401k Plan data: GROUP PENSION PLAN FOR EMPLOYEES OF CHEROKEE ELECTRIC CO-OP, INC. plan

GROUP PENSION PLAN FOR EMPLOYEES OF CHEROKEE ELECTRIC CO-OP, INC. 401k Plan overview

Plan Name	GROUP PENSION PLAN FOR EMPLOYEES OF CHEROKEE ELECTRIC CO-OP, INC.
Plan identification number	003

GROUP PENSION PLAN FOR EMPLOYEES OF CHEROKEE ELECTRIC CO-OP, INC. Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily flat dollar (includes dollars per year of service) 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).

401k Sponsoring company profile

CHEROKEE ELECTRIC COOPERATIVE, INC. has sponsored the creation of one or more 401k plans.

Company Name: CHEROKEE ELECTRIC COOPERATIVE, INC.

Employer identification number (EIN): 630040445

NAIC Classification: 221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP PENSION PLAN FOR EMPLOYEES OF CHEROKEE ELECTRIC CO-OP, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-06-03 RANDAL WILKIE 2024-01-09 RANDAL WILKIE 2024-01-09
003 2021-06-03 RANDAL WILKIE 2023-03-17 RANDAL WILKIE 2023-03-17
003 2020-06-03 RANDAL WILKIE 2021-07-26 RANDAL WILKIE 2021-07-26
003 2019-06-03 RANDAL WILKIE 2020-08-05 RANDAL WILKIE 2020-08-05
003 2018-06-03 RANDAL WILKIE 2019-08-02 RANDAL WILKIE 2019-08-02
003 2017-06-03 RANDAL WILKIE 2018-08-07 RANDAL WILKIE 2018-08-07
003 2016-06-03 RANDAL WILKIE 2017-08-08 RANDAL WILKIE 2017-08-08
003 2015-06-03 RANDAL WILKIE 2016-08-16 RANDAL WILKIE 2016-08-16
003 2014-06-03 RANDAL WILKIE 2015-12-14 RANDAL WILKIE 2015-12-14
003 2013-06-03 RANDAL WILKIE 2014-08-28 RANDAL WILKIE 2014-08-28
003 2012-06-03 RANDAL WILKIE 2013-08-23 RANDAL WILKIE 2013-08-23
003 2011-06-03 RANDAL WILKIE 2012-08-08
003 2010-06-03 RANDAL WILKIE 2011-08-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-06-03	RANDAL WILKIE	2024-01-09	RANDAL WILKIE	2024-01-09
003	2021-06-03	RANDAL WILKIE	2023-03-17	RANDAL WILKIE	2023-03-17
003	2020-06-03	RANDAL WILKIE	2021-07-26	RANDAL WILKIE	2021-07-26
003	2019-06-03	RANDAL WILKIE	2020-08-05	RANDAL WILKIE	2020-08-05
003	2018-06-03	RANDAL WILKIE	2019-08-02	RANDAL WILKIE	2019-08-02
003	2017-06-03	RANDAL WILKIE	2018-08-07	RANDAL WILKIE	2018-08-07
003	2016-06-03	RANDAL WILKIE	2017-08-08	RANDAL WILKIE	2017-08-08
003	2015-06-03	RANDAL WILKIE	2016-08-16	RANDAL WILKIE	2016-08-16
003	2014-06-03	RANDAL WILKIE	2015-12-14	RANDAL WILKIE	2015-12-14
003	2013-06-03	RANDAL WILKIE	2014-08-28	RANDAL WILKIE	2014-08-28
003	2012-06-03	RANDAL WILKIE	2013-08-23	RANDAL WILKIE	2013-08-23
003	2011-06-03	RANDAL WILKIE	2012-08-08
003	2010-06-03	RANDAL WILKIE	2011-08-24

Plan Statistics for GROUP PENSION PLAN FOR EMPLOYEES OF CHEROKEE ELECTRIC CO-OP, INC.

401k plan membership statisitcs for GROUP PENSION PLAN FOR EMPLOYEES OF CHEROKEE ELECTRIC CO-OP, INC.

Measure Date Value
2023: GROUP PENSION PLAN FOR EMPLOYEES OF CHEROKEE ELECTRIC CO-OP, INC. 2023 401k membership
Market value of plan assets 2023-06-02 144,052
Acturial value of plan assets 2023-06-02 144,052
Funding target for retired participants and beneficiaries receiving payment 2023-06-02 19,323
Number of terminated vested participants 2023-06-02 0
Fundng target for terminated vested participants 2023-06-02 0
Active participant vested funding target 2023-06-02 126,240
Number of active participants 2023-06-02 4
Total funding liabilities for active participants 2023-06-02 126,240
Total participant count 2023-06-02 8
Total funding target for all participants 2023-06-02 145,563
Balance at beginning of prior year after applicable adjustments 2023-06-02 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-06-02 0
Carryover balanced portion elected for use to offset prior years funding requirement 2023-06-02 0
Prefunding balanced used to offset prior years funding requirement 2023-06-02 0
Amount remaining of carryover balance 2023-06-02 0
Amount remaining of prefunding balance 2023-06-02 0
Present value of excess contributions 2023-06-02 4,443
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-06-02 4,621
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-06-02 0
Balance of carryovers at beginning of current year 2023-06-02 0
Balance of prefunding at beginning of current year 2023-06-02 0
Total employer contributions 2023-06-02 1,663
Total employee contributions 2023-06-02 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-06-02 0
Contributions made to avoid restrictions adjusted to valuation date 2023-06-02 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-06-02 1,640
Unpaid minimum required contributions for all prior years 2023-06-02 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-06-02 0
Remaining amount of unpaid minimum required contributions 2023-06-02 0
Minimum required contributions for current year target normal cost 2023-06-02 1,500
Net shortfall amortization installment of oustanding balance 2023-06-02 1,511
Total funding amount beforereflecting carryover/prefunding balances 2023-06-02 1,640
Additional cash requirement 2023-06-02 1,640
Contributions allocatedtoward minimum required contributions for current year 2023-06-02 1,640
Unpaid minimum required contributions for current year 2023-06-02 0
Unpaid minimum required contributions for all years 2023-06-02 0
2022: GROUP PENSION PLAN FOR EMPLOYEES OF CHEROKEE ELECTRIC CO-OP, INC. 2022 401k membership
Market value of plan assets 2022-06-02 136,410
Acturial value of plan assets 2022-06-02 136,410
Funding target for retired participants and beneficiaries receiving payment 2022-06-02 30,195
Number of terminated vested participants 2022-06-02 0
Fundng target for terminated vested participants 2022-06-02 0
Active participant vested funding target 2022-06-02 121,271
Number of active participants 2022-06-02 4
Total funding liabilities for active participants 2022-06-02 121,271
Total participant count 2022-06-02 9
Total funding target for all participants 2022-06-02 151,466
Balance at beginning of prior year after applicable adjustments 2022-06-02 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-06-02 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-06-02 0
Prefunding balanced used to offset prior years funding requirement 2022-06-02 0
Amount remaining of carryover balance 2022-06-02 0
Amount remaining of prefunding balance 2022-06-02 0
Present value of excess contributions 2022-06-02 4,027
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-06-02 4,223
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-06-02 0
Reductions in caryover balances due to elections or deemed elections 2022-06-02 0
Reductions in prefunding balances due to elections or deemed elections 2022-06-02 0
Balance of carryovers at beginning of current year 2022-06-02 0
Balance of prefunding at beginning of current year 2022-06-02 0
Total employer contributions 2022-06-02 10,000
Total employee contributions 2022-06-02 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-06-02 0
Contributions made to avoid restrictions adjusted to valuation date 2022-06-02 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-06-02 9,947
Unpaid minimum required contributions for all prior years 2022-06-02 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-06-02 0
Remaining amount of unpaid minimum required contributions 2022-06-02 0
Minimum required contributions for current year target normal cost 2022-06-02 1,500
Net shortfall amortization installment of oustanding balance 2022-06-02 15,056
Waiver amortization installment 2022-06-02 0
Total funding amount beforereflecting carryover/prefunding balances 2022-06-02 5,504
Carryover balance elected to use to offset funding requirement 2022-06-02 0
Prefunding balance elected to use to offset funding requirement 2022-06-02 0
Additional cash requirement 2022-06-02 5,504
Contributions allocatedtoward minimum required contributions for current year 2022-06-02 9,947
Unpaid minimum required contributions for current year 2022-06-02 0
Unpaid minimum required contributions for all years 2022-06-02 0
2021: GROUP PENSION PLAN FOR EMPLOYEES OF CHEROKEE ELECTRIC CO-OP, INC. 2021 401k membership
Market value of plan assets 2021-06-02 128,925
Acturial value of plan assets 2021-06-02 128,925
Funding target for retired participants and beneficiaries receiving payment 2021-06-02 31,399
Number of terminated vested participants 2021-06-02 0
Fundng target for terminated vested participants 2021-06-02 0
Active participant vested funding target 2021-06-02 118,158
Number of active participants 2021-06-02 4
Total funding liabilities for active participants 2021-06-02 118,158
Total participant count 2021-06-02 9
Total funding target for all participants 2021-06-02 149,557
Balance at beginning of prior year after applicable adjustments 2021-06-02 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-06-02 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-06-02 0
Prefunding balanced used to offset prior years funding requirement 2021-06-02 0
Amount remaining of carryover balance 2021-06-02 0
Amount remaining of prefunding balance 2021-06-02 0
Present value of excess contributions 2021-06-02 11,404
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-06-02 11,972
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-06-02 0
Reductions in caryover balances due to elections or deemed elections 2021-06-02 0
Reductions in prefunding balances due to elections or deemed elections 2021-06-02 0
Balance of carryovers at beginning of current year 2021-06-02 0
Balance of prefunding at beginning of current year 2021-06-02 0
Total employer contributions 2021-06-02 10,000
Total employee contributions 2021-06-02 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-06-02 0
Contributions made to avoid restrictions adjusted to valuation date 2021-06-02 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-06-02 9,865
Unpaid minimum required contributions for all prior years 2021-06-02 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-06-02 0
Remaining amount of unpaid minimum required contributions 2021-06-02 0
Minimum required contributions for current year target normal cost 2021-06-02 1,500
Net shortfall amortization installment of oustanding balance 2021-06-02 20,632
Waiver amortization installment 2021-06-02 0
Total funding amount beforereflecting carryover/prefunding balances 2021-06-02 5,838
Carryover balance elected to use to offset funding requirement 2021-06-02 0
Prefunding balance elected to use to offset funding requirement 2021-06-02 0
Additional cash requirement 2021-06-02 5,838
Contributions allocatedtoward minimum required contributions for current year 2021-06-02 9,865
Unpaid minimum required contributions for current year 2021-06-02 0
Unpaid minimum required contributions for all years 2021-06-02 0
2020: GROUP PENSION PLAN FOR EMPLOYEES OF CHEROKEE ELECTRIC CO-OP, INC. 2020 401k membership
Market value of plan assets 2020-06-02 115,110
Acturial value of plan assets 2020-06-02 115,110
Funding target for retired participants and beneficiaries receiving payment 2020-06-02 32,743
Number of terminated vested participants 2020-06-02 0
Fundng target for terminated vested participants 2020-06-02 0
Active participant vested funding target 2020-06-02 100,416
Number of active participants 2020-06-02 4
Total funding liabilities for active participants 2020-06-02 100,416
Total participant count 2020-06-02 9
Total funding target for all participants 2020-06-02 133,159
Balance at beginning of prior year after applicable adjustments 2020-06-02 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-06-02 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-06-02 0
Prefunding balanced used to offset prior years funding requirement 2020-06-02 0
Amount remaining of carryover balance 2020-06-02 0
Amount remaining of prefunding balance 2020-06-02 0
Present value of excess contributions 2020-06-02 93
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-06-02 98
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-06-02 0
Reductions in caryover balances due to elections or deemed elections 2020-06-02 0
Reductions in prefunding balances due to elections or deemed elections 2020-06-02 0
Balance of carryovers at beginning of current year 2020-06-02 0
Balance of prefunding at beginning of current year 2020-06-02 0
Total employer contributions 2020-06-02 17,000
Total employee contributions 2020-06-02 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-06-02 0
Contributions made to avoid restrictions adjusted to valuation date 2020-06-02 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-06-02 16,370
Unpaid minimum required contributions for all prior years 2020-06-02 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-06-02 0
Remaining amount of unpaid minimum required contributions 2020-06-02 0
Minimum required contributions for current year target normal cost 2020-06-02 1,500
Net shortfall amortization installment of oustanding balance 2020-06-02 18,049
Waiver amortization installment 2020-06-02 0
Total funding amount beforereflecting carryover/prefunding balances 2020-06-02 4,966
Additional cash requirement 2020-06-02 4,966
Contributions allocatedtoward minimum required contributions for current year 2020-06-02 16,370
Unpaid minimum required contributions for current year 2020-06-02 0
Unpaid minimum required contributions for all years 2020-06-02 0
2019: GROUP PENSION PLAN FOR EMPLOYEES OF CHEROKEE ELECTRIC CO-OP, INC. 2019 401k membership
Market value of plan assets 2019-06-02 100,225
Acturial value of plan assets 2019-06-02 100,225
Funding target for retired participants and beneficiaries receiving payment 2019-06-02 33,902
Number of terminated vested participants 2019-06-02 0
Fundng target for terminated vested participants 2019-06-02 0
Active participant vested funding target 2019-06-02 76,597
Number of active participants 2019-06-02 4
Total funding liabilities for active participants 2019-06-02 76,597
Total participant count 2019-06-02 9
Total funding target for all participants 2019-06-02 110,499
Balance at beginning of prior year after applicable adjustments 2019-06-02 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-06-02 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-06-02 0
Prefunding balanced used to offset prior years funding requirement 2019-06-02 0
Amount remaining of carryover balance 2019-06-02 0
Amount remaining of prefunding balance 2019-06-02 0
Present value of excess contributions 2019-06-02 41
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-06-02 43
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-06-02 0
Reductions in caryover balances due to elections or deemed elections 2019-06-02 0
Reductions in prefunding balances due to elections or deemed elections 2019-06-02 0
Balance of carryovers at beginning of current year 2019-06-02 0
Balance of prefunding at beginning of current year 2019-06-02 0
Total employer contributions 2019-06-02 18,600
Total employee contributions 2019-06-02 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-06-02 0
Contributions made to avoid restrictions adjusted to valuation date 2019-06-02 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-06-02 17,723
Unpaid minimum required contributions for all prior years 2019-06-02 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-06-02 0
Remaining amount of unpaid minimum required contributions 2019-06-02 0
Minimum required contributions for current year target normal cost 2019-06-02 1,500
Net shortfall amortization installment of oustanding balance 2019-06-02 10,274
Waiver amortization installment 2019-06-02 0
Total funding amount beforereflecting carryover/prefunding balances 2019-06-02 3,461
Additional cash requirement 2019-06-02 3,461
Contributions allocatedtoward minimum required contributions for current year 2019-06-02 17,723
Unpaid minimum required contributions for current year 2019-06-02 0
2018: GROUP PENSION PLAN FOR EMPLOYEES OF CHEROKEE ELECTRIC CO-OP, INC. 2018 401k membership
Market value of plan assets 2018-06-02 112,601
Acturial value of plan assets 2018-06-02 112,601
Funding target for retired participants and beneficiaries receiving payment 2018-06-02 34,521
Number of terminated vested participants 2018-06-02 0
Fundng target for terminated vested participants 2018-06-02 0
Active participant vested funding target 2018-06-02 92,670
Number of active participants 2018-06-02 5
Total funding liabilities for active participants 2018-06-02 92,670
Total participant count 2018-06-02 10
Total funding target for all participants 2018-06-02 127,191
Balance at beginning of prior year after applicable adjustments 2018-06-02 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-06-02 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-06-02 0
Prefunding balanced used to offset prior years funding requirement 2018-06-02 0
Amount remaining of carryover balance 2018-06-02 0
Amount remaining of prefunding balance 2018-06-02 0
Present value of excess contributions 2018-06-02 27
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-06-02 28
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-06-02 0
Reductions in caryover balances due to elections or deemed elections 2018-06-02 0
Reductions in prefunding balances due to elections or deemed elections 2018-06-02 0
Balance of carryovers at beginning of current year 2018-06-02 0
Balance of prefunding at beginning of current year 2018-06-02 0
Total employer contributions 2018-06-02 6,000
Total employee contributions 2018-06-02 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-06-02 0
Contributions made to avoid restrictions adjusted to valuation date 2018-06-02 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-06-02 5,937
Unpaid minimum required contributions for all prior years 2018-06-02 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-06-02 0
Remaining amount of unpaid minimum required contributions 2018-06-02 0
Minimum required contributions for current year target normal cost 2018-06-02 3,500
Net shortfall amortization installment of oustanding balance 2018-06-02 14,590
Waiver amortization installment 2018-06-02 0
Total funding amount beforereflecting carryover/prefunding balances 2018-06-02 5,896
Carryover balance elected to use to offset funding requirement 2018-06-02 0
Prefunding balance elected to use to offset funding requirement 2018-06-02 0
Additional cash requirement 2018-06-02 5,896
Contributions allocatedtoward minimum required contributions for current year 2018-06-02 5,937
Unpaid minimum required contributions for current year 2018-06-02 0
Unpaid minimum required contributions for all years 2018-06-02 0
2017: GROUP PENSION PLAN FOR EMPLOYEES OF CHEROKEE ELECTRIC CO-OP, INC. 2017 401k membership
Market value of plan assets 2017-06-02 134,824
Acturial value of plan assets 2017-06-02 134,824
Funding target for retired participants and beneficiaries receiving payment 2017-06-02 35,666
Number of terminated vested participants 2017-06-02 0
Fundng target for terminated vested participants 2017-06-02 0
Active participant vested funding target 2017-06-02 96,912
Number of active participants 2017-06-02 6
Total funding liabilities for active participants 2017-06-02 96,912
Total participant count 2017-06-02 11
Total funding target for all participants 2017-06-02 132,578
Balance at beginning of prior year after applicable adjustments 2017-06-02 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-06-02 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-06-02 0
Prefunding balanced used to offset prior years funding requirement 2017-06-02 0
Amount remaining of carryover balance 2017-06-02 0
Amount remaining of prefunding balance 2017-06-02 0
Present value of excess contributions 2017-06-02 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-06-02 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-06-02 0
Reductions in caryover balances due to elections or deemed elections 2017-06-02 0
Reductions in prefunding balances due to elections or deemed elections 2017-06-02 0
Balance of carryovers at beginning of current year 2017-06-02 0
Balance of prefunding at beginning of current year 2017-06-02 0
Total employer contributions 2017-06-02 1,300
Total employee contributions 2017-06-02 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-06-02 0
Contributions made to avoid restrictions adjusted to valuation date 2017-06-02 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-06-02 1,281
Unpaid minimum required contributions for all prior years 2017-06-02 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-06-02 0
Remaining amount of unpaid minimum required contributions 2017-06-02 0
Minimum required contributions for current year target normal cost 2017-06-02 3,500
Net shortfall amortization installment of oustanding balance 2017-06-02 0
Waiver amortization installment 2017-06-02 0
Total funding amount beforereflecting carryover/prefunding balances 2017-06-02 1,254
Carryover balance elected to use to offset funding requirement 2017-06-02 0
Prefunding balance elected to use to offset funding requirement 2017-06-02 0
Additional cash requirement 2017-06-02 1,254
Contributions allocatedtoward minimum required contributions for current year 2017-06-02 1,281
Unpaid minimum required contributions for current year 2017-06-02 0
Unpaid minimum required contributions for all years 2017-06-02 0

Measure	Date	Value
2023: GROUP PENSION PLAN FOR EMPLOYEES OF CHEROKEE ELECTRIC CO-OP, INC. 2023 401k membership
Market value of plan assets	2023-06-02	144,052
Acturial value of plan assets	2023-06-02	144,052
Funding target for retired participants and beneficiaries receiving payment	2023-06-02	19,323
Number of terminated vested participants	2023-06-02	0
Fundng target for terminated vested participants	2023-06-02	0
Active participant vested funding target	2023-06-02	126,240
Number of active participants	2023-06-02	4
Total funding liabilities for active participants	2023-06-02	126,240
Total participant count	2023-06-02	8
Total funding target for all participants	2023-06-02	145,563
Balance at beginning of prior year after applicable adjustments	2023-06-02	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-06-02	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-06-02	0
Prefunding balanced used to offset prior years funding requirement	2023-06-02	0
Amount remaining of carryover balance	2023-06-02	0
Amount remaining of prefunding balance	2023-06-02	0
Present value of excess contributions	2023-06-02	4,443
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-06-02	4,621
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-06-02	0
Balance of carryovers at beginning of current year	2023-06-02	0
Balance of prefunding at beginning of current year	2023-06-02	0
Total employer contributions	2023-06-02	1,663
Total employee contributions	2023-06-02	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-06-02	0
Contributions made to avoid restrictions adjusted to valuation date	2023-06-02	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-06-02	1,640
Unpaid minimum required contributions for all prior years	2023-06-02	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-06-02	0
Remaining amount of unpaid minimum required contributions	2023-06-02	0
Minimum required contributions for current year target normal cost	2023-06-02	1,500
Net shortfall amortization installment of oustanding balance	2023-06-02	1,511
Total funding amount beforereflecting carryover/prefunding balances	2023-06-02	1,640
Additional cash requirement	2023-06-02	1,640
Contributions allocatedtoward minimum required contributions for current year	2023-06-02	1,640
Unpaid minimum required contributions for current year	2023-06-02	0
Unpaid minimum required contributions for all years	2023-06-02	0
2022: GROUP PENSION PLAN FOR EMPLOYEES OF CHEROKEE ELECTRIC CO-OP, INC. 2022 401k membership
Market value of plan assets	2022-06-02	136,410
Acturial value of plan assets	2022-06-02	136,410
Funding target for retired participants and beneficiaries receiving payment	2022-06-02	30,195
Number of terminated vested participants	2022-06-02	0
Fundng target for terminated vested participants	2022-06-02	0
Active participant vested funding target	2022-06-02	121,271
Number of active participants	2022-06-02	4
Total funding liabilities for active participants	2022-06-02	121,271
Total participant count	2022-06-02	9
Total funding target for all participants	2022-06-02	151,466
Balance at beginning of prior year after applicable adjustments	2022-06-02	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-06-02	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-06-02	0
Prefunding balanced used to offset prior years funding requirement	2022-06-02	0
Amount remaining of carryover balance	2022-06-02	0
Amount remaining of prefunding balance	2022-06-02	0
Present value of excess contributions	2022-06-02	4,027
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-06-02	4,223
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-06-02	0
Reductions in caryover balances due to elections or deemed elections	2022-06-02	0
Reductions in prefunding balances due to elections or deemed elections	2022-06-02	0
Balance of carryovers at beginning of current year	2022-06-02	0
Balance of prefunding at beginning of current year	2022-06-02	0
Total employer contributions	2022-06-02	10,000
Total employee contributions	2022-06-02	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-06-02	0
Contributions made to avoid restrictions adjusted to valuation date	2022-06-02	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-06-02	9,947
Unpaid minimum required contributions for all prior years	2022-06-02	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-06-02	0
Remaining amount of unpaid minimum required contributions	2022-06-02	0
Minimum required contributions for current year target normal cost	2022-06-02	1,500
Net shortfall amortization installment of oustanding balance	2022-06-02	15,056
Waiver amortization installment	2022-06-02	0
Total funding amount beforereflecting carryover/prefunding balances	2022-06-02	5,504
Carryover balance elected to use to offset funding requirement	2022-06-02	0
Prefunding balance elected to use to offset funding requirement	2022-06-02	0
Additional cash requirement	2022-06-02	5,504
Contributions allocatedtoward minimum required contributions for current year	2022-06-02	9,947
Unpaid minimum required contributions for current year	2022-06-02	0
Unpaid minimum required contributions for all years	2022-06-02	0
2021: GROUP PENSION PLAN FOR EMPLOYEES OF CHEROKEE ELECTRIC CO-OP, INC. 2021 401k membership
Market value of plan assets	2021-06-02	128,925
Acturial value of plan assets	2021-06-02	128,925
Funding target for retired participants and beneficiaries receiving payment	2021-06-02	31,399
Number of terminated vested participants	2021-06-02	0
Fundng target for terminated vested participants	2021-06-02	0
Active participant vested funding target	2021-06-02	118,158
Number of active participants	2021-06-02	4
Total funding liabilities for active participants	2021-06-02	118,158
Total participant count	2021-06-02	9
Total funding target for all participants	2021-06-02	149,557
Balance at beginning of prior year after applicable adjustments	2021-06-02	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-06-02	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-06-02	0
Prefunding balanced used to offset prior years funding requirement	2021-06-02	0
Amount remaining of carryover balance	2021-06-02	0
Amount remaining of prefunding balance	2021-06-02	0
Present value of excess contributions	2021-06-02	11,404
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-06-02	11,972
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-06-02	0
Reductions in caryover balances due to elections or deemed elections	2021-06-02	0
Reductions in prefunding balances due to elections or deemed elections	2021-06-02	0
Balance of carryovers at beginning of current year	2021-06-02	0
Balance of prefunding at beginning of current year	2021-06-02	0
Total employer contributions	2021-06-02	10,000
Total employee contributions	2021-06-02	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-06-02	0
Contributions made to avoid restrictions adjusted to valuation date	2021-06-02	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-06-02	9,865
Unpaid minimum required contributions for all prior years	2021-06-02	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-06-02	0
Remaining amount of unpaid minimum required contributions	2021-06-02	0
Minimum required contributions for current year target normal cost	2021-06-02	1,500
Net shortfall amortization installment of oustanding balance	2021-06-02	20,632
Waiver amortization installment	2021-06-02	0
Total funding amount beforereflecting carryover/prefunding balances	2021-06-02	5,838
Carryover balance elected to use to offset funding requirement	2021-06-02	0
Prefunding balance elected to use to offset funding requirement	2021-06-02	0
Additional cash requirement	2021-06-02	5,838
Contributions allocatedtoward minimum required contributions for current year	2021-06-02	9,865
Unpaid minimum required contributions for current year	2021-06-02	0
Unpaid minimum required contributions for all years	2021-06-02	0
2020: GROUP PENSION PLAN FOR EMPLOYEES OF CHEROKEE ELECTRIC CO-OP, INC. 2020 401k membership
Market value of plan assets	2020-06-02	115,110
Acturial value of plan assets	2020-06-02	115,110
Funding target for retired participants and beneficiaries receiving payment	2020-06-02	32,743
Number of terminated vested participants	2020-06-02	0
Fundng target for terminated vested participants	2020-06-02	0
Active participant vested funding target	2020-06-02	100,416
Number of active participants	2020-06-02	4
Total funding liabilities for active participants	2020-06-02	100,416
Total participant count	2020-06-02	9
Total funding target for all participants	2020-06-02	133,159
Balance at beginning of prior year after applicable adjustments	2020-06-02	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-06-02	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-06-02	0
Prefunding balanced used to offset prior years funding requirement	2020-06-02	0
Amount remaining of carryover balance	2020-06-02	0
Amount remaining of prefunding balance	2020-06-02	0
Present value of excess contributions	2020-06-02	93
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-06-02	98
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-06-02	0
Reductions in caryover balances due to elections or deemed elections	2020-06-02	0
Reductions in prefunding balances due to elections or deemed elections	2020-06-02	0
Balance of carryovers at beginning of current year	2020-06-02	0
Balance of prefunding at beginning of current year	2020-06-02	0
Total employer contributions	2020-06-02	17,000
Total employee contributions	2020-06-02	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-06-02	0
Contributions made to avoid restrictions adjusted to valuation date	2020-06-02	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-06-02	16,370
Unpaid minimum required contributions for all prior years	2020-06-02	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-06-02	0
Remaining amount of unpaid minimum required contributions	2020-06-02	0
Minimum required contributions for current year target normal cost	2020-06-02	1,500
Net shortfall amortization installment of oustanding balance	2020-06-02	18,049
Waiver amortization installment	2020-06-02	0
Total funding amount beforereflecting carryover/prefunding balances	2020-06-02	4,966
Additional cash requirement	2020-06-02	4,966
Contributions allocatedtoward minimum required contributions for current year	2020-06-02	16,370
Unpaid minimum required contributions for current year	2020-06-02	0
Unpaid minimum required contributions for all years	2020-06-02	0
2019: GROUP PENSION PLAN FOR EMPLOYEES OF CHEROKEE ELECTRIC CO-OP, INC. 2019 401k membership
Market value of plan assets	2019-06-02	100,225
Acturial value of plan assets	2019-06-02	100,225
Funding target for retired participants and beneficiaries receiving payment	2019-06-02	33,902
Number of terminated vested participants	2019-06-02	0
Fundng target for terminated vested participants	2019-06-02	0
Active participant vested funding target	2019-06-02	76,597
Number of active participants	2019-06-02	4
Total funding liabilities for active participants	2019-06-02	76,597
Total participant count	2019-06-02	9
Total funding target for all participants	2019-06-02	110,499
Balance at beginning of prior year after applicable adjustments	2019-06-02	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-06-02	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-06-02	0
Prefunding balanced used to offset prior years funding requirement	2019-06-02	0
Amount remaining of carryover balance	2019-06-02	0
Amount remaining of prefunding balance	2019-06-02	0
Present value of excess contributions	2019-06-02	41
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-06-02	43
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-06-02	0
Reductions in caryover balances due to elections or deemed elections	2019-06-02	0
Reductions in prefunding balances due to elections or deemed elections	2019-06-02	0
Balance of carryovers at beginning of current year	2019-06-02	0
Balance of prefunding at beginning of current year	2019-06-02	0
Total employer contributions	2019-06-02	18,600
Total employee contributions	2019-06-02	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-06-02	0
Contributions made to avoid restrictions adjusted to valuation date	2019-06-02	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-06-02	17,723
Unpaid minimum required contributions for all prior years	2019-06-02	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-06-02	0
Remaining amount of unpaid minimum required contributions	2019-06-02	0
Minimum required contributions for current year target normal cost	2019-06-02	1,500
Net shortfall amortization installment of oustanding balance	2019-06-02	10,274
Waiver amortization installment	2019-06-02	0
Total funding amount beforereflecting carryover/prefunding balances	2019-06-02	3,461
Additional cash requirement	2019-06-02	3,461
Contributions allocatedtoward minimum required contributions for current year	2019-06-02	17,723
Unpaid minimum required contributions for current year	2019-06-02	0
2018: GROUP PENSION PLAN FOR EMPLOYEES OF CHEROKEE ELECTRIC CO-OP, INC. 2018 401k membership
Market value of plan assets	2018-06-02	112,601
Acturial value of plan assets	2018-06-02	112,601
Funding target for retired participants and beneficiaries receiving payment	2018-06-02	34,521
Number of terminated vested participants	2018-06-02	0
