DAVID REIMER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID REIMER DEFINED BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2022: DAVID REIMER DEFINED BENEFIT PLAN 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-20 | 1,222,356 |
| Acturial value of plan assets | 2022-12-20 | 1,222,356 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-20 | 0 |
| Number of terminated vested participants | 2022-12-20 | 0 |
| Fundng target for terminated vested participants | 2022-12-20 | 0 |
| Active participant vested funding target | 2022-12-20 | 225,150 |
| Number of active participants | 2022-12-20 | 2 |
| Total funding liabilities for active participants | 2022-12-20 | 562,874 |
| Total participant count | 2022-12-20 | 2 |
| Total funding target for all participants | 2022-12-20 | 562,874 |
| Balance at beginning of prior year after applicable adjustments | 2022-12-20 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-20 | 274,105 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-20 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-12-20 | 132,498 |
| Amount remaining of carryover balance | 2022-12-20 | 0 |
| Amount remaining of prefunding balance | 2022-12-20 | 141,607 |
| Present value of excess contributions | 2022-12-20 | 488,655 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-20 | 519,304 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-20 | 519,304 |
| Reductions in caryover balances due to elections or deemed elections | 2022-12-20 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-12-20 | 0 |
| Balance of carryovers at beginning of current year | 2022-12-20 | 0 |
| Balance of prefunding at beginning of current year | 2022-12-20 | 670,866 |
| Total employer contributions | 2022-12-20 | 400,000 |
| Total employee contributions | 2022-12-20 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-20 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-12-20 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-20 | 385,908 |
| Unpaid minimum required contributions for all prior years | 2022-12-20 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-20 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-20 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-20 | 187,625 |
| Net shortfall amortization installment of oustanding balance | 2022-12-20 | 11,384 |
| Waiver amortization installment | 2022-12-20 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-20 | 188,686 |
| Carryover balance elected to use to offset funding requirement | 2022-12-20 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-12-20 | 188,686 |
| Additional cash requirement | 2022-12-20 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-20 | 385,908 |
| Unpaid minimum required contributions for current year | 2022-12-20 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-20 | 0 |
| 2021: DAVID REIMER DEFINED BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-12-21 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-12-21 | 2 |
| Number of retired or separated participants receiving benefits | 2021-12-21 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-12-21 | 0 |
| Total of all active and inactive participants | 2021-12-21 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-12-21 | 0 |
| Total participants | 2021-12-21 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-12-21 | 0 |
| Market value of plan assets | 2021-12-20 | 655,144 |
| Acturial value of plan assets | 2021-12-20 | 655,144 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-20 | 0 |
| Number of terminated vested participants | 2021-12-20 | 0 |
| Fundng target for terminated vested participants | 2021-12-20 | 0 |
| Active participant vested funding target | 2021-12-20 | 68,472 |
| Number of active participants | 2021-12-20 | 2 |
| Total funding liabilities for active participants | 2021-12-20 | 342,358 |
| Total participant count | 2021-12-20 | 2 |
| Total funding target for all participants | 2021-12-20 | 342,358 |
| Balance at beginning of prior year after applicable adjustments | 2021-12-20 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-20 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-20 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-12-20 | 0 |
| Amount remaining of carryover balance | 2021-12-20 | 0 |
| Amount remaining of prefunding balance | 2021-12-20 | 0 |
| Present value of excess contributions | 2021-12-20 | 258,907 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-20 | 274,105 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-20 | 274,105 |
| Reductions in caryover balances due to elections or deemed elections | 2021-12-20 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-12-20 | 0 |
| Balance of carryovers at beginning of current year | 2021-12-20 | 0 |
| Balance of prefunding at beginning of current year | 2021-12-20 | 274,105 |
| Total employer contributions | 2021-12-20 | 500,000 |
| Total employee contributions | 2021-12-20 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-20 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-12-20 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-20 | 488,655 |
| Unpaid minimum required contributions for all prior years | 2021-12-20 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-20 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-12-20 | 0 |
| Minimum required contributions for current year target normal cost | 2021-12-20 | 171,179 |
| Net shortfall amortization installment of oustanding balance | 2021-12-20 | 0 |
| Waiver amortization installment | 2021-12-20 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-20 | 132,498 |
| Carryover balance elected to use to offset funding requirement | 2021-12-20 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-12-20 | 132,498 |
| Additional cash requirement | 2021-12-20 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-20 | 488,655 |
| Unpaid minimum required contributions for current year | 2021-12-20 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-20 | 0 |
| 2020: DAVID REIMER DEFINED BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-12-21 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-12-21 | 2 |
| Number of retired or separated participants receiving benefits | 2020-12-21 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-12-21 | 0 |
| Total of all active and inactive participants | 2020-12-21 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-12-21 | 0 |
| Total participants | 2020-12-21 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-12-21 | 0 |
| Market value of plan assets | 2020-12-20 | 321,745 |
| Acturial value of plan assets | 2020-12-20 | 321,745 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-20 | 0 |
| Number of terminated vested participants | 2020-12-20 | 0 |
| Fundng target for terminated vested participants | 2020-12-20 | 0 |
| Active participant vested funding target | 2020-12-20 | 0 |
| Number of active participants | 2020-12-20 | 2 |
| Total funding liabilities for active participants | 2020-12-20 | 162,519 |
| Total participant count | 2020-12-20 | 2 |
| Total funding target for all participants | 2020-12-20 | 162,519 |
| Balance at beginning of prior year after applicable adjustments | 2020-12-20 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-20 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-20 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-12-20 | 0 |
| Amount remaining of carryover balance | 2020-12-20 | 0 |
| Amount remaining of prefunding balance | 2020-12-20 | 0 |
| Present value of excess contributions | 2020-12-20 | 284,505 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-20 | 301,774 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-20 | 301,774 |
| Reductions in caryover balances due to elections or deemed elections | 2020-12-20 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-12-20 | 301,774 |
| Balance of carryovers at beginning of current year | 2020-12-20 | 0 |
| Balance of prefunding at beginning of current year | 2020-12-20 | 0 |
| Total employer contributions | 2020-12-20 | 272,945 |
| Total employee contributions | 2020-12-20 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-20 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-12-20 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-20 | 262,200 |
| Liquidity shortfalls end of Q1 | 2020-12-20 | 0 |
| Liquidity shortfalls end of Q2 | 2020-12-20 | 0 |
| Liquidity shortfalls end of Q3 | 2020-12-20 | 0 |
| Liquidity shortfalls end of Q4 | 2020-12-20 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-12-20 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-20 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-12-20 | 0 |
| Minimum required contributions for current year target normal cost | 2020-12-20 | 162,519 |
| Net shortfall amortization installment of oustanding balance | 2020-12-20 | 0 |
| Waiver amortization installment | 2020-12-20 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-20 | 3,293 |
| Additional cash requirement | 2020-12-20 | 3,293 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-20 | 262,200 |
| Unpaid minimum required contributions for current year | 2020-12-20 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-20 | 0 |
| 2019: DAVID REIMER DEFINED BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-12-21 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-12-21 | 2 |
| Number of retired or separated participants receiving benefits | 2019-12-21 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-12-21 | 0 |
| Total of all active and inactive participants | 2019-12-21 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-12-21 | 0 |
| Total participants | 2019-12-21 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-12-21 | 0 |
| Market value of plan assets | 2019-12-20 | 0 |
| Acturial value of plan assets | 2019-12-20 | 0 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-20 | 0 |
| Number of terminated vested participants | 2019-12-20 | 0 |
| Fundng target for terminated vested participants | 2019-12-20 | 0 |
| Active participant vested funding target | 2019-12-20 | 0 |
| Number of active participants | 2019-12-20 | 2 |
| Total funding liabilities for active participants | 2019-12-20 | 143,764 |
| Total participant count | 2019-12-20 | 2 |
| Total funding target for all participants | 2019-12-20 | 143,764 |
| Balance at beginning of prior year after applicable adjustments | 2019-12-20 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-20 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-20 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-12-20 | 0 |
| Amount remaining of carryover balance | 2019-12-20 | 0 |
| Amount remaining of prefunding balance | 2019-12-20 | 0 |
| Present value of excess contributions | 2019-12-20 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-20 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-20 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-12-20 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-12-20 | 0 |
| Balance of carryovers at beginning of current year | 2019-12-20 | 0 |
| Balance of prefunding at beginning of current year | 2019-12-20 | 0 |
| Total employer contributions | 2019-12-20 | 321,480 |
| Total employee contributions | 2019-12-20 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-20 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-12-20 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-20 | 307,974 |
| Unpaid minimum required contributions for all prior years | 2019-12-20 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-20 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-12-20 | 0 |
| Minimum required contributions for current year target normal cost | 2019-12-20 | 0 |
| Net shortfall amortization installment of oustanding balance | 2019-12-20 | 143,764 |
| Waiver amortization installment | 2019-12-20 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-20 | 23,469 |
| Additional cash requirement | 2019-12-20 | 23,469 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-20 | 307,974 |
| Unpaid minimum required contributions for current year | 2019-12-20 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-20 | 0 |
| 2018: DAVID REIMER DEFINED BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-12-21 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-12-21 | 2 |
| Number of retired or separated participants receiving benefits | 2018-12-21 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-12-21 | 0 |
| Total of all active and inactive participants | 2018-12-21 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-12-21 | 0 |
| Total participants | 2018-12-21 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-12-21 | 0 |
| Measure | Date | Value |
|---|
| 2022 : DAVID REIMER DEFINED BENEFIT PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-20 | $0 |
| Total plan liabilities at end of year | 2022-12-20 | $0 |
| Total plan liabilities at beginning of year | 2022-12-20 | $0 |
| Total income from all sources | 2022-12-20 | $250,444 |
| Expenses. Total of all expenses incurred | 2022-12-20 | $4,837 |
| Benefits paid (including direct rollovers) | 2022-12-20 | $0 |
| Total plan assets at end of year | 2022-12-20 | $1,467,963 |
| Total plan assets at beginning of year | 2022-12-20 | $1,222,356 |
| Value of fidelity bond covering the plan | 2022-12-20 | $155,000 |
| Total contributions received or receivable from participants | 2022-12-20 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-20 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-20 | $0 |
| Other income received | 2022-12-20 | $-149,556 |
| Noncash contributions received | 2022-12-20 | $0 |
| Net income (gross income less expenses) | 2022-12-20 | $245,607 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-20 | $1,467,963 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-20 | $1,222,356 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-20 | $422,048 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-20 | $275,000 |
| Total contributions received or receivable from employer(s) | 2022-12-20 | $400,000 |
| Value of certain deemed distributions of participant loans | 2022-12-20 | $0 |
| Value of corrective distributions | 2022-12-20 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-20 | $4,837 |
| 2021 : DAVID REIMER DEFINED BENEFIT PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-20 | $0 |
| Total plan liabilities at end of year | 2021-12-20 | $0 |
| Total plan liabilities at beginning of year | 2021-12-20 | $0 |
| Total income from all sources | 2021-12-20 | $569,209 |
| Expenses. Total of all expenses incurred | 2021-12-20 | $1,997 |
| Benefits paid (including direct rollovers) | 2021-12-20 | $0 |
| Total plan assets at end of year | 2021-12-20 | $1,222,356 |
| Total plan assets at beginning of year | 2021-12-20 | $655,144 |
| Value of fidelity bond covering the plan | 2021-12-20 | $150,000 |
| Total contributions received or receivable from participants | 2021-12-20 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-20 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-20 | $0 |
| Other income received | 2021-12-20 | $69,209 |
| Noncash contributions received | 2021-12-20 | $0 |
| Net income (gross income less expenses) | 2021-12-20 | $567,212 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-20 | $1,222,356 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-20 | $655,144 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-20 | $360,816 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-20 | $100,000 |
| Total contributions received or receivable from employer(s) | 2021-12-20 | $500,000 |
| Value of certain deemed distributions of participant loans | 2021-12-20 | $0 |
| Value of corrective distributions | 2021-12-20 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-20 | $1,997 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-20 | $0 |
| 2020 : DAVID REIMER DEFINED BENEFIT PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-20 | $0 |
| Total plan liabilities at end of year | 2020-12-20 | $0 |
| Total plan liabilities at beginning of year | 2020-12-20 | $0 |
| Total income from all sources | 2020-12-20 | $333,399 |
| Expenses. Total of all expenses incurred | 2020-12-20 | $0 |
| Benefits paid (including direct rollovers) | 2020-12-20 | $0 |
| Total plan assets at end of year | 2020-12-20 | $655,144 |
| Total plan assets at beginning of year | 2020-12-20 | $321,745 |
| Total contributions received or receivable from participants | 2020-12-20 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-20 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-20 | $0 |
| Other income received | 2020-12-20 | $60,454 |
| Noncash contributions received | 2020-12-20 | $0 |
| Net income (gross income less expenses) | 2020-12-20 | $333,399 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-20 | $655,144 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-20 | $321,745 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-20 | $100,258 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-20 | $75,000 |
| Total contributions received or receivable from employer(s) | 2020-12-20 | $272,945 |
| Value of certain deemed distributions of participant loans | 2020-12-20 | $0 |
| Value of corrective distributions | 2020-12-20 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-20 | $0 |
| 2019 : DAVID REIMER DEFINED BENEFIT PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-20 | $0 |
| Total plan liabilities at end of year | 2019-12-20 | $0 |
| Total plan liabilities at beginning of year | 2019-12-20 | $0 |
| Total income from all sources | 2019-12-20 | $321,745 |
| Expenses. Total of all expenses incurred | 2019-12-20 | $0 |
| Benefits paid (including direct rollovers) | 2019-12-20 | $0 |
| Total plan assets at end of year | 2019-12-20 | $321,745 |
| Total plan assets at beginning of year | 2019-12-20 | $0 |
| Total contributions received or receivable from participants | 2019-12-20 | $0 |
| Assets. Value of loans (other than to participants) | 2019-12-20 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-20 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-20 | $0 |
| Other income received | 2019-12-20 | $265 |
| Noncash contributions received | 2019-12-20 | $0 |
| Net income (gross income less expenses) | 2019-12-20 | $321,745 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-20 | $321,745 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-20 | $0 |
| Total contributions received or receivable from employer(s) | 2019-12-20 | $321,480 |
| Value of certain deemed distributions of participant loans | 2019-12-20 | $0 |
| Value of corrective distributions | 2019-12-20 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-20 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-20 | $0 |
