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STEVEN M. GOTHELF DEFINED BENEFIT PLAN & TRUST 401k Plan overview

Plan NameSTEVEN M. GOTHELF DEFINED BENEFIT PLAN & TRUST
Plan identification number 002

STEVEN M. GOTHELF DEFINED BENEFIT PLAN & TRUST 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

STEVEN M. GOTHELF has sponsored the creation of one or more 401k plans.

Company Name:STEVEN M. GOTHELF
Employer identification number (EIN):562496228
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN M. GOTHELF DEFINED BENEFIT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01STEVEN GOTHELF2021-03-02
0022019-01-01STEVEN GOTHELF2020-09-08
0022018-01-01STEVEN GOTHELF2019-07-29
0022017-01-01STEVEN GOTHELF2018-10-03
0022016-01-01STEVEN GOTHELF2017-10-13
0022015-01-01STEVEN GOTHELF2016-06-30
0022014-01-01STEVEN GOTHELF2015-07-20
0022013-01-01STEVEN GOTHELF2014-07-29
0022012-01-01STEVEN GOTHELF2013-07-31

Plan Statistics for STEVEN M. GOTHELF DEFINED BENEFIT PLAN & TRUST

401k plan membership statisitcs for STEVEN M. GOTHELF DEFINED BENEFIT PLAN & TRUST

Measure Date Value
2020: STEVEN M. GOTHELF DEFINED BENEFIT PLAN & TRUST 2020 401k membership
Market value of plan assets2020-05-312,084,546
Acturial value of plan assets2020-05-312,084,546
Funding target for retired participants and beneficiaries receiving payment2020-05-310
Number of terminated vested participants2020-05-311
Fundng target for terminated vested participants2020-05-315,595
Active participant vested funding target2020-05-312,012,110
Number of active participants2020-05-312
Total funding liabilities for active participants2020-05-312,012,110
Total participant count2020-05-313
Total funding target for all participants2020-05-312,017,705
Balance at beginning of prior year after applicable adjustments2020-05-310
Prefunding balance at beginning of prior year after applicable adjustments2020-05-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-05-310
Prefunding balanced used to offset prior years funding requirement2020-05-310
Amount remaining of carryover balance2020-05-310
Amount remaining of prefunding balance2020-05-310
Present value of excess contributions2020-05-3123,795
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-05-3123,795
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-05-3123,000
Reductions in caryover balances due to elections or deemed elections2020-05-310
Reductions in prefunding balances due to elections or deemed elections2020-05-310
Balance of carryovers at beginning of current year2020-05-310
Balance of prefunding at beginning of current year2020-05-3123,000
Contributions allocated toward unpaid minimum require contributions from prior years2020-05-310
Contributions made to avoid restrictions adjusted to valuation date2020-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-05-310
Unpaid minimum required contributions for all prior years2020-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-05-310
Remaining amount of unpaid minimum required contributions2020-05-310
Minimum required contributions for current year target normal cost2020-05-310
Net shortfall amortization installment of oustanding balance2020-05-310
Waiver amortization installment2020-05-310
Waived amount of outstanding balance2020-05-310
Total funding amount beforereflecting carryover/prefunding balances2020-05-310
Carryover balance elected to use to offset funding requirement2020-05-310
Prefunding balance elected to use to offset funding requirement2020-05-310
Additional cash requirement2020-05-310
Contributions allocatedtoward minimum required contributions for current year2020-05-310
Unpaid minimum required contributions for current year2020-05-310
Unpaid minimum required contributions for all years2020-05-310
2019: STEVEN M. GOTHELF DEFINED BENEFIT PLAN & TRUST 2019 401k membership
Market value of plan assets2019-12-312,041,970
Acturial value of plan assets2019-12-312,041,970
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-315,282
Active participant vested funding target2019-12-311,986,301
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-311,986,301
Total participant count2019-12-313
Total funding target for all participants2019-12-311,991,583
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 contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
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 contributions2019-12-31123,043
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-3192,751
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3123,795
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 years2019-12-3192,751
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-3192,751
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-3123,795
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: STEVEN M. GOTHELF DEFINED BENEFIT PLAN & TRUST 2018 401k membership
Market value of plan assets2018-12-311,467,377
Acturial value of plan assets2018-12-311,467,377
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-313,768
Active participant vested funding target2018-12-311,882,839
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-311,882,839
Total participant count2018-12-313
Total funding target for all participants2018-12-311,886,607
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 contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
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 contributions2018-12-31150,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-31139,916
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-31164,228
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-31139,916
Remaining amount of unpaid minimum required contributions2018-12-3124,312
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-31419,230
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3168,439
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3168,439
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-3168,439
Unpaid minimum required contributions for all years2018-12-3192,751
2017: STEVEN M. GOTHELF DEFINED BENEFIT PLAN & TRUST 2017 401k membership
Market value of plan assets2017-12-311,604,432
Acturial value of plan assets2017-12-311,604,432
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-313,245
Active participant vested funding target2017-12-311,569,877
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-311,570,340
Total participant count2017-12-313
Total funding target for all participants2017-12-311,573,585
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 contributions2017-12-313,480
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-313,480
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 contributions2017-12-3173,903
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 date2017-12-3172,734
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 cost2017-12-31267,809
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31236,962
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31236,962
Contributions allocatedtoward minimum required contributions for current year2017-12-3172,734
Unpaid minimum required contributions for current year2017-12-31164,228
Unpaid minimum required contributions for all years2017-12-31164,228
2016: STEVEN M. GOTHELF DEFINED BENEFIT PLAN & TRUST 2016 401k membership
Market value of plan assets2016-12-311,354,891
Acturial value of plan assets2016-12-311,354,891
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-31923,312
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-311,154,525
Total participant count2016-12-313
Total funding target for all participants2016-12-311,154,525
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31376,585
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 balance2016-12-31376,585
Present value of excess contributions2016-12-3110,644
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3110,644
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 elections2016-12-31363,781
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3195,127
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 date2016-12-3191,322
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-31288,208
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3187,842
Additional cash requirement2016-12-3187,842
Contributions allocatedtoward minimum required contributions for current year2016-12-3191,322
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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