KSKJ LIFE, AMERICAN SLOVENIAN CATHOLIC UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PENSION PLAN & TRUST FOR EMPLOYEES OF KSKJ LIFE, AMERICAN SLOVENIAN CATHOLIC UNION
401k plan membership statisitcs for PENSION PLAN & TRUST FOR EMPLOYEES OF KSKJ LIFE, AMERICAN SLOVENIAN CATHOLIC UNION
Measure | Date | Value |
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2022: PENSION PLAN & TRUST FOR EMPLOYEES OF KSKJ LIFE, AMERICAN SLOVENIAN CATHOLIC UNION 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 4,133,823 |
Acturial value of plan assets | 2022-12-31 | 4,133,823 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 1,428,856 |
Number of terminated vested participants | 2022-12-31 | 11 |
Fundng target for terminated vested participants | 2022-12-31 | 541,056 |
Active participant vested funding target | 2022-12-31 | 1,105,125 |
Number of active participants | 2022-12-31 | 34 |
Total funding liabilities for active participants | 2022-12-31 | 1,128,113 |
Total participant count | 2022-12-31 | 51 |
Total funding target for all participants | 2022-12-31 | 3,098,025 |
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 | 140,993 |
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 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 140,993 |
Present value of excess contributions | 2022-12-31 | 96,508 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 101,941 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
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 | 143,897 |
Total employer contributions | 2022-12-31 | 100,000 |
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 | 97,017 |
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 | 158,823 |
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 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 97,017 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
2021: PENSION PLAN & TRUST FOR EMPLOYEES OF KSKJ LIFE, AMERICAN SLOVENIAN CATHOLIC UNION 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 4,097,375 |
Acturial value of plan assets | 2021-12-31 | 4,097,375 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 1,222,467 |
Number of terminated vested participants | 2021-12-31 | 7 |
Fundng target for terminated vested participants | 2021-12-31 | 492,733 |
Active participant vested funding target | 2021-12-31 | 1,003,682 |
Number of active participants | 2021-12-31 | 37 |
Total funding liabilities for active participants | 2021-12-31 | 1,073,275 |
Total participant count | 2021-12-31 | 49 |
Total funding target for all participants | 2021-12-31 | 2,788,475 |
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 | 124,431 |
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 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 124,431 |
Present value of excess contributions | 2021-12-31 | 96,775 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 102,020 |
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 | 140,993 |
Total employer contributions | 2021-12-31 | 100,000 |
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 | 96,508 |
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 | 197,556 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
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 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 96,508 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: PENSION PLAN & TRUST FOR EMPLOYEES OF KSKJ LIFE, AMERICAN SLOVENIAN CATHOLIC UNION 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 3,791,140 |
Acturial value of plan assets | 2020-12-31 | 3,791,140 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 1,309,400 |
Number of terminated vested participants | 2020-12-31 | 10 |
Fundng target for terminated vested participants | 2020-12-31 | 348,730 |
Active participant vested funding target | 2020-12-31 | 970,267 |
Number of active participants | 2020-12-31 | 35 |
Total funding liabilities for active participants | 2020-12-31 | 1,072,327 |
Total participant count | 2020-12-31 | 50 |
Total funding target for all participants | 2020-12-31 | 2,730,457 |
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 | 104,476 |
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 | 104,476 |
Present value of excess contributions | 2020-12-31 | 135,930 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 143,474 |
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 | 124,431 |
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 | 96,775 |
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 | 137,217 |
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 | 96,775 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: PENSION PLAN & TRUST FOR EMPLOYEES OF KSKJ LIFE, AMERICAN SLOVENIAN CATHOLIC UNION 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 3,178,774 |
Acturial value of plan assets | 2019-12-31 | 3,178,774 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 1,379,611 |
Number of terminated vested participants | 2019-12-31 | 5 |
Fundng target for terminated vested participants | 2019-12-31 | 286,203 |
Active participant vested funding target | 2019-12-31 | 745,686 |
Number of active participants | 2019-12-31 | 40 |
Total funding liabilities for active participants | 2019-12-31 | 867,511 |
Total participant count | 2019-12-31 | 51 |
Total funding target for all participants | 2019-12-31 | 2,533,325 |
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 | 109,468 |
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 | 109,468 |
Present value of excess contributions | 2019-12-31 | 97,008 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 102,537 |
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 | 104,476 |
Total employer contributions | 2019-12-31 | 140,000 |
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 | 135,930 |
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 | 139,667 |
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 | 0 |
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 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 135,930 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: PENSION PLAN & TRUST FOR EMPLOYEES OF KSKJ LIFE, AMERICAN SLOVENIAN CATHOLIC UNION 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 3,423,298 |
Acturial value of plan assets | 2018-12-31 | 3,423,298 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 1,427,764 |
Number of terminated vested participants | 2018-12-31 | 6 |
Fundng target for terminated vested participants | 2018-12-31 | 279,619 |
Active participant vested funding target | 2018-12-31 | 582,345 |
Number of active participants | 2018-12-31 | 32 |
Total funding liabilities for active participants | 2018-12-31 | 671,125 |
Total participant count | 2018-12-31 | 44 |
Total funding target for all participants | 2018-12-31 | 2,378,508 |
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 | 98,046 |
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 | 98,046 |
Present value of excess contributions | 2018-12-31 | 23,448 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 24,820 |
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 | 109,468 |
Total employer contributions | 2018-12-31 | 100,000 |
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 | 97,008 |
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 | 116,801 |
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 | 0 |
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 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 97,008 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: PENSION PLAN & TRUST FOR EMPLOYEES OF KSKJ LIFE, AMERICAN SLOVENIAN CATHOLIC UNION 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 3,169,710 |
Acturial value of plan assets | 2017-12-31 | 3,169,710 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 1,426,178 |
Number of terminated vested participants | 2017-12-31 | 5 |
Fundng target for terminated vested participants | 2017-12-31 | 228,052 |
Active participant vested funding target | 2017-12-31 | 473,797 |
Number of active participants | 2017-12-31 | 29 |
Total funding liabilities for active participants | 2017-12-31 | 533,070 |
Total participant count | 2017-12-31 | 42 |
Total funding target for all participants | 2017-12-31 | 2,187,300 |
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 | 92,313 |
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 | 92,313 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
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 | 98,046 |
Total employer contributions | 2017-12-31 | 24,000 |
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 | 23,448 |
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 | 89,492 |
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 | 0 |
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 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 23,448 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: PENSION PLAN & TRUST FOR EMPLOYEES OF KSKJ LIFE, AMERICAN SLOVENIAN CATHOLIC UNION 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 3,266,847 |
Acturial value of plan assets | 2016-12-31 | 3,266,847 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 1,484,210 |
Number of terminated vested participants | 2016-12-31 | 9 |
Fundng target for terminated vested participants | 2016-12-31 | 522,459 |
Active participant vested funding target | 2016-12-31 | 389,128 |
Number of active participants | 2016-12-31 | 17 |
Total funding liabilities for active participants | 2016-12-31 | 405,252 |
Total participant count | 2016-12-31 | 35 |
Total funding target for all participants | 2016-12-31 | 2,411,921 |
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 | 87,525 |
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 | 87,525 |
Present value of excess contributions | 2016-12-31 | 230,935 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 245,368 |
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 | 92,313 |
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 | 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 | 41,223 |
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 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |