ICAHN ASSOCIATES HOLDING LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ICAHN ASSOCIATES HOLDING LLC PENSION PLAN
Measure | Date | Value |
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2023: ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 15 |
Total of all active and inactive participants | 2023-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 2,934,270 |
Acturial value of plan assets | 2022-12-31 | 2,789,531 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 2,190,492 |
Number of terminated vested participants | 2022-12-31 | 17 |
Fundng target for terminated vested participants | 2022-12-31 | 521,970 |
Active participant vested funding target | 2022-12-31 | 180,984 |
Number of active participants | 2022-12-31 | 4 |
Total funding liabilities for active participants | 2022-12-31 | 180,984 |
Total participant count | 2022-12-31 | 32 |
Total funding target for all participants | 2022-12-31 | 2,893,446 |
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 | 42,626 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 44,949 |
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 | 17,790 |
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 | 17,158 |
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 | 7,000 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 103,915 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 17,107 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 17,107 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 17,158 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 15 |
Total of all active and inactive participants | 2022-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 3,324,018 |
Acturial value of plan assets | 2021-12-31 | 3,093,610 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 1,822,122 |
Number of terminated vested participants | 2021-12-31 | 20 |
Fundng target for terminated vested participants | 2021-12-31 | 737,161 |
Active participant vested funding target | 2021-12-31 | 653,001 |
Number of active participants | 2021-12-31 | 6 |
Total funding liabilities for active participants | 2021-12-31 | 653,001 |
Total participant count | 2021-12-31 | 35 |
Total funding target for all participants | 2021-12-31 | 3,212,284 |
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 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 173 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 182 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 62,745 |
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 | 60,991 |
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 | 7,300 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 118,674 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 18,365 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 18,365 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 60,991 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 17 |
Total of all active and inactive participants | 2021-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 3,205,634 |
Acturial value of plan assets | 2020-12-31 | 3,060,415 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 1,388,994 |
Number of terminated vested participants | 2020-12-31 | 17 |
Fundng target for terminated vested participants | 2020-12-31 | 517,265 |
Active participant vested funding target | 2020-12-31 | 1,461,635 |
Number of active participants | 2020-12-31 | 13 |
Total funding liabilities for active participants | 2020-12-31 | 1,461,635 |
Total participant count | 2020-12-31 | 36 |
Total funding target for all participants | 2020-12-31 | 3,367,894 |
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 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 95 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 100 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 88,190 |
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 | 83,817 |
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 | 7,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 307,479 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 83,644 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 83,644 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 83,817 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 20 |
Total of all active and inactive participants | 2020-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 2,844,175 |
Acturial value of plan assets | 2019-12-31 | 2,987,269 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 1,409,177 |
Number of terminated vested participants | 2019-12-31 | 20 |
Fundng target for terminated vested participants | 2019-12-31 | 670,590 |
Active participant vested funding target | 2019-12-31 | 1,355,226 |
Number of active participants | 2019-12-31 | 13 |
Total funding liabilities for active participants | 2019-12-31 | 1,355,226 |
Total participant count | 2019-12-31 | 38 |
Total funding target for all participants | 2019-12-31 | 3,434,993 |
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 |
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 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 108 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 114 |
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 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 67,800 |
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 | 65,519 |
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 | 7,000 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 447,724 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 94,914 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 94,914 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 65,519 |
Unpaid minimum required contributions for current year | 2019-12-31 | 29,395 |
Unpaid minimum required contributions for all years | 2019-12-31 | 29,395 |
Total participants, beginning-of-year | 2019-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 17 |
Total of all active and inactive participants | 2019-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 3,178,118 |
Acturial value of plan assets | 2018-12-31 | 3,018,767 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 1,369,666 |
Number of terminated vested participants | 2018-12-31 | 21 |
Fundng target for terminated vested participants | 2018-12-31 | 644,167 |
Active participant vested funding target | 2018-12-31 | 1,331,966 |
Number of active participants | 2018-12-31 | 13 |
Total funding liabilities for active participants | 2018-12-31 | 1,331,966 |
Total participant count | 2018-12-31 | 39 |
Total funding target for all participants | 2018-12-31 | 3,345,799 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 47 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 50 |
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 | 71,400 |
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 | 67,869 |
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 | 7,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 327,032 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 67,761 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 67,761 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 67,869 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 19 |
Total of all active and inactive participants | 2018-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 38 |
Number of participants with account balances | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 2,962,647 |
Acturial value of plan assets | 2017-12-31 | 3,024,549 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 1,438,025 |
Number of terminated vested participants | 2017-12-31 | 21 |
Fundng target for terminated vested participants | 2017-12-31 | 578,822 |
Active participant vested funding target | 2017-12-31 | 1,268,018 |
Number of active participants | 2017-12-31 | 13 |
Total funding liabilities for active participants | 2017-12-31 | 1,268,018 |
Total participant count | 2017-12-31 | 39 |
Total funding target for all participants | 2017-12-31 | 3,284,865 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 233 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 247 |
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 | 55,000 |
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 | 51,359 |
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 | 6,600 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 260,316 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 51,312 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 51,312 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 51,359 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 20 |
Total of all active and inactive participants | 2017-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 39 |
Number of participants with account balances | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 2,952,029 |
Acturial value of plan assets | 2016-12-31 | 3,149,192 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 1,505,609 |
Number of terminated vested participants | 2016-12-31 | 20 |
Fundng target for terminated vested participants | 2016-12-31 | 471,314 |
Active participant vested funding target | 2016-12-31 | 1,273,392 |
Number of active participants | 2016-12-31 | 14 |
Total funding liabilities for active participants | 2016-12-31 | 1,273,392 |
Total participant count | 2016-12-31 | 39 |
Total funding target for all participants | 2016-12-31 | 3,250,315 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 88 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 93 |
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 | 26,500 |
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 | 24,041 |
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 | 7,100 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 101,123 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 23,808 |
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 | 23,808 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 24,041 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 20 |
Total of all active and inactive participants | 2016-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 39 |
Number of participants with account balances | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 19 |
Total of all active and inactive participants | 2015-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 39 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 18 |
Total of all active and inactive participants | 2014-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 40 |
Number of participants with account balances | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 19 |
Total of all active and inactive participants | 2013-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 42 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 20 |
Total of all active and inactive participants | 2012-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 42 |
Number of participants with account balances | 2012-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 21 |
Total of all active and inactive participants | 2011-01-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 44 |
Number of participants with account balances | 2011-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
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2023 : ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2023 401k financial data |
---|
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $325,470 |
Expenses. Total of all expenses incurred | 2023-12-31 | $375,416 |
Benefits paid (including direct rollovers) | 2023-12-31 | $371,620 |
Total plan assets at end of year | 2023-12-31 | $2,092,624 |
Total plan assets at beginning of year | 2023-12-31 | $2,142,570 |
Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $3,796 |
Other income received | 2023-12-31 | $282,970 |
Net income (gross income less expenses) | 2023-12-31 | $-49,946 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,092,624 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,142,570 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $42,500 |
2022 : ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-322,725 |
Expenses. Total of all expenses incurred | 2022-12-31 | $468,975 |
Benefits paid (including direct rollovers) | 2022-12-31 | $464,547 |
Total plan assets at end of year | 2022-12-31 | $2,142,570 |
Total plan assets at beginning of year | 2022-12-31 | $2,934,270 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $4,428 |
Other income received | 2022-12-31 | $-340,515 |
Net income (gross income less expenses) | 2022-12-31 | $-791,700 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,142,570 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,934,270 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $17,790 |
2021 : ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $362,101 |
Expenses. Total of all expenses incurred | 2021-12-31 | $751,882 |
Benefits paid (including direct rollovers) | 2021-12-31 | $744,875 |
Total plan assets at end of year | 2021-12-31 | $2,934,270 |
Total plan assets at beginning of year | 2021-12-31 | $3,324,051 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $7,007 |
Other income received | 2021-12-31 | $299,356 |
Net income (gross income less expenses) | 2021-12-31 | $-389,781 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,934,270 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,324,051 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $62,745 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $411,745 |
Expenses. Total of all expenses incurred | 2020-12-31 | $295,000 |
Benefits paid (including direct rollovers) | 2020-12-31 | $287,784 |
Total plan assets at end of year | 2020-12-31 | $3,324,051 |
Total plan assets at beginning of year | 2020-12-31 | $3,207,306 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $7,216 |
Other income received | 2020-12-31 | $323,555 |
Net income (gross income less expenses) | 2020-12-31 | $116,745 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,324,051 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,207,306 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $88,190 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $630,943 |
Expenses. Total of all expenses incurred | 2019-12-31 | $268,581 |
Benefits paid (including direct rollovers) | 2019-12-31 | $261,685 |
Total plan assets at end of year | 2019-12-31 | $3,207,306 |
Total plan assets at beginning of year | 2019-12-31 | $2,844,944 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $6,896 |
Other income received | 2019-12-31 | $530,443 |
Net income (gross income less expenses) | 2019-12-31 | $362,362 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,207,306 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,844,944 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $100,500 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-82,299 |
Expenses. Total of all expenses incurred | 2018-12-31 | $252,068 |
Benefits paid (including direct rollovers) | 2018-12-31 | $245,106 |
Total plan assets at end of year | 2018-12-31 | $2,844,944 |
Total plan assets at beginning of year | 2018-12-31 | $3,179,311 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $6,962 |
Other income received | 2018-12-31 | $-153,699 |
Net income (gross income less expenses) | 2018-12-31 | $-334,367 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,844,944 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,179,311 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $71,400 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $448,257 |
Expenses. Total of all expenses incurred | 2017-12-31 | $232,638 |
Benefits paid (including direct rollovers) | 2017-12-31 | $225,672 |
Total plan assets at end of year | 2017-12-31 | $3,179,311 |
Total plan assets at beginning of year | 2017-12-31 | $2,963,692 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $6,966 |
Other income received | 2017-12-31 | $393,257 |
Net income (gross income less expenses) | 2017-12-31 | $215,619 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,179,311 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,963,692 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $55,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $243,914 |
Expenses. Total of all expenses incurred | 2016-12-31 | $232,251 |
Benefits paid (including direct rollovers) | 2016-12-31 | $225,672 |
Total plan assets at end of year | 2016-12-31 | $2,963,692 |
Total plan assets at beginning of year | 2016-12-31 | $2,952,029 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $6,579 |
Other income received | 2016-12-31 | $217,414 |
Net income (gross income less expenses) | 2016-12-31 | $11,663 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,963,692 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,952,029 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $26,500 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-54,591 |
Expenses. Total of all expenses incurred | 2015-12-31 | $614,544 |
Benefits paid (including direct rollovers) | 2015-12-31 | $607,478 |
Total plan assets at end of year | 2015-12-31 | $2,952,029 |
Total plan assets at beginning of year | 2015-12-31 | $3,621,164 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $7,066 |
Other income received | 2015-12-31 | $-62,991 |
Net income (gross income less expenses) | 2015-12-31 | $-669,135 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,952,029 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,621,164 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $8,400 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $314,497 |
Expenses. Total of all expenses incurred | 2014-12-31 | $270,224 |
Benefits paid (including direct rollovers) | 2014-12-31 | $260,280 |
Total plan assets at end of year | 2014-12-31 | $3,621,164 |
Total plan assets at beginning of year | 2014-12-31 | $3,576,891 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $9,944 |
Other income received | 2014-12-31 | $161,324 |
Net income (gross income less expenses) | 2014-12-31 | $44,273 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,621,164 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,576,891 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $153,173 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $631,127 |
Expenses. Total of all expenses incurred | 2013-12-31 | $320,575 |
Benefits paid (including direct rollovers) | 2013-12-31 | $311,164 |
Total plan assets at end of year | 2013-12-31 | $3,576,191 |
Total plan assets at beginning of year | 2013-12-31 | $3,265,639 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $9,411 |
Other income received | 2013-12-31 | $499,322 |
Net income (gross income less expenses) | 2013-12-31 | $310,552 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,576,191 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,265,639 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $131,805 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $522,438 |
Expenses. Total of all expenses incurred | 2012-12-31 | $230,452 |
Benefits paid (including direct rollovers) | 2012-12-31 | $221,618 |
Total plan assets at end of year | 2012-12-31 | $3,265,639 |
Total plan assets at beginning of year | 2012-12-31 | $2,973,653 |
Value of fidelity bond covering the plan | 2012-12-31 | $5,000,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $8,834 |
Other income received | 2012-12-31 | $346,990 |
Net income (gross income less expenses) | 2012-12-31 | $291,986 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,265,639 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,973,653 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $175,448 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : ICAHN ASSOCIATES HOLDING LLC PENSION PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $361,224 |
Expenses. Total of all expenses incurred | 2011-12-31 | $424,907 |
Benefits paid (including direct rollovers) | 2011-12-31 | $415,777 |
Total plan assets at end of year | 2011-12-31 | $2,973,653 |
Total plan assets at beginning of year | 2011-12-31 | $3,037,336 |
Value of fidelity bond covering the plan | 2011-12-31 | $5,000,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $9,130 |
Other income received | 2011-12-31 | $21,224 |
Net income (gross income less expenses) | 2011-12-31 | $-63,683 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,973,653 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,037,336 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $340,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |