YOAKUM CO. CO-OP GIN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PRODUCERS RETIREMENT PLAN TRUST
Measure | Date | Value |
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2023: PRODUCERS RETIREMENT PLAN TRUST 2023 401k membership |
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Market value of plan assets | 2023-04-30 | 779,025 |
Acturial value of plan assets | 2023-04-30 | 779,025 |
Funding target for retired participants and beneficiaries receiving payment | 2023-04-30 | 411,412 |
Number of terminated vested participants | 2023-04-30 | 5 |
Fundng target for terminated vested participants | 2023-04-30 | 119,173 |
Active participant vested funding target | 2023-04-30 | 284,536 |
Number of active participants | 2023-04-30 | 2 |
Total funding liabilities for active participants | 2023-04-30 | 284,536 |
Total participant count | 2023-04-30 | 11 |
Total funding target for all participants | 2023-04-30 | 815,121 |
Balance at beginning of prior year after applicable adjustments | 2023-04-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-04-30 | 10,192 |
Amount remaining of carryover balance | 2023-04-30 | 0 |
Amount remaining of prefunding balance | 2023-04-30 | 10,192 |
Present value of excess contributions | 2023-04-30 | 19,197 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-04-30 | 20,270 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-04-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2023-04-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-04-30 | 0 |
Balance of carryovers at beginning of current year | 2023-04-30 | 0 |
Balance of prefunding at beginning of current year | 2023-04-30 | 9,862 |
Total employer contributions | 2023-04-30 | 80,000 |
Total employee contributions | 2023-04-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-04-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-04-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-04-30 | 77,759 |
Unpaid minimum required contributions for all prior years | 2023-04-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-04-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-04-30 | 0 |
Minimum required contributions for current year target normal cost | 2023-04-30 | 12,000 |
Net shortfall amortization installment of oustanding balance | 2023-04-30 | 45,958 |
Waiver amortization installment | 2023-04-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-04-30 | 16,247 |
Additional cash requirement | 2023-04-30 | 16,247 |
Contributions allocatedtoward minimum required contributions for current year | 2023-04-30 | 77,759 |
Unpaid minimum required contributions for current year | 2023-04-30 | 0 |
Unpaid minimum required contributions for all years | 2023-04-30 | 0 |
2022: PRODUCERS RETIREMENT PLAN TRUST 2022 401k membership |
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Market value of plan assets | 2022-04-30 | 876,108 |
Acturial value of plan assets | 2022-04-30 | 876,108 |
Funding target for retired participants and beneficiaries receiving payment | 2022-04-30 | 360,832 |
Number of terminated vested participants | 2022-04-30 | 6 |
Fundng target for terminated vested participants | 2022-04-30 | 250,613 |
Active participant vested funding target | 2022-04-30 | 262,525 |
Number of active participants | 2022-04-30 | 2 |
Total funding liabilities for active participants | 2022-04-30 | 262,525 |
Total participant count | 2022-04-30 | 11 |
Total funding target for all participants | 2022-04-30 | 873,970 |
Balance at beginning of prior year after applicable adjustments | 2022-04-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-04-30 | 7,805 |
Amount remaining of carryover balance | 2022-04-30 | 0 |
Amount remaining of prefunding balance | 2022-04-30 | 7,805 |
Present value of excess contributions | 2022-04-30 | 11,269 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-04-30 | 11,880 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-04-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-04-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-04-30 | 0 |
Balance of carryovers at beginning of current year | 2022-04-30 | 0 |
Balance of prefunding at beginning of current year | 2022-04-30 | 10,192 |
Total employer contributions | 2022-04-30 | 80,000 |
Total employee contributions | 2022-04-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-04-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-04-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-04-30 | 77,674 |
Unpaid minimum required contributions for all prior years | 2022-04-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-04-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-04-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-04-30 | 6,000 |
Net shortfall amortization installment of oustanding balance | 2022-04-30 | 174,760 |
Waiver amortization installment | 2022-04-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-04-30 | 58,477 |
Additional cash requirement | 2022-04-30 | 58,477 |
Contributions allocatedtoward minimum required contributions for current year | 2022-04-30 | 77,674 |
Unpaid minimum required contributions for current year | 2022-04-30 | 0 |
Unpaid minimum required contributions for all years | 2022-04-30 | 0 |
2021: PRODUCERS RETIREMENT PLAN TRUST 2021 401k membership |
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Market value of plan assets | 2021-04-30 | 665,609 |
Acturial value of plan assets | 2021-04-30 | 665,609 |
Funding target for retired participants and beneficiaries receiving payment | 2021-04-30 | 383,003 |
Number of terminated vested participants | 2021-04-30 | 6 |
Fundng target for terminated vested participants | 2021-04-30 | 242,823 |
Active participant vested funding target | 2021-04-30 | 252,965 |
Number of active participants | 2021-04-30 | 2 |
Total funding liabilities for active participants | 2021-04-30 | 252,965 |
Total participant count | 2021-04-30 | 11 |
Total funding target for all participants | 2021-04-30 | 878,791 |
Balance at beginning of prior year after applicable adjustments | 2021-04-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-04-30 | 8,078 |
