Plan Name | JOHN D. DOVICH & ASSOCIATES, LLC RETIREMENT PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | JOHN D. DOVICH & ASSOCIATES, LLC |
Employer identification number (EIN): | 311737959 |
NAIC Classification: | 523900 |
Additional information about JOHN D. DOVICH & ASSOCIATES, LLC
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1999-11-26 |
Company Identification Number: | 1124419 |
Legal Registered Office Address: |
2623 ERIE AVE - CINCINNATI United States of America (USA) 452080000 |
More information about JOHN D. DOVICH & ASSOCIATES, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | ||||
003 | 2016-01-01 | ||||
003 | 2015-01-01 | ||||
003 | 2014-01-01 | ||||
003 | 2013-01-01 | ||||
003 | 2012-01-01 | JOHN D. DOVICH | 2013-05-12 | JOHN D. DOVICH | 2013-05-12 |
Measure | Date | Value |
---|---|---|
2021: JOHN D. DOVICH & ASSOCIATES, LLC RETIREMENT PLAN 2021 401k membership | ||
Market value of plan assets | 2021-09-15 | 2,281,188 |
Acturial value of plan assets | 2021-09-15 | 2,281,188 |
Funding target for retired participants and beneficiaries receiving payment | 2021-09-15 | 0 |
Number of terminated vested participants | 2021-09-15 | 0 |
Fundng target for terminated vested participants | 2021-09-15 | 0 |
Active participant vested funding target | 2021-09-15 | 1,982,266 |
Number of active participants | 2021-09-15 | 3 |
Total funding liabilities for active participants | 2021-09-15 | 1,982,266 |
Total participant count | 2021-09-15 | 3 |
Total funding target for all participants | 2021-09-15 | 1,982,266 |
Balance at beginning of prior year after applicable adjustments | 2021-09-15 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-09-15 | 53,880 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-09-15 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-09-15 | 0 |
Amount remaining of carryover balance | 2021-09-15 | 0 |
Amount remaining of prefunding balance | 2021-09-15 | 53,880 |
Present value of excess contributions | 2021-09-15 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-09-15 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-09-15 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-09-15 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-09-15 | 0 |
Balance of carryovers at beginning of current year | 2021-09-15 | 0 |
Balance of prefunding at beginning of current year | 2021-09-15 | 61,035 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-09-15 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-09-15 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-09-15 | 0 |
Unpaid minimum required contributions for all prior years | 2021-09-15 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-09-15 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-09-15 | 0 |
Minimum required contributions for current year target normal cost | 2021-09-15 | 220,252 |
Net shortfall amortization installment of oustanding balance | 2021-09-15 | 0 |
Waiver amortization installment | 2021-09-15 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-09-15 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-09-15 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-09-15 | 0 |
Additional cash requirement | 2021-09-15 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-09-15 | 0 |
Unpaid minimum required contributions for current year | 2021-09-15 | 0 |
Unpaid minimum required contributions for all years | 2021-09-15 | 0 |
2020: JOHN D. DOVICH & ASSOCIATES, LLC RETIREMENT PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 2,013,743 |
Acturial value of plan assets | 2020-12-31 | 2,013,743 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 0 |
Fundng target for terminated vested participants | 2020-12-31 | 0 |
Active participant vested funding target | 2020-12-31 | 1,635,044 |
Number of active participants | 2020-12-31 | 3 |
Total funding liabilities for active participants | 2020-12-31 | 1,635,044 |
Total participant count | 2020-12-31 | 3 |
Total funding target for all participants | 2020-12-31 | 1,635,044 |
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 | 43,855 |
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 | 43,855 |
Present value of excess contributions | 2020-12-31 | 327,307 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 345,407 |
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 | 53,880 |
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 | 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 | 204,380 |
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 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: JOHN D. DOVICH & ASSOCIATES, LLC RETIREMENT PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 1,185,583 |
Acturial value of plan assets | 2019-12-31 | 1,185,583 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 0 |
Fundng target for terminated vested participants | 2019-12-31 | 0 |
Active participant vested funding target | 2019-12-31 | 1,130,939 |
Number of active participants | 2019-12-31 | 14 |
Total funding liabilities for active participants | 2019-12-31 | 1,130,939 |
Total participant count | 2019-12-31 | 14 |
Total funding target for all participants | 2019-12-31 | 1,130,939 |
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 | 48,663 |
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 | 48,663 |
Present value of excess contributions | 2019-12-31 | 52,822 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 55,738 |
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 | 43,855 |
Total employer contributions | 2019-12-31 | 500,000 |
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 | 478,080 |
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 | 161,562 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 150,773 |
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 | 0 |
Additional cash requirement | 2019-12-31 | 150,773 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 478,080 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: JOHN D. DOVICH & ASSOCIATES, LLC RETIREMENT PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 1,157,397 |
Acturial value of plan assets | 2018-12-31 | 1,157,397 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 0 |
Fundng target for terminated vested participants | 2018-12-31 | 0 |
Active participant vested funding target | 2018-12-31 | 1,031,981 |
Number of active participants | 2018-12-31 | 10 |
Total funding liabilities for active participants | 2018-12-31 | 1,031,981 |
Total participant count | 2018-12-31 | 10 |
Total funding target for all participants | 2018-12-31 | 1,031,981 |
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 | 41,433 |
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 | 41,433 |
Present value of excess contributions | 2018-12-31 | 26,946 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 28,487 |
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 | 48,663 |
Total employer contributions | 2018-12-31 | 150,000 |
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 | 148,065 |
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 | 171,996 |
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 | 95,243 |
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 | 95,243 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 148,065 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: JOHN D. DOVICH & ASSOCIATES, LLC RETIREMENT PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 846,554 |
Acturial value of plan assets | 2017-12-31 | 846,554 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 0 |
Fundng target for terminated vested participants | 2017-12-31 | 0 |
Active participant vested funding target | 2017-12-31 | 770,824 |
Number of active participants | 2017-12-31 | 12 |
Total funding liabilities for active participants | 2017-12-31 | 770,824 |
Total participant count | 2017-12-31 | 12 |
Total funding target for all participants | 2017-12-31 | 770,824 |
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 | 37,977 |
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 | 37,977 |
Present value of excess contributions | 2017-12-31 | 42,406 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 44,912 |
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 | 41,433 |
Total employer contributions | 2017-12-31 | 150,000 |
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 | 146,814 |
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 | 154,165 |
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 | 119,868 |
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 | 119,868 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 146,814 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: JOHN D. DOVICH & ASSOCIATES, LLC RETIREMENT PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 632,134 |
Acturial value of plan assets | 2016-12-31 | 632,134 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 0 |
Fundng target for terminated vested participants | 2016-12-31 | 0 |
Active participant vested funding target | 2016-12-31 | 557,664 |
Number of active participants | 2016-12-31 | 8 |
Total funding liabilities for active participants | 2016-12-31 | 557,664 |
Total participant count | 2016-12-31 | 8 |
Total funding target for all participants | 2016-12-31 | 557,664 |
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 | 39,383 |
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 | 39,383 |
Present value of excess contributions | 2016-12-31 | 89,520 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 94,990 |
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 | 37,977 |
Total employer contributions | 2016-12-31 | 150,000 |
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 | 145,329 |
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 | 139,416 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 102,923 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 102,923 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 145,329 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |