Logo

HOWARD ALAN KITAY PENSION PLAN 401k Plan overview

Plan NameHOWARD ALAN KITAY PENSION PLAN
Plan identification number 001

HOWARD ALAN KITAY PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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).
  • Plan covering Self-Employed individuals.
  • 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

HOWARD ALAN KITAY has sponsored the creation of one or more 401k plans.

Company Name:HOWARD ALAN KITAY
Employer identification number (EIN):330644794
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOWARD ALAN KITAY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01HOWARD ALAN KITAY2020-10-13 HOWARD ALAN KITAY2020-10-13
0012018-01-01HOWARD ALAN KITAY2019-10-03 HOWARD ALAN KITAY2019-10-03
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01H.A. KITAY2013-10-11 H.A. KITAY2013-10-11
0012011-01-01H.A. KITAY2012-10-03 H.A. KITAY2012-10-03
0012010-01-01H.A. KITAY2011-10-17 H.A. KITAY2011-10-17

Plan Statistics for HOWARD ALAN KITAY PENSION PLAN

401k plan membership statisitcs for HOWARD ALAN KITAY PENSION PLAN

Measure Date Value
2019: HOWARD ALAN KITAY PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-312,915,059
Acturial value of plan assets2019-12-312,915,059
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-317,605
Active participant vested funding target2019-12-312,729,352
Number of active participants2019-12-315
Total funding liabilities for active participants2019-12-312,730,349
Total participant count2019-12-317
Total funding target for all participants2019-12-312,737,954
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3166,982
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3166,982
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3175,134
Total employer contributions2019-12-314,175
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-314,077
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3114,526
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-314,077
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HOWARD ALAN KITAY PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-312,915,059
Acturial value of plan assets2018-12-312,915,059
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-317,401
Active participant vested funding target2018-12-312,680,402
Number of active participants2018-12-315
Total funding liabilities for active participants2018-12-312,681,660
Total participant count2018-12-317
Total funding target for all participants2018-12-312,689,061
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3155,541
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3155,541
Present value of excess contributions2018-12-31129,731
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31129,731
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3166,982
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3115,300
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-017
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOWARD ALAN KITAY PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-312,365,676
Acturial value of plan assets2017-12-312,365,676
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-313
Fundng target for terminated vested participants2017-12-3110,303
Active participant vested funding target2017-12-312,370,718
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-312,370,718
Total participant count2017-12-316
Total funding target for all participants2017-12-312,381,021
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3155,486
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3155,486
Present value of excess contributions2017-12-313,650
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-313,650
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3155,541
Total employer contributions2017-12-31252,487
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31238,530
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3188,114
Net shortfall amortization installment of oustanding balance2017-12-3174,068
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31108,799
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31108,799
Contributions allocatedtoward minimum required contributions for current year2017-12-31238,530
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: HOWARD ALAN KITAY PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,812,676
Acturial value of plan assets2016-12-311,812,676
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-313
Fundng target for terminated vested participants2016-12-313,727
Active participant vested funding target2016-12-312,186,482
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-312,189,245
Total participant count2016-12-316
Total funding target for all participants2016-12-312,192,972
Balance at beginning of prior year after applicable adjustments2016-12-31817
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31786,040
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31817
Amount remaining of prefunding balance2016-12-31786,040
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-31884
Reductions in prefunding balances due to elections or deemed elections2016-12-31794,616
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3155,486
Total employer contributions2016-12-31170,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31164,214
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3186,551
Net shortfall amortization installment of oustanding balance2016-12-31438,568
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31159,013
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31159,013
Contributions allocatedtoward minimum required contributions for current year2016-12-31164,214
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

Financial Data on HOWARD ALAN KITAY PENSION PLAN

Measure Date Value
2019 : HOWARD ALAN KITAY PENSION PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$96,586
Expenses. Total of all expenses incurred2019-12-31$2,995,685
Benefits paid (including direct rollovers)2019-12-31$2,976,813
Total plan assets at end of year2019-12-31$15,960
Total plan assets at beginning of year2019-12-31$2,915,059
Value of fidelity bond covering the plan2019-12-31$1,326,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$18,872
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$92,411
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-2,899,099
Net plan assets at end of year (total assets less liabilities)2019-12-31$15,960
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,915,059
Assets. Value of real-estate (other than employer real property)2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$4,175
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$1,326,000
2018 : HOWARD ALAN KITAY PENSION PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$356,953
Expenses. Total of all expenses incurred2018-12-31$60,059
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$2,915,059
Total plan assets at beginning of year2018-12-31$2,618,165
Value of fidelity bond covering the plan2018-12-31$1,326,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$356,953
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$296,894
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,915,059
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,618,165
Assets. Value of real-estate (other than employer real property)2018-12-31$1,326,000
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$60,059
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : HOWARD ALAN KITAY PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$671,483
Expenses. Total of all expenses incurred2017-12-31$35,994
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$2,618,165
Total plan assets at beginning of year2017-12-31$1,982,676
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$35,994
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$418,996
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$635,489
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,618,165
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,982,676
Assets. Value of real-estate (other than employer real property)2017-12-31$1,110,000
Total contributions received or receivable from employer(s)2017-12-31$252,487
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0

Form 5500 Responses for HOWARD ALAN KITAY PENSION PLAN

2019: HOWARD ALAN KITAY PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOWARD ALAN KITAY PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOWARD ALAN KITAY PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1