401k Plan data: DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST plan

DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST 401k Plan overview

Plan Name	DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST
Plan identification number	001

DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related

401k Sponsoring company profile

DONNA L. MEDREA, A SOLE PROPRIETORSHIP has sponsored the creation of one or more 401k plans.

Company Name: DONNA L. MEDREA, A SOLE PROPRIETORSHIP

Employer identification number (EIN): 202157061

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DONNA L. MEDREA 2024-09-23 DONNA L. MEDREA 2024-09-23
001 2022-01-01 DONNA L. MEDREA 2023-09-22 DONNA L. MEDREA 2023-09-22
001 2021-01-01 DONNA L. MEDREA 2022-09-08 DONNA L. MEDREA 2022-09-08
001 2020-01-01 DONNA L. MEDREA 2021-09-30 DONNA L. MEDREA 2021-09-30
001 2019-01-01 DONNA L. MEDREA 2020-10-14 DONNA L. MEDREA 2020-10-14
001 2018-01-01 DONNA L. MEDREA 2019-09-20 DONNA L. MEDREA 2019-09-20
001 2017-01-01 DONNA L. MEDREA 2018-10-03 DONNA L. MEDREA 2018-10-03
001 2016-01-01 DONNA L. MEDREA 2017-10-02 DONNA L. MEDREA 2017-10-02
001 2015-01-01 DONNA L. MEDREA 2016-10-06 DONNA L. MEDREA 2016-10-06
001 2014-01-01 DONNA L. MEDREA 2015-09-21 DONNA L. MEDREA 2015-09-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DONNA L. MEDREA	2024-09-23	DONNA L. MEDREA	2024-09-23
001	2022-01-01	DONNA L. MEDREA	2023-09-22	DONNA L. MEDREA	2023-09-22
001	2021-01-01	DONNA L. MEDREA	2022-09-08	DONNA L. MEDREA	2022-09-08
001	2020-01-01	DONNA L. MEDREA	2021-09-30	DONNA L. MEDREA	2021-09-30
001	2019-01-01	DONNA L. MEDREA	2020-10-14	DONNA L. MEDREA	2020-10-14
001	2018-01-01	DONNA L. MEDREA	2019-09-20	DONNA L. MEDREA	2019-09-20
001	2017-01-01	DONNA L. MEDREA	2018-10-03	DONNA L. MEDREA	2018-10-03
001	2016-01-01	DONNA L. MEDREA	2017-10-02	DONNA L. MEDREA	2017-10-02
001	2015-01-01	DONNA L. MEDREA	2016-10-06	DONNA L. MEDREA	2016-10-06
001	2014-01-01	DONNA L. MEDREA	2015-09-21	DONNA L. MEDREA	2015-09-21

Plan Statistics for DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST

401k plan membership statisitcs for DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2022: DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2022 401k membership
Market value of plan assets 2022-12-31 1,913,440
Acturial value of plan assets 2022-12-31 1,913,440
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 86,357
Active participant vested funding target 2022-12-31 1,360,649
Number of active participants 2022-12-31 3
Total funding liabilities for active participants 2022-12-31 1,369,506
Total participant count 2022-12-31 4
Total funding target for all participants 2022-12-31 1,455,863
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
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
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
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
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
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets 2021-12-31 1,783,265
Acturial value of plan assets 2021-12-31 1,783,265
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 79,480
Active participant vested funding target 2021-12-31 1,286,692
Number of active participants 2021-12-31 3
Total funding liabilities for active participants 2021-12-31 1,303,080
Total participant count 2021-12-31 4
Total funding target for all participants 2021-12-31 1,382,560
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
Present value of excess contributions 2021-12-31 91,206
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 96,268
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 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 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
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
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-12-31 1,415,155
Acturial value of plan assets 2020-12-31 1,415,155
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 63,516
Active participant vested funding target 2020-12-31 1,209,614
Number of active participants 2020-12-31 3
Total funding liabilities for active participants 2020-12-31 1,240,028
Total participant count 2020-12-31 4
Total funding target for all participants 2020-12-31 1,303,544
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
Present value of excess contributions 2020-12-31 54,102
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 56,834
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 100,000
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 91,206
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 38,017
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
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
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 91,206
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-12-31 1,163,565
Acturial value of plan assets 2019-12-31 1,163,565
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 61,690
Active participant vested funding target 2019-12-31 1,155,920
Number of active participants 2019-12-31 3
Total funding liabilities for active participants 2019-12-31 1,155,920
Total participant count 2019-12-31 4
Total funding target for all participants 2019-12-31 1,217,610
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
Present value of excess contributions 2019-12-31 75,079
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 79,171
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 2019-12-31 100,000
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 97,574
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 34,690
Net shortfall amortization installment of oustanding balance 2019-12-31 54,045
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 43,472
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 43,472
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 97,574
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-12-31 793,225
Acturial value of plan assets 2018-12-31 793,225
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 786,573
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 786,573
Total participant count 2018-12-31 3
Total funding target for all participants 2018-12-31 786,573
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
Present value of excess contributions 2018-12-31 3,666
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 3,860
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 2018-12-31 400,000
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 2018-12-31 357,290
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 288,063
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 281,411
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 281,411
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 357,290
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 532,435
Acturial value of plan assets 2017-12-31 532,435
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 558,643
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 558,643
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 558,643
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
Present value of excess contributions 2017-12-31 1,759
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 1,857
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 2017-12-31 210,000
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 2017-12-31 195,901
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 187,931
Net shortfall amortization installment of oustanding balance 2017-12-31 26,208
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 192,235
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 192,235
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 195,901
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 391,788
Acturial value of plan assets 2016-12-31 391,788
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 384,169
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 384,169
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 384,169
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
Present value of excess contributions 2016-12-31 43,651
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 45,916
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 2016-12-31 139,510
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 2016-12-31 122,505
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 128,365
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 120,746
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 2016-12-31 120,746
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 122,505
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: DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2022 401k membership
Market value of plan assets	2022-12-31	1,913,440
Acturial value of plan assets	2022-12-31	1,913,440
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	86,357
Active participant vested funding target	2022-12-31	1,360,649
Number of active participants	2022-12-31	3
Total funding liabilities for active participants	2022-12-31	1,369,506
Total participant count	2022-12-31	4
Total funding target for all participants	2022-12-31	1,455,863
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
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
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
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
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
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets	2021-12-31	1,783,265
Acturial value of plan assets	2021-12-31	1,783,265
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	79,480
Active participant vested funding target	2021-12-31	1,286,692
Number of active participants	2021-12-31	3
Total funding liabilities for active participants	2021-12-31	1,303,080
Total participant count	2021-12-31	4
Total funding target for all participants	2021-12-31	1,382,560
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
Present value of excess contributions	2021-12-31	91,206
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	96,268
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	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	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
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
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-12-31	1,415,155
Acturial value of plan assets	2020-12-31	1,415,155
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	63,516
Active participant vested funding target	2020-12-31	1,209,614
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	1,240,028
Total participant count	2020-12-31	4
Total funding target for all participants	2020-12-31	1,303,544
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
Present value of excess contributions	2020-12-31	54,102
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	56,834
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	100,000
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	91,206
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	38,017
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
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
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	91,206
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	1,163,565
Acturial value of plan assets	2019-12-31	1,163,565
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	61,690
Active participant vested funding target	2019-12-31	1,155,920
Number of active participants	2019-12-31	3
Total funding liabilities for active participants	2019-12-31	1,155,920
Total participant count	2019-12-31	4
Total funding target for all participants	2019-12-31	1,217,610
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
Present value of excess contributions	2019-12-31	75,079
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	79,171
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	100,000
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	97,574
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	34,690
Net shortfall amortization installment of oustanding balance	2019-12-31	54,045
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	43,472
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	43,472
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	97,574
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-12-31	793,225
Acturial value of plan assets	2018-12-31	793,225
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	786,573
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	786,573
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	786,573
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
Present value of excess contributions	2018-12-31	3,666
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	3,860
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	400,000
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	357,290
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	288,063
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	281,411
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	281,411
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	357,290
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	532,435
Acturial value of plan assets	2017-12-31	532,435
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	558,643
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	558,643
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	558,643
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
Present value of excess contributions	2017-12-31	1,759
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	1,857
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	210,000
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	195,901
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	187,931
Net shortfall amortization installment of oustanding balance	2017-12-31	26,208
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	192,235
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	192,235
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	195,901
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	391,788
Acturial value of plan assets	2016-12-31	391,788
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	384,169
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	384,169
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	384,169
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
Present value of excess contributions	2016-12-31	43,651
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	45,916
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	139,510
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	122,505
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	128,365
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	120,746
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	120,746
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	122,505
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	DONNA L. MEDREA, A SOLE PROPRIETORSHIP
Employer identification number (EIN):	202157061
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers