401k Plan data: THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN plan

THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 401k Plan overview

Plan Name	THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN
Plan identification number	002

THE COHO AT STANFORD UNIVERSITY 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.

401k Sponsoring company profile

THE COHO AT STANFORD UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name: THE COHO AT STANFORD UNIVERSITY

Employer identification number (EIN): 262474305

NAIC Classification: 722511
NAIC Description: Full-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COHO AT STANFORD UNIVERSITY 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 JUDY KLEIN 2024-01-16 JUDY KLEIN 2024-01-16
002 2022-01-01 JUDY KLIEN 2023-09-08 JUDY KLIEN 2023-09-08
002 2022-01-01 JUDY KLEIN 2024-01-02 JUDY KLEIN 2024-01-02
002 2021-01-01 JUDY KLEIN 2022-09-28 JUDY KLEIN 2022-09-28
002 2020-01-01 RAYMOND KLEIN 2021-04-21 RAYMOND KLEIN 2021-04-21
002 2019-01-01 JUDY KLEIN 2020-10-09 JUDY KLEIN 2020-10-09
002 2018-01-01 JUDY KLEIN 2019-10-14 JUDY KLEIN 2019-10-14
002 2017-01-01
002 2016-01-01
002 2015-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	JUDY KLEIN	2024-01-16	JUDY KLEIN	2024-01-16
002	2022-01-01	JUDY KLIEN	2023-09-08	JUDY KLIEN	2023-09-08
002	2022-01-01	JUDY KLEIN	2024-01-02	JUDY KLEIN	2024-01-02
002	2021-01-01	JUDY KLEIN	2022-09-28	JUDY KLEIN	2022-09-28
002	2020-01-01	RAYMOND KLEIN	2021-04-21	RAYMOND KLEIN	2021-04-21
002	2019-01-01	JUDY KLEIN	2020-10-09	JUDY KLEIN	2020-10-09
002	2018-01-01	JUDY KLEIN	2019-10-14	JUDY KLEIN	2019-10-14
002	2017-01-01
002	2016-01-01
002	2015-01-01

Plan Statistics for THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN

401k plan membership statisitcs for THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN

Measure Date Value
2023: THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 520,923
Acturial value of plan assets 2022-12-31 520,923
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 198,724
Number of terminated vested participants 2022-12-31 13
Fundng target for terminated vested participants 2022-12-31 60,156
Active participant vested funding target 2022-12-31 248,036
Number of active participants 2022-12-31 30
Total funding liabilities for active participants 2022-12-31 250,885
Total participant count 2022-12-31 44
Total funding target for all participants 2022-12-31 509,765
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 40,000
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 40,000
Present value of excess contributions 2022-12-31 50,840
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 50,840
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 39,836
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
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 0
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 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
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 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
Total participants, beginning-of-year 2022-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 30
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 13
Total of all active and inactive participants 2022-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 604,772
Acturial value of plan assets 2021-12-31 604,772
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 8
Fundng target for terminated vested participants 2021-12-31 38,352
Active participant vested funding target 2021-12-31 477,301
Number of active participants 2021-12-31 70
Total funding liabilities for active participants 2021-12-31 482,472
Total participant count 2021-12-31 78
Total funding target for all participants 2021-12-31 520,824
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 49,355
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 49,355
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 40,000
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 40,000
Total employer contributions 2021-12-31 50,000
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 50,840
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 0
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 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
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 50,840
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 72
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 8
Total of all active and inactive participants 2021-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 641,228
Acturial value of plan assets 2020-12-31 641,228
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 8
Fundng target for terminated vested participants 2020-12-31 16,205
Active participant vested funding target 2020-12-31 567,036
Number of active participants 2020-12-31 70
Total funding liabilities for active participants 2020-12-31 573,833
Total participant count 2020-12-31 78
Total funding target for all participants 2020-12-31 590,038
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
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 50,000
Total employee contributions 2020-12-31 0
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 49,355
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 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
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 49,355
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 70
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 626,492
Acturial value of plan assets 2019-12-31 626,492
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 9
Fundng target for terminated vested participants 2019-12-31 18,081
Active participant vested funding target 2019-12-31 523,138
Number of active participants 2019-12-31 50
Total funding liabilities for active participants 2019-12-31 524,050
Total participant count 2019-12-31 59
Total funding target for all participants 2019-12-31 542,131
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 43,000
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 43,000
Present value of excess contributions 2019-12-31 7,250
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 7,250
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 41,095
Total employer contributions 2019-12-31 46,000
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
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 43,043
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 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
Minimum required contributions for current year target normal cost 2019-12-31 126,187
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 85,374
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 42,471
Additional cash requirement 2019-12-31 42,903
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 43,043
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 50
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 9
Total of all active and inactive participants 2019-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 493,779
Acturial value of plan assets 2018-12-31 493,779
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 7
Fundng target for terminated vested participants 2018-12-31 10,887
Active participant vested funding target 2018-12-31 484,360
Number of active participants 2018-12-31 31
Total funding liabilities for active participants 2018-12-31 486,267
Total participant count 2018-12-31 38
Total funding target for all participants 2018-12-31 497,154
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
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 43,395
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 43,395
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 43,000
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 43,000
Total employer contributions 2018-12-31 100,000
Total employee contributions 2018-12-31 0
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 94,859
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 84,572
Net shortfall amortization installment of oustanding balance 2018-12-31 48,817
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 92,796
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 92,796
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 94,859
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 31
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 458,877
Acturial value of plan assets 2017-12-31 458,877
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 2017-12-31 465,495
Number of active participants 2017-12-31 34
Total funding liabilities for active participants 2017-12-31 471,970
Total participant count 2017-12-31 34
Total funding target for all participants 2017-12-31 471,970
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
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 1,116
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 1,116
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 2017-12-31 100,000
Total employee contributions 2017-12-31 0
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 96,651
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 51,437
Net shortfall amortization installment of oustanding balance 2017-12-31 13,093
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 53,587
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 53,587
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 96,651
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 231,151
Acturial value of plan assets 2016-12-31 231,151
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 0
Number of active participants 2016-12-31 37
Total funding liabilities for active participants 2016-12-31 229,862
Total participant count 2016-12-31 37
Total funding target for all participants 2016-12-31 229,862
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
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 7,968
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 7,968
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 2016-12-31 229,000
Total employee contributions 2016-12-31 0
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 2016-12-31 221,213
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 221,386
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 220,097
Additional cash requirement 2016-12-31 220,097
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 221,213
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
2023: THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	520,923
Acturial value of plan assets	2022-12-31	520,923
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	198,724
Number of terminated vested participants	2022-12-31	13
Fundng target for terminated vested participants	2022-12-31	60,156
Active participant vested funding target	2022-12-31	248,036
Number of active participants	2022-12-31	30
Total funding liabilities for active participants	2022-12-31	250,885
Total participant count	2022-12-31	44
Total funding target for all participants	2022-12-31	509,765
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	40,000
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	40,000
Present value of excess contributions	2022-12-31	50,840
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	50,840
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	39,836
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
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	0
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	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
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	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
Total participants, beginning-of-year	2022-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	30
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	13
Total of all active and inactive participants	2022-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	604,772
Acturial value of plan assets	2021-12-31	604,772
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	8
Fundng target for terminated vested participants	2021-12-31	38,352
Active participant vested funding target	2021-12-31	477,301
Number of active participants	2021-12-31	70
Total funding liabilities for active participants	2021-12-31	482,472
Total participant count	2021-12-31	78
Total funding target for all participants	2021-12-31	520,824
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	49,355
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	49,355
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	40,000
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	40,000
Total employer contributions	2021-12-31	50,000
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	50,840
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	0
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	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
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	50,840
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	72
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	8
Total of all active and inactive participants	2021-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	641,228
Acturial value of plan assets	2020-12-31	641,228
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	8
Fundng target for terminated vested participants	2020-12-31	16,205
Active participant vested funding target	2020-12-31	567,036
Number of active participants	2020-12-31	70
Total funding liabilities for active participants	2020-12-31	573,833
Total participant count	2020-12-31	78
Total funding target for all participants	2020-12-31	590,038
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
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	50,000
Total employee contributions	2020-12-31	0
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	49,355
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	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
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	49,355
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	70
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	626,492
Acturial value of plan assets	2019-12-31	626,492
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	9
Fundng target for terminated vested participants	2019-12-31	18,081
Active participant vested funding target	2019-12-31	523,138
Number of active participants	2019-12-31	50
Total funding liabilities for active participants	2019-12-31	524,050
Total participant count	2019-12-31	59
Total funding target for all participants	2019-12-31	542,131
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	43,000
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	43,000
Present value of excess contributions	2019-12-31	7,250
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	7,250
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	41,095
Total employer contributions	2019-12-31	46,000
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
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	43,043
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	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
Minimum required contributions for current year target normal cost	2019-12-31	126,187
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	85,374
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	42,471
Additional cash requirement	2019-12-31	42,903
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	43,043
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	50
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	9
Total of all active and inactive participants	2019-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	493,779
Acturial value of plan assets	2018-12-31	493,779
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	7
Fundng target for terminated vested participants	2018-12-31	10,887
Active participant vested funding target	2018-12-31	484,360
Number of active participants	2018-12-31	31
Total funding liabilities for active participants	2018-12-31	486,267
Total participant count	2018-12-31	38
Total funding target for all participants	2018-12-31	497,154
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
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	43,395
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	43,395
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	43,000
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	43,000
Total employer contributions	2018-12-31	100,000
Total employee contributions	2018-12-31	0
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	94,859
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	84,572
Net shortfall amortization installment of oustanding balance	2018-12-31	48,817
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	92,796
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	92,796
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	94,859
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	31
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	458,877
Acturial value of plan assets	2017-12-31	458,877
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	465,495
Number of active participants	2017-12-31	34
Total funding liabilities for active participants	2017-12-31	471,970
Total participant count	2017-12-31	34
Total funding target for all participants	2017-12-31	471,970
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
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	1,116
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	1,116
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	100,000
Total employee contributions	2017-12-31	0
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	96,651
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	51,437
Net shortfall amortization installment of oustanding balance	2017-12-31	13,093
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	53,587
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	53,587
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	96,651
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	231,151
Acturial value of plan assets	2016-12-31	231,151
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	0
Number of active participants	2016-12-31	37
Total funding liabilities for active participants	2016-12-31	229,862
Total participant count	2016-12-31	37
Total funding target for all participants	2016-12-31	229,862
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
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	7,968
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	7,968
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	229,000
Total employee contributions	2016-12-31	0
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	221,213
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	221,386
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	220,097
Additional cash requirement	2016-12-31	220,097
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	221,213
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN

Measure	Date	Value
2023 : THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-07	$0
Total plan liabilities at beginning of year	2023-12-07	$0
Total income from all sources	2023-12-07	$-56,481
Expenses. Total of all expenses incurred	2023-12-07	$464,442
Benefits paid (including direct rollovers)	2023-12-07	$464,247
Total plan assets at end of year	2023-12-07	$0
Total plan assets at beginning of year	2023-12-07	$520,923
Value of fidelity bond covering the plan	2023-12-07	$455,000
Other income received	2023-12-07	$-206,481
Net income (gross income less expenses)	2023-12-07	$-520,923
Net plan assets at end of year (total assets less liabilities)	2023-12-07	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-12-07	$520,923
Assets. Value of assets in partnership/joint-venture interests	2023-12-07	$0
Total contributions received or receivable from employer(s)	2023-12-07	$150,000
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-07	$195
2022 : THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-2,919
Expenses. Total of all expenses incurred	2022-12-31	$115,833
Benefits paid (including direct rollovers)	2022-12-31	$70,683
Total plan assets at end of year	2022-12-31	$536,860
Total plan assets at beginning of year	2022-12-31	$655,612
Value of fidelity bond covering the plan	2022-12-31	$455,000
Assets. Value of loans (other than to participants)	2022-12-31	$0
Other income received	2022-12-31	$-18,856
Net income (gross income less expenses)	2022-12-31	$-118,752
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$536,860
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$655,612
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$455,000
Total contributions received or receivable from employer(s)	2022-12-31	$15,937
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$45,150
2021 : THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$687
Total income from all sources	2021-12-31	$58,510
Expenses. Total of all expenses incurred	2021-12-31	$94,126
Benefits paid (including direct rollovers)	2021-12-31	$82,946
Total plan assets at end of year	2021-12-31	$655,612
Total plan assets at beginning of year	2021-12-31	$691,915
Value of fidelity bond covering the plan	2021-12-31	$455,000
Assets. Value of loans (other than to participants)	2021-12-31	$1,968
Other income received	2021-12-31	$8,510
Net income (gross income less expenses)	2021-12-31	$-35,616
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$655,612
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$691,228
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$455,000
Total contributions received or receivable from employer(s)	2021-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$11,180
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$687
Total plan liabilities at beginning of year	2020-12-31	$47,115
Total income from all sources	2020-12-31	$126,346
Expenses. Total of all expenses incurred	2020-12-31	$60,495
Benefits paid (including direct rollovers)	2020-12-31	$50,553
Total plan assets at end of year	2020-12-31	$691,915
Total plan assets at beginning of year	2020-12-31	$672,492
Value of fidelity bond covering the plan	2020-12-31	$455,000
Assets. Value of loans (other than to participants)	2020-12-31	$2,642
Other income received	2020-12-31	$76,346
Net income (gross income less expenses)	2020-12-31	$65,851
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$691,228
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$625,377
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$455,000
Total contributions received or receivable from employer(s)	2020-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$9,942
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$47,115
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$95,184
Expenses. Total of all expenses incurred	2019-12-31	$63,586
Benefits paid (including direct rollovers)	2019-12-31	$47,115
Total plan assets at end of year	2019-12-31	$672,492
Total plan assets at beginning of year	2019-12-31	$593,779
Value of fidelity bond covering the plan	2019-12-31	$455,000
Assets. Value of loans (other than to participants)	2019-12-31	$18,604
Other income received	2019-12-31	$49,184
Net income (gross income less expenses)	2019-12-31	$31,598
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$625,377
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$593,779
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$455,000
Total contributions received or receivable from employer(s)	2019-12-31	$46,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$16,471
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$5,240
Total income from all sources	2018-12-31	$81,370
Expenses. Total of all expenses incurred	2018-12-31	$46,468
Benefits paid (including direct rollovers)	2018-12-31	$43,855
Total plan assets at end of year	2018-12-31	$593,779
Total plan assets at beginning of year	2018-12-31	$564,117
Value of fidelity bond covering the plan	2018-12-31	$265,000
Assets. Value of loans (other than to participants)	2018-12-31	$18,604
Other income received	2018-12-31	$-18,630
Net income (gross income less expenses)	2018-12-31	$34,902
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$593,779
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$558,877
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$245,000
Total contributions received or receivable from employer(s)	2018-12-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2,613
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0

Form 5500 Responses for THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN

2023: THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE COHO AT STANFORD UNIVERSITY CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE COHO AT STANFORD UNIVERSITY
Employer identification number (EIN):	262474305
NAIC Classification:	722511
NAIC Description:	Full-Service Restaurants