401k Plan data: JEANNE H. GLEESON, INC. DEFINED BENEFIT PENSION PLAN plan

JEANNE H. GLEESON, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	JEANNE H. GLEESON, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	001

JEANNE H. GLEESON, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JEANNE H. GLEESON, INC. has sponsored the creation of one or more 401k plans.

Company Name: JEANNE H. GLEESON, INC.

Employer identification number (EIN): 870701137

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEANNE H. GLEESON, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-04-01
001 2020-04-01
001 2019-04-01
001 2018-04-01
001 2017-04-01
001 2016-04-01
001 2015-04-01 KYLE D BROWN 2016-12-19
001 2014-04-01 JEANNE H. GLEESON 2016-01-12

Plan Statistics for JEANNE H. GLEESON, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for JEANNE H. GLEESON, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2021: JEANNE H. GLEESON, INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,872,057
Acturial value of plan assets 2021-12-31 1,872,057
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 10,980
Active participant vested funding target 2021-12-31 1,194,912
Number of active participants 2021-12-31 1
Total funding liabilities for active participants 2021-12-31 1,194,912
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 1,205,892
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 46,714
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 0
Amount remaining of prefunding balance 2021-12-31 46,714
Present value of excess contributions 2021-12-31 67,055
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 70,575
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 58,649
Total employer contributions 2021-12-31 70,000
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 68,145
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 68,145
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: JEANNE H. GLEESON, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,515,947
Acturial value of plan assets 2020-12-31 1,515,947
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
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 1,100,643
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 1,100,643
Total participant count 2020-12-31 2
Total funding target for all participants 2020-12-31 1,100,643
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 47,677
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 0
Amount remaining of prefunding balance 2020-12-31 47,677
Present value of excess contributions 2020-12-31 46,652
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 49,171
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 46,714
Total employer contributions 2020-12-31 70,000
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 67,055
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 1,134
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 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 67,055
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Market value of plan assets 2020-03-31 1,496,855
Acturial value of plan assets 2020-03-31 1,496,855
Funding target for retired participants and beneficiaries receiving payment 2020-03-31 0
Number of terminated vested participants 2020-03-31 0
Fundng target for terminated vested participants 2020-03-31 0
Active participant vested funding target 2020-03-31 1,029,771
Number of active participants 2020-03-31 2
Total funding liabilities for active participants 2020-03-31 1,029,771
Total participant count 2020-03-31 2
Total funding target for all participants 2020-03-31 1,029,771
Balance at beginning of prior year after applicable adjustments 2020-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-03-31 46,469
Carryover balanced portion elected for use to offset prior years funding requirement 2020-03-31 0
Prefunding balanced used to offset prior years funding requirement 2020-03-31 0
Amount remaining of carryover balance 2020-03-31 0
Amount remaining of prefunding balance 2020-03-31 46,469
Present value of excess contributions 2020-03-31 47,368
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-03-31 50,016
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-03-31 0
Reductions in caryover balances due to elections or deemed elections 2020-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-03-31 0
Balance of carryovers at beginning of current year 2020-03-31 0
Balance of prefunding at beginning of current year 2020-03-31 47,677
Total employer contributions 2020-03-31 50,268
Total employee contributions 2020-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-03-31 46,652
Unpaid minimum required contributions for all prior years 2020-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-03-31 0
Remaining amount of unpaid minimum required contributions 2020-03-31 0
Minimum required contributions for current year target normal cost 2020-03-31 1,022
Net shortfall amortization installment of oustanding balance 2020-03-31 0
Waiver amortization installment 2020-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-03-31 0
Carryover balance elected to use to offset funding requirement 2020-03-31 0
Prefunding balance elected to use to offset funding requirement 2020-03-31 0
Additional cash requirement 2020-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-03-31 46,652
Unpaid minimum required contributions for current year 2020-03-31 0
Unpaid minimum required contributions for all years 2020-03-31 0
2019: JEANNE H. GLEESON, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-03-31 1,409,655
Acturial value of plan assets 2019-03-31 1,409,655
Funding target for retired participants and beneficiaries receiving payment 2019-03-31 0
Number of terminated vested participants 2019-03-31 0
Fundng target for terminated vested participants 2019-03-31 0
Active participant vested funding target 2019-03-31 962,484
Number of active participants 2019-03-31 2
Total funding liabilities for active participants 2019-03-31 962,484
Total participant count 2019-03-31 2
Total funding target for all participants 2019-03-31 962,484
Balance at beginning of prior year after applicable adjustments 2019-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-03-31 44,248
Carryover balanced portion elected for use to offset prior years funding requirement 2019-03-31 0
Prefunding balanced used to offset prior years funding requirement 2019-03-31 0
Amount remaining of carryover balance 2019-03-31 0
Amount remaining of prefunding balance 2019-03-31 44,248
Present value of excess contributions 2019-03-31 46,361
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-03-31 48,809
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-03-31 0
Reductions in caryover balances due to elections or deemed elections 2019-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-03-31 0
Balance of carryovers at beginning of current year 2019-03-31 0
Balance of prefunding at beginning of current year 2019-03-31 46,469
Total employer contributions 2019-03-31 50,000
Total employee contributions 2019-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-03-31 47,368
Unpaid minimum required contributions for all prior years 2019-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-03-31 0
Remaining amount of unpaid minimum required contributions 2019-03-31 0
Minimum required contributions for current year target normal cost 2019-03-31 916
Net shortfall amortization installment of oustanding balance 2019-03-31 0
Waiver amortization installment 2019-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-03-31 0
Carryover balance elected to use to offset funding requirement 2019-03-31 0
Prefunding balance elected to use to offset funding requirement 2019-03-31 0
Additional cash requirement 2019-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-03-31 47,368
Unpaid minimum required contributions for current year 2019-03-31 0
Unpaid minimum required contributions for all years 2019-03-31 0
2018: JEANNE H. GLEESON, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-03-31 1,295,825
Acturial value of plan assets 2018-03-31 1,295,825
Funding target for retired participants and beneficiaries receiving payment 2018-03-31 0
Number of terminated vested participants 2018-03-31 0
Fundng target for terminated vested participants 2018-03-31 0
Active participant vested funding target 2018-03-31 910,685
Number of active participants 2018-03-31 2
Total funding liabilities for active participants 2018-03-31 910,685
Total participant count 2018-03-31 2
Total funding target for all participants 2018-03-31 910,685
Balance at beginning of prior year after applicable adjustments 2018-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-03-31 40,989
Carryover balanced portion elected for use to offset prior years funding requirement 2018-03-31 0
Prefunding balanced used to offset prior years funding requirement 2018-03-31 0
Amount remaining of carryover balance 2018-03-31 0
Amount remaining of prefunding balance 2018-03-31 40,989
Present value of excess contributions 2018-03-31 47,017
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-03-31 49,495
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-03-31 0
Reductions in caryover balances due to elections or deemed elections 2018-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-03-31 0
Balance of carryovers at beginning of current year 2018-03-31 0
Balance of prefunding at beginning of current year 2018-03-31 44,248
Total employer contributions 2018-03-31 50,000
Total employee contributions 2018-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-03-31 46,361
Unpaid minimum required contributions for all prior years 2018-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-03-31 0
Remaining amount of unpaid minimum required contributions 2018-03-31 0
Minimum required contributions for current year target normal cost 2018-03-31 815
Net shortfall amortization installment of oustanding balance 2018-03-31 0
Waiver amortization installment 2018-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-03-31 0
Carryover balance elected to use to offset funding requirement 2018-03-31 0
Prefunding balance elected to use to offset funding requirement 2018-03-31 0
Additional cash requirement 2018-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-03-31 46,361
Unpaid minimum required contributions for current year 2018-03-31 0
Unpaid minimum required contributions for all years 2018-03-31 0
2017: JEANNE H. GLEESON, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-03-31 1,154,981
Acturial value of plan assets 2017-03-31 1,154,981
Funding target for retired participants and beneficiaries receiving payment 2017-03-31 0
Number of terminated vested participants 2017-03-31 0
Fundng target for terminated vested participants 2017-03-31 0
Active participant vested funding target 2017-03-31 862,853
Number of active participants 2017-03-31 2
Total funding liabilities for active participants 2017-03-31 864,162
Total participant count 2017-03-31 2
Total funding target for all participants 2017-03-31 864,162
Balance at beginning of prior year after applicable adjustments 2017-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-03-31 41,694
Carryover balanced portion elected for use to offset prior years funding requirement 2017-03-31 0
Prefunding balanced used to offset prior years funding requirement 2017-03-31 0
Amount remaining of carryover balance 2017-03-31 0
Amount remaining of prefunding balance 2017-03-31 41,694
Present value of excess contributions 2017-03-31 46,539
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-03-31 48,992
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-03-31 0
Reductions in caryover balances due to elections or deemed elections 2017-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-03-31 0
Balance of carryovers at beginning of current year 2017-03-31 0
Balance of prefunding at beginning of current year 2017-03-31 40,989
Total employer contributions 2017-03-31 50,000
Total employee contributions 2017-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-03-31 47,017
Unpaid minimum required contributions for all prior years 2017-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-03-31 0
Remaining amount of unpaid minimum required contributions 2017-03-31 0
Minimum required contributions for current year target normal cost 2017-03-31 727
Net shortfall amortization installment of oustanding balance 2017-03-31 0
Waiver amortization installment 2017-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-03-31 0
Carryover balance elected to use to offset funding requirement 2017-03-31 0
Prefunding balance elected to use to offset funding requirement 2017-03-31 0
Additional cash requirement 2017-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-03-31 47,017
Unpaid minimum required contributions for current year 2017-03-31 0
Unpaid minimum required contributions for all years 2017-03-31 0

Measure	Date	Value
2021: JEANNE H. GLEESON, INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,872,057
Acturial value of plan assets	2021-12-31	1,872,057
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	10,980
Active participant vested funding target	2021-12-31	1,194,912
Number of active participants	2021-12-31	1
Total funding liabilities for active participants	2021-12-31	1,194,912
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	1,205,892
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	46,714
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	0
Amount remaining of prefunding balance	2021-12-31	46,714
Present value of excess contributions	2021-12-31	67,055
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	70,575
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	58,649
Total employer contributions	2021-12-31	70,000
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	68,145
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	68,145
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: JEANNE H. GLEESON, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,515,947
Acturial value of plan assets	2020-12-31	1,515,947
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
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	1,100,643
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	1,100,643
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	1,100,643
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	47,677
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	0
Amount remaining of prefunding balance	2020-12-31	47,677
Present value of excess contributions	2020-12-31	46,652
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	49,171
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	46,714
Total employer contributions	2020-12-31	70,000
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	67,055
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	1,134
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	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	67,055
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Market value of plan assets	2020-03-31	1,496,855
Acturial value of plan assets	2020-03-31	1,496,855
Funding target for retired participants and beneficiaries receiving payment	2020-03-31	0
Number of terminated vested participants	2020-03-31	0
Fundng target for terminated vested participants	2020-03-31	0
Active participant vested funding target	2020-03-31	1,029,771
Number of active participants	2020-03-31	2
Total funding liabilities for active participants	2020-03-31	1,029,771
Total participant count	2020-03-31	2
Total funding target for all participants	2020-03-31	1,029,771
Balance at beginning of prior year after applicable adjustments	2020-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-03-31	46,469
Carryover balanced portion elected for use to offset prior years funding requirement	2020-03-31	0
Prefunding balanced used to offset prior years funding requirement	2020-03-31	0
Amount remaining of carryover balance	2020-03-31	0
Amount remaining of prefunding balance	2020-03-31	46,469
Present value of excess contributions	2020-03-31	47,368
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-03-31	50,016
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-03-31	0
Reductions in caryover balances due to elections or deemed elections	2020-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-03-31	0
Balance of carryovers at beginning of current year	2020-03-31	0
Balance of prefunding at beginning of current year	2020-03-31	47,677
Total employer contributions	2020-03-31	50,268
Total employee contributions	2020-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-03-31	46,652
Unpaid minimum required contributions for all prior years	2020-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-03-31	0
Remaining amount of unpaid minimum required contributions	2020-03-31	0
Minimum required contributions for current year target normal cost	2020-03-31	1,022
Net shortfall amortization installment of oustanding balance	2020-03-31	0
Waiver amortization installment	2020-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-03-31	0
Carryover balance elected to use to offset funding requirement	2020-03-31	0
Prefunding balance elected to use to offset funding requirement	2020-03-31	0
Additional cash requirement	2020-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-03-31	46,652
Unpaid minimum required contributions for current year	2020-03-31	0
Unpaid minimum required contributions for all years	2020-03-31	0
2019: JEANNE H. GLEESON, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-03-31	1,409,655
Acturial value of plan assets	2019-03-31	1,409,655
Funding target for retired participants and beneficiaries receiving payment	2019-03-31	0
Number of terminated vested participants	2019-03-31	0
Fundng target for terminated vested participants	2019-03-31	0
Active participant vested funding target	2019-03-31	962,484
Number of active participants	2019-03-31	2
Total funding liabilities for active participants	2019-03-31	962,484
Total participant count	2019-03-31	2
Total funding target for all participants	2019-03-31	962,484
Balance at beginning of prior year after applicable adjustments	2019-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-03-31	44,248
Carryover balanced portion elected for use to offset prior years funding requirement	2019-03-31	0
Prefunding balanced used to offset prior years funding requirement	2019-03-31	0
Amount remaining of carryover balance	2019-03-31	0
Amount remaining of prefunding balance	2019-03-31	44,248
Present value of excess contributions	2019-03-31	46,361
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-03-31	48,809
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-03-31	0
Reductions in caryover balances due to elections or deemed elections	2019-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-03-31	0
Balance of carryovers at beginning of current year	2019-03-31	0
Balance of prefunding at beginning of current year	2019-03-31	46,469
Total employer contributions	2019-03-31	50,000
Total employee contributions	2019-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-03-31	47,368
Unpaid minimum required contributions for all prior years	2019-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-03-31	0
Remaining amount of unpaid minimum required contributions	2019-03-31	0
Minimum required contributions for current year target normal cost	2019-03-31	916
Net shortfall amortization installment of oustanding balance	2019-03-31	0
Waiver amortization installment	2019-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-03-31	0
Carryover balance elected to use to offset funding requirement	2019-03-31	0
Prefunding balance elected to use to offset funding requirement	2019-03-31	0
Additional cash requirement	2019-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-03-31	47,368
Unpaid minimum required contributions for current year	2019-03-31	0
Unpaid minimum required contributions for all years	2019-03-31	0
2018: JEANNE H. GLEESON, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-03-31	1,295,825
Acturial value of plan assets	2018-03-31	1,295,825
Funding target for retired participants and beneficiaries receiving payment	2018-03-31	0
Number of terminated vested participants	2018-03-31	0
Fundng target for terminated vested participants	2018-03-31	0
Active participant vested funding target	2018-03-31	910,685
Number of active participants	2018-03-31	2
Total funding liabilities for active participants	2018-03-31	910,685
Total participant count	2018-03-31	2
Total funding target for all participants	2018-03-31	910,685
Balance at beginning of prior year after applicable adjustments	2018-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-03-31	40,989
Carryover balanced portion elected for use to offset prior years funding requirement	2018-03-31	0
Prefunding balanced used to offset prior years funding requirement	2018-03-31	0
Amount remaining of carryover balance	2018-03-31	0
Amount remaining of prefunding balance	2018-03-31	40,989
Present value of excess contributions	2018-03-31	47,017
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-03-31	49,495
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-03-31	0
Reductions in caryover balances due to elections or deemed elections	2018-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-03-31	0
Balance of carryovers at beginning of current year	2018-03-31	0
Balance of prefunding at beginning of current year	2018-03-31	44,248
Total employer contributions	2018-03-31	50,000
Total employee contributions	2018-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-03-31	46,361
Unpaid minimum required contributions for all prior years	2018-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-03-31	0
Remaining amount of unpaid minimum required contributions	2018-03-31	0
Minimum required contributions for current year target normal cost	2018-03-31	815
Net shortfall amortization installment of oustanding balance	2018-03-31	0
Waiver amortization installment	2018-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-03-31	0
Carryover balance elected to use to offset funding requirement	2018-03-31	0
Prefunding balance elected to use to offset funding requirement	2018-03-31	0
Additional cash requirement	2018-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-03-31	46,361
Unpaid minimum required contributions for current year	2018-03-31	0
Unpaid minimum required contributions for all years	2018-03-31	0
2017: JEANNE H. GLEESON, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-03-31	1,154,981
Acturial value of plan assets	2017-03-31	1,154,981
Funding target for retired participants and beneficiaries receiving payment	2017-03-31	0
Number of terminated vested participants	2017-03-31	0
Fundng target for terminated vested participants	2017-03-31	0
Active participant vested funding target	2017-03-31	862,853
Number of active participants	2017-03-31	2
Total funding liabilities for active participants	2017-03-31	864,162
Total participant count	2017-03-31	2
Total funding target for all participants	2017-03-31	864,162
Balance at beginning of prior year after applicable adjustments	2017-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-03-31	41,694
Carryover balanced portion elected for use to offset prior years funding requirement	2017-03-31	0
Prefunding balanced used to offset prior years funding requirement	2017-03-31	0
Amount remaining of carryover balance	2017-03-31	0
Amount remaining of prefunding balance	2017-03-31	41,694
Present value of excess contributions	2017-03-31	46,539
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-03-31	48,992
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-03-31	0
Reductions in caryover balances due to elections or deemed elections	2017-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-03-31	0
Balance of carryovers at beginning of current year	2017-03-31	0
Balance of prefunding at beginning of current year	2017-03-31	40,989
Total employer contributions	2017-03-31	50,000
Total employee contributions	2017-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-03-31	47,017
Unpaid minimum required contributions for all prior years	2017-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-03-31	0
Remaining amount of unpaid minimum required contributions	2017-03-31	0
Minimum required contributions for current year target normal cost	2017-03-31	727
Net shortfall amortization installment of oustanding balance	2017-03-31	0
Waiver amortization installment	2017-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-03-31	0
Carryover balance elected to use to offset funding requirement	2017-03-31	0
Prefunding balance elected to use to offset funding requirement	2017-03-31	0
Additional cash requirement	2017-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-03-31	47,017
Unpaid minimum required contributions for current year	2017-03-31	0
Unpaid minimum required contributions for all years	2017-03-31	0

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Company Name:	JEANNE H. GLEESON, INC.
Employer identification number (EIN):	870701137
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01
001	2020-04-01
001	2020-04-01
001	2019-04-01
001	2018-04-01
001	2017-04-01
001	2016-04-01
001	2015-04-01	KYLE D BROWN	2016-12-19
001	2014-04-01	JEANNE H. GLEESON	2016-01-12