401k Plan data: SHERWOOD R. KRAUSE, LLC DEFINED BENEFIT PLAN plan

SHERWOOD R. KRAUSE, LLC DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	SHERWOOD R. KRAUSE, LLC DEFINED BENEFIT PLAN
Plan identification number	007

SHERWOOD R. KRAUSE, LLC DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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.

401k Sponsoring company profile

SHERWOOD R. KRAUSE, LLC has sponsored the creation of one or more 401k plans.

Company Name: SHERWOOD R. KRAUSE, LLC

Employer identification number (EIN): 300079110

NAIC Classification: 423700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHERWOOD R. KRAUSE, LLC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
007 2023-01-01
007 2022-01-01
007 2021-01-01
007 2020-01-01 DEBORAH BERSCHBACH 2021-07-21 DEBORAH BERSCHBACH 2021-07-21
007 2019-01-01 DEBORAH BERSCHBACH 2020-09-18 DEBORAH BERSCHBACH 2020-09-18
007 2018-01-01 DEBORAH BERSCHBACH 2019-10-07 DEBORAH BERSCHBACH 2019-10-07
007 2017-01-01 DEBORAH BERSCHBACH 2018-10-06 DEBORAH BERSCHBACH 2018-10-06
007 2016-01-01 DEBORAH BERSCHBACH 2017-09-27 DEBORAH BERSCHBACH 2017-09-27
007 2015-01-01 DEBORAH BERSCHBACH 2016-10-13 DEBORAH BERSCHBACH 2016-10-13
007 2014-01-01 SHERWOOD R. KRAUSE 2015-10-09 SHERWOOD R. KRAUSE 2015-10-09
007 2013-01-01 SHERWOOD R. KRAUSE 2014-10-11 SHERWOOD R. KRAUSE 2014-10-11
007 2012-01-01 SHERWOOD R. KRAUSE 2013-10-11 SHERWOOD R. KRAUSE 2013-10-11
007 2011-01-01 SHERWOOD R. KRAUSE 2012-10-12 SHERWOOD R. KRAUSE 2012-10-12
007 2010-01-01 SHERWOOD R. KRAUSE 2011-10-06 SHERWOOD R. KRAUSE 2011-10-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
007	2023-01-01
007	2022-01-01
007	2021-01-01
007	2020-01-01	DEBORAH BERSCHBACH	2021-07-21	DEBORAH BERSCHBACH	2021-07-21
007	2019-01-01	DEBORAH BERSCHBACH	2020-09-18	DEBORAH BERSCHBACH	2020-09-18
007	2018-01-01	DEBORAH BERSCHBACH	2019-10-07	DEBORAH BERSCHBACH	2019-10-07
007	2017-01-01	DEBORAH BERSCHBACH	2018-10-06	DEBORAH BERSCHBACH	2018-10-06
007	2016-01-01	DEBORAH BERSCHBACH	2017-09-27	DEBORAH BERSCHBACH	2017-09-27
007	2015-01-01	DEBORAH BERSCHBACH	2016-10-13	DEBORAH BERSCHBACH	2016-10-13
007	2014-01-01	SHERWOOD R. KRAUSE	2015-10-09	SHERWOOD R. KRAUSE	2015-10-09
007	2013-01-01	SHERWOOD R. KRAUSE	2014-10-11	SHERWOOD R. KRAUSE	2014-10-11
007	2012-01-01	SHERWOOD R. KRAUSE	2013-10-11	SHERWOOD R. KRAUSE	2013-10-11
007	2011-01-01	SHERWOOD R. KRAUSE	2012-10-12	SHERWOOD R. KRAUSE	2012-10-12
007	2010-01-01	SHERWOOD R. KRAUSE	2011-10-06	SHERWOOD R. KRAUSE	2011-10-06

Plan Statistics for SHERWOOD R. KRAUSE, LLC DEFINED BENEFIT PLAN

401k plan membership statisitcs for SHERWOOD R. KRAUSE, LLC DEFINED BENEFIT PLAN

Measure Date Value
2022: SHERWOOD R. KRAUSE, LLC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,059,366
Acturial value of plan assets 2022-12-31 2,059,366
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 7,720
Active participant vested funding target 2022-12-31 1,688,367
Number of active participants 2022-12-31 6
Total funding liabilities for active participants 2022-12-31 1,688,367
Total participant count 2022-12-31 7
Total funding target for all participants 2022-12-31 1,696,087
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 304,431
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 20,452
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 283,979
Present value of excess contributions 2022-12-31 81,292
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 87,467
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 2022-12-31 324,105
Total employer contributions 2022-12-31 0
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 0
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 0
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
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: SHERWOOD R. KRAUSE, LLC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,950,343
Acturial value of plan assets 2021-12-31 1,950,343
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 15,854
Active participant vested funding target 2021-12-31 1,754,158
Number of active participants 2021-12-31 6
Total funding liabilities for active participants 2021-12-31 1,754,158
Total participant count 2021-12-31 8
Total funding target for all participants 2021-12-31 1,770,012
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 330,963
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 10,003
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 320,960
Present value of excess contributions 2021-12-31 92,610
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 96,556
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 2021-12-31 304,431
Total employer contributions 2021-12-31 88,052
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 81,292
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 0
Net shortfall amortization installment of oustanding balance 2021-12-31 124,100
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 20,452
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 20,452
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 81,292
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: SHERWOOD R. KRAUSE, LLC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,175,475
Acturial value of plan assets 2020-12-31 2,175,475
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 6,343
Active participant vested funding target 2020-12-31 1,832,078
Number of active participants 2020-12-31 7
Total funding liabilities for active participants 2020-12-31 1,832,124
Total participant count 2020-12-31 9
Total funding target for all participants 2020-12-31 1,838,467
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 155,380
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 40,261
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 115,119
Present value of excess contributions 2020-12-31 190,427
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 203,054
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 203,054
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 2020-12-31 330,963
Total employer contributions 2020-12-31 100,000
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 92,610
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 16,048
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 10,003
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 10,003
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 92,610
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: SHERWOOD R. KRAUSE, LLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,003,476
Acturial value of plan assets 2019-12-31 2,003,476
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 5,821
Active participant vested funding target 2019-12-31 1,892,496
Number of active participants 2019-12-31 7
Total funding liabilities for active participants 2019-12-31 1,892,934
Total participant count 2019-12-31 9
Total funding target for all participants 2019-12-31 1,898,755
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 203,335
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 44,411
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 158,924
Present value of excess contributions 2019-12-31 277,110
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 288,802
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 2019-12-31 155,380
Total employer contributions 2019-12-31 208,000
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 2019-12-31 190,427
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
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 14,542
Net shortfall amortization installment of oustanding balance 2019-12-31 50,659
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 40,261
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 40,261
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 190,427
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: SHERWOOD R. KRAUSE, LLC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,970,814
Acturial value of plan assets 2018-12-31 1,970,814
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 352
Active participant vested funding target 2018-12-31 1,968,344
Number of active participants 2018-12-31 9
Total funding liabilities for active participants 2018-12-31 1,969,265
Total participant count 2018-12-31 11
Total funding target for all participants 2018-12-31 1,969,617
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 185,423
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 2018-12-31 185,423
Present value of excess contributions 2018-12-31 221,961
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 235,234
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 2018-12-31 203,335
Total employer contributions 2018-12-31 300,000
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 2018-12-31 277,110
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 0
Net shortfall amortization installment of oustanding balance 2018-12-31 202,137
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 44,411
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 44,411
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 277,110
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: SHERWOOD R. KRAUSE, LLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,725,244
Acturial value of plan assets 2017-12-31 1,725,244
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 301
Active participant vested funding target 2017-12-31 1,918,569
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 1,919,750
Total participant count 2017-12-31 11
Total funding target for all participants 2017-12-31 1,920,051
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 172,872
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 2017-12-31 172,872
Present value of excess contributions 2017-12-31 335,885
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 356,508
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 2017-12-31 185,423
Total employer contributions 2017-12-31 325,000
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 2017-12-31 297,847
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 10,384
Net shortfall amortization installment of oustanding balance 2017-12-31 378,293
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 75,886
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 75,886
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 297,847
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: SHERWOOD R. KRAUSE, LLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,434,292
Acturial value of plan assets 2016-12-31 1,434,292
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 243
Active participant vested funding target 2016-12-31 1,366,759
Number of active participants 2016-12-31 11
Total funding liabilities for active participants 2016-12-31 1,367,252
Total participant count 2016-12-31 13
Total funding target for all participants 2016-12-31 1,367,495
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 40,619
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 40,619
Present value of excess contributions 2016-12-31 127,601
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 135,308
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 135,308
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 2016-12-31 172,872
Total employer contributions 2016-12-31 400,000
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 2016-12-31 362,419
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
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 7,888
Net shortfall amortization installment of oustanding balance 2016-12-31 106,076
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 26,534
Additional cash requirement 2016-12-31 26,534
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 362,419
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: SHERWOOD R. KRAUSE, LLC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,059,366
Acturial value of plan assets	2022-12-31	2,059,366
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	7,720
Active participant vested funding target	2022-12-31	1,688,367
Number of active participants	2022-12-31	6
Total funding liabilities for active participants	2022-12-31	1,688,367
Total participant count	2022-12-31	7
Total funding target for all participants	2022-12-31	1,696,087
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	304,431
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	20,452
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	283,979
Present value of excess contributions	2022-12-31	81,292
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	87,467
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	324,105
Total employer contributions	2022-12-31	0
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	0
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	0
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
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: SHERWOOD R. KRAUSE, LLC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,950,343
Acturial value of plan assets	2021-12-31	1,950,343
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	15,854
Active participant vested funding target	2021-12-31	1,754,158
Number of active participants	2021-12-31	6
Total funding liabilities for active participants	2021-12-31	1,754,158
Total participant count	2021-12-31	8
Total funding target for all participants	2021-12-31	1,770,012
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	330,963
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	10,003
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	320,960
Present value of excess contributions	2021-12-31	92,610
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	96,556
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	304,431
Total employer contributions	2021-12-31	88,052
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	81,292
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	0
Net shortfall amortization installment of oustanding balance	2021-12-31	124,100
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	20,452
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	20,452
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	81,292
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: SHERWOOD R. KRAUSE, LLC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,175,475
Acturial value of plan assets	2020-12-31	2,175,475
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	6,343
Active participant vested funding target	2020-12-31	1,832,078
Number of active participants	2020-12-31	7
Total funding liabilities for active participants	2020-12-31	1,832,124
Total participant count	2020-12-31	9
Total funding target for all participants	2020-12-31	1,838,467
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	155,380
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	40,261
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	115,119
Present value of excess contributions	2020-12-31	190,427
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	203,054
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	203,054
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	330,963
Total employer contributions	2020-12-31	100,000
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	92,610
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	16,048
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	10,003
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	10,003
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	92,610
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: SHERWOOD R. KRAUSE, LLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,003,476
Acturial value of plan assets	2019-12-31	2,003,476
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	5,821
Active participant vested funding target	2019-12-31	1,892,496
Number of active participants	2019-12-31	7
Total funding liabilities for active participants	2019-12-31	1,892,934
Total participant count	2019-12-31	9
Total funding target for all participants	2019-12-31	1,898,755
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	203,335
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	44,411
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	158,924
Present value of excess contributions	2019-12-31	277,110
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	288,802
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	155,380
Total employer contributions	2019-12-31	208,000
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	190,427
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
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	14,542
Net shortfall amortization installment of oustanding balance	2019-12-31	50,659
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	40,261
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	40,261
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	190,427
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: SHERWOOD R. KRAUSE, LLC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,970,814
Acturial value of plan assets	2018-12-31	1,970,814
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	352
Active participant vested funding target	2018-12-31	1,968,344
Number of active participants	2018-12-31	9
Total funding liabilities for active participants	2018-12-31	1,969,265
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	1,969,617
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	185,423
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	185,423
Present value of excess contributions	2018-12-31	221,961
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	235,234
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	203,335
Total employer contributions	2018-12-31	300,000
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	277,110
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	0
Net shortfall amortization installment of oustanding balance	2018-12-31	202,137
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	44,411
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	44,411
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	277,110
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: SHERWOOD R. KRAUSE, LLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,725,244
Acturial value of plan assets	2017-12-31	1,725,244
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	301
Active participant vested funding target	2017-12-31	1,918,569
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	1,919,750
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	1,920,051
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	172,872
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	172,872
Present value of excess contributions	2017-12-31	335,885
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	356,508
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	185,423
Total employer contributions	2017-12-31	325,000
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	297,847
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	10,384
Net shortfall amortization installment of oustanding balance	2017-12-31	378,293
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	75,886
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	75,886
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	297,847
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SHERWOOD R. KRAUSE, LLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,434,292
Acturial value of plan assets	2016-12-31	1,434,292
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	243
Active participant vested funding target	2016-12-31	1,366,759
Number of active participants	2016-12-31	11
Total funding liabilities for active participants	2016-12-31	1,367,252
Total participant count	2016-12-31	13
Total funding target for all participants	2016-12-31	1,367,495
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	40,619
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	40,619
Present value of excess contributions	2016-12-31	127,601
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	135,308
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	135,308
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	172,872
Total employer contributions	2016-12-31	400,000
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	362,419
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	7,888
Net shortfall amortization installment of oustanding balance	2016-12-31	106,076
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	26,534
Additional cash requirement	2016-12-31	26,534
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	362,419
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:	SHERWOOD R. KRAUSE, LLC
Employer identification number (EIN):	300079110
NAIC Classification:	423700