401k Plan data: PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN plan

PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN 401k Plan overview

Plan Name	PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN
Plan identification number	001

PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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

TOM TOWNSEND & ASSOC., INC. has sponsored the creation of one or more 401k plans.

Company Name: TOM TOWNSEND & ASSOC., INC.

Employer identification number (EIN): 760091242

NAIC Classification: 236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-11-01
001 2021-11-01
001 2020-11-01
001 2019-11-01

Plan Statistics for PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN

401k plan membership statisitcs for PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN

Measure Date Value
2023: PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN 2023 401k membership
Market value of plan assets 2023-10-31 35,900
Acturial value of plan assets 2023-10-31 35,900
Funding target for retired participants and beneficiaries receiving payment 2023-10-31 35,900
Number of terminated vested participants 2023-10-31 0
Fundng target for terminated vested participants 2023-10-31 0
Active participant vested funding target 2023-10-31 0
Number of active participants 2023-10-31 0
Total funding liabilities for active participants 2023-10-31 0
Total participant count 2023-10-31 2
Total funding target for all participants 2023-10-31 35,900
Balance at beginning of prior year after applicable adjustments 2023-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2023-10-31 0
Prefunding balanced used to offset prior years funding requirement 2023-10-31 0
Amount remaining of carryover balance 2023-10-31 0
Amount remaining of prefunding balance 2023-10-31 0
Present value of excess contributions 2023-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-10-31 0
Reductions in caryover balances due to elections or deemed elections 2023-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-10-31 0
Balance of carryovers at beginning of current year 2023-10-31 0
Balance of prefunding at beginning of current year 2023-10-31 0
Total employer contributions 2023-10-31 0
Total employee contributions 2023-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-10-31 0
Unpaid minimum required contributions for all prior years 2023-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-10-31 0
Remaining amount of unpaid minimum required contributions 2023-10-31 0
Minimum required contributions for current year target normal cost 2023-10-31 0
Net shortfall amortization installment of oustanding balance 2023-10-31 0
Waiver amortization installment 2023-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-10-31 0
Carryover balance elected to use to offset funding requirement 2023-10-31 0
Prefunding balance elected to use to offset funding requirement 2023-10-31 0
Additional cash requirement 2023-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2023-10-31 0
Unpaid minimum required contributions for current year 2023-10-31 0
Unpaid minimum required contributions for all years 2023-10-31 0
2022: PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-11-01 0
Number of retired or separated participants receiving benefits 2022-11-01 2
Number of other retired or separated participants entitled to future benefits 2022-11-01 0
Total of all active and inactive participants 2022-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-11-01 0
Total participants 2022-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-11-01 0
Market value of plan assets 2022-10-31 46,016
Acturial value of plan assets 2022-10-31 46,016
Funding target for retired participants and beneficiaries receiving payment 2022-10-31 46,016
Number of terminated vested participants 2022-10-31 0
Fundng target for terminated vested participants 2022-10-31 0
Active participant vested funding target 2022-10-31 0
Number of active participants 2022-10-31 0
Total funding liabilities for active participants 2022-10-31 0
Total participant count 2022-10-31 2
Total funding target for all participants 2022-10-31 46,016
Balance at beginning of prior year after applicable adjustments 2022-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-10-31 0
Prefunding balanced used to offset prior years funding requirement 2022-10-31 0
Amount remaining of carryover balance 2022-10-31 0
Amount remaining of prefunding balance 2022-10-31 0
Present value of excess contributions 2022-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-10-31 0
Reductions in caryover balances due to elections or deemed elections 2022-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-10-31 0
Balance of carryovers at beginning of current year 2022-10-31 0
Balance of prefunding at beginning of current year 2022-10-31 0
Total employer contributions 2022-10-31 0
Total employee contributions 2022-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-10-31 0
Unpaid minimum required contributions for all prior years 2022-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-10-31 0
Remaining amount of unpaid minimum required contributions 2022-10-31 0
Minimum required contributions for current year target normal cost 2022-10-31 0
Net shortfall amortization installment of oustanding balance 2022-10-31 0
Waiver amortization installment 2022-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-10-31 0
Carryover balance elected to use to offset funding requirement 2022-10-31 0
Prefunding balance elected to use to offset funding requirement 2022-10-31 0
Additional cash requirement 2022-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-10-31 0
Unpaid minimum required contributions for current year 2022-10-31 0
Unpaid minimum required contributions for all years 2022-10-31 0
2021: PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-11-01 0
Number of retired or separated participants receiving benefits 2021-11-01 2
Number of other retired or separated participants entitled to future benefits 2021-11-01 0
Total of all active and inactive participants 2021-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-11-01 0
Total participants 2021-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-11-01 0
Market value of plan assets 2021-10-31 32,171
Acturial value of plan assets 2021-10-31 32,171
Funding target for retired participants and beneficiaries receiving payment 2021-10-31 31,576
Number of terminated vested participants 2021-10-31 0
Fundng target for terminated vested participants 2021-10-31 0
Active participant vested funding target 2021-10-31 0
Number of active participants 2021-10-31 0
Total funding liabilities for active participants 2021-10-31 0
Total participant count 2021-10-31 2
Total funding target for all participants 2021-10-31 31,576
Balance at beginning of prior year after applicable adjustments 2021-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-10-31 0
Prefunding balanced used to offset prior years funding requirement 2021-10-31 0
Amount remaining of carryover balance 2021-10-31 0
Amount remaining of prefunding balance 2021-10-31 0
Present value of excess contributions 2021-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-10-31 0
Reductions in caryover balances due to elections or deemed elections 2021-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-10-31 0
Balance of carryovers at beginning of current year 2021-10-31 0
Balance of prefunding at beginning of current year 2021-10-31 0
Total employer contributions 2021-10-31 0
Total employee contributions 2021-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-10-31 0
Unpaid minimum required contributions for all prior years 2021-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-10-31 0
Remaining amount of unpaid minimum required contributions 2021-10-31 0
Minimum required contributions for current year target normal cost 2021-10-31 0
Net shortfall amortization installment of oustanding balance 2021-10-31 0
Waiver amortization installment 2021-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-10-31 0
Carryover balance elected to use to offset funding requirement 2021-10-31 0
Prefunding balance elected to use to offset funding requirement 2021-10-31 0
Additional cash requirement 2021-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-10-31 0
Unpaid minimum required contributions for current year 2021-10-31 0
Unpaid minimum required contributions for all years 2021-10-31 0
2020: PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-11-01 0
Number of retired or separated participants receiving benefits 2020-11-01 2
Number of other retired or separated participants entitled to future benefits 2020-11-01 0
Total of all active and inactive participants 2020-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-11-01 0
Total participants 2020-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-11-01 0
Market value of plan assets 2020-10-31 34,779
Acturial value of plan assets 2020-10-31 34,779
Funding target for retired participants and beneficiaries receiving payment 2020-10-31 25,633
Number of terminated vested participants 2020-10-31 1
Fundng target for terminated vested participants 2020-10-31 5,943
Active participant vested funding target 2020-10-31 0
Number of active participants 2020-10-31 0
Total funding liabilities for active participants 2020-10-31 0
Total participant count 2020-10-31 2
Total funding target for all participants 2020-10-31 31,576
Balance at beginning of prior year after applicable adjustments 2020-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-10-31 0
Prefunding balanced used to offset prior years funding requirement 2020-10-31 0
Amount remaining of carryover balance 2020-10-31 0
Amount remaining of prefunding balance 2020-10-31 0
Present value of excess contributions 2020-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-10-31 0
Reductions in caryover balances due to elections or deemed elections 2020-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-10-31 0
Balance of carryovers at beginning of current year 2020-10-31 0
Balance of prefunding at beginning of current year 2020-10-31 0
Total employer contributions 2020-10-31 0
Total employee contributions 2020-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-10-31 0
Unpaid minimum required contributions for all prior years 2020-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-10-31 0
Remaining amount of unpaid minimum required contributions 2020-10-31 0
Minimum required contributions for current year target normal cost 2020-10-31 0
Net shortfall amortization installment of oustanding balance 2020-10-31 0
Waiver amortization installment 2020-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-10-31 0
Carryover balance elected to use to offset funding requirement 2020-10-31 0
Prefunding balance elected to use to offset funding requirement 2020-10-31 0
Additional cash requirement 2020-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-10-31 0
Unpaid minimum required contributions for current year 2020-10-31 0
Unpaid minimum required contributions for all years 2020-10-31 0
2019: PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-11-01 0
Number of retired or separated participants receiving benefits 2019-11-01 1
Number of other retired or separated participants entitled to future benefits 2019-11-01 1
Total of all active and inactive participants 2019-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-11-01 0
Total participants 2019-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-11-01 0

Measure	Date	Value
2023: PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN 2023 401k membership
Market value of plan assets	2023-10-31	35,900
Acturial value of plan assets	2023-10-31	35,900
Funding target for retired participants and beneficiaries receiving payment	2023-10-31	35,900
Number of terminated vested participants	2023-10-31	0
Fundng target for terminated vested participants	2023-10-31	0
Active participant vested funding target	2023-10-31	0
Number of active participants	2023-10-31	0
Total funding liabilities for active participants	2023-10-31	0
Total participant count	2023-10-31	2
Total funding target for all participants	2023-10-31	35,900
Balance at beginning of prior year after applicable adjustments	2023-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-10-31	0
Prefunding balanced used to offset prior years funding requirement	2023-10-31	0
Amount remaining of carryover balance	2023-10-31	0
Amount remaining of prefunding balance	2023-10-31	0
Present value of excess contributions	2023-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-10-31	0
Reductions in caryover balances due to elections or deemed elections	2023-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-10-31	0
Balance of carryovers at beginning of current year	2023-10-31	0
Balance of prefunding at beginning of current year	2023-10-31	0
Total employer contributions	2023-10-31	0
Total employee contributions	2023-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-10-31	0
Unpaid minimum required contributions for all prior years	2023-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-10-31	0
Remaining amount of unpaid minimum required contributions	2023-10-31	0
Minimum required contributions for current year target normal cost	2023-10-31	0
Net shortfall amortization installment of oustanding balance	2023-10-31	0
Waiver amortization installment	2023-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-10-31	0
Carryover balance elected to use to offset funding requirement	2023-10-31	0
Prefunding balance elected to use to offset funding requirement	2023-10-31	0
Additional cash requirement	2023-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2023-10-31	0
Unpaid minimum required contributions for current year	2023-10-31	0
Unpaid minimum required contributions for all years	2023-10-31	0
2022: PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-11-01	0
Number of retired or separated participants receiving benefits	2022-11-01	2
Number of other retired or separated participants entitled to future benefits	2022-11-01	0
Total of all active and inactive participants	2022-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-11-01	0
Total participants	2022-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-11-01	0
Market value of plan assets	2022-10-31	46,016
Acturial value of plan assets	2022-10-31	46,016
Funding target for retired participants and beneficiaries receiving payment	2022-10-31	46,016
Number of terminated vested participants	2022-10-31	0
Fundng target for terminated vested participants	2022-10-31	0
Active participant vested funding target	2022-10-31	0
Number of active participants	2022-10-31	0
Total funding liabilities for active participants	2022-10-31	0
Total participant count	2022-10-31	2
Total funding target for all participants	2022-10-31	46,016
Balance at beginning of prior year after applicable adjustments	2022-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-10-31	0
Prefunding balanced used to offset prior years funding requirement	2022-10-31	0
Amount remaining of carryover balance	2022-10-31	0
Amount remaining of prefunding balance	2022-10-31	0
Present value of excess contributions	2022-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-10-31	0
Reductions in caryover balances due to elections or deemed elections	2022-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-10-31	0
Balance of carryovers at beginning of current year	2022-10-31	0
Balance of prefunding at beginning of current year	2022-10-31	0
Total employer contributions	2022-10-31	0
Total employee contributions	2022-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-10-31	0
Unpaid minimum required contributions for all prior years	2022-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-10-31	0
Remaining amount of unpaid minimum required contributions	2022-10-31	0
Minimum required contributions for current year target normal cost	2022-10-31	0
Net shortfall amortization installment of oustanding balance	2022-10-31	0
Waiver amortization installment	2022-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-10-31	0
Carryover balance elected to use to offset funding requirement	2022-10-31	0
Prefunding balance elected to use to offset funding requirement	2022-10-31	0
Additional cash requirement	2022-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-10-31	0
Unpaid minimum required contributions for current year	2022-10-31	0
Unpaid minimum required contributions for all years	2022-10-31	0
2021: PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-11-01	0
Number of retired or separated participants receiving benefits	2021-11-01	2
Number of other retired or separated participants entitled to future benefits	2021-11-01	0
Total of all active and inactive participants	2021-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-11-01	0
