401k Plan data: MARK CARRUTH HOMES, LLC DEFINED BENEFIT PLAN plan

MARK CARRUTH HOMES, LLC DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	MARK CARRUTH HOMES, LLC DEFINED BENEFIT PLAN
Plan identification number	001

MARK CARRUTH HOMES, LLC DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined 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).
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

MARK CARRUTH HOMES, LLC has sponsored the creation of one or more 401k plans.

Company Name: MARK CARRUTH HOMES, LLC

Employer identification number (EIN): 470853005

NAIC Classification: 236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK CARRUTH HOMES, LLC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2017-01-01

Plan Statistics for MARK CARRUTH HOMES, LLC DEFINED BENEFIT PLAN

401k plan membership statisitcs for MARK CARRUTH HOMES, LLC DEFINED BENEFIT PLAN

Measure Date Value
2022: MARK CARRUTH HOMES, LLC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 4,444,343
Acturial value of plan assets 2022-12-31 4,444,343
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 4,981,388
Number of active participants 2022-12-31 5
Total funding liabilities for active participants 2022-12-31 5,070,532
Total participant count 2022-12-31 5
Total funding target for all participants 2022-12-31 5,070,532
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 139,252
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 15,948
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 123,304
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
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 2022-12-31 134,599
Total employer contributions 2022-12-31 400,000
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 2022-12-31 385,716
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 2022-12-31 304,552
Net shortfall amortization installment of oustanding balance 2022-12-31 767,922
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 375,517
Additional cash requirement 2022-12-31 375,517
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 385,716
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: MARK CARRUTH HOMES, LLC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 4,498,752
Acturial value of plan assets 2021-12-31 4,498,752
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 4,129,574
Number of active participants 2021-12-31 5
Total funding liabilities for active participants 2021-12-31 4,196,729
Total participant count 2021-12-31 5
Total funding target for all participants 2021-12-31 4,196,729
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 17,836
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 17,836
Present value of excess contributions 2021-12-31 119,937
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 119,937
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 119,937
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 2021-12-31 139,252
Total employer contributions 2021-12-31 500,000
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 2021-12-31 482,653
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 2021-12-31 654,627
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 2021-12-31 499,473
Prefunding balance elected to use to offset funding requirement 2021-12-31 16,820
Additional cash requirement 2021-12-31 482,653
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 482,653
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: MARK CARRUTH HOMES, LLC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,686,152
Acturial value of plan assets 2020-12-31 3,686,152
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 3,241,147
Number of active participants 2020-12-31 4
Total funding liabilities for active participants 2020-12-31 3,313,440
Total participant count 2020-12-31 4
Total funding target for all participants 2020-12-31 3,313,440
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 15,025
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 15,025
Present value of excess contributions 2020-12-31 236,972
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 236,972
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 17,836
Total employer contributions 2020-12-31 500,000
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 2020-12-31 481,220
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 2020-12-31 715,158
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 2020-12-31 361,283
Additional cash requirement 2020-12-31 361,283
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 481,220
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: MARK CARRUTH HOMES, LLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,949,931
Acturial value of plan assets 2019-12-31 2,949,931
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 2,402,398
Number of active participants 2019-12-31 4
Total funding liabilities for active participants 2019-12-31 2,578,649
Total participant count 2019-12-31 4
Total funding target for all participants 2019-12-31 2,578,649
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 16,097
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 16,097
Present value of excess contributions 2019-12-31 116,193
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 116,193
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 15,025
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 2019-12-31 129,317
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 2019-12-31 603,153
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 2019-12-31 247,709
Additional cash requirement 2019-12-31 247,709
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 129,317
Unpaid minimum required contributions for current year 2019-12-31 118,392
Unpaid minimum required contributions for all years 2019-12-31 118,392
2018: MARK CARRUTH HOMES, LLC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,877,630
Acturial value of plan assets 2018-12-31 1,877,630
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 1,784,768
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 1,978,762
Total participant count 2018-12-31 3
Total funding target for all participants 2018-12-31 1,978,762
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 97,881
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 83,898
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 13,983
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 16,097
Total employer contributions 2018-12-31 704,228
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 2018-12-31 658,162
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 2018-12-31 522,685
Net shortfall amortization installment of oustanding balance 2018-12-31 118,127
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 541,969
Additional cash requirement 2018-12-31 541,969
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 658,162
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: MARK CARRUTH HOMES, LLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,614,847
Acturial value of plan assets 2017-12-31 1,614,847
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 1,374,190
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 1,499,430
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 1,499,430
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 230,424
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 2017-12-31 132,150
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 98,274
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 97,881
Total employer contributions 2017-12-31 400,000
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 2017-12-31 367,265
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 2017-12-31 493,681
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 2017-12-31 481,362
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 98,480
Additional cash requirement 2017-12-31 382,882
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 367,265
Unpaid minimum required contributions for current year 2017-12-31 15,617
Unpaid minimum required contributions for all years 2017-12-31 15,617

