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PENSION PLAN FOR THE EMPLOYEES OF DONALD F. CAMPBELL CONSULTING ACTUARIES 401k Plan overview

Plan NamePENSION PLAN FOR THE EMPLOYEES OF DONALD F. CAMPBELL CONSULTING ACTUARIES
Plan identification number 001

PENSION PLAN FOR THE EMPLOYEES OF DONALD F. CAMPBELL CONSULTING ACTUARIES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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

DONALD CAMPBELL CONSULTING has sponsored the creation of one or more 401k plans.

Company Name:DONALD CAMPBELL CONSULTING
Employer identification number (EIN):363902950
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR THE EMPLOYEES OF DONALD F. CAMPBELL CONSULTING ACTUARIES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DONALD CAMPBELL2024-05-30 DONALD CAMPBELL2024-05-30
0012022-01-01DONALD CAMPBELL2023-10-07 DONALD CAMPBELL2023-10-07
0012021-01-01DONALD CAMPBELL2022-10-10 DONALD CAMPBELL2022-10-10
0012020-01-01DONALD CAMPBELL2021-10-05 DONALD CAMPBELL2021-10-05
0012019-01-01DONALD CAMPBELL2020-10-07 DONALD CAMPBELL2020-10-07
0012018-01-01DONALD CAMPBELL2019-10-03 DONALD CAMPBELL2019-10-03
0012017-01-01DONALD CAMPBELL2018-10-06 DONALD CAMPBELL2018-10-06
0012016-01-01DONALD CAMPBELL2017-10-05 DONALD CAMPBELL2017-10-05
0012015-01-01DONALD CAMPBELL2016-09-30 DONALD CAMPBELL2016-09-30
0012014-01-01DONALD CAMPBELL2015-10-05 DONALD CAMPBELL2015-10-05
0012013-01-01DONALD CAMPBELL2014-10-10 DONALD CAMPBELL2014-10-10
0012012-01-01DONALD P. CAMPBELL2013-10-10 DONALD P. CAMPBELL2013-10-10
0012011-01-01DONALD P. CAMPBELL2012-10-12 DONALD P. CAMPBELL2012-10-12
0012010-01-01DONALD P. CAMPBELL2011-10-13 DONALD P. CAMPBELL2011-10-13

Plan Statistics for PENSION PLAN FOR THE EMPLOYEES OF DONALD F. CAMPBELL CONSULTING ACTUARIES

401k plan membership statisitcs for PENSION PLAN FOR THE EMPLOYEES OF DONALD F. CAMPBELL CONSULTING ACTUARIES

Measure Date Value
2022: PENSION PLAN FOR THE EMPLOYEES OF DONALD F. CAMPBELL CONSULTING ACTUARIES 2022 401k membership
Market value of plan assets2022-12-311,791,162
Acturial value of plan assets2022-12-311,791,162
Funding target for retired participants and beneficiaries receiving payment2022-12-311,242,582
Number of terminated vested participants2022-12-3110
Fundng target for terminated vested participants2022-12-31327,768
Active participant vested funding target2022-12-310
Number of active participants2022-12-310
Total funding liabilities for active participants2022-12-310
Total participant count2022-12-3128
Total funding target for all participants2022-12-311,570,350
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-314,950
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: PENSION PLAN FOR THE EMPLOYEES OF DONALD F. CAMPBELL CONSULTING ACTUARIES 2021 401k membership
Market value of plan assets2021-12-311,780,660
Acturial value of plan assets2021-12-311,780,660
Funding target for retired participants and beneficiaries receiving payment2021-12-311,280,514
Number of terminated vested participants2021-12-3111
Fundng target for terminated vested participants2021-12-31309,347
Active participant vested funding target2021-12-310
Number of active participants2021-12-310
Total funding liabilities for active participants2021-12-310
Total participant count2021-12-3129
Total funding target for all participants2021-12-311,589,861
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31296
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31312
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-314,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: PENSION PLAN FOR THE EMPLOYEES OF DONALD F. CAMPBELL CONSULTING ACTUARIES 2020 401k membership
Market value of plan assets2020-12-311,608,308
Acturial value of plan assets2020-12-311,608,308
Funding target for retired participants and beneficiaries receiving payment2020-12-311,317,061
Number of terminated vested participants2020-12-3112
Fundng target for terminated vested participants2020-12-31329,202
Active participant vested funding target2020-12-310
Number of active participants2020-12-310
Total funding liabilities for active participants2020-12-310
Total participant count2020-12-3129
Total funding target for all participants2020-12-311,646,263
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3141
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3143
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3124,015
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3121,730
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-313,900
Net shortfall amortization installment of oustanding balance2020-12-3137,955
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3121,434
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3121,434
Contributions allocatedtoward minimum required contributions for current year2020-12-3121,730
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: PENSION PLAN FOR THE EMPLOYEES OF DONALD F. CAMPBELL CONSULTING ACTUARIES 2019 401k membership
Market value of plan assets2019-12-311,416,786
Acturial value of plan assets2019-12-311,416,786
Funding target for retired participants and beneficiaries receiving payment2019-12-311,341,966
Number of terminated vested participants2019-12-3112
Fundng target for terminated vested participants2019-12-31303,458
Active participant vested funding target2019-12-310
Number of active participants2019-12-310
Total funding liabilities for active participants2019-12-310
Total participant count2019-12-3129
Total funding target for all participants2019-12-311,645,424
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
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 balance2019-12-310
Present value of excess contributions2019-12-3185
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3190
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 year2019-12-310
Total employer contributions2019-12-3151,851
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 date2019-12-3146,839
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
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 cost2019-12-313,815
Net shortfall amortization installment of oustanding balance2019-12-31228,638
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3146,798
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3146,798
Contributions allocatedtoward minimum required contributions for current year2019-12-3146,839
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: PENSION PLAN FOR THE EMPLOYEES OF DONALD F. CAMPBELL CONSULTING ACTUARIES 2018 401k membership
Market value of plan assets2018-12-311,611,177
Acturial value of plan assets2018-12-311,611,177
Funding target for retired participants and beneficiaries receiving payment2018-12-311,367,142
Number of terminated vested participants2018-12-3112
Fundng target for terminated vested participants2018-12-31278,729
Active participant vested funding target2018-12-310
Number of active participants2018-12-310
Total funding liabilities for active participants2018-12-310
Total participant count2018-12-3129
Total funding target for all participants2018-12-311,645,871
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
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 balance2018-12-310
Present value of excess contributions2018-12-3159
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3162
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 year2018-12-310
Total employer contributions2018-12-3115,654
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 date2018-12-3113,823
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 cost2018-12-313,815
Net shortfall amortization installment of oustanding balance2018-12-3134,694
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3113,736
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3113,736
Contributions allocatedtoward minimum required contributions for current year2018-12-3113,823
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: PENSION PLAN FOR THE EMPLOYEES OF DONALD F. CAMPBELL CONSULTING ACTUARIES 2017 401k membership
Market value of plan assets2017-12-311,478,334
Acturial value of plan assets2017-12-311,478,334
Funding target for retired participants and beneficiaries receiving payment2017-12-311,270,260
Number of terminated vested participants2017-12-3113
Fundng target for terminated vested participants2017-12-31300,198
Active participant vested funding target2017-12-310
Number of active participants2017-12-310
Total funding liabilities for active participants2017-12-310
Total participant count2017-12-3129
Total funding target for all participants2017-12-311,570,458
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
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 balance2017-12-310
Present value of excess contributions2017-12-3161
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3165
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 year2017-12-310
Total employer contributions2017-12-3123,966
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 date2017-12-3121,025
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 cost2017-12-313,745
Net shortfall amortization installment of oustanding balance2017-12-3192,124
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3120,966
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3120,966
Contributions allocatedtoward minimum required contributions for current year2017-12-3121,025
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: PENSION PLAN FOR THE EMPLOYEES OF DONALD F. CAMPBELL CONSULTING ACTUARIES 2016 401k membership
Market value of plan assets2016-12-311,494,457
Acturial value of plan assets2016-12-311,494,457
Funding target for retired participants and beneficiaries receiving payment2016-12-311,125,236
Number of terminated vested participants2016-12-3114
Fundng target for terminated vested participants2016-12-31476,921
Active participant vested funding target2016-12-310
Number of active participants2016-12-310
Total funding liabilities for active participants2016-12-310
Total participant count2016-12-3130
Total funding target for all participants2016-12-311,602,157
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3114,121
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3114,985
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 elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3125,146
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 date2016-12-3122,856
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 cost2016-12-315,000
Net shortfall amortization installment of oustanding balance2016-12-31107,700
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3122,795
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3122,795
Contributions allocatedtoward minimum required contributions for current year2016-12-3122,856
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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