Total participants	2021-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-11-01	0
Market value of plan assets	2021-10-31	32,171
Acturial value of plan assets	2021-10-31	32,171
Funding target for retired participants and beneficiaries receiving payment	2021-10-31	31,576
Number of terminated vested participants	2021-10-31	0
Fundng target for terminated vested participants	2021-10-31	0
Active participant vested funding target	2021-10-31	0
Number of active participants	2021-10-31	0
Total funding liabilities for active participants	2021-10-31	0
Total participant count	2021-10-31	2
Total funding target for all participants	2021-10-31	31,576
Balance at beginning of prior year after applicable adjustments	2021-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-10-31	0
Prefunding balanced used to offset prior years funding requirement	2021-10-31	0
Amount remaining of carryover balance	2021-10-31	0
Amount remaining of prefunding balance	2021-10-31	0
Present value of excess contributions	2021-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-10-31	0
Reductions in caryover balances due to elections or deemed elections	2021-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-10-31	0
Balance of carryovers at beginning of current year	2021-10-31	0
Balance of prefunding at beginning of current year	2021-10-31	0
Total employer contributions	2021-10-31	0
Total employee contributions	2021-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-10-31	0
Unpaid minimum required contributions for all prior years	2021-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-10-31	0
Remaining amount of unpaid minimum required contributions	2021-10-31	0
Minimum required contributions for current year target normal cost	2021-10-31	0
Net shortfall amortization installment of oustanding balance	2021-10-31	0
Waiver amortization installment	2021-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-10-31	0
Carryover balance elected to use to offset funding requirement	2021-10-31	0
Prefunding balance elected to use to offset funding requirement	2021-10-31	0
Additional cash requirement	2021-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-10-31	0
Unpaid minimum required contributions for current year	2021-10-31	0
Unpaid minimum required contributions for all years	2021-10-31	0
2020: PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-11-01	0
Number of retired or separated participants receiving benefits	2020-11-01	2
Number of other retired or separated participants entitled to future benefits	2020-11-01	0
Total of all active and inactive participants	2020-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-11-01	0
Total participants	2020-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-11-01	0
Market value of plan assets	2020-10-31	34,779
Acturial value of plan assets	2020-10-31	34,779
Funding target for retired participants and beneficiaries receiving payment	2020-10-31	25,633
Number of terminated vested participants	2020-10-31	1
Fundng target for terminated vested participants	2020-10-31	5,943
Active participant vested funding target	2020-10-31	0
Number of active participants	2020-10-31	0
Total funding liabilities for active participants	2020-10-31	0
Total participant count	2020-10-31	2
Total funding target for all participants	2020-10-31	31,576
Balance at beginning of prior year after applicable adjustments	2020-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-10-31	0
Prefunding balanced used to offset prior years funding requirement	2020-10-31	0
Amount remaining of carryover balance	2020-10-31	0
Amount remaining of prefunding balance	2020-10-31	0
Present value of excess contributions	2020-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-10-31	0
Reductions in caryover balances due to elections or deemed elections	2020-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-10-31	0
Balance of carryovers at beginning of current year	2020-10-31	0
Balance of prefunding at beginning of current year	2020-10-31	0
Total employer contributions	2020-10-31	0
Total employee contributions	2020-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-10-31	0
Unpaid minimum required contributions for all prior years	2020-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-10-31	0
Remaining amount of unpaid minimum required contributions	2020-10-31	0
Minimum required contributions for current year target normal cost	2020-10-31	0
Net shortfall amortization installment of oustanding balance	2020-10-31	0
Waiver amortization installment	2020-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-10-31	0
Carryover balance elected to use to offset funding requirement	2020-10-31	0
Prefunding balance elected to use to offset funding requirement	2020-10-31	0
Additional cash requirement	2020-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-10-31	0
Unpaid minimum required contributions for current year	2020-10-31	0
Unpaid minimum required contributions for all years	2020-10-31	0
2019: PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-11-01	0
Number of retired or separated participants receiving benefits	2019-11-01	1
Number of other retired or separated participants entitled to future benefits	2019-11-01	1
Total of all active and inactive participants	2019-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-11-01	0
Total participants	2019-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-11-01	0

Financial Data on PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN

Measure	Date	Value
2023 : PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-10-31	$0
Total plan liabilities at beginning of year	2023-10-31	$0
Total income from all sources	2023-10-31	$-171
Expenses. Total of all expenses incurred	2023-10-31	$3,130
Benefits paid (including direct rollovers)	2023-10-31	$2,760
Total plan assets at end of year	2023-10-31	$32,599
Total plan assets at beginning of year	2023-10-31	$35,900
Total contributions received or receivable from participants	2023-10-31	$0
Expenses. Other expenses not covered elsewhere	2023-10-31	$370
Contributions received from other sources (not participants or employers)	2023-10-31	$0
Other income received	2023-10-31	$-171
Noncash contributions received	2023-10-31	$0
Net income (gross income less expenses)	2023-10-31	$-3,301
Net plan assets at end of year (total assets less liabilities)	2023-10-31	$32,599
Net plan assets at beginning of year (total assets less liabilities)	2023-10-31	$35,900
Assets. Value of participant loans	2023-10-31	$27,822
Total contributions received or receivable from employer(s)	2023-10-31	$0
2022 : PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-10-31	$0
Total plan liabilities at beginning of year	2022-10-31	$0
Total income from all sources	2022-10-31	$-7,556
Expenses. Total of all expenses incurred	2022-10-31	$2,560
Benefits paid (including direct rollovers)	2022-10-31	$2,560
Total plan assets at end of year	2022-10-31	$35,900
Total plan assets at beginning of year	2022-10-31	$46,016
Total contributions received or receivable from participants	2022-10-31	$0
Contributions received from other sources (not participants or employers)	2022-10-31	$0
Other income received	2022-10-31	$-7,556
Noncash contributions received	2022-10-31	$0
Net income (gross income less expenses)	2022-10-31	$-10,116
Net plan assets at end of year (total assets less liabilities)	2022-10-31	$35,900
Net plan assets at beginning of year (total assets less liabilities)	2022-10-31	$46,016
Assets. Value of participant loans	2022-10-31	$29,685
Total contributions received or receivable from employer(s)	2022-10-31	$0
2021 : PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-10-31	$0
Total plan liabilities at beginning of year	2021-10-31	$0
Total income from all sources	2021-10-31	$15,993
Expenses. Total of all expenses incurred	2021-10-31	$2,148
Benefits paid (including direct rollovers)	2021-10-31	$2,148
Total plan assets at end of year	2021-10-31	$46,016
Total plan assets at beginning of year	2021-10-31	$32,171
Total contributions received or receivable from participants	2021-10-31	$0
Expenses. Other expenses not covered elsewhere	2021-10-31	$0
Contributions received from other sources (not participants or employers)	2021-10-31	$0
Other income received	2021-10-31	$15,993
Noncash contributions received	2021-10-31	$0
Net income (gross income less expenses)	2021-10-31	$13,845
Net plan assets at end of year (total assets less liabilities)	2021-10-31	$46,016
Net plan assets at beginning of year (total assets less liabilities)	2021-10-31	$32,171
Assets. Value of participant loans	2021-10-31	$28,358
Total contributions received or receivable from employer(s)	2021-10-31	$0
Value of certain deemed distributions of participant loans	2021-10-31	$0
Value of corrective distributions	2021-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-10-31	$0
2020 : PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-10-31	$0
Total plan liabilities at beginning of year	2020-10-31	$0
Total income from all sources	2020-10-31	$-460
Expenses. Total of all expenses incurred	2020-10-31	$2,148
Benefits paid (including direct rollovers)	2020-10-31	$2,148
Total plan assets at end of year	2020-10-31	$32,171
Total plan assets at beginning of year	2020-10-31	$34,779
Total contributions received or receivable from participants	2020-10-31	$0
Expenses. Other expenses not covered elsewhere	2020-10-31	$0
Contributions received from other sources (not participants or employers)	2020-10-31	$0
Other income received	2020-10-31	$-460
Noncash contributions received	2020-10-31	$0
Net income (gross income less expenses)	2020-10-31	$-2,608
Net plan assets at end of year (total assets less liabilities)	2020-10-31	$32,171
Net plan assets at beginning of year (total assets less liabilities)	2020-10-31	$34,779
Assets. Value of participant loans	2020-10-31	$29,358
Total contributions received or receivable from employer(s)	2020-10-31	$0
Value of certain deemed distributions of participant loans	2020-10-31	$0
Value of corrective distributions	2020-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-10-31	$0

Form 5500 Responses for PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN

2022: PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN 2022 form 5500 responses
2022-11-01	Type of plan entity	Single employer plan
2022-11-01	Submission has been amended	No
2022-11-01	This submission is the final filing	No
2022-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-11-01	Plan is a collectively bargained plan	No
2022-11-01	Plan funding arrangement – Trust	Yes
2022-11-01	Plan benefit arrangement - Trust	Yes
2021: PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN 2021 form 5500 responses
2021-11-01	Type of plan entity	Single employer plan
2021-11-01	Submission has been amended	No
2021-11-01	This submission is the final filing	No
2021-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-11-01	Plan is a collectively bargained plan	No
2021-11-01	Plan funding arrangement – Trust	Yes
2021-11-01	Plan benefit arrangement - Trust	Yes
2020: PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN 2020 form 5500 responses
2020-11-01	Type of plan entity	Single employer plan
2020-11-01	Submission has been amended	No
2020-11-01	This submission is the final filing	No
2020-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-11-01	Plan is a collectively bargained plan	No
2020-11-01	Plan funding arrangement – Trust	Yes
2020-11-01	Plan benefit arrangement - Trust	Yes
2019: PHIL KRUMNOW, INC. EMPLOYEES PENSION PLAN 2019 form 5500 responses
2019-11-01	Type of plan entity	Single employer plan
2019-11-01	Submission has been amended	No
2019-11-01	This submission is the final filing	No
2019-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-11-01	Plan is a collectively bargained plan	No
2019-11-01	Plan funding arrangement – Trust	Yes
2019-11-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TOM TOWNSEND & ASSOC., INC.
Employer identification number (EIN):	760091242
NAIC Classification:	236110