RUSSELL S. KOHN, SOLE PROPRIETOR has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RUSSELL S. KOHN DEFINED BENEFIT PLAN & TRUST
401k plan membership statisitcs for RUSSELL S. KOHN DEFINED BENEFIT PLAN & TRUST
Measure | Date | Value |
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2020: RUSSELL S. KOHN DEFINED BENEFIT PLAN & TRUST 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 1,484,488 |
Acturial value of plan assets | 2020-12-31 | 1,484,488 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 1 |
Fundng target for terminated vested participants | 2020-12-31 | 5,828 |
Active participant vested funding target | 2020-12-31 | 609,522 |
Number of active participants | 2020-12-31 | 2 |
Total funding liabilities for active participants | 2020-12-31 | 609,522 |
Total participant count | 2020-12-31 | 3 |
Total funding target for all participants | 2020-12-31 | 615,350 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 10,884 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 43,267 |
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 | 10,884 |
Amount remaining of prefunding balance | 2020-12-31 | 43,267 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
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 | 14,734 |
Balance of prefunding at beginning of current year | 2020-12-31 | 58,571 |
Total employer contributions | 2020-12-31 | 0 |
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 | 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 | 5,849 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: RUSSELL S. KOHN DEFINED BENEFIT PLAN & TRUST 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 1,438,560 |
Acturial value of plan assets | 2019-12-31 | 1,438,560 |
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 | 584,810 |
Number of active participants | 2019-12-31 | 2 |
Total funding liabilities for active participants | 2019-12-31 | 584,810 |
Total participant count | 2019-12-31 | 2 |
Total funding target for all participants | 2019-12-31 | 584,810 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 11,148 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 43,267 |
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 | 11,148 |
Amount remaining of prefunding balance | 2019-12-31 | 43,267 |
Present value of excess contributions | 2019-12-31 | 81,964 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 81,964 |
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 | 10,884 |
Balance of prefunding at beginning of current year | 2019-12-31 | 42,242 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 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 | 5,406 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: RUSSELL S. KOHN DEFINED BENEFIT PLAN & TRUST 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 993,223 |
Acturial value of plan assets | 2018-12-31 | 993,223 |
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 | 559,347 |
Number of active participants | 2018-12-31 | 2 |
Total funding liabilities for active participants | 2018-12-31 | 559,347 |
Total participant count | 2018-12-31 | 2 |
Total funding target for all participants | 2018-12-31 | 559,347 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 9,049 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 35,119 |
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 | 9,049 |
Amount remaining of prefunding balance | 2018-12-31 | 35,119 |
Present value of excess contributions | 2018-12-31 | 28,975 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 28,975 |
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 | 11,148 |
Balance of prefunding at beginning of current year | 2018-12-31 | 43,267 |
Total employer contributions | 2018-12-31 | 85,000 |
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 | 81,964 |
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 | 5,012 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 81,964 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: RUSSELL S. KOHN DEFINED BENEFIT PLAN & TRUST 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 986,832 |
Acturial value of plan assets | 2017-12-31 | 986,832 |
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 | 531,282 |
Number of active participants | 2017-12-31 | 2 |
Total funding liabilities for active participants | 2017-12-31 | 531,282 |
Total participant count | 2017-12-31 | 2 |
Total funding target for all participants | 2017-12-31 | 531,282 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 7,345 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 28,506 |
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 | 7,345 |
Amount remaining of prefunding balance | 2017-12-31 | 28,506 |
Present value of excess contributions | 2017-12-31 | 28,807 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 28,807 |
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 | 9,049 |
Balance of prefunding at beginning of current year | 2017-12-31 | 35,119 |
Total employer contributions | 2017-12-31 | 30,000 |
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 | 28,975 |
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 | 4,577 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 28,975 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: RUSSELL S. KOHN DEFINED BENEFIT PLAN & TRUST 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 774,869 |
Acturial value of plan assets | 2016-12-31 | 774,869 |
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 | 4,287 |
Active participant vested funding target | 2016-12-31 | 469,318 |
Number of active participants | 2016-12-31 | 2 |
Total funding liabilities for active participants | 2016-12-31 | 469,318 |
Total participant count | 2016-12-31 | 4 |
Total funding target for all participants | 2016-12-31 | 473,605 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 7,706 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 29,906 |
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 | 7,706 |
Amount remaining of prefunding balance | 2016-12-31 | 29,906 |
Present value of excess contributions | 2016-12-31 | 28,768 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 28,768 |
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 | 7,345 |
Balance of prefunding at beginning of current year | 2016-12-31 | 28,506 |
Total employer contributions | 2016-12-31 | 30,000 |
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 | 28,807 |
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 | 4,310 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 28,807 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
2015: RUSSELL S. KOHN DEFINED BENEFIT PLAN & TRUST 2015 401k membership |
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Market value of plan assets | 2015-12-31 | 672,281 |
Acturial value of plan assets | 2015-12-31 | 672,281 |
Funding target for retired participants and beneficiaries receiving payment | 2015-12-31 | 0 |
Number of terminated vested participants | 2015-12-31 | 2 |
Fundng target for terminated vested participants | 2015-12-31 | 3,937 |
Active participant vested funding target | 2015-12-31 | 439,246 |
Number of active participants | 2015-12-31 | 2 |
Total funding liabilities for active participants | 2015-12-31 | 439,246 |
Total participant count | 2015-12-31 | 4 |
Total funding target for all participants | 2015-12-31 | 443,183 |
Balance at beginning of prior year after applicable adjustments | 2015-12-31 | 7,346 |
Prefunding balance at beginning of prior year after applicable adjustments | 2015-12-31 | 28,508 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2015-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2015-12-31 | 0 |
Amount remaining of carryover balance | 2015-12-31 | 7,346 |
Amount remaining of prefunding balance | 2015-12-31 | 28,508 |
Present value of excess contributions | 2015-12-31 | 110,266 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2015-12-31 | 110,266 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2015-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2015-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2015-12-31 | 0 |
Balance of carryovers at beginning of current year | 2015-12-31 | 7,707 |
Balance of prefunding at beginning of current year | 2015-12-31 | 29,908 |
Total employer contributions | 2015-12-31 | 30,000 |
Total employee contributions | 2015-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2015-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2015-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2015-12-31 | 28,768 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2015-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2015-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2015-12-31 | 4,060 |
Total funding amount beforereflecting carryover/prefunding balances | 2015-12-31 | 0 |
Additional cash requirement | 2015-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2015-12-31 | 28,768 |
Unpaid minimum required contributions for current year | 2015-12-31 | 0 |
Unpaid minimum required contributions for all years | 2015-12-31 | 0 |