401k Plan data: HISTORIC HUDSON VALLEY RETIREMENT INCOME PLAN plan

HISTORIC HUDSON VALLEY RETIREMENT INCOME PLAN 401k Plan overview

Plan Name	HISTORIC HUDSON VALLEY RETIREMENT INCOME PLAN
Plan identification number	001

HISTORIC HUDSON VALLEY RETIREMENT INCOME 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).

401k Sponsoring company profile

HISTORIC HUDSON VALLEY has sponsored the creation of one or more 401k plans.

Company Name: HISTORIC HUDSON VALLEY

Employer identification number (EIN): 131692606

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HISTORIC HUDSON VALLEY RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 NARAN JALLIM 2023-10-03 NARAN A JALLIM 2023-10-03
001 2021-01-01 NARAN JALLIM 2022-06-30
001 2020-01-01 LYNDA JONES 2021-10-13
001 2019-01-01 LYNDA JONES 2020-10-14
001 2018-01-01 LYNDA JONES 2019-10-15
001 2017-01-01 LYNDA JONES 2018-09-26
001 2016-01-01 LYNDA JONES 2017-10-04
001 2015-01-01 LYNDA JONES 2016-10-13
001 2014-01-01 LYNDA JONES 2015-10-13 LYNDA JONES 2015-10-13
001 2013-01-01 LYNDA JONES 2014-10-14 LYNDA JONES 2014-10-14
001 2012-01-01 LYNDA JONES 2013-10-14
001 2011-01-01 LYNDA JONES 2012-10-12 LYNDA JONES 2012-10-12
001 2010-01-01 LYNDA JONES 2011-10-12 LYNDA JONES 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	NARAN JALLIM	2023-10-03	NARAN A JALLIM	2023-10-03
001	2021-01-01	NARAN JALLIM	2022-06-30
001	2020-01-01	LYNDA JONES	2021-10-13
001	2019-01-01	LYNDA JONES	2020-10-14
001	2018-01-01	LYNDA JONES	2019-10-15
001	2017-01-01	LYNDA JONES	2018-09-26
001	2016-01-01	LYNDA JONES	2017-10-04
001	2015-01-01	LYNDA JONES	2016-10-13
001	2014-01-01	LYNDA JONES	2015-10-13	LYNDA JONES	2015-10-13
001	2013-01-01	LYNDA JONES	2014-10-14	LYNDA JONES	2014-10-14
001	2012-01-01	LYNDA JONES	2013-10-14
001	2011-01-01	LYNDA JONES	2012-10-12	LYNDA JONES	2012-10-12
001	2010-01-01	LYNDA JONES	2011-10-12	LYNDA JONES	2011-10-12

Plan Statistics for HISTORIC HUDSON VALLEY RETIREMENT INCOME PLAN

401k plan membership statisitcs for HISTORIC HUDSON VALLEY RETIREMENT INCOME PLAN

Measure Date Value
2022: HISTORIC HUDSON VALLEY RETIREMENT INCOME PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,188,220
Acturial value of plan assets 2022-12-31 1,220,017
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 1,300,516
Number of terminated vested participants 2022-12-31 8
Fundng target for terminated vested participants 2022-12-31 172,352
Active participant vested funding target 2022-12-31 79,246
Number of active participants 2022-12-31 5
Total funding liabilities for active participants 2022-12-31 79,246
Total participant count 2022-12-31 53
Total funding target for all participants 2022-12-31 1,552,114
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 82,565
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 87,065
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 190,000
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 2022-12-31 176,152
Liquidity shortfalls end of Q1 2022-12-31 0
Liquidity shortfalls end of Q2 2022-12-31 0
Liquidity shortfalls end of Q3 2022-12-31 0
Liquidity shortfalls end of Q4 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 2022-12-31 332,097
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 32,393
Additional cash requirement 2022-12-31 32,393
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 176,152
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: HISTORIC HUDSON VALLEY RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,155,146
Acturial value of plan assets 2021-12-31 1,161,830
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 1,368,628
Number of terminated vested participants 2021-12-31 8
Fundng target for terminated vested participants 2021-12-31 126,628
Active participant vested funding target 2021-12-31 67,497
Number of active participants 2021-12-31 5
Total funding liabilities for active participants 2021-12-31 67,497
Total participant count 2021-12-31 54
Total funding target for all participants 2021-12-31 1,562,753
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 120,000
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 2021-12-31 119,948
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
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 2021-12-31 400,923
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 37,383
Additional cash requirement 2021-12-31 37,383
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 119,948
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: HISTORIC HUDSON VALLEY RETIREMENT INCOME PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,151,105
Acturial value of plan assets 2020-12-31 1,154,428
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 1,442,943
Number of terminated vested participants 2020-12-31 8
Fundng target for terminated vested participants 2020-12-31 125,489
Active participant vested funding target 2020-12-31 66,335
Number of active participants 2020-12-31 5
Total funding liabilities for active participants 2020-12-31 66,335
Total participant count 2020-12-31 54
Total funding target for all participants 2020-12-31 1,634,767
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 121,052
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 2020-12-31 119,403
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 2020-12-31 480,339
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 118,902
Additional cash requirement 2020-12-31 118,902
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 119,403
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: HISTORIC HUDSON VALLEY RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,036,226
Acturial value of plan assets 2019-12-31 1,118,999
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 1,453,281
Number of terminated vested participants 2019-12-31 9
Fundng target for terminated vested participants 2019-12-31 134,405
Active participant vested funding target 2019-12-31 62,518
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 62,518
Total participant count 2019-12-31 54
Total funding target for all participants 2019-12-31 1,650,204
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 124,682
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 2019-12-31 122,347
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 2019-12-31 531,205
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 122,347
Additional cash requirement 2019-12-31 122,347
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 122,347
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: HISTORIC HUDSON VALLEY RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,202,406
Acturial value of plan assets 2018-12-31 1,123,061
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 1,300,567
Number of terminated vested participants 2018-12-31 14
Fundng target for terminated vested participants 2018-12-31 284,113
Active participant vested funding target 2018-12-31 65,833
Number of active participants 2018-12-31 6
Total funding liabilities for active participants 2018-12-31 65,833
Total participant count 2018-12-31 54
Total funding target for all participants 2018-12-31 1,650,513
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 630
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 666
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 78,266
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 75,623
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 2018-12-31 527,452
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 75,623
Additional cash requirement 2018-12-31 75,623
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 75,623
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: HISTORIC HUDSON VALLEY RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,153,318
Acturial value of plan assets 2017-12-31 1,117,151
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 1,250,400
Number of terminated vested participants 2017-12-31 14
Fundng target for terminated vested participants 2017-12-31 263,130
Active participant vested funding target 2017-12-31 58,961
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 58,961
Total participant count 2017-12-31 54
Total funding target for all participants 2017-12-31 1,572,491
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 28,554
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 30,264
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 81,000
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 78,033
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 2017-12-31 455,340
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 77,403
Additional cash requirement 2017-12-31 77,403
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 78,033
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: HISTORIC HUDSON VALLEY RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,679,886
Acturial value of plan assets 2016-12-31 1,823,408
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 1,198,543
Number of terminated vested participants 2016-12-31 40
Fundng target for terminated vested participants 2016-12-31 742,916
Active participant vested funding target 2016-12-31 54,237
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 54,237
Total participant count 2016-12-31 78
Total funding target for all participants 2016-12-31 1,995,696
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 15,070
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 16,003
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 75,000
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 72,009
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 2016-12-31 172,288
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 43,455
Additional cash requirement 2016-12-31 43,455
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 72,009
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: HISTORIC HUDSON VALLEY RETIREMENT INCOME PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,188,220
Acturial value of plan assets	2022-12-31	1,220,017
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	1,300,516
Number of terminated vested participants	2022-12-31	8
Fundng target for terminated vested participants	2022-12-31	172,352
Active participant vested funding target	2022-12-31	79,246
Number of active participants	2022-12-31	5
Total funding liabilities for active participants	2022-12-31	79,246
Total participant count	2022-12-31	53
Total funding target for all participants	2022-12-31	1,552,114
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	82,565
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	87,065
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	190,000
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	176,152
Liquidity shortfalls end of Q1	2022-12-31	0
Liquidity shortfalls end of Q2	2022-12-31	0
Liquidity shortfalls end of Q3	2022-12-31	0
Liquidity shortfalls end of Q4	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	332,097
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	32,393
Additional cash requirement	2022-12-31	32,393
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	176,152
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: HISTORIC HUDSON VALLEY RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,155,146
Acturial value of plan assets	2021-12-31	1,161,830
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	1,368,628
Number of terminated vested participants	2021-12-31	8
Fundng target for terminated vested participants	2021-12-31	126,628
Active participant vested funding target	2021-12-31	67,497
Number of active participants	2021-12-31	5
Total funding liabilities for active participants	2021-12-31	67,497
Total participant count	2021-12-31	54
Total funding target for all participants	2021-12-31	1,562,753
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	120,000
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	119,948
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
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	400,923
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	37,383
Additional cash requirement	2021-12-31	37,383
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	119,948
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: HISTORIC HUDSON VALLEY RETIREMENT INCOME PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,151,105
Acturial value of plan assets	2020-12-31	1,154,428
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	1,442,943
Number of terminated vested participants	2020-12-31	8
Fundng target for terminated vested participants	2020-12-31	125,489
Active participant vested funding target	2020-12-31	66,335
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	66,335
Total participant count	2020-12-31	54
Total funding target for all participants	2020-12-31	1,634,767
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	121,052
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	119,403
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	480,339
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	118,902
Additional cash requirement	2020-12-31	118,902
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	119,403
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: HISTORIC HUDSON VALLEY RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,036,226
Acturial value of plan assets	2019-12-31	1,118,999
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	1,453,281
Number of terminated vested participants	2019-12-31	9
Fundng target for terminated vested participants	2019-12-31	134,405
Active participant vested funding target	2019-12-31	62,518
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	62,518
Total participant count	2019-12-31	54
Total funding target for all participants	2019-12-31	1,650,204
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	124,682
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	122,347
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	531,205
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	122,347
Additional cash requirement	2019-12-31	122,347
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	122,347
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: HISTORIC HUDSON VALLEY RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,202,406
Acturial value of plan assets	2018-12-31	1,123,061
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	1,300,567
Number of terminated vested participants	2018-12-31	14
Fundng target for terminated vested participants	2018-12-31	284,113
Active participant vested funding target	2018-12-31	65,833
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	65,833
Total participant count	2018-12-31	54
Total funding target for all participants	2018-12-31	1,650,513
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	630
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	666
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	78,266
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	75,623
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	527,452
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	75,623
Additional cash requirement	2018-12-31	75,623
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	75,623
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: HISTORIC HUDSON VALLEY RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,153,318
Acturial value of plan assets	2017-12-31	1,117,151
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	1,250,400
Number of terminated vested participants	2017-12-31	14
Fundng target for terminated vested participants	2017-12-31	263,130
Active participant vested funding target	2017-12-31	58,961
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	58,961
Total participant count	2017-12-31	54
Total funding target for all participants	2017-12-31	1,572,491
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	28,554
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	30,264
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	81,000
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	78,033
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	455,340
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	77,403
Additional cash requirement	2017-12-31	77,403
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	78,033
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: HISTORIC HUDSON VALLEY RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,679,886
Acturial value of plan assets	2016-12-31	1,823,408
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	1,198,543
Number of terminated vested participants	2016-12-31	40
Fundng target for terminated vested participants	2016-12-31	742,916
Active participant vested funding target	2016-12-31	54,237
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	54,237
Total participant count	2016-12-31	78
Total funding target for all participants	2016-12-31	1,995,696
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	15,070
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	16,003
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	75,000
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	72,009
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	172,288
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	43,455
Additional cash requirement	2016-12-31	43,455
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	72,009
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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:	HISTORIC HUDSON VALLEY
Employer identification number (EIN):	131692606
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions