401k Plan data: TULLY-WIHR COMPANY PENSION PLAN & TRUST plan

TULLY-WIHR COMPANY PENSION PLAN & TRUST 401k Plan overview

Plan Name	TULLY-WIHR COMPANY PENSION PLAN & TRUST
Plan identification number	001

TULLY-WIHR COMPANY PENSION PLAN & TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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

TULLY-WIHR COMPANY has sponsored the creation of one or more 401k plans.

Company Name: TULLY-WIHR COMPANY

Employer identification number (EIN): 941619759

NAIC Classification: 323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TULLY-WIHR COMPANY PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 GERRY KNOLL 2020-06-19 GERRY KNOLL 2020-06-19
001 2018-01-01 GERRY KNOLL 2019-07-16 GERRY KNOLL 2019-07-16
001 2017-01-01 GERRY KNOLL 2018-10-10 GERRY KNOLL 2018-10-10
001 2016-01-01 GERRY KNOLL 2017-10-11 GERRY KNOLL 2017-10-11
001 2013-01-01 GERALD KNOLL 2014-10-14
001 2012-01-01 GERALD KNOLL 2013-07-31
001 2010-01-01 GERALD KNOLL 2011-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	GERRY KNOLL	2020-06-19	GERRY KNOLL	2020-06-19
001	2018-01-01	GERRY KNOLL	2019-07-16	GERRY KNOLL	2019-07-16
001	2017-01-01	GERRY KNOLL	2018-10-10	GERRY KNOLL	2018-10-10
001	2016-01-01	GERRY KNOLL	2017-10-11	GERRY KNOLL	2017-10-11
001	2013-01-01	GERALD KNOLL	2014-10-14
001	2012-01-01	GERALD KNOLL	2013-07-31
001	2010-01-01	GERALD KNOLL	2011-10-11

Plan Statistics for TULLY-WIHR COMPANY PENSION PLAN & TRUST

401k plan membership statisitcs for TULLY-WIHR COMPANY PENSION PLAN & TRUST

Measure Date Value
2017: TULLY-WIHR COMPANY PENSION PLAN & TRUST 2017 401k membership
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
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
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 0
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 0
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 0
Additional cash requirement 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: TULLY-WIHR COMPANY PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 587,548
Acturial value of plan assets 2016-12-31 587,548
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 319,652
Number of terminated vested participants 2016-12-31 11
Fundng target for terminated vested participants 2016-12-31 370,185
Active participant vested funding target 2016-12-31 197,671
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 197,671
Total participant count 2016-12-31 19
Total funding target for all participants 2016-12-31 887,508
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 18,382
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 14,420
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 0
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 140,978
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 14,420
Remaining amount of unpaid minimum required contributions 2016-12-31 126,558
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 299,960
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 44,821
Additional cash requirement 2016-12-31 44,821
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 44,821
Unpaid minimum required contributions for all years 2016-12-31 171,379

Measure	Date	Value
2017: TULLY-WIHR COMPANY PENSION PLAN & TRUST 2017 401k membership
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
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
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	0
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	0
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	0
Additional cash requirement	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: TULLY-WIHR COMPANY PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	587,548
Acturial value of plan assets	2016-12-31	587,548
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	319,652
Number of terminated vested participants	2016-12-31	11
Fundng target for terminated vested participants	2016-12-31	370,185
Active participant vested funding target	2016-12-31	197,671
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	197,671
Total participant count	2016-12-31	19
Total funding target for all participants	2016-12-31	887,508
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	18,382
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	14,420
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	0
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	140,978
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	14,420
Remaining amount of unpaid minimum required contributions	2016-12-31	126,558
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	299,960
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	44,821
Additional cash requirement	2016-12-31	44,821
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	44,821
Unpaid minimum required contributions for all years	2016-12-31	171,379

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	TULLY-WIHR COMPANY
Employer identification number (EIN):	941619759
NAIC Classification:	323100