HOLTON & MAYBERRY, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HOLTON BLACKSTONE & MAYBERRY DEFINED BENEFIT PENSION PLAN
401k plan membership statisitcs for HOLTON BLACKSTONE & MAYBERRY DEFINED BENEFIT PENSION PLAN
Measure | Date | Value |
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2018: HOLTON BLACKSTONE & MAYBERRY DEFINED BENEFIT PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 764,527 |
Acturial value of plan assets | 2018-12-31 | 764,527 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 4 |
Fundng target for terminated vested participants | 2018-12-31 | 109,402 |
Active participant vested funding target | 2018-12-31 | 703,887 |
Number of active participants | 2018-12-31 | 6 |
Total funding liabilities for active participants | 2018-12-31 | 703,887 |
Total participant count | 2018-12-31 | 10 |
Total funding target for all participants | 2018-12-31 | 813,289 |
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 |
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 | 67,819 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 67,819 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 97,402 |
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 | 90,303 |
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 | 74,585 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 48,762 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 90,102 |
Additional cash requirement | 2018-12-31 | 90,102 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 90,303 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: HOLTON BLACKSTONE & MAYBERRY DEFINED BENEFIT PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 652,208 |
Acturial value of plan assets | 2017-12-31 | 652,208 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 3 |
Fundng target for terminated vested participants | 2017-12-31 | 91,484 |
Active participant vested funding target | 2017-12-31 | 631,273 |
Number of active participants | 2017-12-31 | 7 |
Total funding liabilities for active participants | 2017-12-31 | 631,273 |
Total participant count | 2017-12-31 | 10 |
Total funding target for all participants | 2017-12-31 | 722,757 |
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 |
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 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 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 | 167,953 |
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 | 157,725 |
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 | 73,132 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 70,549 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 89,906 |
Additional cash requirement | 2017-12-31 | 89,906 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 157,725 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: HOLTON BLACKSTONE & MAYBERRY DEFINED BENEFIT PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 591,838 |
Acturial value of plan assets | 2016-12-31 | 591,838 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 3 |
Fundng target for terminated vested participants | 2016-12-31 | 86,099 |
Active participant vested funding target | 2016-12-31 | 584,917 |
Number of active participants | 2016-12-31 | 6 |
Total funding liabilities for active participants | 2016-12-31 | 584,917 |
Total participant count | 2016-12-31 | 9 |
Total funding target for all participants | 2016-12-31 | 671,016 |
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 | 6,030 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 6,030 |
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 | 152 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 143 |
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 | 95,872 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 88,622 |
Unpaid minimum required contributions for all 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 | 72,488 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 79,178 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 88,622 |
Additional cash requirement | 2016-12-31 | 88,622 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 88,622 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |