401k Plan data: HAROLD K. JORDAN & CO., INC. DEFINED BENEFIT PENSION PLAN plan

HAROLD K. JORDAN & CO., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	HAROLD K. JORDAN & CO., INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	002

HAROLD K. JORDAN & CO., INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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

HAROLD K. JORDAN & CO. INC. has sponsored the creation of one or more 401k plans.

Company Name: HAROLD K. JORDAN & CO. INC.

Employer identification number (EIN): 521646830

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAROLD K. JORDAN & CO., INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 RUSSELL SNOW, EA, CPC, MSPA 2015-08-19

Plan Statistics for HAROLD K. JORDAN & CO., INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for HAROLD K. JORDAN & CO., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2021: HAROLD K. JORDAN & CO., INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-11-02 2,600,356
Acturial value of plan assets 2021-11-02 2,600,356
Funding target for retired participants and beneficiaries receiving payment 2021-11-02 0
Number of terminated vested participants 2021-11-02 1
Fundng target for terminated vested participants 2021-11-02 15,361
Active participant vested funding target 2021-11-02 2,045,208
Number of active participants 2021-11-02 14
Total funding liabilities for active participants 2021-11-02 2,045,208
Total participant count 2021-11-02 15
Total funding target for all participants 2021-11-02 2,060,569
Balance at beginning of prior year after applicable adjustments 2021-11-02 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-11-02 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-11-02 0
Prefunding balanced used to offset prior years funding requirement 2021-11-02 0
Amount remaining of carryover balance 2021-11-02 0
Amount remaining of prefunding balance 2021-11-02 0
Present value of excess contributions 2021-11-02 338,946
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-11-02 338,946
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-11-02 0
Reductions in caryover balances due to elections or deemed elections 2021-11-02 0
Reductions in prefunding balances due to elections or deemed elections 2021-11-02 0
Balance of carryovers at beginning of current year 2021-11-02 0
Balance of prefunding at beginning of current year 2021-11-02 0
Total employer contributions 2021-11-02 0
Total employee contributions 2021-11-02 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-11-02 0
Contributions made to avoid restrictions adjusted to valuation date 2021-11-02 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-11-02 0
Unpaid minimum required contributions for all prior years 2021-11-02 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-11-02 0
Remaining amount of unpaid minimum required contributions 2021-11-02 0
Minimum required contributions for current year target normal cost 2021-11-02 0
Net shortfall amortization installment of oustanding balance 2021-11-02 0
Waiver amortization installment 2021-11-02 0
Total funding amount beforereflecting carryover/prefunding balances 2021-11-02 0
Carryover balance elected to use to offset funding requirement 2021-11-02 0
Prefunding balance elected to use to offset funding requirement 2021-11-02 0
Additional cash requirement 2021-11-02 0
Contributions allocatedtoward minimum required contributions for current year 2021-11-02 0
Unpaid minimum required contributions for current year 2021-11-02 0
Unpaid minimum required contributions for all years 2021-11-02 0
2020: HAROLD K. JORDAN & CO., INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,265,948
Acturial value of plan assets 2020-12-31 2,265,948
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,753,950
Number of active participants 2020-12-31 15
Total funding liabilities for active participants 2020-12-31 1,754,067
Total participant count 2020-12-31 15
Total funding target for all participants 2020-12-31 1,754,067
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 2020-12-31 241,095
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 241,095
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 2020-12-31 341,303
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 2020-12-31 338,946
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 2020-12-31 289,813
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 2020-12-31 338,946
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: HAROLD K. JORDAN & CO., INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,820,444
Acturial value of plan assets 2019-12-31 1,820,444
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 1,558,868
Number of active participants 2019-12-31 15
Total funding liabilities for active participants 2019-12-31 1,558,868
Total participant count 2019-12-31 15
Total funding target for all participants 2019-12-31 1,558,868
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
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 0
Present value of excess contributions 2019-12-31 217,997
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 217,997
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 0
Total employer contributions 2019-12-31 242,041
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 2019-12-31 241,095
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 2019-12-31 206,214
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 0
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 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 241,095
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: HAROLD K. JORDAN & CO., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,302,006
Acturial value of plan assets 2018-12-31 1,302,006
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 1,432,981
Number of active participants 2018-12-31 12
Total funding liabilities for active participants 2018-12-31 1,432,981
Total participant count 2018-12-31 12
Total funding target for all participants 2018-12-31 1,432,981
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 2018-12-31 164,492
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 164,492
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 0
Total employer contributions 2018-12-31 241,512
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 2018-12-31 239,379
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 0
Net shortfall amortization installment of oustanding balance 2018-12-31 130,975
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 21,382
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 21,382
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 239,379
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: HAROLD K. JORDAN & CO., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,006,185
Acturial value of plan assets 2017-12-31 1,006,185
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 3,622
Active participant vested funding target 2017-12-31 970,694
Number of active participants 2017-12-31 12
Total funding liabilities for active participants 2017-12-31 970,694
Total participant count 2017-12-31 14
Total funding target for all participants 2017-12-31 974,316
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 2017-12-31 182,979
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 182,979
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 2017-12-31 482,201
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 2017-12-31 473,060
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 2017-12-31 340,437
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 2017-12-31 308,568
Additional cash requirement 2017-12-31 308,568
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 473,060
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: HAROLD K. JORDAN & CO., INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 324,819
Acturial value of plan assets 2016-12-31 324,819
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 2016-12-31 621,914
Number of active participants 2016-12-31 14
Total funding liabilities for active participants 2016-12-31 625,326
Total participant count 2016-12-31 14
Total funding target for all participants 2016-12-31 625,326
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 5,525
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 5,525
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 2016-12-31 544,081