Fundng target for terminated vested participants	2018-06-02	0
Active participant vested funding target	2018-06-02	92,670
Number of active participants	2018-06-02	5
Total funding liabilities for active participants	2018-06-02	92,670
Total participant count	2018-06-02	10
Total funding target for all participants	2018-06-02	127,191
Balance at beginning of prior year after applicable adjustments	2018-06-02	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-06-02	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-06-02	0
Prefunding balanced used to offset prior years funding requirement	2018-06-02	0
Amount remaining of carryover balance	2018-06-02	0
Amount remaining of prefunding balance	2018-06-02	0
Present value of excess contributions	2018-06-02	27
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-06-02	28
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-06-02	0
Reductions in caryover balances due to elections or deemed elections	2018-06-02	0
Reductions in prefunding balances due to elections or deemed elections	2018-06-02	0
Balance of carryovers at beginning of current year	2018-06-02	0
Balance of prefunding at beginning of current year	2018-06-02	0
Total employer contributions	2018-06-02	6,000
Total employee contributions	2018-06-02	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-06-02	0
Contributions made to avoid restrictions adjusted to valuation date	2018-06-02	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-06-02	5,937
Unpaid minimum required contributions for all prior years	2018-06-02	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-06-02	0
Remaining amount of unpaid minimum required contributions	2018-06-02	0
Minimum required contributions for current year target normal cost	2018-06-02	3,500
Net shortfall amortization installment of oustanding balance	2018-06-02	14,590
Waiver amortization installment	2018-06-02	0
Total funding amount beforereflecting carryover/prefunding balances	2018-06-02	5,896
Carryover balance elected to use to offset funding requirement	2018-06-02	0
Prefunding balance elected to use to offset funding requirement	2018-06-02	0
Additional cash requirement	2018-06-02	5,896
Contributions allocatedtoward minimum required contributions for current year	2018-06-02	5,937
Unpaid minimum required contributions for current year	2018-06-02	0
Unpaid minimum required contributions for all years	2018-06-02	0
2017: GROUP PENSION PLAN FOR EMPLOYEES OF CHEROKEE ELECTRIC CO-OP, INC. 2017 401k membership
Market value of plan assets	2017-06-02	134,824
Acturial value of plan assets	2017-06-02	134,824
Funding target for retired participants and beneficiaries receiving payment	2017-06-02	35,666
Number of terminated vested participants	2017-06-02	0
Fundng target for terminated vested participants	2017-06-02	0
Active participant vested funding target	2017-06-02	96,912
Number of active participants	2017-06-02	6
Total funding liabilities for active participants	2017-06-02	96,912
Total participant count	2017-06-02	11
Total funding target for all participants	2017-06-02	132,578
Balance at beginning of prior year after applicable adjustments	2017-06-02	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-06-02	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-06-02	0
Prefunding balanced used to offset prior years funding requirement	2017-06-02	0
Amount remaining of carryover balance	2017-06-02	0
Amount remaining of prefunding balance	2017-06-02	0
Present value of excess contributions	2017-06-02	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-06-02	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-06-02	0
Reductions in caryover balances due to elections or deemed elections	2017-06-02	0
Reductions in prefunding balances due to elections or deemed elections	2017-06-02	0
Balance of carryovers at beginning of current year	2017-06-02	0
Balance of prefunding at beginning of current year	2017-06-02	0
Total employer contributions	2017-06-02	1,300
Total employee contributions	2017-06-02	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-06-02	0
Contributions made to avoid restrictions adjusted to valuation date	2017-06-02	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-06-02	1,281
Unpaid minimum required contributions for all prior years	2017-06-02	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-06-02	0
Remaining amount of unpaid minimum required contributions	2017-06-02	0
Minimum required contributions for current year target normal cost	2017-06-02	3,500
Net shortfall amortization installment of oustanding balance	2017-06-02	0
Waiver amortization installment	2017-06-02	0
Total funding amount beforereflecting carryover/prefunding balances	2017-06-02	1,254
Carryover balance elected to use to offset funding requirement	2017-06-02	0
Prefunding balance elected to use to offset funding requirement	2017-06-02	0
Additional cash requirement	2017-06-02	1,254
Contributions allocatedtoward minimum required contributions for current year	2017-06-02	1,281
Unpaid minimum required contributions for current year	2017-06-02	0
Unpaid minimum required contributions for all years	2017-06-02	0

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Company Name:	CHEROKEE ELECTRIC COOPERATIVE, INC.
Employer identification number (EIN):	630040445
NAIC Classification:	221100