H.J. KALIKOW & CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan H.J. KALIKOW & CO. PENSION PLAN
401k plan membership statisitcs for H.J. KALIKOW & CO. PENSION PLAN
| Measure | Date | Value |
|---|
| 2023: H.J. KALIKOW & CO. PENSION PLAN 2023 401k membership |
|---|
| Market value of plan assets | 2023-06-30 | 16,700,453 |
| Acturial value of plan assets | 2023-06-30 | 16,700,453 |
| Funding target for retired participants and beneficiaries receiving payment | 2023-06-30 | 0 |
| Number of terminated vested participants | 2023-06-30 | 4 |
| Fundng target for terminated vested participants | 2023-06-30 | 85,954 |
| Active participant vested funding target | 2023-06-30 | 10,005,085 |
| Number of active participants | 2023-06-30 | 24 |
| Total funding liabilities for active participants | 2023-06-30 | 10,340,671 |
| Total participant count | 2023-06-30 | 28 |
| Total funding target for all participants | 2023-06-30 | 10,426,625 |
| Balance at beginning of prior year after applicable adjustments | 2023-06-30 | 3,424,120 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2023-06-30 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2023-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2023-06-30 | 0 |
| Amount remaining of carryover balance | 2023-06-30 | 3,424,120 |
| Amount remaining of prefunding balance | 2023-06-30 | 0 |
| Present value of excess contributions | 2023-06-30 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-06-30 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-06-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2023-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2023-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2023-06-30 | 3,212,509 |
| Balance of prefunding at beginning of current year | 2023-06-30 | 0 |
| Total employer contributions | 2023-06-30 | 0 |
| Total employee contributions | 2023-06-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2023-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2023-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-06-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2023-06-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2023-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2023-06-30 | 549,333 |
| Net shortfall amortization installment of oustanding balance | 2023-06-30 | 0 |
| Waiver amortization installment | 2023-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2023-06-30 | 0 |
| Additional cash requirement | 2023-06-30 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2023-06-30 | 0 |
| Unpaid minimum required contributions for current year | 2023-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2023-06-30 | 0 |
| 2022: H.J. KALIKOW & CO. PENSION PLAN 2022 401k membership |
|---|
| Market value of plan assets | 2022-06-30 | 21,202,778 |
| Acturial value of plan assets | 2022-06-30 | 21,202,778 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-06-30 | 0 |
| Number of terminated vested participants | 2022-06-30 | 5 |
| Fundng target for terminated vested participants | 2022-06-30 | 84,268 |
| Active participant vested funding target | 2022-06-30 | 11,529,653 |
| Number of active participants | 2022-06-30 | 25 |
| Total funding liabilities for active participants | 2022-06-30 | 11,969,959 |
| Total participant count | 2022-06-30 | 30 |
| Total funding target for all participants | 2022-06-30 | 12,054,227 |
| Balance at beginning of prior year after applicable adjustments | 2022-06-30 | 2,828,215 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-06-30 | 0 |
| Amount remaining of carryover balance | 2022-06-30 | 2,828,215 |
| Amount remaining of prefunding balance | 2022-06-30 | 0 |
| Present value of excess contributions | 2022-06-30 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-06-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2022-06-30 | 3,424,120 |
| Balance of prefunding at beginning of current year | 2022-06-30 | 0 |
| Total employer contributions | 2022-06-30 | 0 |
| Total employee contributions | 2022-06-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-06-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2022-06-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2022-06-30 | 631,630 |
| Net shortfall amortization installment of oustanding balance | 2022-06-30 | 0 |
| Waiver amortization installment | 2022-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-06-30 | 0 |
| Additional cash requirement | 2022-06-30 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-06-30 | 0 |
| Unpaid minimum required contributions for current year | 2022-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2022-06-30 | 0 |
| 2021: H.J. KALIKOW & CO. PENSION PLAN 2021 401k membership |
|---|
| Market value of plan assets | 2021-06-30 | 17,460,796 |
| Acturial value of plan assets | 2021-06-30 | 17,460,796 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-06-30 | 0 |
| Number of terminated vested participants | 2021-06-30 | 5 |
| Fundng target for terminated vested participants | 2021-06-30 | 80,904 |
| Active participant vested funding target | 2021-06-30 | 9,603,203 |
| Number of active participants | 2021-06-30 | 25 |
| Total funding liabilities for active participants | 2021-06-30 | 10,090,907 |
| Total participant count | 2021-06-30 | 30 |
| Total funding target for all participants | 2021-06-30 | 10,171,811 |
| Balance at beginning of prior year after applicable adjustments | 2021-06-30 | 2,780,666 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
| Amount remaining of carryover balance | 2021-06-30 | 2,780,666 |
| Amount remaining of prefunding balance | 2021-06-30 | 0 |
| Present value of excess contributions | 2021-06-30 | 172,434 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-06-30 | 181,297 |
| Reductions in caryover balances due to elections or deemed elections | 2021-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2021-06-30 | 2,828,215 |
| Balance of prefunding at beginning of current year | 2021-06-30 | 0 |
| Total employer contributions | 2021-06-30 | 0 |
| Total employee contributions | 2021-06-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-06-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2021-06-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2021-06-30 | 631,475 |
| Net shortfall amortization installment of oustanding balance | 2021-06-30 | 0 |
| Waiver amortization installment | 2021-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-06-30 | 0 |
| Additional cash requirement | 2021-06-30 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-06-30 | 0 |
| Unpaid minimum required contributions for current year | 2021-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2021-06-30 | 0 |
| 2020: H.J. KALIKOW & CO. PENSION PLAN 2020 401k membership |
|---|
| Market value of plan assets | 2020-06-30 | 18,516,952 |
| Acturial value of plan assets | 2020-06-30 | 18,516,952 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-06-30 | 0 |
| Number of terminated vested participants | 2020-06-30 | 6 |
| Fundng target for terminated vested participants | 2020-06-30 | 881,964 |
| Active participant vested funding target | 2020-06-30 | 8,812,405 |
| Number of active participants | 2020-06-30 | 24 |
| Total funding liabilities for active participants | 2020-06-30 | 9,220,877 |
| Total participant count | 2020-06-30 | 30 |
| Total funding target for all participants | 2020-06-30 | 10,102,841 |
| Balance at beginning of prior year after applicable adjustments | 2020-06-30 | 2,485,178 |
| Amount remaining of carryover balance | 2020-06-30 | 2,485,178 |
| Amount remaining of prefunding balance | 2020-06-30 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-06-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2020-06-30 | 2,780,666 |
| Balance of prefunding at beginning of current year | 2020-06-30 | 0 |
| Total employer contributions | 2020-06-30 | 0 |
| Total employee contributions | 2020-06-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-06-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-06-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2020-06-30 | 582,782 |
| Net shortfall amortization installment of oustanding balance | 2020-06-30 | 0 |
| Waiver amortization installment | 2020-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-06-30 | 0 |
| Additional cash requirement | 2020-06-30 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-06-30 | 0 |
| Unpaid minimum required contributions for current year | 2020-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2020-06-30 | 0 |