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 2016-12-31 534,062
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 2016-12-31 298,396
Net shortfall amortization installment of oustanding balance 2016-12-31 300,507
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 351,083
Additional cash requirement 2016-12-31 351,083
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 534,062
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
2021: HAROLD K. JORDAN & CO., INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-11-02	2,600,356
Acturial value of plan assets	2021-11-02	2,600,356
Funding target for retired participants and beneficiaries receiving payment	2021-11-02	0
Number of terminated vested participants	2021-11-02	1
Fundng target for terminated vested participants	2021-11-02	15,361
Active participant vested funding target	2021-11-02	2,045,208
Number of active participants	2021-11-02	14
Total funding liabilities for active participants	2021-11-02	2,045,208
Total participant count	2021-11-02	15
Total funding target for all participants	2021-11-02	2,060,569
Balance at beginning of prior year after applicable adjustments	2021-11-02	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-11-02	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-11-02	0
Prefunding balanced used to offset prior years funding requirement	2021-11-02	0
Amount remaining of carryover balance	2021-11-02	0
Amount remaining of prefunding balance	2021-11-02	0
Present value of excess contributions	2021-11-02	338,946
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-11-02	338,946
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-11-02	0
Reductions in caryover balances due to elections or deemed elections	2021-11-02	0
Reductions in prefunding balances due to elections or deemed elections	2021-11-02	0
Balance of carryovers at beginning of current year	2021-11-02	0
Balance of prefunding at beginning of current year	2021-11-02	0
Total employer contributions	2021-11-02	0
Total employee contributions	2021-11-02	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-11-02	0
Contributions made to avoid restrictions adjusted to valuation date	2021-11-02	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-11-02	0
Unpaid minimum required contributions for all prior years	2021-11-02	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-11-02	0
Remaining amount of unpaid minimum required contributions	2021-11-02	0
Minimum required contributions for current year target normal cost	2021-11-02	0
Net shortfall amortization installment of oustanding balance	2021-11-02	0
Waiver amortization installment	2021-11-02	0
Total funding amount beforereflecting carryover/prefunding balances	2021-11-02	0
Carryover balance elected to use to offset funding requirement	2021-11-02	0
Prefunding balance elected to use to offset funding requirement	2021-11-02	0
Additional cash requirement	2021-11-02	0
Contributions allocatedtoward minimum required contributions for current year	2021-11-02	0
Unpaid minimum required contributions for current year	2021-11-02	0
Unpaid minimum required contributions for all years	2021-11-02	0
2020: HAROLD K. JORDAN & CO., INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,265,948
Acturial value of plan assets	2020-12-31	2,265,948
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,753,950
Number of active participants	2020-12-31	15
Total funding liabilities for active participants	2020-12-31	1,754,067
Total participant count	2020-12-31	15
Total funding target for all participants	2020-12-31	1,754,067
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	241,095
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	241,095
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	341,303
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	338,946
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	289,813
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	338,946
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: HAROLD K. JORDAN & CO., INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,820,444
Acturial value of plan assets	2019-12-31	1,820,444
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	1,558,868
Number of active participants	2019-12-31	15
Total funding liabilities for active participants	2019-12-31	1,558,868
Total participant count	2019-12-31	15
Total funding target for all participants	2019-12-31	1,558,868
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
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	0
Present value of excess contributions	2019-12-31	217,997
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	217,997
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	0
Total employer contributions	2019-12-31	242,041
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	241,095
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	206,214
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	0
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	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	241,095
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: HAROLD K. JORDAN & CO., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,302,006
Acturial value of plan assets	2018-12-31	1,302,006
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	1,432,981
Number of active participants	2018-12-31	12
Total funding liabilities for active participants	2018-12-31	1,432,981
Total participant count	2018-12-31	12
Total funding target for all participants	2018-12-31	1,432,981
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	164,492
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	164,492
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	0
Total employer contributions	2018-12-31	241,512
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	239,379
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	0
Net shortfall amortization installment of oustanding balance	2018-12-31	130,975
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	21,382
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	21,382
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	239,379
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: HAROLD K. JORDAN & CO., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,006,185
Acturial value of plan assets	2017-12-31	1,006,185
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	3,622
Active participant vested funding target	2017-12-31	970,694
Number of active participants	2017-12-31	12
Total funding liabilities for active participants	2017-12-31	970,694
Total participant count	2017-12-31	14
Total funding target for all participants	2017-12-31	974,316
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	182,979
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	182,979
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	482,201
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	473,060
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	340,437
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	308,568
Additional cash requirement	2017-12-31	308,568
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	473,060
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: HAROLD K. JORDAN & CO., INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	324,819
Acturial value of plan assets	2016-12-31	324,819
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	621,914
Number of active participants	2016-12-31	14
Total funding liabilities for active participants	2016-12-31	625,326
Total participant count	2016-12-31	14
Total funding target for all participants	2016-12-31	625,326
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	5,525
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	5,525
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	544,081
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	534,062
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	298,396
Net shortfall amortization installment of oustanding balance	2016-12-31	300,507
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	351,083
Additional cash requirement	2016-12-31	351,083
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	534,062
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	HAROLD K. JORDAN & CO. INC.
Employer identification number (EIN):	521646830
NAIC Classification:	236200

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	RUSSELL SNOW, EA, CPC, MSPA	2015-08-19