Plan Name | DALLAS W. TOURNEY, INC. PENSION PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | DALLAS W. TOURNEY INC. |
Employer identification number (EIN): | 841469921 |
NAIC Classification: | 236110 |
Additional information about DALLAS W. TOURNEY INC.
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 2018-04-25 |
Company Identification Number: | 20181345072 |
Legal Registered Office Address: |
7961 Shaffer Pkwy Ste 6 Littleton United States of America (USA) 80127 |
More information about DALLAS W. TOURNEY INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | KATHY ANN TOURNEY | 2024-06-13 | ||
001 | 2022-01-01 | KATHY ANN TOURNEY | 2023-10-06 | ||
001 | 2021-01-01 | KATHY ANN TOURNEY | 2022-09-29 | ||
001 | 2020-01-01 | KATHY ANN TOURNEY | 2021-10-11 | ||
001 | 2019-01-01 | KATHY ANN TOURNEY | 2020-10-01 | ||
001 | 2018-01-01 | KATHY ANN TOURNEY | 2019-09-26 | ||
001 | 2017-01-01 | KATHY ANN TOURNEY | 2018-09-28 | ||
001 | 2016-01-01 | KATHY ANN TOURNEY | 2017-10-05 | ||
001 | 2015-01-01 | KATHY ANN TOURNEY | 2016-10-13 | ||
001 | 2014-01-01 | KATHY ANN TOURNEY | 2015-09-28 | KATHY ANN TOURNEY | 2015-09-28 |
001 | 2013-01-01 | KATHY ANN TOURNEY | 2015-09-25 | KATHY ANN TOURNEY | 2015-09-25 |
001 | 2012-01-01 | KATHY ANN TOURNEY | 2013-10-11 | ||
001 | 2011-01-01 | KATHY ANN TOURNEY | 2012-10-11 | ||
001 | 2010-01-01 | KATHY ANN TOURNEY | 2011-10-13 |
Measure | Date | Value |
---|---|---|
2022: DALLAS W. TOURNEY, INC. PENSION PLAN AND TRUST 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 2,482,404 |
Acturial value of plan assets | 2022-12-31 | 2,482,404 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 377,164 |
Number of terminated vested participants | 2022-12-31 | 0 |
Fundng target for terminated vested participants | 2022-12-31 | 0 |
Active participant vested funding target | 2022-12-31 | 1,673,927 |
Number of active participants | 2022-12-31 | 1 |
Total funding liabilities for active participants | 2022-12-31 | 1,673,927 |
Total participant count | 2022-12-31 | 3 |
Total funding target for all participants | 2022-12-31 | 2,051,091 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
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 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 38,014 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 39,991 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 38,164 |
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 | 37,314 |
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 | 0 |
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 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 37,314 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
2021: DALLAS W. TOURNEY, INC. PENSION PLAN AND TRUST 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 2,168,003 |
Acturial value of plan assets | 2021-12-31 | 2,168,003 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 380,969 |
Number of terminated vested participants | 2021-12-31 | 0 |
Fundng target for terminated vested participants | 2021-12-31 | 0 |
Active participant vested funding target | 2021-12-31 | 1,718,590 |
Number of active participants | 2021-12-31 | 1 |
Total funding liabilities for active participants | 2021-12-31 | 1,718,590 |
Total participant count | 2021-12-31 | 3 |
Total funding target for all participants | 2021-12-31 | 2,099,559 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 54,403 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 57,439 |
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 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 38,890 |
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 | 38,014 |
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 | 0 |
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 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 38,014 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: DALLAS W. TOURNEY, INC. PENSION PLAN AND TRUST 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 1,863,247 |
Acturial value of plan assets | 2020-12-31 | 1,863,247 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 386,272 |
Number of terminated vested participants | 2020-12-31 | 0 |
Fundng target for terminated vested participants | 2020-12-31 | 0 |
Active participant vested funding target | 2020-12-31 | 1,794,282 |
Number of active participants | 2020-12-31 | 1 |
Total funding liabilities for active participants | 2020-12-31 | 1,794,282 |
Total participant count | 2020-12-31 | 3 |
Total funding target for all participants | 2020-12-31 | 2,180,554 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 4,292 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 4,512 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 183,712 |
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 | 173,891 |
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 | 0 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 317,307 |
Waiver amortization installment | 2020-12-31 | 20 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 119,488 |
Additional cash requirement | 2020-12-31 | 119,488 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 173,891 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: DALLAS W. TOURNEY, INC. PENSION PLAN AND TRUST 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 1,668,839 |