Measure	Date	Value
2022: MARK CARRUTH HOMES, LLC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	4,444,343
Acturial value of plan assets	2022-12-31	4,444,343
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	4,981,388
Number of active participants	2022-12-31	5
Total funding liabilities for active participants	2022-12-31	5,070,532
Total participant count	2022-12-31	5
Total funding target for all participants	2022-12-31	5,070,532
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	139,252
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	15,948
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	123,304
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	134,599
Total employer contributions	2022-12-31	400,000
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	385,716
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	304,552
Net shortfall amortization installment of oustanding balance	2022-12-31	767,922
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	375,517
Additional cash requirement	2022-12-31	375,517
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	385,716
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: MARK CARRUTH HOMES, LLC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	4,498,752
Acturial value of plan assets	2021-12-31	4,498,752
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	4,129,574
Number of active participants	2021-12-31	5
Total funding liabilities for active participants	2021-12-31	4,196,729
Total participant count	2021-12-31	5
Total funding target for all participants	2021-12-31	4,196,729
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	17,836
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	17,836
Present value of excess contributions	2021-12-31	119,937
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	119,937
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	119,937
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	139,252
Total employer contributions	2021-12-31	500,000
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	482,653
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	654,627
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	499,473
Prefunding balance elected to use to offset funding requirement	2021-12-31	16,820
Additional cash requirement	2021-12-31	482,653
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	482,653
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: MARK CARRUTH HOMES, LLC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,686,152
Acturial value of plan assets	2020-12-31	3,686,152
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	3,241,147
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	3,313,440
Total participant count	2020-12-31	4
Total funding target for all participants	2020-12-31	3,313,440
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	15,025
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	15,025
Present value of excess contributions	2020-12-31	236,972
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	236,972
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	17,836
Total employer contributions	2020-12-31	500,000
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	481,220
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	715,158
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	361,283
Additional cash requirement	2020-12-31	361,283
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	481,220
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: MARK CARRUTH HOMES, LLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,949,931
Acturial value of plan assets	2019-12-31	2,949,931
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	2,402,398
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	2,578,649
Total participant count	2019-12-31	4
Total funding target for all participants	2019-12-31	2,578,649
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	16,097
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	16,097
Present value of excess contributions	2019-12-31	116,193
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	116,193
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	15,025
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	129,317
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	603,153
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	247,709
Additional cash requirement	2019-12-31	247,709
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	129,317
Unpaid minimum required contributions for current year	2019-12-31	118,392
Unpaid minimum required contributions for all years	2019-12-31	118,392
2018: MARK CARRUTH HOMES, LLC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,877,630
Acturial value of plan assets	2018-12-31	1,877,630
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	1,784,768
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	1,978,762
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	1,978,762
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	97,881
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	83,898
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	13,983
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	16,097
Total employer contributions	2018-12-31	704,228
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	658,162
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	522,685
Net shortfall amortization installment of oustanding balance	2018-12-31	118,127
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	541,969
Additional cash requirement	2018-12-31	541,969
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	658,162
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: MARK CARRUTH HOMES, LLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,614,847
Acturial value of plan assets	2017-12-31	1,614,847
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	1,374,190
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	1,499,430
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	1,499,430
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	230,424
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	132,150
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	98,274
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	97,881
Total employer contributions	2017-12-31	400,000
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	367,265
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	493,681
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	481,362
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	98,480
Additional cash requirement	2017-12-31	382,882
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	367,265
Unpaid minimum required contributions for current year	2017-12-31	15,617
Unpaid minimum required contributions for all years	2017-12-31	15,617

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

Company Name:	MARK CARRUTH HOMES, LLC
Employer identification number (EIN):	470853005
NAIC Classification:	236110

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2017-01-01