401k Plan data: LARSON & ASSOCIATES DEFINED BENEFIT PENSION PLAN plan

LARSON & ASSOCIATES DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	LARSON & ASSOCIATES DEFINED BENEFIT PENSION PLAN
Plan identification number	001

LARSON & ASSOCIATES DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

LARSON & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: LARSON & ASSOCIATES

Employer identification number (EIN): 953609663

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LARSON & ASSOCIATES DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01 LARRY LARSON 2021-10-13 LARRY LARSON 2021-10-13
001 2019-01-01 LARRY LARSON 2020-10-05 LARRY LARSON 2020-10-05
001 2018-01-01 LARRY LARSON 2019-10-03 LARRY LARSON 2019-10-03
001 2017-01-01 LARRY LARSON 2018-10-05
001 2016-01-01 LARRY LARSON 2017-10-13
001 2015-01-01 LARRY LARSON 2016-10-14 LARRY LARSON 2016-10-14
001 2014-01-01 LARRY LARSON 2015-09-15 LARRY LARSON 2015-09-15
001 2013-01-01 LARRY LARSON 2014-10-02 LARRY LARSON 2014-10-02
001 2012-01-01 LARRY LARSON 2013-10-02
001 2011-01-01 LARRY LARSON 2012-10-10
001 2010-01-01 LARRY LARSON 2011-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01	LARRY LARSON	2021-10-13	LARRY LARSON	2021-10-13
001	2019-01-01	LARRY LARSON	2020-10-05	LARRY LARSON	2020-10-05
001	2018-01-01	LARRY LARSON	2019-10-03	LARRY LARSON	2019-10-03
001	2017-01-01	LARRY LARSON	2018-10-05
001	2016-01-01	LARRY LARSON	2017-10-13
001	2015-01-01	LARRY LARSON	2016-10-14	LARRY LARSON	2016-10-14
001	2014-01-01	LARRY LARSON	2015-09-15	LARRY LARSON	2015-09-15
001	2013-01-01	LARRY LARSON	2014-10-02	LARRY LARSON	2014-10-02
001	2012-01-01	LARRY LARSON	2013-10-02
001	2011-01-01	LARRY LARSON	2012-10-10
001	2010-01-01	LARRY LARSON	2011-10-05

Plan Statistics for LARSON & ASSOCIATES DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for LARSON & ASSOCIATES DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: LARSON & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 864,875
Acturial value of plan assets 2022-12-31 864,875
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
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 1,145,295
Number of active participants 2022-12-31 1
Total funding liabilities for active participants 2022-12-31 1,145,295
Total participant count 2022-12-31 1
Total funding target for all participants 2022-12-31 1,145,295
Balance at beginning of prior year after applicable adjustments 2022-12-31 222
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 2022-12-31 222
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 238,212
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 250,123
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 2022-12-31 205
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 0
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 0
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 2022-12-31 280,625
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 30,841
Additional cash requirement 2022-12-31 30,841
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 30,841
Unpaid minimum required contributions for all years 2022-12-31 30,841
2021: LARSON & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 674,695
Acturial value of plan assets 2021-12-31 674,695
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 4,039
Active participant vested funding target 2021-12-31 1,196,166
Number of active participants 2021-12-31 1
Total funding liabilities for active participants 2021-12-31 1,196,166
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 1,200,205
Balance at beginning of prior year after applicable adjustments 2021-12-31 236
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
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 2021-12-31 236
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 75,046
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 79,106
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 2021-12-31 222
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 312,000
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 2021-12-31 289,634
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 2021-12-31 525,732
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 51,422
Additional cash requirement 2021-12-31 51,422
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 289,634
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: LARSON & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 641,868
Acturial value of plan assets 2020-12-31 641,868
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 3,850
Active participant vested funding target 2020-12-31 1,207,729
Number of active participants 2020-12-31 1
Total funding liabilities for active participants 2020-12-31 1,207,729
Total participant count 2020-12-31 2
Total funding target for all participants 2020-12-31 1,211,579
Balance at beginning of prior year after applicable adjustments 2020-12-31 219
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
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 2020-12-31 219
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 69
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 73
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 2020-12-31 236
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 137,773
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 2020-12-31 128,556
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
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 2020-12-31 569,947
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 53,510
Additional cash requirement 2020-12-31 53,510
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 128,556
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: LARSON & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 581,430
Acturial value of plan assets 2019-12-31 581,430
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 3,671
Active participant vested funding target 2019-12-31 1,052,833
Number of active participants 2019-12-31 1
Total funding liabilities for active participants 2019-12-31 1,052,833
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 1,056,504
Balance at beginning of prior year after applicable adjustments 2019-12-31 184
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
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 2019-12-31 184
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 20
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 21
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 2019-12-31 219
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 102,344
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 92,233
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
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 2019-12-31 475,293
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 92,164
Additional cash requirement 2019-12-31 92,164
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 92,233
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: LARSON & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 517,405
Acturial value of plan assets 2018-12-31 517,405
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 3,507
Active participant vested funding target 2018-12-31 712,707
Number of active participants 2018-12-31 1
Total funding liabilities for active participants 2018-12-31 712,707
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 716,214
Balance at beginning of prior year after applicable adjustments 2018-12-31 189
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 2018-12-31 189
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 31
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 33
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 2018-12-31 184
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 47,131
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 41,769
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 2018-12-31 198,993
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 41,749
Additional cash requirement 2018-12-31 41,749
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 41,769
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: LARSON & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 523,592
Acturial value of plan assets 2017-12-31 523,592
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 3,264
Active participant vested funding target 2017-12-31 685,273
Number of active participants 2017-12-31 1
Total funding liabilities for active participants 2017-12-31 685,273
Total participant count 2017-12-31 2
Total funding target for all participants 2017-12-31 688,537
Balance at beginning of prior year after applicable adjustments 2017-12-31 189
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 2017-12-31 189
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 2017-12-31 189
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 36,479
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 32,225
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 2017-12-31 165,134
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 32,194
Additional cash requirement 2017-12-31 32,194
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 32,225
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: LARSON & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 563,914
Acturial value of plan assets 2016-12-31 563,914
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 3,104
Active participant vested funding target 2016-12-31 703,852
Number of active participants 2016-12-31 1
Total funding liabilities for active participants 2016-12-31 703,852
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 706,956
Balance at beginning of prior year after applicable adjustments 2016-12-31 203
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 2016-12-31 203
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 40
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 42
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 2016-12-31 189
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 28,609
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 25,573
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
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 2016-12-31 143,231
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 25,573
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 25,573
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 25,573
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: LARSON & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	864,875
Acturial value of plan assets	2022-12-31	864,875
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
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	1,145,295
Number of active participants	2022-12-31	1
Total funding liabilities for active participants	2022-12-31	1,145,295
Total participant count	2022-12-31	1
Total funding target for all participants	2022-12-31	1,145,295
Balance at beginning of prior year after applicable adjustments	2022-12-31	222
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	222
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	238,212
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	250,123
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	205
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	0
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	0
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	280,625
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	30,841
Additional cash requirement	2022-12-31	30,841
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	30,841
Unpaid minimum required contributions for all years	2022-12-31	30,841
2021: LARSON & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	674,695
Acturial value of plan assets	2021-12-31	674,695
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	4,039
Active participant vested funding target	2021-12-31	1,196,166
Number of active participants	2021-12-31	1
Total funding liabilities for active participants	2021-12-31	1,196,166
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	1,200,205
Balance at beginning of prior year after applicable adjustments	2021-12-31	236
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
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	236
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	75,046
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	79,106
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	222
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	312,000
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	289,634
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	525,732
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	51,422
Additional cash requirement	2021-12-31	51,422
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	289,634
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: LARSON & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	641,868
Acturial value of plan assets	2020-12-31	641,868
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	3,850
Active participant vested funding target	2020-12-31	1,207,729
Number of active participants	2020-12-31	1
Total funding liabilities for active participants	2020-12-31	1,207,729
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	1,211,579
Balance at beginning of prior year after applicable adjustments	2020-12-31	219
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
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	219
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	69
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	73
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	236
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	137,773
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	128,556
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
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	569,947
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	53,510
Additional cash requirement	2020-12-31	53,510
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	128,556
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: LARSON & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	581,430
Acturial value of plan assets	2019-12-31	581,430
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	3,671
Active participant vested funding target	2019-12-31	1,052,833
Number of active participants	2019-12-31	1
Total funding liabilities for active participants	2019-12-31	1,052,833
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	1,056,504
Balance at beginning of prior year after applicable adjustments	2019-12-31	184
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
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	184
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	20
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	21
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	219
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	102,344
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	92,233
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
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	475,293
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	92,164
Additional cash requirement	2019-12-31	92,164
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	92,233
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: LARSON & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	517,405
Acturial value of plan assets	2018-12-31	517,405
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	3,507
Active participant vested funding target	2018-12-31	712,707
Number of active participants	2018-12-31	1
Total funding liabilities for active participants	2018-12-31	712,707
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	716,214
Balance at beginning of prior year after applicable adjustments	2018-12-31	189
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	189
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	31
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	33
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	184
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	47,131
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	41,769
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	198,993
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	41,749
Additional cash requirement	2018-12-31	41,749
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	41,769
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: LARSON & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	523,592
Acturial value of plan assets	2017-12-31	523,592
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	3,264
Active participant vested funding target	2017-12-31	685,273
Number of active participants	2017-12-31	1
Total funding liabilities for active participants	2017-12-31	685,273
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	688,537
Balance at beginning of prior year after applicable adjustments	2017-12-31	189
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	189
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	189
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	36,479
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	32,225
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	165,134
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	32,194
Additional cash requirement	2017-12-31	32,194
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	32,225
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LARSON & ASSOCIATES DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	563,914
Acturial value of plan assets	2016-12-31	563,914
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	3,104
Active participant vested funding target	2016-12-31	703,852
Number of active participants	2016-12-31	1
Total funding liabilities for active participants	2016-12-31	703,852
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	706,956
Balance at beginning of prior year after applicable adjustments	2016-12-31	203
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	203
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	40
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	42
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	189
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	28,609
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	25,573
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	143,231
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	25,573
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	25,573
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	25,573
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	LARSON & ASSOCIATES
Employer identification number (EIN):	953609663
NAIC Classification:	812990
NAIC Description:	All Other Personal Services