Acturial value of plan assets | 2019-12-31 | 1,668,839 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 438,030 |
Number of terminated vested participants | 2019-12-31 | 0 |
Fundng target for terminated vested participants | 2019-12-31 | 0 |
Active participant vested funding target | 2019-12-31 | 1,733,878 |
Number of active participants | 2019-12-31 | 1 |
Total funding liabilities for active participants | 2019-12-31 | 1,733,878 |
Total participant count | 2019-12-31 | 3 |
Total funding target for all participants | 2019-12-31 | 2,171,908 |
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 |
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 | 48,439 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 50,900 |
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 | 115,952 |
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 | 148,922 |
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 | 0 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 503,069 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 144,630 |
Additional cash requirement | 2019-12-31 | 144,630 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 148,922 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: DALLAS W. TOURNEY, INC. PENSION PLAN AND TRUST 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 1,512,010 |
Acturial value of plan assets | 2018-12-31 | 1,512,010 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 57,441 |
Number of terminated vested participants | 2018-12-31 | 1 |
Fundng target for terminated vested participants | 2018-12-31 | 355,796 |
Active participant vested funding target | 2018-12-31 | 1,669,453 |
Number of active participants | 2018-12-31 | 1 |
Total funding liabilities for active participants | 2018-12-31 | 1,669,453 |
Total participant count | 2018-12-31 | 3 |
Total funding target for all participants | 2018-12-31 | 2,082,690 |
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 | 6,965 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 7,293 |
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 | 208,222 |
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 | 190,423 |
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 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 570,680 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 141,984 |
Additional cash requirement | 2018-12-31 | 141,984 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 190,423 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: DALLAS W. TOURNEY, INC. PENSION PLAN AND TRUST 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 1,269,489 |
Acturial value of plan assets | 2017-12-31 | 1,269,489 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 54,189 |
Number of terminated vested participants | 2017-12-31 | 1 |
Fundng target for terminated vested participants | 2017-12-31 | 341,541 |
Active participant vested funding target | 2017-12-31 | 1,603,311 |
Number of active participants | 2017-12-31 | 1 |
Total funding liabilities for active participants | 2017-12-31 | 1,603,311 |
Total participant count | 2017-12-31 | 3 |
Total funding target for all participants | 2017-12-31 | 1,999,041 |
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 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 223,123 |
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 | 208,749 |
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 | 0 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 729,552 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 201,784 |
Additional cash requirement | 2017-12-31 | 201,784 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 208,749 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: DALLAS W. TOURNEY, INC. PENSION PLAN AND TRUST 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 1,174,160 |
Acturial value of plan assets | 2016-12-31 | 1,173,231 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 55,546 |
Number of terminated vested participants | 2016-12-31 | 1 |
Fundng target for terminated vested participants | 2016-12-31 | 326,148 |
Active participant vested funding target | 2016-12-31 | 1,527,530 |
Number of active participants | 2016-12-31 | 1 |
Total funding liabilities for active participants | 2016-12-31 | 1,527,530 |
Total participant count | 2016-12-31 | 3 |
Total funding target for all participants | 2016-12-31 | 1,909,224 |
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 | 0 |
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 | 0 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
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 | 0 |
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 | 184,485 |
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 | 178,847 |
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 | 0 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 735,993 |
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 | 178,847 |
Additional cash requirement | 2016-12-31 | 178,847 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 178,847 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |