STEVEN M. GOTHELF has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STEVEN M. GOTHELF DEFINED BENEFIT PLAN & TRUST
401k plan membership statisitcs for STEVEN M. GOTHELF DEFINED BENEFIT PLAN & TRUST
Measure | Date | Value |
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2020: STEVEN M. GOTHELF DEFINED BENEFIT PLAN & TRUST 2020 401k membership |
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Market value of plan assets | 2020-05-31 | 2,084,546 |
Acturial value of plan assets | 2020-05-31 | 2,084,546 |
Funding target for retired participants and beneficiaries receiving payment | 2020-05-31 | 0 |
Number of terminated vested participants | 2020-05-31 | 1 |
Fundng target for terminated vested participants | 2020-05-31 | 5,595 |
Active participant vested funding target | 2020-05-31 | 2,012,110 |
Number of active participants | 2020-05-31 | 2 |
Total funding liabilities for active participants | 2020-05-31 | 2,012,110 |
Total participant count | 2020-05-31 | 3 |
Total funding target for all participants | 2020-05-31 | 2,017,705 |
Balance at beginning of prior year after applicable adjustments | 2020-05-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-05-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-05-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-05-31 | 0 |
Amount remaining of carryover balance | 2020-05-31 | 0 |
Amount remaining of prefunding balance | 2020-05-31 | 0 |
Present value of excess contributions | 2020-05-31 | 23,795 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-05-31 | 23,795 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-05-31 | 23,000 |
Reductions in caryover balances due to elections or deemed elections | 2020-05-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-05-31 | 0 |
Balance of carryovers at beginning of current year | 2020-05-31 | 0 |
Balance of prefunding at beginning of current year | 2020-05-31 | 23,000 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-05-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-05-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-05-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-05-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-05-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-05-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-05-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2020-05-31 | 0 |
Waiver amortization installment | 2020-05-31 | 0 |
Waived amount of outstanding balance | 2020-05-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-05-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-05-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-05-31 | 0 |
Additional cash requirement | 2020-05-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-05-31 | 0 |
Unpaid minimum required contributions for current year | 2020-05-31 | 0 |
Unpaid minimum required contributions for all years | 2020-05-31 | 0 |
2019: STEVEN M. GOTHELF DEFINED BENEFIT PLAN & TRUST 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 2,041,970 |
Acturial value of plan assets | 2019-12-31 | 2,041,970 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 1 |
Fundng target for terminated vested participants | 2019-12-31 | 5,282 |
Active participant vested funding target | 2019-12-31 | 1,986,301 |
Number of active participants | 2019-12-31 | 2 |
Total funding liabilities for active participants | 2019-12-31 | 1,986,301 |
Total participant count | 2019-12-31 | 3 |
Total funding target for all participants | 2019-12-31 | 1,991,583 |
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 | 0 |
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 | 0 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
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 | 0 |
Total employer contributions | 2019-12-31 | 123,043 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 92,751 |
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 | 23,795 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 92,751 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 92,751 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 0 |
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 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 23,795 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: STEVEN M. GOTHELF DEFINED BENEFIT PLAN & TRUST 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 1,467,377 |
Acturial value of plan assets | 2018-12-31 | 1,467,377 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 1 |
Fundng target for terminated vested participants | 2018-12-31 | 3,768 |
Active participant vested funding target | 2018-12-31 | 1,882,839 |
Number of active participants | 2018-12-31 | 2 |
Total funding liabilities for active participants | 2018-12-31 | 1,882,839 |
Total participant count | 2018-12-31 | 3 |
Total funding target for all participants | 2018-12-31 | 1,886,607 |
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 | 0 |
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 | 0 |
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 | 0 |
Total employer contributions | 2018-12-31 | 150,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 139,916 |
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 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 164,228 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 139,916 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 24,312 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 419,230 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 68,439 |
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 | 68,439 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 68,439 |
Unpaid minimum required contributions for all years | 2018-12-31 | 92,751 |
2017: STEVEN M. GOTHELF DEFINED BENEFIT PLAN & TRUST 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 1,604,432 |
Acturial value of plan assets | 2017-12-31 | 1,604,432 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 1 |
Fundng target for terminated vested participants | 2017-12-31 | 3,245 |
Active participant vested funding target | 2017-12-31 | 1,569,877 |
Number of active participants | 2017-12-31 | 2 |
Total funding liabilities for active participants | 2017-12-31 | 1,570,340 |
Total participant count | 2017-12-31 | 3 |
Total funding target for all participants | 2017-12-31 | 1,573,585 |
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 | 0 |
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 | 0 |
Present value of excess contributions | 2017-12-31 | 3,480 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 3,480 |
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 | 0 |
Total employer contributions | 2017-12-31 | 73,903 |
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 | 72,734 |
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 | 267,809 |
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 | 236,962 |
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 | 236,962 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 72,734 |
Unpaid minimum required contributions for current year | 2017-12-31 | 164,228 |
Unpaid minimum required contributions for all years | 2017-12-31 | 164,228 |
2016: STEVEN M. GOTHELF DEFINED BENEFIT PLAN & TRUST 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 1,354,891 |
Acturial value of plan assets | 2016-12-31 | 1,354,891 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 0 |
Fundng target for terminated vested participants | 2016-12-31 | 0 |
Active participant vested funding target | 2016-12-31 | 923,312 |
Number of active participants | 2016-12-31 | 3 |
Total funding liabilities for active participants | 2016-12-31 | 1,154,525 |
Total participant count | 2016-12-31 | 3 |
Total funding target for all participants | 2016-12-31 | 1,154,525 |
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 | 376,585 |
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 | 376,585 |
Present value of excess contributions | 2016-12-31 | 10,644 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 10,644 |
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 | 363,781 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 95,127 |
Total employee contributions | 2016-12-31 | 0 |
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 | 91,322 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 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 | 288,208 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 87,842 |
Additional cash requirement | 2016-12-31 | 87,842 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 91,322 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |