401k Plan data: EXPERT ADVISORS CORP. CASH BALANCE PLAN plan

EXPERT ADVISORS CORP. CASH BALANCE PLAN 401k Plan overview

Plan Name	EXPERT ADVISORS CORP. CASH BALANCE PLAN
Plan identification number	001

EXPERT ADVISORS CORP. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Plan covering Self-Employed individuals.

401k Sponsoring company profile

EXPERT ADVISORS CORP. has sponsored the creation of one or more 401k plans.

Company Name: EXPERT ADVISORS CORP.

Employer identification number (EIN): 812652238

NAIC Classification: 523900

Additional information about EXPERT ADVISORS CORP.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2016-05-17

Company Identification Number: 4948290

Legal Registered Office Address: 630 THIRD AVENUE
21ST FLOOR
NEW YORK
United States of America (USA)
10017

More information about EXPERT ADVISORS CORP.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EXPERT ADVISORS CORP. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-10-01 RUDOLF MILLISITS 2022-03-25
001 2019-10-01 RUDOLF MILLISITS 2021-03-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-10-01	RUDOLF MILLISITS	2022-03-25
001	2019-10-01	RUDOLF MILLISITS	2021-03-26

Plan Statistics for EXPERT ADVISORS CORP. CASH BALANCE PLAN

401k plan membership statisitcs for EXPERT ADVISORS CORP. CASH BALANCE PLAN

Measure Date Value
2021: EXPERT ADVISORS CORP. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-09-30 97,078
Acturial value of plan assets 2021-09-30 97,078
Funding target for retired participants and beneficiaries receiving payment 2021-09-30 0
Number of terminated vested participants 2021-09-30 0
Fundng target for terminated vested participants 2021-09-30 0
Active participant vested funding target 2021-09-30 204,591
Number of active participants 2021-09-30 1
Total funding liabilities for active participants 2021-09-30 204,591
Total participant count 2021-09-30 1
Total funding target for all participants 2021-09-30 204,591
Balance at beginning of prior year after applicable adjustments 2021-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-09-30 0
Prefunding balanced used to offset prior years funding requirement 2021-09-30 0
Amount remaining of carryover balance 2021-09-30 0
Amount remaining of prefunding balance 2021-09-30 0
Present value of excess contributions 2021-09-30 1,741
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-09-30 1,832
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-09-30 1,832
Reductions in caryover balances due to elections or deemed elections 2021-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2021-09-30 0
Balance of carryovers at beginning of current year 2021-09-30 0
Balance of prefunding at beginning of current year 2021-09-30 1,832
Total employer contributions 2021-09-30 115,000
Total employee contributions 2021-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2021-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-09-30 117,409
Unpaid minimum required contributions for all prior years 2021-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-09-30 0
Remaining amount of unpaid minimum required contributions 2021-09-30 0
Minimum required contributions for current year target normal cost 2021-09-30 101,312
Net shortfall amortization installment of oustanding balance 2021-09-30 0
Waiver amortization installment 2021-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2021-09-30 101,312
Additional cash requirement 2021-09-30 101,312
Contributions allocatedtoward minimum required contributions for current year 2021-09-30 117,409
Unpaid minimum required contributions for current year 2021-09-30 0
Unpaid minimum required contributions for all years 2021-09-30 0
2020: EXPERT ADVISORS CORP. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-09-30 0
Acturial value of plan assets 2020-09-30 0
Funding target for retired participants and beneficiaries receiving payment 2020-09-30 0
Number of terminated vested participants 2020-09-30 0
Fundng target for terminated vested participants 2020-09-30 0
Active participant vested funding target 2020-09-30 99,337
Number of active participants 2020-09-30 1
Total funding liabilities for active participants 2020-09-30 99,337
Total participant count 2020-09-30 1
Total funding target for all participants 2020-09-30 99,337
Balance at beginning of prior year after applicable adjustments 2020-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-09-30 0
Prefunding balanced used to offset prior years funding requirement 2020-09-30 0
Amount remaining of carryover balance 2020-09-30 0
Amount remaining of prefunding balance 2020-09-30 0
Present value of excess contributions 2020-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-09-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-09-30 0
Reductions in caryover balances due to elections or deemed elections 2020-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2020-09-30 0
Balance of carryovers at beginning of current year 2020-09-30 0
Balance of prefunding at beginning of current year 2020-09-30 0
Total employer contributions 2020-09-30 102,949
Total employee contributions 2020-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2020-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-09-30 100,595
Unpaid minimum required contributions for all prior years 2020-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-09-30 0
Remaining amount of unpaid minimum required contributions 2020-09-30 0
Minimum required contributions for current year target normal cost 2020-09-30 98,854
Net shortfall amortization installment of oustanding balance 2020-09-30 0
Waiver amortization installment 2020-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2020-09-30 98,854
Additional cash requirement 2020-09-30 98,854
Contributions allocatedtoward minimum required contributions for current year 2020-09-30 100,595
Unpaid minimum required contributions for current year 2020-09-30 0
Unpaid minimum required contributions for all years 2020-09-30 0

Measure	Date	Value
2021: EXPERT ADVISORS CORP. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-09-30	97,078
Acturial value of plan assets	2021-09-30	97,078
Funding target for retired participants and beneficiaries receiving payment	2021-09-30	0
Number of terminated vested participants	2021-09-30	0
Fundng target for terminated vested participants	2021-09-30	0
Active participant vested funding target	2021-09-30	204,591
Number of active participants	2021-09-30	1
Total funding liabilities for active participants	2021-09-30	204,591
Total participant count	2021-09-30	1
Total funding target for all participants	2021-09-30	204,591
Balance at beginning of prior year after applicable adjustments	2021-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-09-30	0
Prefunding balanced used to offset prior years funding requirement	2021-09-30	0
Amount remaining of carryover balance	2021-09-30	0
Amount remaining of prefunding balance	2021-09-30	0
Present value of excess contributions	2021-09-30	1,741
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-09-30	1,832
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-09-30	1,832
Reductions in caryover balances due to elections or deemed elections	2021-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2021-09-30	0
Balance of carryovers at beginning of current year	2021-09-30	0
Balance of prefunding at beginning of current year	2021-09-30	1,832
Total employer contributions	2021-09-30	115,000
Total employee contributions	2021-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2021-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-09-30	117,409
Unpaid minimum required contributions for all prior years	2021-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-09-30	0
Remaining amount of unpaid minimum required contributions	2021-09-30	0
Minimum required contributions for current year target normal cost	2021-09-30	101,312
Net shortfall amortization installment of oustanding balance	2021-09-30	0
Waiver amortization installment	2021-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2021-09-30	101,312
Additional cash requirement	2021-09-30	101,312
Contributions allocatedtoward minimum required contributions for current year	2021-09-30	117,409
Unpaid minimum required contributions for current year	2021-09-30	0
Unpaid minimum required contributions for all years	2021-09-30	0
2020: EXPERT ADVISORS CORP. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-09-30	0
Acturial value of plan assets	2020-09-30	0
Funding target for retired participants and beneficiaries receiving payment	2020-09-30	0
Number of terminated vested participants	2020-09-30	0
Fundng target for terminated vested participants	2020-09-30	0
Active participant vested funding target	2020-09-30	99,337
Number of active participants	2020-09-30	1
Total funding liabilities for active participants	2020-09-30	99,337
Total participant count	2020-09-30	1
Total funding target for all participants	2020-09-30	99,337
Balance at beginning of prior year after applicable adjustments	2020-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-09-30	0
Prefunding balanced used to offset prior years funding requirement	2020-09-30	0
Amount remaining of carryover balance	2020-09-30	0
Amount remaining of prefunding balance	2020-09-30	0
Present value of excess contributions	2020-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-09-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-09-30	0
Reductions in caryover balances due to elections or deemed elections	2020-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2020-09-30	0
Balance of carryovers at beginning of current year	2020-09-30	0
Balance of prefunding at beginning of current year	2020-09-30	0
Total employer contributions	2020-09-30	102,949
Total employee contributions	2020-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2020-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-09-30	100,595
Unpaid minimum required contributions for all prior years	2020-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-09-30	0
Remaining amount of unpaid minimum required contributions	2020-09-30	0
Minimum required contributions for current year target normal cost	2020-09-30	98,854
Net shortfall amortization installment of oustanding balance	2020-09-30	0
Waiver amortization installment	2020-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-09-30	98,854
Additional cash requirement	2020-09-30	98,854
Contributions allocatedtoward minimum required contributions for current year	2020-09-30	100,595
Unpaid minimum required contributions for current year	2020-09-30	0
Unpaid minimum required contributions for all years	2020-09-30	0

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Company Name:	EXPERT ADVISORS CORP.
Employer identification number (EIN):	812652238
NAIC Classification:	523900

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2016-05-17
Company Identification Number:	4948290
Legal Registered Office Address:	630 THIRD AVENUE 21ST FLOOR NEW YORK United States of America (USA) 10017