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 |
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2023: H.J. KALIKOW & CO. PENSION PLAN 2023 401k membership |
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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 |
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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 |
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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 |
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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 |