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RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WOODSTOCK FOUNDATION, INC. 401k Plan overview

Plan NameRETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WOODSTOCK FOUNDATION, INC.
Plan identification number 001

RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WOODSTOCK FOUNDATION, INC. Benefits

401k Plan TypeDefined 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).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WOODSTOCK FOUNDATION INC. has sponsored the creation of one or more 401k plans.

Company Name:WOODSTOCK FOUNDATION INC.
Employer identification number (EIN):030221142
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WOODSTOCK FOUNDATION, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARK S LANGLOIS2023-10-11
0012021-01-01MARK LANGLOIS2022-10-10
0012020-01-01MARIAN KOETSIER2021-10-08
0012019-01-01MARIAN KOETSIER2020-10-06
0012018-01-01MARIAN KOETSIER2019-09-28
0012017-01-01MARIAN KOETSIER2018-10-08
0012016-01-01MARIAN KOETSIER2017-10-04
0012015-01-01MARIAN KOETSIER2016-09-30
0012014-01-01MARIAN KOETSIER2015-09-29
0012013-01-01MARIAN KOETSIER2014-08-15
0012012-01-01JOHN W. WANNOP2013-10-03
0012011-01-01JOHN W. WANNOP2012-10-03
0012010-01-01JOHN W. WANNOP2011-09-28

Plan Statistics for RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WOODSTOCK FOUNDATION, INC.

401k plan membership statisitcs for RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WOODSTOCK FOUNDATION, INC.

Measure Date Value
2022: RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WOODSTOCK FOUNDATION, INC. 2022 401k membership
Market value of plan assets2022-12-314,117,700
Acturial value of plan assets2022-12-313,911,981
Funding target for retired participants and beneficiaries receiving payment2022-12-312,736,750
Number of terminated vested participants2022-12-3113
Fundng target for terminated vested participants2022-12-31405,320
Active participant vested funding target2022-12-31315,843
Number of active participants2022-12-311
Total funding liabilities for active participants2022-12-31315,843
Total participant count2022-12-3130
Total funding target for all participants2022-12-313,457,913
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3187,959
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3187,959
Present value of excess contributions2022-12-3183,701
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3188,321
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3197,547
Total employer contributions2022-12-3122,500
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3122,157
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3135,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-3122,157
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WOODSTOCK FOUNDATION, INC. 2021 401k membership
Market value of plan assets2021-12-313,883,106
Acturial value of plan assets2021-12-313,582,821
Funding target for retired participants and beneficiaries receiving payment2021-12-312,530,573
Number of terminated vested participants2021-12-3112
Fundng target for terminated vested participants2021-12-31364,641
Active participant vested funding target2021-12-31462,034
Number of active participants2021-12-314
Total funding liabilities for active participants2021-12-31462,034
Total participant count2021-12-3130
Total funding target for all participants2021-12-313,357,248
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3177,634
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3177,634
Present value of excess contributions2021-12-312,298
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-312,420
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3187,959
Total employer contributions2021-12-3186,660
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3183,701
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3153,341
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3183,701
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WOODSTOCK FOUNDATION, INC. 2020 401k membership
Market value of plan assets2020-12-313,550,430
Acturial value of plan assets2020-12-313,407,325
Funding target for retired participants and beneficiaries receiving payment2020-12-311,721,662
Number of terminated vested participants2020-12-3114
Fundng target for terminated vested participants2020-12-311,183,881
Active participant vested funding target2020-12-31538,348
Number of active participants2020-12-316
Total funding liabilities for active participants2020-12-31539,362
Total participant count2020-12-3130
Total funding target for all participants2020-12-313,444,905
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3165,535
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-31296
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3165,239
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3177,634
Total employer contributions2020-12-3191,756
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3188,958
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3162,211
Net shortfall amortization installment of oustanding balance2020-12-31115,214
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3186,660
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3186,660
Contributions allocatedtoward minimum required contributions for current year2020-12-3188,958
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WOODSTOCK FOUNDATION, INC. 2019 401k membership
Market value of plan assets2019-12-313,050,450
Acturial value of plan assets2019-12-313,204,915
Funding target for retired participants and beneficiaries receiving payment2019-12-311,751,678
Number of terminated vested participants2019-12-3114
Fundng target for terminated vested participants2019-12-311,054,210
Active participant vested funding target2019-12-31458,977
Number of active participants2019-12-316
Total funding liabilities for active participants2019-12-31461,209
Total participant count2019-12-3130
Total funding target for all participants2019-12-313,267,097
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3168,695
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3168,695
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3165,535
Total employer contributions2019-12-31108,788
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31105,220
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3181,951
Net shortfall amortization installment of oustanding balance2019-12-31127,717
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31105,516
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-31296
Additional cash requirement2019-12-31105,220
Contributions allocatedtoward minimum required contributions for current year2019-12-31105,220
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WOODSTOCK FOUNDATION, INC. 2018 401k membership
Market value of plan assets2018-12-313,220,286
Acturial value of plan assets2018-12-313,065,056
Funding target for retired participants and beneficiaries receiving payment2018-12-31747,575
Number of terminated vested participants2018-12-3115
Fundng target for terminated vested participants2018-12-312,017,477
Active participant vested funding target2018-12-31372,816
Number of active participants2018-12-316
Total funding liabilities for active participants2018-12-31376,285
Total participant count2018-12-3130
Total funding target for all participants2018-12-313,141,337
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3159,891
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3159,891
Present value of excess contributions2018-12-3125,006
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3126,466
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3168,695
Total employer contributions2018-12-31115,808
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31108,787
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3185,120
Net shortfall amortization installment of oustanding balance2018-12-31144,976
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31108,787
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31108,787
Contributions allocatedtoward minimum required contributions for current year2018-12-31108,787
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WOODSTOCK FOUNDATION, INC. 2017 401k membership
Market value of plan assets2017-12-312,810,593
Acturial value of plan assets2017-12-312,864,852
Funding target for retired participants and beneficiaries receiving payment2017-12-31728,613
Number of terminated vested participants2017-12-3110
Fundng target for terminated vested participants2017-12-31479,625
Active participant vested funding target2017-12-311,564,506
Number of active participants2017-12-3111
Total funding liabilities for active participants2017-12-311,568,247
Total participant count2017-12-3130
Total funding target for all participants2017-12-312,776,485
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3156,025
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3156,025
Present value of excess contributions2017-12-3146,379
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3149,180
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3159,891
Total employer contributions2017-12-3195,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3190,374
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3193,844
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3165,368
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3165,368
Contributions allocatedtoward minimum required contributions for current year2017-12-3190,374
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WOODSTOCK FOUNDATION, INC. 2016 401k membership
Market value of plan assets2016-12-312,589,088
Acturial value of plan assets2016-12-312,707,844
Funding target for retired participants and beneficiaries receiving payment2016-12-311,338,469
Number of terminated vested participants2016-12-319
Fundng target for terminated vested participants2016-12-31422,392
Active participant vested funding target2016-12-31819,692
Number of active participants2016-12-3115
Total funding liabilities for active participants2016-12-31846,528
Total participant count2016-12-3131
Total funding target for all participants2016-12-312,607,389
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3156,194
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3156,194
Present value of excess contributions2016-12-3138,577
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3140,992
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3156,025
Total employer contributions2016-12-31122,062
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31117,178
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31115,229
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3170,799
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3170,799
Contributions allocatedtoward minimum required contributions for current year2016-12-31117,178
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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