Amount remaining of carryover balance | 2021-04-30 | 0 |
Amount remaining of prefunding balance | 2021-04-30 | 8,078 |
Present value of excess contributions | 2021-04-30 | 26,162 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-04-30 | 27,614 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-04-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-04-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-04-30 | 0 |
Balance of carryovers at beginning of current year | 2021-04-30 | 0 |
Balance of prefunding at beginning of current year | 2021-04-30 | 7,805 |
Total employer contributions | 2021-04-30 | 70,000 |
Total employee contributions | 2021-04-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-04-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-04-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-04-30 | 68,300 |
Unpaid minimum required contributions for all prior years | 2021-04-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-04-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-04-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-04-30 | 6,000 |
Net shortfall amortization installment of oustanding balance | 2021-04-30 | 220,987 |
Waiver amortization installment | 2021-04-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-04-30 | 57,031 |
Additional cash requirement | 2021-04-30 | 57,031 |
Contributions allocatedtoward minimum required contributions for current year | 2021-04-30 | 68,300 |
Unpaid minimum required contributions for current year | 2021-04-30 | 0 |
Unpaid minimum required contributions for all years | 2021-04-30 | 0 |
2020: PRODUCERS RETIREMENT PLAN TRUST 2020 401k membership |
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Market value of plan assets | 2020-04-30 | 673,929 |
Acturial value of plan assets | 2020-04-30 | 673,929 |
Funding target for retired participants and beneficiaries receiving payment | 2020-04-30 | 393,563 |
Number of terminated vested participants | 2020-04-30 | 6 |
Fundng target for terminated vested participants | 2020-04-30 | 221,689 |
Active participant vested funding target | 2020-04-30 | 234,045 |
Number of active participants | 2020-04-30 | 2 |
Total funding liabilities for active participants | 2020-04-30 | 234,045 |
Total participant count | 2020-04-30 | 11 |
Total funding target for all participants | 2020-04-30 | 849,297 |
Balance at beginning of prior year after applicable adjustments | 2020-04-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-04-30 | 7,710 |
Amount remaining of carryover balance | 2020-04-30 | 0 |
Amount remaining of prefunding balance | 2020-04-30 | 7,710 |
Present value of excess contributions | 2020-04-30 | 9,062 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-04-30 | 9,583 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-04-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-04-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-04-30 | 0 |
Balance of carryovers at beginning of current year | 2020-04-30 | 0 |
Balance of prefunding at beginning of current year | 2020-04-30 | 8,078 |
Total employer contributions | 2020-04-30 | 70,000 |
Total employee contributions | 2020-04-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-04-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-04-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-04-30 | 67,668 |
Unpaid minimum required contributions for all prior years | 2020-04-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-04-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-04-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-04-30 | 6,000 |
Net shortfall amortization installment of oustanding balance | 2020-04-30 | 183,446 |
Waiver amortization installment | 2020-04-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-04-30 | 41,506 |
Additional cash requirement | 2020-04-30 | 41,506 |
Contributions allocatedtoward minimum required contributions for current year | 2020-04-30 | 67,668 |
Unpaid minimum required contributions for current year | 2020-04-30 | 0 |
Unpaid minimum required contributions for all years | 2020-04-30 | 0 |
2019: PRODUCERS RETIREMENT PLAN TRUST 2019 401k membership |
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Market value of plan assets | 2019-04-30 | 643,580 |
Acturial value of plan assets | 2019-04-30 | 643,580 |
Funding target for retired participants and beneficiaries receiving payment | 2019-04-30 | 404,403 |
Number of terminated vested participants | 2019-04-30 | 6 |
Fundng target for terminated vested participants | 2019-04-30 | 202,179 |
Active participant vested funding target | 2019-04-30 | 215,409 |
Number of active participants | 2019-04-30 | 2 |
Total funding liabilities for active participants | 2019-04-30 | 215,409 |
Total participant count | 2019-04-30 | 11 |
Total funding target for all participants | 2019-04-30 | 821,991 |
Balance at beginning of prior year after applicable adjustments | 2019-04-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-04-30 | 7,358 |
Amount remaining of carryover balance | 2019-04-30 | 0 |
Amount remaining of prefunding balance | 2019-04-30 | 7,358 |
Present value of excess contributions | 2019-04-30 | 15,932 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-04-30 | 16,859 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-04-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-04-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-04-30 | 0 |
Balance of carryovers at beginning of current year | 2019-04-30 | 0 |
Balance of prefunding at beginning of current year | 2019-04-30 | 7,710 |
Total employer contributions | 2019-04-30 | 59,000 |
Total employee contributions | 2019-04-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-04-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-04-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-04-30 | 56,663 |
Unpaid minimum required contributions for all prior years | 2019-04-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-04-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-04-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-04-30 | 8,000 |
