SANA & NISI MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SANA & NISI MANAGEMENT, INC. PENSION PLAN
401k plan membership statisitcs for SANA & NISI MANAGEMENT, INC. PENSION PLAN
Measure | Date | Value |
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2023: SANA & NISI MANAGEMENT, INC. PENSION PLAN 2023 401k membership |
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Market value of plan assets | 2023-01-31 | 5,153,630 |
Acturial value of plan assets | 2023-01-31 | 5,153,630 |
Funding target for retired participants and beneficiaries receiving payment | 2023-01-31 | 0 |
Number of terminated vested participants | 2023-01-31 | 1 |
Fundng target for terminated vested participants | 2023-01-31 | 107,103 |
Active participant vested funding target | 2023-01-31 | 3,329,426 |
Number of active participants | 2023-01-31 | 3 |
Total funding liabilities for active participants | 2023-01-31 | 3,329,426 |
Total participant count | 2023-01-31 | 4 |
Total funding target for all participants | 2023-01-31 | 3,436,529 |
Balance at beginning of prior year after applicable adjustments | 2023-01-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-01-31 | 785,973 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-01-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-01-31 | 0 |
Amount remaining of carryover balance | 2023-01-31 | 0 |
Amount remaining of prefunding balance | 2023-01-31 | 785,973 |
Present value of excess contributions | 2023-01-31 | 107,629 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-01-31 | 112,892 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-01-31 | 112,892 |
Reductions in caryover balances due to elections or deemed elections | 2023-01-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-01-31 | 0 |
Balance of carryovers at beginning of current year | 2023-01-31 | 0 |
Balance of prefunding at beginning of current year | 2023-01-31 | 950,661 |
Total employer contributions | 2023-01-31 | 40,000 |
Total employee contributions | 2023-01-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-01-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-01-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-01-31 | 39,771 |
Unpaid minimum required contributions for all prior years | 2023-01-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-01-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-01-31 | 0 |
Minimum required contributions for current year target normal cost | 2023-01-31 | 7,322 |
Net shortfall amortization installment of oustanding balance | 2023-01-31 | 0 |
Waiver amortization installment | 2023-01-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-01-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2023-01-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2023-01-31 | 0 |
Additional cash requirement | 2023-01-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2023-01-31 | 39,771 |
Unpaid minimum required contributions for current year | 2023-01-31 | 0 |
Unpaid minimum required contributions for all years | 2023-01-31 | 0 |
2022: SANA & NISI MANAGEMENT, INC. PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-01-31 | 4,802,182 |
Acturial value of plan assets | 2022-01-31 | 4,802,182 |
Funding target for retired participants and beneficiaries receiving payment | 2022-01-31 | 0 |
Number of terminated vested participants | 2022-01-31 | 0 |
Fundng target for terminated vested participants | 2022-01-31 | 0 |
Active participant vested funding target | 2022-01-31 | 3,640,946 |
Number of active participants | 2022-01-31 | 4 |
Total funding liabilities for active participants | 2022-01-31 | 3,640,946 |
Total participant count | 2022-01-31 | 4 |
Total funding target for all participants | 2022-01-31 | 3,640,946 |
Balance at beginning of prior year after applicable adjustments | 2022-01-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-01-31 | 587,569 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-01-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-01-31 | 0 |
Amount remaining of carryover balance | 2022-01-31 | 0 |
Amount remaining of prefunding balance | 2022-01-31 | 587,569 |
Present value of excess contributions | 2022-01-31 | 126,883 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-01-31 | 133,595 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-01-31 | 133,595 |
Reductions in caryover balances due to elections or deemed elections | 2022-01-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-01-31 | 0 |
Balance of carryovers at beginning of current year | 2022-01-31 | 0 |
Balance of prefunding at beginning of current year | 2022-01-31 | 785,973 |
Total employer contributions | 2022-01-31 | 110,000 |
Total employee contributions | 2022-01-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-01-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-01-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-01-31 | 107,629 |
Unpaid minimum required contributions for all prior years | 2022-01-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-01-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-01-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-01-31 | 51,765 |
Net shortfall amortization installment of oustanding balance | 2022-01-31 | 0 |
Waiver amortization installment | 2022-01-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-01-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-01-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-01-31 | 0 |
Additional cash requirement | 2022-01-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-01-31 | 107,629 |
Unpaid minimum required contributions for current year | 2022-01-31 | 0 |
Unpaid minimum required contributions for all years | 2022-01-31 | 0 |
2021: SANA & NISI MANAGEMENT, INC. PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-01-31 | 4,269,012 |
Acturial value of plan assets | 2021-01-31 | 4,269,012 |
Funding target for retired participants and beneficiaries receiving payment | 2021-01-31 | 0 |
Number of terminated vested participants | 2021-01-31 | 0 |
Fundng target for terminated vested participants | 2021-01-31 | 0 |
Active participant vested funding target | 2021-01-31 | 3,439,494 |
Number of active participants | 2021-01-31 | 4 |
Total funding liabilities for active participants | 2021-01-31 | 3,439,494 |
Total participant count | 2021-01-31 | 4 |
Total funding target for all participants | 2021-01-31 | 3,439,494 |
Balance at beginning of prior year after applicable adjustments | 2021-01-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-01-31 | 426,637 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-01-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-01-31 | 0 |
Amount remaining of carryover balance | 2021-01-31 | 0 |
Amount remaining of prefunding balance | 2021-01-31 | 426,637 |
Present value of excess contributions | 2021-01-31 | 103,153 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-01-31 | 108,754 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-01-31 | 108,754 |
Reductions in caryover balances due to elections or deemed elections | 2021-01-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-01-31 | 0 |
Balance of carryovers at beginning of current year | 2021-01-31 | 0 |
Balance of prefunding at beginning of current year | 2021-01-31 | 587,569 |
Total employer contributions | 2021-01-31 | 130,000 |
Total employee contributions | 2021-01-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-01-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-01-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-01-31 | 126,883 |
Unpaid minimum required contributions for all prior years | 2021-01-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-01-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-01-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-01-31 | 12,374 |
Net shortfall amortization installment of oustanding balance | 2021-01-31 | 0 |
Waiver amortization installment | 2021-01-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-01-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-01-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-01-31 | 0 |
Additional cash requirement | 2021-01-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-01-31 | 126,883 |
Unpaid minimum required contributions for current year | 2021-01-31 | 0 |
Unpaid minimum required contributions for all years | 2021-01-31 | 0 |
2020: SANA & NISI MANAGEMENT, INC. PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-01-31 | 3,757,862 |
Acturial value of plan assets | 2020-01-31 | 3,757,862 |
Funding target for retired participants and beneficiaries receiving payment | 2020-01-31 | 0 |
Number of terminated vested participants | 2020-01-31 | 0 |
Fundng target for terminated vested participants | 2020-01-31 | 0 |
Active participant vested funding target | 2020-01-31 | 3,331,225 |
Number of active participants | 2020-01-31 | 4 |
Total funding liabilities for active participants | 2020-01-31 | 3,331,225 |
Total participant count | 2020-01-31 | 4 |
Total funding target for all participants | 2020-01-31 | 3,331,225 |
Balance at beginning of prior year after applicable adjustments | 2020-01-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-01-31 | 499,196 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-01-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-01-31 | 0 |
Amount remaining of carryover balance | 2020-01-31 | 0 |
Amount remaining of prefunding balance | 2020-01-31 | 499,196 |
Present value of excess contributions | 2020-01-31 | 87,882 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-01-31 | 92,803 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-01-31 | 92,803 |
Reductions in caryover balances due to elections or deemed elections | 2020-01-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-01-31 | 147,940 |
Balance of carryovers at beginning of current year | 2020-01-31 | 0 |
Balance of prefunding at beginning of current year | 2020-01-31 | 426,637 |
Total employer contributions | 2020-01-31 | 120,000 |
Total employee contributions | 2020-01-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-01-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-01-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-01-31 | 114,216 |
Unpaid minimum required contributions for all prior years | 2020-01-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-01-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-01-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-01-31 | 11,063 |
Net shortfall amortization installment of oustanding balance | 2020-01-31 | 0 |
Waiver amortization installment | 2020-01-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-01-31 | 11,063 |
Carryover balance elected to use to offset funding requirement | 2020-01-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-01-31 | 0 |
Additional cash requirement | 2020-01-31 | 11,063 |
Contributions allocatedtoward minimum required contributions for current year | 2020-01-31 | 114,216 |
Unpaid minimum required contributions for current year | 2020-01-31 | 0 |
Unpaid minimum required contributions for all years | 2020-01-31 | 0 |
2019: SANA & NISI MANAGEMENT, INC. PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-01-31 | 3,877,099 |
Acturial value of plan assets | 2019-01-31 | 3,877,099 |
Funding target for retired participants and beneficiaries receiving payment | 2019-01-31 | 0 |
Number of terminated vested participants | 2019-01-31 | 0 |
Fundng target for terminated vested participants | 2019-01-31 | 0 |
Active participant vested funding target | 2019-01-31 | 3,234,394 |
Number of active participants | 2019-01-31 | 4 |
Total funding liabilities for active participants | 2019-01-31 | 3,234,394 |
Total participant count | 2019-01-31 | 4 |
Total funding target for all participants | 2019-01-31 | 3,234,394 |
Balance at beginning of prior year after applicable adjustments | 2019-01-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-01-31 | 324,556 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-01-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-01-31 | 0 |
Amount remaining of carryover balance | 2019-01-31 | 0 |
Amount remaining of prefunding balance | 2019-01-31 | 324,556 |
Present value of excess contributions | 2019-01-31 | 116,927 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-01-31 | 123,685 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-01-31 | 123,685 |
Reductions in caryover balances due to elections or deemed elections | 2019-01-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-01-31 | 0 |
Balance of carryovers at beginning of current year | 2019-01-31 | 0 |
Balance of prefunding at beginning of current year | 2019-01-31 | 499,196 |
Total employer contributions | 2019-01-31 | 90,000 |
Total employee contributions | 2019-01-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-01-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-01-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-01-31 | 87,882 |
Unpaid minimum required contributions for all prior years | 2019-01-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-01-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-01-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-01-31 | 9,849 |
Net shortfall amortization installment of oustanding balance | 2019-01-31 | 0 |
Waiver amortization installment | 2019-01-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-01-31 | 0 |
Additional cash requirement | 2019-01-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-01-31 | 87,882 |
Unpaid minimum required contributions for current year | 2019-01-31 | 0 |
Unpaid minimum required contributions for all years | 2019-01-31 | 0 |