31 352,001
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 373,628
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: LONG NYQUIST & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,254,628
Acturial value of plan assets 2018-12-31 2,254,628
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 6
Fundng target for terminated vested participants 2018-12-31 36,174
Active participant vested funding target 2018-12-31 1,967,934
Number of active participants 2018-12-31 17
Total funding liabilities for active participants 2018-12-31 1,972,779
Total participant count 2018-12-31 23
Total funding target for all participants 2018-12-31 2,008,953
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 15,297
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 15,297
Present value of excess contributions 2018-12-31 117,951
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 125,205
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 125,205
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 142,754
Total employer contributions 2018-12-31 350,000
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 2018-12-31 338,458
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 2018-12-31 314,292
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 2018-12-31 211,371
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 2018-12-31 211,371
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 338,458
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: LONG NYQUIST & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,709,704
Acturial value of plan assets 2017-12-31 1,709,704
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 5
Fundng target for terminated vested participants 2017-12-31 21,757
Active participant vested funding target 2017-12-31 1,536,613
Number of active participants 2017-12-31 16
Total funding liabilities for active participants 2017-12-31 1,553,387
Total participant count 2017-12-31 21
Total funding target for all participants 2017-12-31 1,575,144
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
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 14,378
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 15,297
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 15,297
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 15,297
Total employer contributions 2017-12-31 300,000
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 2017-12-31 288,876
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 2017-12-31 290,188
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 2017-12-31 170,925
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 2017-12-31 170,925
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 288,876
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: LONG NYQUIST & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,297,094
Acturial value of plan assets 2016-12-31 1,297,094
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 6
Fundng target for terminated vested participants 2016-12-31 32,609
Active participant vested funding target 2016-12-31 1,337,226
Number of active participants 2016-12-31 16
Total funding liabilities for active participants 2016-12-31 1,361,884
Total participant count 2016-12-31 22
Total funding target for all participants 2016-12-31 1,394,493
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 8,068
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 8,597
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 340,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 314,429
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 283,958
Net shortfall amortization installment of oustanding balance 2016-12-31 97,399
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 300,051
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 300,051
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 314,429
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: LONG NYQUIST & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	4,979,438
Acturial value of plan assets	2022-12-31	4,979,438
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	7
Fundng target for terminated vested participants	2022-12-31	53,768
Active participant vested funding target	2022-12-31	3,776,604
Number of active participants	2022-12-31	17
Total funding liabilities for active participants	2022-12-31	3,785,100
Total participant count	2022-12-31	24
Total funding target for all participants	2022-12-31	3,838,868
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	180,457
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	180,457
Present value of excess contributions	2022-12-31	385,071
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	405,865
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	206,822
Total employer contributions	2022-12-31	250,000
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	240,615
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	355,121
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	240,615
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: LONG NYQUIST & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	4,120,990
Acturial value of plan assets	2021-12-31	4,120,990
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	12
Fundng target for terminated vested participants	2021-12-31	148,668
Active participant vested funding target	2021-12-31	3,231,009
Number of active participants	2021-12-31	16
Total funding liabilities for active participants	2021-12-31	3,240,794
Total participant count	2021-12-31	28
Total funding target for all participants	2021-12-31	3,389,462
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	156,933
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	156,933
Present value of excess contributions	2021-12-31	385,150
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	404,600
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	180,457
Total employer contributions	2021-12-31	400,000
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	385,071
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	326,949
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	385,071
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: LONG NYQUIST & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,246,737
Acturial value of plan assets	2020-12-31	3,246,737
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	6
Fundng target for terminated vested participants	2020-12-31	24,889
Active participant vested funding target	2020-12-31	2,463,318
Number of active participants	2020-12-31	20
Total funding liabilities for active participants	2020-12-31	2,467,107
Total participant count	2020-12-31	26
Total funding target for all participants	2020-12-31	2,491,996
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	131,976
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	131,976
Present value of excess contributions	2020-12-31	21,627
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	22,775
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	156,933
Total employer contributions	2020-12-31	400,000
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	385,150
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
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	285,611
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	385,150
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: LONG NYQUIST & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,406,623
Acturial value of plan assets	2019-12-31	2,406,623
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	6
Fundng target for terminated vested participants	2019-12-31	38,874
Active participant vested funding target	2019-12-31	2,387,708
Number of active participants	2019-12-31	18
Total funding liabilities for active participants	2019-12-31	2,391,208
Total participant count	2019-12-31	24
Total funding target for all participants	2019-12-31	2,430,082
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	142,754
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	142,754
Present value of excess contributions	2019-12-31	127,087
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	134,089
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	131,976
Total employer contributions	2019-12-31	389,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	373,628
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	326,745
Net shortfall amortization installment of oustanding balance	2019-12-31	155,435
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	352,001
Additional cash requirement	2019-12-31	352,001
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	373,628
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: LONG NYQUIST & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,254,628
Acturial value of plan assets	2018-12-31	2,254,628
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	6
Fundng target for terminated vested participants	2018-12-31	36,174
Active participant vested funding target	2018-12-31	1,967,934
Number of active participants	2018-12-31	17
Total funding liabilities for active participants	2018-12-31	1,972,779
Total participant count	2018-12-31	23
Total funding target for all participants	2018-12-31	2,008,953
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	15,297
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	15,297
Present value of excess contributions	2018-12-31	117,951
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	125,205
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	125,205
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	142,754
Total employer contributions	2018-12-31	350,000
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	338,458
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	314,292
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	211,371
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	211,371
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	338,458
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: LONG NYQUIST & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,709,704
Acturial value of plan assets	2017-12-31	1,709,704
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	5
Fundng target for terminated vested participants	2017-12-31	21,757
Active participant vested funding target	2017-12-31	1,536,613
Number of active participants	2017-12-31	16
Total funding liabilities for active participants	2017-12-31	1,553,387
Total participant count	2017-12-31	21
Total funding target for all participants	2017-12-31	1,575,144
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
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	14,378
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	15,297
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	15,297
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	15,297
Total employer contributions	2017-12-31	300,000
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	288,876
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	290,188
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	170,925
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	170,925
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	288,876
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LONG NYQUIST & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,297,094
Acturial value of plan assets	2016-12-31	1,297,094
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	6
Fundng target for terminated vested participants	2016-12-31	32,609
Active participant vested funding target	2016-12-31	1,337,226
Number of active participants	2016-12-31	16
Total funding liabilities for active participants	2016-12-31	1,361,884
Total participant count	2016-12-31	22
Total funding target for all participants	2016-12-31	1,394,493
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	8,068
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	8,597
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	340,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	314,429
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	283,958
Net shortfall amortization installment of oustanding balance	2016-12-31	97,399
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	300,051
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	300,051
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	314,429
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	LONG NYQUIST & ASSOCIATES, LLC
Employer identification number (EIN):	271453757
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services