Net shortfall amortization installment of oustanding balance | 2019-04-30 | 186,121 |
Waiver amortization installment | 2019-04-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-04-30 | 47,601 |
Additional cash requirement | 2019-04-30 | 47,601 |
Contributions allocatedtoward minimum required contributions for current year | 2019-04-30 | 56,663 |
Unpaid minimum required contributions for current year | 2019-04-30 | 0 |
Unpaid minimum required contributions for all years | 2019-04-30 | 0 |
2018: PRODUCERS RETIREMENT PLAN TRUST 2018 401k membership |
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Market value of plan assets | 2018-04-30 | 590,923 |
Acturial value of plan assets | 2018-04-30 | 590,923 |
Funding target for retired participants and beneficiaries receiving payment | 2018-04-30 | 18,315 |
Number of terminated vested participants | 2018-04-30 | 6 |
Fundng target for terminated vested participants | 2018-04-30 | 207,479 |
Active participant vested funding target | 2018-04-30 | 522,464 |
Number of active participants | 2018-04-30 | 4 |
Total funding liabilities for active participants | 2018-04-30 | 522,464 |
Total participant count | 2018-04-30 | 11 |
Total funding target for all participants | 2018-04-30 | 748,258 |
Balance at beginning of prior year after applicable adjustments | 2018-04-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-04-30 | 16,979 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-04-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-04-30 | 9,715 |
Amount remaining of carryover balance | 2018-04-30 | 0 |
Amount remaining of prefunding balance | 2018-04-30 | 7,264 |
Present value of excess contributions | 2018-04-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-04-30 | 0 |
Balance of carryovers at beginning of current year | 2018-04-30 | 0 |
Balance of prefunding at beginning of current year | 2018-04-30 | 7,358 |
Total employer contributions | 2018-04-30 | 70,800 |
Total employee contributions | 2018-04-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-04-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-04-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-04-30 | 67,582 |
Unpaid minimum required contributions for all prior years | 2018-04-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-04-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-04-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-04-30 | 9,000 |
Net shortfall amortization installment of oustanding balance | 2018-04-30 | 164,693 |
Waiver amortization installment | 2018-04-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-04-30 | 51,650 |
Additional cash requirement | 2018-04-30 | 51,650 |
Contributions allocatedtoward minimum required contributions for current year | 2018-04-30 | 67,582 |
Unpaid minimum required contributions for current year | 2018-04-30 | 0 |
Unpaid minimum required contributions for all years | 2018-04-30 | 0 |
2017: PRODUCERS RETIREMENT PLAN TRUST 2017 401k membership |
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Market value of plan assets | 2017-04-30 | 546,405 |
Acturial value of plan assets | 2017-04-30 | 546,405 |
Funding target for retired participants and beneficiaries receiving payment | 2017-04-30 | 18,857 |
Number of terminated vested participants | 2017-04-30 | 5 |
Fundng target for terminated vested participants | 2017-04-30 | 184,801 |
Active participant vested funding target | 2017-04-30 | 475,935 |
Number of active participants | 2017-04-30 | 5 |
Total funding liabilities for active participants | 2017-04-30 | 475,935 |
Total participant count | 2017-04-30 | 11 |
Total funding target for all participants | 2017-04-30 | 679,593 |
Balance at beginning of prior year after applicable adjustments | 2017-04-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-04-30 | 18,798 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-04-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-04-30 | 1,148 |
Amount remaining of carryover balance | 2017-04-30 | 0 |
Amount remaining of prefunding balance | 2017-04-30 | 17,650 |
Present value of excess contributions | 2017-04-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-04-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-04-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-04-30 | 0 |
Balance of carryovers at beginning of current year | 2017-04-30 | 0 |
Balance of prefunding at beginning of current year | 2017-04-30 | 16,979 |
Total employer contributions | 2017-04-30 | 40,000 |
Total employee contributions | 2017-04-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-04-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-04-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-04-30 | 38,461 |
Unpaid minimum required contributions for all prior years | 2017-04-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-04-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-04-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-04-30 | 15,349 |
Net shortfall amortization installment of oustanding balance | 2017-04-30 | 150,167 |
Waiver amortization installment | 2017-04-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-04-30 | 48,176 |
Carryover balance elected to use to offset funding requirement | 2017-04-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-04-30 | 9,715 |
Additional cash requirement | 2017-04-30 | 38,461 |
Contributions allocatedtoward minimum required contributions for current year | 2017-04-30 | 38,461 |
Unpaid minimum required contributions for current year | 2017-04-30 | 0 |
Unpaid minimum required contributions for all years | 2017-04-30 | 0 |
2007: PRODUCERS RETIREMENT PLAN TRUST 2007 401k membership |
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Total participants, beginning-of-year | 2007-05-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-05-01 | 3 |
Number of retired or separated participants receiving benefits | 2007-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2007-05-01 | 5 |
Total of all active and inactive participants | 2007-05-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-05-01 | 0 |
Total participants | 2007-05-01 | 8 |