MIKE ZOOK FARM has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MIKE ZOOK FARM CASH BALANCE PLAN
Measure | Date | Value |
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2022: MIKE ZOOK FARM CASH BALANCE PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 1,474,433 |
Acturial value of plan assets | 2022-12-31 | 1,474,433 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
Number of terminated vested participants | 2022-12-31 | 1 |
Fundng target for terminated vested participants | 2022-12-31 | 13,916 |
Active participant vested funding target | 2022-12-31 | 1,550,326 |
Number of active participants | 2022-12-31 | 3 |
Total funding liabilities for active participants | 2022-12-31 | 1,550,326 |
Total participant count | 2022-12-31 | 4 |
Total funding target for all participants | 2022-12-31 | 1,564,242 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 374 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 374 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 11,000 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 10,619 |
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 | 89,809 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 9,256 |
Additional cash requirement | 2022-12-31 | 9,256 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 10,619 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
2021: MIKE ZOOK FARM CASH BALANCE PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 1,342,981 |
Acturial value of plan assets | 2021-12-31 | 1,342,981 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 1 |
Fundng target for terminated vested participants | 2021-12-31 | 12,540 |
Active participant vested funding target | 2021-12-31 | 1,467,867 |
Number of active participants | 2021-12-31 | 3 |
Total funding liabilities for active participants | 2021-12-31 | 1,467,867 |
Total participant count | 2021-12-31 | 4 |
Total funding target for all participants | 2021-12-31 | 1,480,407 |
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 | 8,697 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 8,697 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 14,000 |
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 | 13,523 |
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 | 137,426 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 13,149 |
Additional cash requirement | 2021-12-31 | 13,149 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 13,523 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: MIKE ZOOK FARM CASH BALANCE PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 1,321,195 |
Acturial value of plan assets | 2020-12-31 | 1,321,195 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 1 |
Fundng target for terminated vested participants | 2020-12-31 | 11,347 |
Active participant vested funding target | 2020-12-31 | 1,389,355 |
Number of active participants | 2020-12-31 | 3 |
Total funding liabilities for active participants | 2020-12-31 | 1,389,355 |
Total participant count | 2020-12-31 | 4 |
Total funding target for all participants | 2020-12-31 | 1,400,702 |
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 |
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 | 1,300 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 1,300 |
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 | 16,847 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 16,162 |
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 | 79,507 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 7,465 |
Additional cash requirement | 2020-12-31 | 7,465 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 16,162 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: MIKE ZOOK FARM CASH BALANCE PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 1,223,026 |
Acturial value of plan assets | 2019-12-31 | 1,223,026 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 0 |
Fundng target for terminated vested participants | 2019-12-31 | 0 |
Active participant vested funding target | 2019-12-31 | 1,345,286 |
Number of active participants | 2019-12-31 | 4 |
Total funding liabilities for active participants | 2019-12-31 | 1,345,286 |
Total participant count | 2019-12-31 | 4 |
Total funding target for all participants | 2019-12-31 | 1,345,286 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 110 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 110 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 22,300 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 21,771 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 122,260 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 20,471 |
Additional cash requirement | 2019-12-31 | 20,471 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 21,771 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: MIKE ZOOK FARM CASH BALANCE PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 1,244,247 |
Acturial value of plan assets | 2018-12-31 | 1,244,247 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 0 |
Fundng target for terminated vested participants | 2018-12-31 | 0 |
Active participant vested funding target | 2018-12-31 | 1,275,460 |
Number of active participants | 2018-12-31 | 4 |
Total funding liabilities for active participants | 2018-12-31 | 1,275,460 |
Total participant count | 2018-12-31 | 4 |
Total funding target for all participants | 2018-12-31 | 1,275,460 |
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 | 2,468 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 2,468 |
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 | 5,285 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 5,206 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 31,213 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 5,096 |
Additional cash requirement | 2018-12-31 | 5,096 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 5,206 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: MIKE ZOOK FARM CASH BALANCE PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 1,090,667 |
Acturial value of plan assets | 2017-12-31 | 1,090,667 |
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 | 1,075,992 |
Number of active participants | 2017-12-31 | 4 |
Total funding liabilities for active participants | 2017-12-31 | 1,075,992 |
Total participant count | 2017-12-31 | 4 |
Total funding target for all participants | 2017-12-31 | 1,075,992 |
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 | 39,412 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 39,412 |
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 | 116,350 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 114,563 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 126,770 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 112,095 |
Additional cash requirement | 2017-12-31 | 112,095 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 114,563 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: MIKE ZOOK FARM CASH BALANCE PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 915,112 |
Acturial value of plan assets | 2016-12-31 | 915,112 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 1 |
Fundng target for terminated vested participants | 2016-12-31 | 705 |
Active participant vested funding target | 2016-12-31 | 886,190 |
Number of active participants | 2016-12-31 | 3 |
Total funding liabilities for active participants | 2016-12-31 | 886,190 |
Total participant count | 2016-12-31 | 4 |
Total funding target for all participants | 2016-12-31 | 886,895 |
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 |
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 | 66,873 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 66,873 |
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 | 136,037 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 135,580 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 124,385 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 96,168 |
Additional cash requirement | 2016-12-31 | 96,168 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 135,580 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |