401k Plan data: EMPLOYEE BENEFITS PLAN OF SOUTH TEXAS COUNCIL ON ALCOHOL AND DRUG ABUSE plan

EMPLOYEE BENEFITS PLAN OF SOUTH TEXAS COUNCIL ON ALCOHOL AND DRUG ABUSE 401k Plan overview

Plan Name	EMPLOYEE BENEFITS PLAN OF SOUTH TEXAS COUNCIL ON ALCOHOL AND DRUG ABUSE
Plan identification number	001

EMPLOYEE BENEFITS PLAN OF SOUTH TEXAS COUNCIL ON ALCOHOL AND DRUG ABUSE Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

JEFFERSON COUNTY COUNCIL ON ALCOHOL AND DRUG ABUSE has sponsored the creation of one or more 401k plans.

Company Name: JEFFERSON COUNTY COUNCIL ON ALCOHOL AND DRUG ABUSE

Employer identification number (EIN): 741400228

NAIC Classification: 621420
NAIC Description: Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF SOUTH TEXAS COUNCIL ON ALCOHOL AND DRUG ABUSE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CARRIE ARRIETE 2023-07-31
001 2021-01-01 CARRIE ARRIETE 2022-10-11
001 2020-01-01 CARRIE ARRIETE 2021-07-29
001 2019-01-01 KRISTI PREMEAUX 2020-10-15
001 2018-01-01 KRISTI PREMEAUX 2019-07-31
001 2017-01-01 KRISTI PREMEAUX 2018-10-16
001 2016-01-01 KRISTI PREMEAUX 2017-07-31
001 2016-01-01 KRISTI PREMEAUX 2017-07-31
001 2015-01-01 SHARI LAVELLE 2016-10-17
001 2014-01-01 KRISTI PREMEAUX 2015-07-30
001 2013-01-01 KRISTI PREMEAUX 2015-07-30
001 2012-01-01 JANIS LINDERMAN 2013-07-22
001 2011-01-01 JANIS LINDERMAN 2012-07-13
001 2010-01-01 JANIS LINDERMAN 2011-09-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	CARRIE ARRIETE	2023-07-31
001	2021-01-01	CARRIE ARRIETE	2022-10-11
001	2020-01-01	CARRIE ARRIETE	2021-07-29
001	2019-01-01	KRISTI PREMEAUX	2020-10-15
001	2018-01-01	KRISTI PREMEAUX	2019-07-31
001	2017-01-01	KRISTI PREMEAUX	2018-10-16
001	2016-01-01	KRISTI PREMEAUX	2017-07-31
001	2016-01-01			KRISTI PREMEAUX	2017-07-31
001	2015-01-01	SHARI LAVELLE	2016-10-17
001	2014-01-01	KRISTI PREMEAUX	2015-07-30
001	2013-01-01	KRISTI PREMEAUX	2015-07-30
001	2012-01-01	JANIS LINDERMAN	2013-07-22
001	2011-01-01	JANIS LINDERMAN	2012-07-13
001	2010-01-01	JANIS LINDERMAN	2011-09-29

Plan Statistics for EMPLOYEE BENEFITS PLAN OF SOUTH TEXAS COUNCIL ON ALCOHOL AND DRUG ABUSE

401k plan membership statisitcs for EMPLOYEE BENEFITS PLAN OF SOUTH TEXAS COUNCIL ON ALCOHOL AND DRUG ABUSE

Measure Date Value
2022: EMPLOYEE BENEFITS PLAN OF SOUTH TEXAS COUNCIL ON ALCOHOL AND DRUG ABUSE 2022 401k membership
Market value of plan assets 2022-12-31 152,678
Acturial value of plan assets 2022-12-31 155,723
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 5
Fundng target for terminated vested participants 2022-12-31 118,846
Active participant vested funding target 2022-12-31 0
Number of active participants 2022-12-31 0
Total funding liabilities for active participants 2022-12-31 0
Total participant count 2022-12-31 5
Total funding target for all participants 2022-12-31 118,846
Balance at beginning of prior year after applicable adjustments 2022-12-31 81,204
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 100,046
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 0
Amount remaining of carryover balance 2022-12-31 81,204
Amount remaining of prefunding balance 2022-12-31 100,046
Present value of excess contributions 2022-12-31 15,694
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 16,596
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 82,016
Balance of prefunding at beginning of current year 2022-12-31 101,046
Total employer contributions 2022-12-31 32,958
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 31,732
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 3,775
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 3,775
Additional cash requirement 2022-12-31 3,775
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 31,732
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: EMPLOYEE BENEFITS PLAN OF SOUTH TEXAS COUNCIL ON ALCOHOL AND DRUG ABUSE 2021 401k membership
Market value of plan assets 2021-12-31 137,541
Acturial value of plan assets 2021-12-31 140,607
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 6
Fundng target for terminated vested participants 2021-12-31 113,487
Active participant vested funding target 2021-12-31 0
Number of active participants 2021-12-31 0
Total funding liabilities for active participants 2021-12-31 0
Total participant count 2021-12-31 6
Total funding target for all participants 2021-12-31 113,487
Balance at beginning of prior year after applicable adjustments 2021-12-31 80,400
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 99,055
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 80,400
Amount remaining of prefunding balance 2021-12-31 99,055
Present value of excess contributions 2021-12-31 9,703
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 10,247
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 81,204
Balance of prefunding at beginning of current year 2021-12-31 100,046
Total employer contributions 2021-12-31 20,000
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 19,524
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 3,830
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 3,830
Additional cash requirement 2021-12-31 3,830
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 19,524
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: EMPLOYEE BENEFITS PLAN OF SOUTH TEXAS COUNCIL ON ALCOHOL AND DRUG ABUSE 2020 401k membership
Market value of plan assets 2020-12-31 123,563
Acturial value of plan assets 2020-12-31 126,645
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 6
Fundng target for terminated vested participants 2020-12-31 109,835
Active participant vested funding target 2020-12-31 0
Number of active participants 2020-12-31 0
Total funding liabilities for active participants 2020-12-31 0
Total participant count 2020-12-31 6
Total funding target for all participants 2020-12-31 109,835
Balance at beginning of prior year after applicable adjustments 2020-12-31 79,017
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 87,233
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 79,017
Amount remaining of prefunding balance 2020-12-31 87,233
Present value of excess contributions 2020-12-31 9,734
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 10,295
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 10,295
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 80,400
Balance of prefunding at beginning of current year 2020-12-31 99,055
Total employer contributions 2020-12-31 16,500
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 16,033
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 6,330
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 6,330
Additional cash requirement 2020-12-31 6,330
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 16,033
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: EMPLOYEE BENEFITS PLAN OF SOUTH TEXAS COUNCIL ON ALCOHOL AND DRUG ABUSE 2019 401k membership
Market value of plan assets 2019-12-31 127,939
Acturial value of plan assets 2019-12-31 132,485
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 7
Fundng target for terminated vested participants 2019-12-31 119,873
Active participant vested funding target 2019-12-31 0
Number of active participants 2019-12-31 0
Total funding liabilities for active participants 2019-12-31 0
Total participant count 2019-12-31 7
Total funding target for all participants 2019-12-31 119,873
Balance at beginning of prior year after applicable adjustments 2019-12-31 78,235
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 86,369
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 78,235
Amount remaining of prefunding balance 2019-12-31 86,369
Present value of excess contributions 2019-12-31 4,807
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 5,092
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 79,017
Balance of prefunding at beginning of current year 2019-12-31 87,233
Total employer contributions 2019-12-31 14,000
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 13,619
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 3,885
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 3,885
Additional cash requirement 2019-12-31 3,885
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 13,619
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: EMPLOYEE BENEFITS PLAN OF SOUTH TEXAS COUNCIL ON ALCOHOL AND DRUG ABUSE 2018 401k membership
Market value of plan assets 2018-12-31 131,911
Acturial value of plan assets 2018-12-31 138,325
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 8
Fundng target for terminated vested participants 2018-12-31 122,448
Active participant vested funding target 2018-12-31 0
Number of active participants 2018-12-31 0
Total funding liabilities for active participants 2018-12-31 0
Total participant count 2018-12-31 8
Total funding target for all participants 2018-12-31 122,448
Balance at beginning of prior year after applicable adjustments 2018-12-31 77,460
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 81,219
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 77,460
Amount remaining of prefunding balance 2018-12-31 81,219
Present value of excess contributions 2018-12-31 4,090
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 4,338
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 4,338
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 78,235
Balance of prefunding at beginning of current year 2018-12-31 86,369
Total employer contributions 2018-12-31 9,000
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 8,747
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 3,940
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 3,940
Additional cash requirement 2018-12-31 3,940
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 8,747
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: EMPLOYEE BENEFITS PLAN OF SOUTH TEXAS COUNCIL ON ALCOHOL AND DRUG ABUSE 2017 401k membership
Market value of plan assets 2017-12-31 205,259
Acturial value of plan assets 2017-12-31 213,296
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 10
Fundng target for terminated vested participants 2017-12-31 168,590
Active participant vested funding target 2017-12-31 0
Number of active participants 2017-12-31 0
Total funding liabilities for active participants 2017-12-31 0
Total participant count 2017-12-31 10
Total funding target for all participants 2017-12-31 168,590
Balance at beginning of prior year after applicable adjustments 2017-12-31 76,693
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 76,209
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 76,693
Amount remaining of prefunding balance 2017-12-31 76,209
Present value of excess contributions 2017-12-31 4,000
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 4,248
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 4,248
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 77,460
Balance of prefunding at beginning of current year 2017-12-31 81,219
Total employer contributions 2017-12-31 8,300
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 8,140
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 4,050
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 4,050
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 4,050
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 8,140
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0

Measure	Date	Value
2022: EMPLOYEE BENEFITS PLAN OF SOUTH TEXAS COUNCIL ON ALCOHOL AND DRUG ABUSE 2022 401k membership
Market value of plan assets	2022-12-31	152,678
Acturial value of plan assets	2022-12-31	155,723
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	5
Fundng target for terminated vested participants	2022-12-31	118,846
Active participant vested funding target	2022-12-31	0
Number of active participants	2022-12-31	0
Total funding liabilities for active participants	2022-12-31	0
Total participant count	2022-12-31	5
Total funding target for all participants	2022-12-31	118,846
Balance at beginning of prior year after applicable adjustments	2022-12-31	81,204
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	100,046
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	0
Amount remaining of carryover balance	2022-12-31	81,204
Amount remaining of prefunding balance	2022-12-31	100,046
Present value of excess contributions	2022-12-31	15,694
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	16,596
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	82,016
Balance of prefunding at beginning of current year	2022-12-31	101,046
Total employer contributions	2022-12-31	32,958
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	31,732
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	3,775
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	3,775
Additional cash requirement	2022-12-31	3,775
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	31,732
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: EMPLOYEE BENEFITS PLAN OF SOUTH TEXAS COUNCIL ON ALCOHOL AND DRUG ABUSE 2021 401k membership
Market value of plan assets	2021-12-31	137,541
Acturial value of plan assets	2021-12-31	140,607
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	6
Fundng target for terminated vested participants	2021-12-31	113,487
Active participant vested funding target	2021-12-31	0
Number of active participants	2021-12-31	0
Total funding liabilities for active participants	2021-12-31	0
Total participant count	2021-12-31	6
Total funding target for all participants	2021-12-31	113,487
Balance at beginning of prior year after applicable adjustments	2021-12-31	80,400
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	99,055
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	80,400
Amount remaining of prefunding balance	2021-12-31	99,055
Present value of excess contributions	2021-12-31	9,703
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	10,247
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	81,204
Balance of prefunding at beginning of current year	2021-12-31	100,046
Total employer contributions	2021-12-31	20,000
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	19,524
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	3,830
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	3,830
Additional cash requirement	2021-12-31	3,830
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	19,524
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: EMPLOYEE BENEFITS PLAN OF SOUTH TEXAS COUNCIL ON ALCOHOL AND DRUG ABUSE 2020 401k membership
Market value of plan assets	2020-12-31	123,563
Acturial value of plan assets	2020-12-31	126,645
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	6
Fundng target for terminated vested participants	2020-12-31	109,835
Active participant vested funding target	2020-12-31	0
Number of active participants	2020-12-31	0
Total funding liabilities for active participants	2020-12-31	0
Total participant count	2020-12-31	6
Total funding target for all participants	2020-12-31	109,835
Balance at beginning of prior year after applicable adjustments	2020-12-31	79,017
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	87,233
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	79,017
Amount remaining of prefunding balance	2020-12-31	87,233
Present value of excess contributions	2020-12-31	9,734
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	10,295
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	10,295
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	80,400
Balance of prefunding at beginning of current year	2020-12-31	99,055
Total employer contributions	2020-12-31	16,500
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	16,033
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	6,330
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	6,330
Additional cash requirement	2020-12-31	6,330
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	16,033
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: EMPLOYEE BENEFITS PLAN OF SOUTH TEXAS COUNCIL ON ALCOHOL AND DRUG ABUSE 2019 401k membership
Market value of plan assets	2019-12-31	127,939
Acturial value of plan assets	2019-12-31	132,485
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	7
Fundng target for terminated vested participants	2019-12-31	119,873
Active participant vested funding target	2019-12-31	0
Number of active participants	2019-12-31	0
Total funding liabilities for active participants	2019-12-31	0
Total participant count	2019-12-31	7
Total funding target for all participants	2019-12-31	119,873
Balance at beginning of prior year after applicable adjustments	2019-12-31	78,235
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	86,369
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	78,235
Amount remaining of prefunding balance	2019-12-31	86,369
Present value of excess contributions	2019-12-31	4,807
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	5,092
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	79,017
Balance of prefunding at beginning of current year	2019-12-31	87,233
Total employer contributions	2019-12-31	14,000
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	13,619
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	3,885
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	3,885
Additional cash requirement	2019-12-31	3,885
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	13,619
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: EMPLOYEE BENEFITS PLAN OF SOUTH TEXAS COUNCIL ON ALCOHOL AND DRUG ABUSE 2018 401k membership
Market value of plan assets	2018-12-31	131,911
Acturial value of plan assets	2018-12-31	138,325
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	8
Fundng target for terminated vested participants	2018-12-31	122,448
Active participant vested funding target	2018-12-31	0
Number of active participants	2018-12-31	0
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	8
Total funding target for all participants	2018-12-31	122,448
Balance at beginning of prior year after applicable adjustments	2018-12-31	77,460
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	81,219
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	77,460
Amount remaining of prefunding balance	2018-12-31	81,219
Present value of excess contributions	2018-12-31	4,090
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	4,338
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	4,338
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	78,235
Balance of prefunding at beginning of current year	2018-12-31	86,369
Total employer contributions	2018-12-31	9,000
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	8,747
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	3,940
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	3,940
Additional cash requirement	2018-12-31	3,940
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	8,747
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: EMPLOYEE BENEFITS PLAN OF SOUTH TEXAS COUNCIL ON ALCOHOL AND DRUG ABUSE 2017 401k membership
Market value of plan assets	2017-12-31	205,259
Acturial value of plan assets	2017-12-31	213,296
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	10
Fundng target for terminated vested participants	2017-12-31	168,590
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	0
Total funding liabilities for active participants	2017-12-31	0
Total participant count	2017-12-31	10
Total funding target for all participants	2017-12-31	168,590
Balance at beginning of prior year after applicable adjustments	2017-12-31	76,693
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	76,209
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	76,693
Amount remaining of prefunding balance	2017-12-31	76,209
Present value of excess contributions	2017-12-31	4,000
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	4,248
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	4,248
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	77,460
Balance of prefunding at beginning of current year	2017-12-31	81,219
Total employer contributions	2017-12-31	8,300
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	8,140
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	4,050
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	4,050
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	4,050
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	8,140
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0

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Company Name:	JEFFERSON COUNTY COUNCIL ON ALCOHOL AND DRUG ABUSE
Employer identification number (EIN):	741400228
NAIC Classification:	621420
NAIC Description:	Outpatient Mental Health and Substance Abuse Centers