KAPLAN & ASSOCIATES, CPAS, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KAPLAN & ASSOCIATES, CPAS, PLLC CASH BALANCE PLAN
401k plan membership statisitcs for KAPLAN & ASSOCIATES, CPAS, PLLC CASH BALANCE PLAN
Measure | Date | Value |
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2022: KAPLAN & ASSOCIATES, CPAS, PLLC CASH BALANCE PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 405,640 |
Acturial value of plan assets | 2022-12-31 | 405,640 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
Number of terminated vested participants | 2022-12-31 | 0 |
Fundng target for terminated vested participants | 2022-12-31 | 0 |
Active participant vested funding target | 2022-12-31 | 397,952 |
Number of active participants | 2022-12-31 | 3 |
Total funding liabilities for active participants | 2022-12-31 | 398,469 |
Total participant count | 2022-12-31 | 3 |
Total funding target for all participants | 2022-12-31 | 398,469 |
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 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 532 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 558 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 240,000 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 231,479 |
Unpaid minimum required contributions for all 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 | 185,801 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 178,630 |
Additional cash requirement | 2022-12-31 | 178,630 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 231,479 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
2021: KAPLAN & ASSOCIATES, CPAS, PLLC CASH BALANCE PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 195,128 |
Acturial value of plan assets | 2021-12-31 | 195,128 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 0 |
Fundng target for terminated vested participants | 2021-12-31 | 0 |
Active participant vested funding target | 2021-12-31 | 0 |
Number of active participants | 2021-12-31 | 2 |
Total funding liabilities for active participants | 2021-12-31 | 202,610 |
Total participant count | 2021-12-31 | 2 |
Total funding target for all participants | 2021-12-31 | 202,610 |
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 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 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 | 0 |
Total employer contributions | 2021-12-31 | 203,190 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 194,693 |
Unpaid minimum required contributions for all 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 | 192,961 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 7,482 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 194,161 |
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 | 194,161 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 194,693 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: KAPLAN & ASSOCIATES, CPAS, PLLC CASH BALANCE PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 0 |
Acturial value of plan assets | 2020-12-31 | 0 |
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 | 0 |
Number of active participants | 2020-12-31 | 2 |
Total funding liabilities for active participants | 2020-12-31 | 0 |
Total participant count | 2020-12-31 | 2 |
Total funding target for all participants | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 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 | 0 |
Total employer contributions | 2020-12-31 | 202,500 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 185,078 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 181,316 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 181,316 |
Additional cash requirement | 2020-12-31 | 181,316 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 185,078 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |