401k Plan data: CORNE JANTZ & ASSOCIATES, PC PENSION PLAN plan

CORNE JANTZ & ASSOCIATES, PC PENSION PLAN 401k Plan overview

Plan Name	CORNE JANTZ & ASSOCIATES, PC PENSION PLAN
Plan identification number	003

CORNE JANTZ & ASSOCIATES, PC PENSION 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).

401k Sponsoring company profile

CORNE JANTZ & ASSOCIATES P C has sponsored the creation of one or more 401k plans.

Company Name: CORNE JANTZ & ASSOCIATES P C

Employer identification number (EIN): 223890423

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORNE JANTZ & ASSOCIATES, PC PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-10-01 LARRY JANTZ 2020-08-24 LARRY JANTZ 2020-08-24
003 2017-10-01 JOHN RAWLS 2019-05-31
003 2016-10-01 JOHN RAWLS 2018-06-22
003 2015-10-01 JOHN RAWLS 2017-06-26 JOHN RAWLS 2017-06-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2018-10-01	LARRY JANTZ	2020-08-24	LARRY JANTZ	2020-08-24
003	2017-10-01	JOHN RAWLS	2019-05-31
003	2016-10-01	JOHN RAWLS	2018-06-22
003	2015-10-01	JOHN RAWLS	2017-06-26	JOHN RAWLS	2017-06-26

Plan Statistics for CORNE JANTZ & ASSOCIATES, PC PENSION PLAN

401k plan membership statisitcs for CORNE JANTZ & ASSOCIATES, PC PENSION PLAN

Measure Date Value
2018: CORNE JANTZ & ASSOCIATES, PC PENSION PLAN 2018 401k membership
Market value of plan assets 2018-09-30 350,883
Acturial value of plan assets 2018-09-30 350,883
Funding target for retired participants and beneficiaries receiving payment 2018-09-30 0
Number of terminated vested participants 2018-09-30 0
Fundng target for terminated vested participants 2018-09-30 0
Active participant vested funding target 2018-09-30 324,988
Number of active participants 2018-09-30 7
Total funding liabilities for active participants 2018-09-30 324,988
Total participant count 2018-09-30 7
Total funding target for all participants 2018-09-30 324,988
Balance at beginning of prior year after applicable adjustments 2018-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-09-30 0
Prefunding balanced used to offset prior years funding requirement 2018-09-30 0
Amount remaining of carryover balance 2018-09-30 0
Amount remaining of prefunding balance 2018-09-30 0
Present value of excess contributions 2018-09-30 26,642
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-09-30 26,642
Balance of carryovers at beginning of current year 2018-09-30 0
Balance of prefunding at beginning of current year 2018-09-30 0
Total employer contributions 2018-09-30 1,204
Total employee contributions 2018-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2018-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-09-30 1,181
Unpaid minimum required contributions for all prior years 2018-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-09-30 0
Remaining amount of unpaid minimum required contributions 2018-09-30 0
Minimum required contributions for current year target normal cost 2018-09-30 0
Net shortfall amortization installment of oustanding balance 2018-09-30 0
Waiver amortization installment 2018-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-09-30 0
Additional cash requirement 2018-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2018-09-30 1,181
Unpaid minimum required contributions for current year 2018-09-30 0
Unpaid minimum required contributions for all years 2018-09-30 0
2017: CORNE JANTZ & ASSOCIATES, PC PENSION PLAN 2017 401k membership
Market value of plan assets 2017-09-30 204,990
Acturial value of plan assets 2017-09-30 204,990
Funding target for retired participants and beneficiaries receiving payment 2017-09-30 0
Number of terminated vested participants 2017-09-30 1
Fundng target for terminated vested participants 2017-09-30 880
Active participant vested funding target 2017-09-30 153,499
Number of active participants 2017-09-30 6
Total funding liabilities for active participants 2017-09-30 153,499
Total participant count 2017-09-30 7
Total funding target for all participants 2017-09-30 154,379
Balance at beginning of prior year after applicable adjustments 2017-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-09-30 0
Prefunding balanced used to offset prior years funding requirement 2017-09-30 0
Amount remaining of carryover balance 2017-09-30 0
Amount remaining of prefunding balance 2017-09-30 0
Present value of excess contributions 2017-09-30 23,962
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-09-30 23,962
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-09-30 0
Reductions in caryover balances due to elections or deemed elections 2017-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-09-30 0
Balance of carryovers at beginning of current year 2017-09-30 0
Balance of prefunding at beginning of current year 2017-09-30 0
Total employer contributions 2017-09-30 123,000
Total employee contributions 2017-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-09-30 125,412
Unpaid minimum required contributions for all prior years 2017-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-09-30 0
Remaining amount of unpaid minimum required contributions 2017-09-30 0
Minimum required contributions for current year target normal cost 2017-09-30 149,381
Net shortfall amortization installment of oustanding balance 2017-09-30 0
Waiver amortization installment 2017-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-09-30 98,770
Additional cash requirement 2017-09-30 98,770
Contributions allocatedtoward minimum required contributions for current year 2017-09-30 125,412
Unpaid minimum required contributions for current year 2017-09-30 0
Unpaid minimum required contributions for all years 2017-09-30 0

Measure	Date	Value
2018: CORNE JANTZ & ASSOCIATES, PC PENSION PLAN 2018 401k membership
Market value of plan assets	2018-09-30	350,883
Acturial value of plan assets	2018-09-30	350,883
Funding target for retired participants and beneficiaries receiving payment	2018-09-30	0
Number of terminated vested participants	2018-09-30	0
Fundng target for terminated vested participants	2018-09-30	0
Active participant vested funding target	2018-09-30	324,988
Number of active participants	2018-09-30	7
Total funding liabilities for active participants	2018-09-30	324,988
Total participant count	2018-09-30	7
Total funding target for all participants	2018-09-30	324,988
Balance at beginning of prior year after applicable adjustments	2018-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-09-30	0
Prefunding balanced used to offset prior years funding requirement	2018-09-30	0
Amount remaining of carryover balance	2018-09-30	0
Amount remaining of prefunding balance	2018-09-30	0
Present value of excess contributions	2018-09-30	26,642
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-09-30	26,642
Balance of carryovers at beginning of current year	2018-09-30	0
Balance of prefunding at beginning of current year	2018-09-30	0
Total employer contributions	2018-09-30	1,204
Total employee contributions	2018-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-09-30	1,181
Unpaid minimum required contributions for all prior years	2018-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-09-30	0
Remaining amount of unpaid minimum required contributions	2018-09-30	0
Minimum required contributions for current year target normal cost	2018-09-30	0
Net shortfall amortization installment of oustanding balance	2018-09-30	0
Waiver amortization installment	2018-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-09-30	0
Additional cash requirement	2018-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2018-09-30	1,181
Unpaid minimum required contributions for current year	2018-09-30	0
Unpaid minimum required contributions for all years	2018-09-30	0
2017: CORNE JANTZ & ASSOCIATES, PC PENSION PLAN 2017 401k membership
Market value of plan assets	2017-09-30	204,990
Acturial value of plan assets	2017-09-30	204,990
Funding target for retired participants and beneficiaries receiving payment	2017-09-30	0
Number of terminated vested participants	2017-09-30	1
Fundng target for terminated vested participants	2017-09-30	880
Active participant vested funding target	2017-09-30	153,499
Number of active participants	2017-09-30	6
Total funding liabilities for active participants	2017-09-30	153,499
Total participant count	2017-09-30	7
Total funding target for all participants	2017-09-30	154,379
Balance at beginning of prior year after applicable adjustments	2017-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-09-30	0
Prefunding balanced used to offset prior years funding requirement	2017-09-30	0
Amount remaining of carryover balance	2017-09-30	0
Amount remaining of prefunding balance	2017-09-30	0
Present value of excess contributions	2017-09-30	23,962
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-09-30	23,962
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-09-30	0
Reductions in caryover balances due to elections or deemed elections	2017-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-09-30	0
Balance of carryovers at beginning of current year	2017-09-30	0
Balance of prefunding at beginning of current year	2017-09-30	0
Total employer contributions	2017-09-30	123,000
Total employee contributions	2017-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-09-30	125,412
Unpaid minimum required contributions for all prior years	2017-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-09-30	0
Remaining amount of unpaid minimum required contributions	2017-09-30	0
Minimum required contributions for current year target normal cost	2017-09-30	149,381
Net shortfall amortization installment of oustanding balance	2017-09-30	0
Waiver amortization installment	2017-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-09-30	98,770
Additional cash requirement	2017-09-30	98,770
Contributions allocatedtoward minimum required contributions for current year	2017-09-30	125,412
Unpaid minimum required contributions for current year	2017-09-30	0
Unpaid minimum required contributions for all years	2017-09-30	0

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CORNE JANTZ & ASSOCIATES P C
Employer identification number (EIN):	223890423
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants