Plan Name | LOS ALTOS PHARMACY, INC. DEFINED BENEFIT PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | LOS ALTOS PHARMACY, INC. |
Employer identification number (EIN): | 941507157 |
NAIC Classification: | 446110 |
NAIC Description: | Pharmacies and Drug Stores |
Additional information about LOS ALTOS PHARMACY, INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1960-12-22 |
Company Identification Number: | C0406898 |
Legal Registered Office Address: |
301 Blue Oak Lane Loa Altos United States of America (USA) 94022 |
More information about LOS ALTOS PHARMACY, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-04-01 | BART NELSON | 2022-06-07 | ||
001 | 2020-04-01 | BART NELSON | 2021-08-30 | ||
001 | 2019-04-01 | BART NELSON | 2021-01-06 | ||
001 | 2018-04-01 | BART NELSON | 2020-01-14 | ||
001 | 2017-04-01 | BART NELSON | 2019-01-15 | ||
001 | 2016-04-01 | BART NELSON | 2019-01-15 | ||
001 | 2015-04-01 | BART NELSON | 2017-01-18 | ||
001 | 2014-04-01 | BART NELSON | 2017-01-18 | ||
001 | 2014-04-01 | BART NELSON | 2016-01-11 | BART NELSON | 2016-01-11 |
001 | 2013-04-01 | BART NELSON | 2015-01-15 |
Measure | Date | Value |
---|---|---|
2021: LOS ALTOS PHARMACY, INC. DEFINED BENEFIT PLAN & TRUST 2021 401k membership | ||
Market value of plan assets | 2021-02-01 | 155,015 |
Acturial value of plan assets | 2021-02-01 | 155,015 |
Funding target for retired participants and beneficiaries receiving payment | 2021-02-01 | 0 |
Number of terminated vested participants | 2021-02-01 | 2 |
Fundng target for terminated vested participants | 2021-02-01 | 17,269 |
Active participant vested funding target | 2021-02-01 | 96,217 |
Number of active participants | 2021-02-01 | 1 |
Total funding liabilities for active participants | 2021-02-01 | 96,217 |
Total participant count | 2021-02-01 | 3 |
Total funding target for all participants | 2021-02-01 | 113,486 |
Balance at beginning of prior year after applicable adjustments | 2021-02-01 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-02-01 | 6,117 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-02-01 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-02-01 | 5,529 |
Amount remaining of carryover balance | 2021-02-01 | 0 |
Amount remaining of prefunding balance | 2021-02-01 | 588 |
Present value of excess contributions | 2021-02-01 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-02-01 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-02-01 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-02-01 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-02-01 | 0 |
Balance of carryovers at beginning of current year | 2021-02-01 | 0 |
Balance of prefunding at beginning of current year | 2021-02-01 | 630 |
Total employer contributions | 2021-02-01 | 2,000 |
Total employee contributions | 2021-02-01 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-02-01 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-02-01 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-02-01 | 2,060 |
Liquidity shortfalls end of Q1 | 2021-02-01 | 0 |
Liquidity shortfalls end of Q2 | 2021-02-01 | 0 |
Liquidity shortfalls end of Q3 | 2021-02-01 | 0 |
Liquidity shortfalls end of Q4 | 2021-02-01 | 0 |
Unpaid minimum required contributions for all prior years | 2021-02-01 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-02-01 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-02-01 | 0 |
Minimum required contributions for current year target normal cost | 2021-02-01 | 0 |
Net shortfall amortization installment of oustanding balance | 2021-02-01 | 0 |
Waiver amortization installment | 2021-02-01 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-02-01 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-02-01 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-02-01 | 0 |
Additional cash requirement | 2021-02-01 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-02-01 | 2,060 |
Unpaid minimum required contributions for current year | 2021-02-01 | 0 |
Unpaid minimum required contributions for all years | 2021-02-01 | 0 |
2020: LOS ALTOS PHARMACY, INC. DEFINED BENEFIT PLAN & TRUST 2020 401k membership | ||
Market value of plan assets | 2020-03-31 | 105,480 |
Acturial value of plan assets | 2020-03-31 | 105,480 |
Funding target for retired participants and beneficiaries receiving payment | 2020-03-31 | 0 |
Number of terminated vested participants | 2020-03-31 | 2 |
Fundng target for terminated vested participants | 2020-03-31 | 15,495 |
Active participant vested funding target | 2020-03-31 | 97,968 |
Number of active participants | 2020-03-31 | 1 |
Total funding liabilities for active participants | 2020-03-31 | 97,968 |
Total participant count | 2020-03-31 | 3 |
Total funding target for all participants | 2020-03-31 | 113,463 |
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 | 11,045 |
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 | 5,307 |
Amount remaining of carryover balance | 2020-03-31 | 0 |
Amount remaining of prefunding balance | 2020-03-31 | 5,738 |
Present value of excess contributions | 2020-03-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-03-31 | 0 |
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 | 6,117 |
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 | 0 |
Liquidity shortfalls end of Q1 | 2020-03-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-03-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-03-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-03-31 | 0 |
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 | 0 |
Net shortfall amortization installment of oustanding balance | 2020-03-31 | 14,445 |
Waiver amortization installment | 2020-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-03-31 | 5,771 |
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 | 5,771 |
Additional cash requirement | 2020-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-03-31 | 0 |
Unpaid minimum required contributions for current year | 2020-03-31 | 0 |
Unpaid minimum required contributions for all years | 2020-03-31 | 0 |
2019: LOS ALTOS PHARMACY, INC. DEFINED BENEFIT PLAN & TRUST 2019 401k membership | ||
Market value of plan assets | 2019-03-31 | 107,823 |
Acturial value of plan assets | 2019-03-31 | 107,823 |
Funding target for retired participants and beneficiaries receiving payment | 2019-03-31 | 0 |
Number of terminated vested participants | 2019-03-31 | 2 |
Fundng target for terminated vested participants | 2019-03-31 | 13,714 |
Active participant vested funding target | 2019-03-31 | 100,283 |
Number of active participants | 2019-03-31 | 1 |
Total funding liabilities for active participants | 2019-03-31 | 113,997 |
Total participant count | 2019-03-31 | 3 |
Total funding target for all participants | 2019-03-31 | 127,711 |
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 | 0 |
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 | 0 |
Present value of excess contributions | 2019-03-31 | 11,045 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-03-31 | 11,045 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-03-31 | 11,045 |
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 | 11,045 |
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 | 0 |
Liquidity shortfalls end of Q1 | 2019-03-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-03-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-03-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-03-31 | 0 |
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 | 0 |
Net shortfall amortization installment of oustanding balance | 2019-03-31 | 17,859 |
Waiver amortization installment | 2019-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-03-31 | 5,536 |
Additional cash requirement | 2019-03-31 | 5,536 |
Contributions allocatedtoward minimum required contributions for current year | 2019-03-31 | 0 |
Unpaid minimum required contributions for current year | 2019-03-31 | 5,536 |
Unpaid minimum required contributions for all years | 2019-03-31 | 5,536 |
2018: LOS ALTOS PHARMACY, INC. DEFINED BENEFIT PLAN & TRUST 2018 401k membership | ||
Market value of plan assets | 2018-03-31 | 79,872 |
Acturial value of plan assets | 2018-03-31 | 79,872 |
Funding target for retired participants and beneficiaries receiving payment | 2018-03-31 | 0 |
Number of terminated vested participants | 2018-03-31 | 2 |
Fundng target for terminated vested participants | 2018-03-31 | 12,201 |
Active participant vested funding target | 2018-03-31 | 71,608 |
Number of active participants | 2018-03-31 | 1 |
Total funding liabilities for active participants | 2018-03-31 | 71,608 |
Total participant count | 2018-03-31 | 3 |
Total funding target for all participants | 2018-03-31 | 83,809 |
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 | 0 |
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 | 0 |
Present value of excess contributions | 2018-03-31 | 11,482 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-03-31 | 11,482 |
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 | 0 |
Total employer contributions | 2018-03-31 | 30,000 |
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 | 31,709 |
Liquidity shortfalls end of Q1 | 2018-03-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-03-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-03-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-03-31 | 0 |
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 | 17,901 |
Net shortfall amortization installment of oustanding balance | 2018-03-31 | 3,937 |
Waiver amortization installment | 2018-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-03-31 | 20,664 |
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 | 20,664 |
Contributions allocatedtoward minimum required contributions for current year | 2018-03-31 | 31,709 |
Unpaid minimum required contributions for current year | 2018-03-31 | 0 |
Unpaid minimum required contributions for all years | 2018-03-31 | 0 |
2017: LOS ALTOS PHARMACY, INC. DEFINED BENEFIT PLAN & TRUST 2017 401k membership | ||
Market value of plan assets | 2017-03-31 | 49,518 |
Acturial value of plan assets | 2017-03-31 | 49,518 |
Funding target for retired participants and beneficiaries receiving payment | 2017-03-31 | 0 |
Number of terminated vested participants | 2017-03-31 | 2 |
Fundng target for terminated vested participants | 2017-03-31 | 10,885 |
Active participant vested funding target | 2017-03-31 | 50,086 |
Number of active participants | 2017-03-31 | 1 |
Total funding liabilities for active participants | 2017-03-31 | 50,086 |
Total participant count | 2017-03-31 | 3 |
Total funding target for all participants | 2017-03-31 | 60,971 |
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 | 0 |
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 | 0 |
Present value of excess contributions | 2017-03-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-03-31 | 0 |
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 | 0 |
Total employer contributions | 2017-03-31 | 40,000 |
Total employee contributions | 2017-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-03-31 | 6,561 |
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 | 31,640 |
Liquidity shortfalls end of Q1 | 2017-03-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-03-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-03-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-03-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-03-31 | 6,561 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-03-31 | 6,561 |
Remaining amount of unpaid minimum required contributions | 2017-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-03-31 | 16,696 |
Net shortfall amortization installment of oustanding balance | 2017-03-31 | 11,453 |
Waiver amortization installment | 2017-03-31 | 0 |
Waived amount of outstanding balance | 2017-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-03-31 | 20,158 |
Additional cash requirement | 2017-03-31 | 20,158 |
Contributions allocatedtoward minimum required contributions for current year | 2017-03-31 | 31,640 |
Unpaid minimum required contributions for current year | 2017-03-31 | 0 |
Unpaid minimum required contributions for all years | 2017-03-31 | 0 |