401k Plan data: GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN plan

GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN
Plan identification number	003

GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
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

GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name: GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT LLC

Employer identification number (EIN): 455146130

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01

Plan Statistics for GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2019: GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-10-31 1,087,569
Acturial value of plan assets 2019-10-31 1,087,569
Funding target for retired participants and beneficiaries receiving payment 2019-10-31 0
Number of terminated vested participants 2019-10-31 0
Fundng target for terminated vested participants 2019-10-31 0
Active participant vested funding target 2019-10-31 833,809
Number of active participants 2019-10-31 26
Total funding liabilities for active participants 2019-10-31 833,809
Total participant count 2019-10-31 26
Total funding target for all participants 2019-10-31 833,809
Balance at beginning of prior year after applicable adjustments 2019-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-10-31 286,202
Carryover balanced portion elected for use to offset prior years funding requirement 2019-10-31 0
Prefunding balanced used to offset prior years funding requirement 2019-10-31 30,783
Amount remaining of carryover balance 2019-10-31 0
Amount remaining of prefunding balance 2019-10-31 255,419
Present value of excess contributions 2019-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-10-31 0
Reductions in caryover balances due to elections or deemed elections 2019-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-10-31 0
Balance of carryovers at beginning of current year 2019-10-31 0
Balance of prefunding at beginning of current year 2019-10-31 239,609
Total employer contributions 2019-10-31 90,320
Total employee contributions 2019-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-10-31 90,670
Unpaid minimum required contributions for all prior years 2019-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-10-31 0
Remaining amount of unpaid minimum required contributions 2019-10-31 0
Minimum required contributions for current year target normal cost 2019-10-31 157,629
Net shortfall amortization installment of oustanding balance 2019-10-31 0
Waiver amortization installment 2019-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-10-31 154,112
Carryover balance elected to use to offset funding requirement 2019-10-31 0
Prefunding balance elected to use to offset funding requirement 2019-10-31 63,442
Additional cash requirement 2019-10-31 90,670
Contributions allocatedtoward minimum required contributions for current year 2019-10-31 90,670
Unpaid minimum required contributions for current year 2019-10-31 0
Unpaid minimum required contributions for all years 2019-10-31 0
2018: GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 746,816
Acturial value of plan assets 2018-12-31 746,816
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 2018-12-31 567,952
Number of active participants 2018-12-31 17
Total funding liabilities for active participants 2018-12-31 567,952
Total participant count 2018-12-31 17
Total funding target for all participants 2018-12-31 567,952
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 254,266
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 2018-12-31 254,266
Present value of excess contributions 2018-12-31 48,107
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 48,107
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 2018-12-31 286,202
Total employer contributions 2018-12-31 200,000
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 2018-12-31 205,995
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 2018-12-31 218,366
Net shortfall amortization installment of oustanding balance 2018-12-31 123,222
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 238,482
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 32,487
Additional cash requirement 2018-12-31 205,995
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 205,995
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 631,569
Acturial value of plan assets 2017-12-31 631,569
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 2017-12-31 374,525
Number of active participants 2017-12-31 15
Total funding liabilities for active participants 2017-12-31 374,525
Total participant count 2017-12-31 15
Total funding target for all participants 2017-12-31 374,525
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 17,580
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 17,580
Present value of excess contributions 2017-12-31 235,389
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 235,389
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 235,389
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 2017-12-31 254,266
Total employer contributions 2017-12-31 173,000
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 2017-12-31 178,196
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 2017-12-31 130,089
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 2017-12-31 130,089
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 2017-12-31 130,089
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 178,196
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 621,536
Acturial value of plan assets 2016-12-31 621,536
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 2016-12-31 274,353
Active participant vested funding target 2016-12-31 248,011
Number of active participants 2016-12-31 13
Total funding liabilities for active participants 2016-12-31 248,011
Total participant count 2016-12-31 14
Total funding target for all participants 2016-12-31 522,364
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 18,710
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 18,710
Present value of excess contributions 2016-12-31 199,912
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 199,912
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 17,580
Total employer contributions 2016-12-31 400,000
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 2016-12-31 409,476
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
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 2016-12-31 254,703
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 2016-12-31 174,087
Additional cash requirement 2016-12-31 174,087
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 409,476
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
2019: GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-10-31	1,087,569
Acturial value of plan assets	2019-10-31	1,087,569
Funding target for retired participants and beneficiaries receiving payment	2019-10-31	0
Number of terminated vested participants	2019-10-31	0
Fundng target for terminated vested participants	2019-10-31	0
Active participant vested funding target	2019-10-31	833,809
Number of active participants	2019-10-31	26
Total funding liabilities for active participants	2019-10-31	833,809
Total participant count	2019-10-31	26
Total funding target for all participants	2019-10-31	833,809
Balance at beginning of prior year after applicable adjustments	2019-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-10-31	286,202
Carryover balanced portion elected for use to offset prior years funding requirement	2019-10-31	0
Prefunding balanced used to offset prior years funding requirement	2019-10-31	30,783
Amount remaining of carryover balance	2019-10-31	0
Amount remaining of prefunding balance	2019-10-31	255,419
Present value of excess contributions	2019-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-10-31	0
Reductions in caryover balances due to elections or deemed elections	2019-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-10-31	0
Balance of carryovers at beginning of current year	2019-10-31	0
Balance of prefunding at beginning of current year	2019-10-31	239,609
Total employer contributions	2019-10-31	90,320
Total employee contributions	2019-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-10-31	90,670
Unpaid minimum required contributions for all prior years	2019-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-10-31	0
Remaining amount of unpaid minimum required contributions	2019-10-31	0
Minimum required contributions for current year target normal cost	2019-10-31	157,629
Net shortfall amortization installment of oustanding balance	2019-10-31	0
Waiver amortization installment	2019-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-10-31	154,112
Carryover balance elected to use to offset funding requirement	2019-10-31	0
Prefunding balance elected to use to offset funding requirement	2019-10-31	63,442
Additional cash requirement	2019-10-31	90,670
Contributions allocatedtoward minimum required contributions for current year	2019-10-31	90,670
Unpaid minimum required contributions for current year	2019-10-31	0
Unpaid minimum required contributions for all years	2019-10-31	0
2018: GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	746,816
Acturial value of plan assets	2018-12-31	746,816
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	567,952
Number of active participants	2018-12-31	17
Total funding liabilities for active participants	2018-12-31	567,952
Total participant count	2018-12-31	17
Total funding target for all participants	2018-12-31	567,952
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	254,266
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	254,266
Present value of excess contributions	2018-12-31	48,107
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	48,107
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	286,202
Total employer contributions	2018-12-31	200,000
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	205,995
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	218,366
Net shortfall amortization installment of oustanding balance	2018-12-31	123,222
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	238,482
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	32,487
Additional cash requirement	2018-12-31	205,995
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	205,995
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	631,569
Acturial value of plan assets	2017-12-31	631,569
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	374,525
Number of active participants	2017-12-31	15
Total funding liabilities for active participants	2017-12-31	374,525
Total participant count	2017-12-31	15
Total funding target for all participants	2017-12-31	374,525
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	17,580
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	17,580
Present value of excess contributions	2017-12-31	235,389
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	235,389
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	235,389
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	254,266
Total employer contributions	2017-12-31	173,000
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	178,196
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	130,089
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	130,089
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	130,089
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	178,196
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	621,536
Acturial value of plan assets	2016-12-31	621,536
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	274,353
Active participant vested funding target	2016-12-31	248,011
Number of active participants	2016-12-31	13
Total funding liabilities for active participants	2016-12-31	248,011
Total participant count	2016-12-31	14
Total funding target for all participants	2016-12-31	522,364
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	18,710
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	18,710
Present value of excess contributions	2016-12-31	199,912
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	199,912
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	17,580
Total employer contributions	2016-12-31	400,000
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	409,476
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	254,703
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	174,087
Additional cash requirement	2016-12-31	174,087
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	409,476
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

GENOVESE BURFORD BROTHERS WEALTH AND RETIREMENT PLAN MANAGEMENT INC 401(K) PROFIT SHARING PLAN [EIN = 680207610]

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT LLC
Employer identification number (EIN):	455146130
NAIC Classification:	523900

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01