401k Plan data: GERONIMO CASH BALANCE PLAN plan

GERONIMO CASH BALANCE PLAN 401k Plan overview

Plan Name	GERONIMO CASH BALANCE PLAN
Plan identification number	002

GERONIMO CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GRINZ PLC has sponsored the creation of one or more 401k plans.

Company Name: GRINZ PLC

Employer identification number (EIN): 204674223

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GERONIMO CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 TERENCE ZIEHMER 2024-10-04 TERENCE ZIEHMER 2024-10-04
002 2022-01-01 TERENCE ZIEHMER 2023-09-28 TERENCE ZIEHMER 2023-09-28
002 2021-01-01 TERENCE ZIEHMER 2022-09-30 TERENCE ZIEHMER 2022-09-30
002 2020-01-01 TERENCE R ZIEHMER 2021-10-07
002 2019-01-01 TERENCE ZIEHMER 2020-10-25 TERENCE ZIEHMER 2020-10-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	TERENCE ZIEHMER	2024-10-04	TERENCE ZIEHMER	2024-10-04
002	2022-01-01	TERENCE ZIEHMER	2023-09-28	TERENCE ZIEHMER	2023-09-28
002	2021-01-01	TERENCE ZIEHMER	2022-09-30	TERENCE ZIEHMER	2022-09-30
002	2020-01-01	TERENCE R ZIEHMER	2021-10-07
002	2019-01-01	TERENCE ZIEHMER	2020-10-25	TERENCE ZIEHMER	2020-10-25

Plan Statistics for GERONIMO CASH BALANCE PLAN

401k plan membership statisitcs for GERONIMO CASH BALANCE PLAN

Measure Date Value
2022: GERONIMO CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 316,038
Acturial value of plan assets 2022-12-31 316,038
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 1,654
Active participant vested funding target 2022-12-31 320,654
Number of active participants 2022-12-31 10
Total funding liabilities for active participants 2022-12-31 320,654
Total participant count 2022-12-31 11
Total funding target for all participants 2022-12-31 322,308
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 74,119
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 74,119
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 140,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 143,221
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 2022-12-31 101,986
Net shortfall amortization installment of oustanding balance 2022-12-31 6,270
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 102,565
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 2022-12-31 102,565
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 143,221
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: GERONIMO CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 273,252
Acturial value of plan assets 2021-12-31 273,252
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 207,032
Number of active participants 2021-12-31 10
Total funding liabilities for active participants 2021-12-31 207,032
Total participant count 2021-12-31 10
Total funding target for all participants 2021-12-31 207,032
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 35,180
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 35,180
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
Total employer contributions 2021-12-31 97,569
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 98,278
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 90,379
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 24,159
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 24,159
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 98,278
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: GERONIMO CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 123,582
Acturial value of plan assets 2020-12-31 123,582
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 0
Number of active participants 2020-12-31 9
Total funding liabilities for active participants 2020-12-31 98,465
Total participant count 2020-12-31 9
Total funding target for all participants 2020-12-31 98,465
Present value of excess contributions 2020-12-31 7,428
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 7,428
Total employer contributions 2020-12-31 104,854
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 104,835
Minimum required contributions for current year target normal cost 2020-12-31 94,772
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 69,655
Additional cash requirement 2020-12-31 69,655
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 104,835
2019: GERONIMO CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 457
Acturial value of plan assets 2019-12-31 457
Number of active participants 2019-12-31 10
Total participant count 2019-12-31 10
Total employer contributions 2019-12-31 105,461
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 104,320
Minimum required contributions for current year target normal cost 2019-12-31 97,349
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 96,892
Additional cash requirement 2019-12-31 96,892
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 104,320
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 0
Total funding liabilities for active participants 2019-12-31 0
Total funding target for all participants 2019-12-31 0
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in 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 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
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
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0

Measure	Date	Value
2022: GERONIMO CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	316,038
Acturial value of plan assets	2022-12-31	316,038
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	1,654
Active participant vested funding target	2022-12-31	320,654
Number of active participants	2022-12-31	10
Total funding liabilities for active participants	2022-12-31	320,654
Total participant count	2022-12-31	11
Total funding target for all participants	2022-12-31	322,308
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	74,119
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	74,119
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	140,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	143,221
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	101,986
Net shortfall amortization installment of oustanding balance	2022-12-31	6,270
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	102,565
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	102,565
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	143,221
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: GERONIMO CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	273,252
Acturial value of plan assets	2021-12-31	273,252
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	207,032
Number of active participants	2021-12-31	10
Total funding liabilities for active participants	2021-12-31	207,032
Total participant count	2021-12-31	10
Total funding target for all participants	2021-12-31	207,032
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	35,180
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	35,180
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
Total employer contributions	2021-12-31	97,569
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	98,278
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	90,379
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	24,159
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	24,159
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	98,278
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: GERONIMO CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	123,582
Acturial value of plan assets	2020-12-31	123,582
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	0
Number of active participants	2020-12-31	9
Total funding liabilities for active participants	2020-12-31	98,465
Total participant count	2020-12-31	9
Total funding target for all participants	2020-12-31	98,465
Present value of excess contributions	2020-12-31	7,428
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	7,428
Total employer contributions	2020-12-31	104,854
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	104,835
Minimum required contributions for current year target normal cost	2020-12-31	94,772
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	69,655
Additional cash requirement	2020-12-31	69,655
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	104,835
2019: GERONIMO CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	457
Acturial value of plan assets	2019-12-31	457
Number of active participants	2019-12-31	10
Total participant count	2019-12-31	10
Total employer contributions	2019-12-31	105,461
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	104,320
Minimum required contributions for current year target normal cost	2019-12-31	97,349
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	96,892
Additional cash requirement	2019-12-31	96,892
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	104,320
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	0
Total funding liabilities for active participants	2019-12-31	0
Total funding target for all participants	2019-12-31	0
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in 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 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
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
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0

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Company Name:	GRINZ PLC
Employer identification number (EIN):	204674223
NAIC Classification:	621210
NAIC Description:	Offices of Dentists