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FOREST HILLS CEMETERY PENSION PLAN 401k Plan overview

Plan NameFOREST HILLS CEMETERY PENSION PLAN
Plan identification number 001

FOREST HILLS CEMETERY PENSION PLAN 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).
  • 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

PROPRIETORS OF FOREST HILLS CEMETERY has sponsored the creation of one or more 401k plans.

Company Name:PROPRIETORS OF FOREST HILLS CEMETERY
Employer identification number (EIN):041335965
NAIC Classification:812220
NAIC Description:Cemeteries and Crematories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOREST HILLS CEMETERY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01MICHAEL VACCARO2024-01-08
0012021-04-01MICHAEL F. VACCARO2023-01-04 MICHAEL F. VACCARO2023-01-04
0012020-04-01MICHAEL F. VACCARO2022-01-06 MICHAEL F. VACCARO2022-01-06
0012019-04-01MICHAEL F. VACCARO2021-01-07 MICHAEL F. VACCARO2021-01-07
0012018-04-01MICHAEL F. VACCARO2020-01-10 MICHAEL F. VACCARO2020-01-10
0012017-04-01MICHAEL F. VACCARO2019-01-03 MICHAEL F. VACCARO2019-01-03
0012016-04-01MICHAEL F. VACCARO2018-02-12 MICHAEL F. VACCARO2018-02-12
0012015-04-01MICHAEL F. VACCARO2017-01-04 MICHAEL F. VACCARO2017-01-04
0012015-04-01MICHAEL F. VACCARO2017-01-03 MICHAEL F. VACCARO2017-01-03
0012014-04-01MICHAEL F. VACCARO2016-01-05 MICHAEL F. VACCARO2016-01-05
0012012-04-01MICHAEL F. VACCARO2014-01-08
0012011-04-01MICHAEL VACCARO2013-01-14
0012010-04-01KEVIN GEORGE2012-01-13
0012009-04-01KEVIN GEORGE
0012009-04-01KEVIN GEORGE

Plan Statistics for FOREST HILLS CEMETERY PENSION PLAN

401k plan membership statisitcs for FOREST HILLS CEMETERY PENSION PLAN

Measure Date Value
2023: FOREST HILLS CEMETERY PENSION PLAN 2023 401k membership
Market value of plan assets2023-03-316,268,500
Acturial value of plan assets2023-03-315,765,695
Funding target for retired participants and beneficiaries receiving payment2023-03-312,786,797
Number of terminated vested participants2023-03-3116
Fundng target for terminated vested participants2023-03-31851,224
Active participant vested funding target2023-03-311,571,986
Number of active participants2023-03-3114
Total funding liabilities for active participants2023-03-311,590,426
Total participant count2023-03-3156
Total funding target for all participants2023-03-315,228,447
Balance at beginning of prior year after applicable adjustments2023-03-31156,241
Prefunding balance at beginning of prior year after applicable adjustments2023-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2023-03-310
Prefunding balanced used to offset prior years funding requirement2023-03-310
Amount remaining of carryover balance2023-03-31156,241
Amount remaining of prefunding balance2023-03-310
Present value of excess contributions2023-03-31268,303
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-03-31283,221
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-03-310
Reductions in caryover balances due to elections or deemed elections2023-03-310
Reductions in prefunding balances due to elections or deemed elections2023-03-310
Balance of carryovers at beginning of current year2023-03-31164,459
Balance of prefunding at beginning of current year2023-03-310
Total employer contributions2023-03-31300,000
Total employee contributions2023-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2023-03-310
Contributions made to avoid restrictions adjusted to valuation date2023-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-03-31290,664
Unpaid minimum required contributions for all prior years2023-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-03-310
Remaining amount of unpaid minimum required contributions2023-03-310
Minimum required contributions for current year target normal cost2023-03-31156,207
Net shortfall amortization installment of oustanding balance2023-03-310
Waiver amortization installment2023-03-310
Total funding amount beforereflecting carryover/prefunding balances2023-03-310
Carryover balance elected to use to offset funding requirement2023-03-310
Prefunding balance elected to use to offset funding requirement2023-03-310
Additional cash requirement2023-03-310
Contributions allocatedtoward minimum required contributions for current year2023-03-31290,664
Unpaid minimum required contributions for current year2023-03-310
Unpaid minimum required contributions for all years2023-03-310
2022: FOREST HILLS CEMETERY PENSION PLAN 2022 401k membership
Market value of plan assets2022-03-316,113,987
Acturial value of plan assets2022-03-315,502,588
Funding target for retired participants and beneficiaries receiving payment2022-03-312,976,517
Number of terminated vested participants2022-03-3117
Fundng target for terminated vested participants2022-03-31873,841
Active participant vested funding target2022-03-311,217,107
Number of active participants2022-03-3113
Total funding liabilities for active participants2022-03-311,277,450
Total participant count2022-03-3157
Total funding target for all participants2022-03-315,127,808
Balance at beginning of prior year after applicable adjustments2022-03-31108,350
Prefunding balance at beginning of prior year after applicable adjustments2022-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-03-310
Prefunding balanced used to offset prior years funding requirement2022-03-310
Amount remaining of carryover balance2022-03-31108,350
Amount remaining of prefunding balance2022-03-310
Present value of excess contributions2022-03-3167,063
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-03-3170,644
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-03-310
Reductions in caryover balances due to elections or deemed elections2022-03-310
Reductions in prefunding balances due to elections or deemed elections2022-03-310
Balance of carryovers at beginning of current year2022-03-31156,241
Balance of prefunding at beginning of current year2022-03-310
Total employer contributions2022-03-31280,000
Total employee contributions2022-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-03-310
Contributions made to avoid restrictions adjusted to valuation date2022-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-03-31268,303
Liquidity shortfalls end of Q12022-03-310
Liquidity shortfalls end of Q22022-03-310
Liquidity shortfalls end of Q32022-03-310
Liquidity shortfalls end of Q42022-03-310
Unpaid minimum required contributions for all prior years2022-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-03-310
Remaining amount of unpaid minimum required contributions2022-03-310
Minimum required contributions for current year target normal cost2022-03-31143,013
Net shortfall amortization installment of oustanding balance2022-03-310
Waiver amortization installment2022-03-310
Total funding amount beforereflecting carryover/prefunding balances2022-03-310
Carryover balance elected to use to offset funding requirement2022-03-310
Prefunding balance elected to use to offset funding requirement2022-03-310
Additional cash requirement2022-03-310
Contributions allocatedtoward minimum required contributions for current year2022-03-31268,303
Unpaid minimum required contributions for current year2022-03-310
Unpaid minimum required contributions for all years2022-03-310
2021: FOREST HILLS CEMETERY PENSION PLAN 2021 401k membership
Market value of plan assets2021-03-314,314,727
Acturial value of plan assets2021-03-314,746,200
Funding target for retired participants and beneficiaries receiving payment2021-03-312,670,190
Number of terminated vested participants2021-03-3118
Fundng target for terminated vested participants2021-03-31888,629
Active participant vested funding target2021-03-311,507,070
Number of active participants2021-03-3113
Total funding liabilities for active participants2021-03-311,548,090
Total participant count2021-03-3156
Total funding target for all participants2021-03-315,106,909
Balance at beginning of prior year after applicable adjustments2021-03-31122,762
Prefunding balance at beginning of prior year after applicable adjustments2021-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-03-310
Prefunding balanced used to offset prior years funding requirement2021-03-310
Amount remaining of carryover balance2021-03-31122,762
Amount remaining of prefunding balance2021-03-310
Present value of excess contributions2021-03-31122,774
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-03-31129,527
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-03-310
Reductions in caryover balances due to elections or deemed elections2021-03-310
Reductions in prefunding balances due to elections or deemed elections2021-03-310
Balance of carryovers at beginning of current year2021-03-31108,350
Balance of prefunding at beginning of current year2021-03-310
Total employer contributions2021-03-31280,000
Total employee contributions2021-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-03-310
Contributions made to avoid restrictions adjusted to valuation date2021-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-03-31269,308
Liquidity shortfalls end of Q12021-03-310
Liquidity shortfalls end of Q22021-03-310
Liquidity shortfalls end of Q32021-03-310
Liquidity shortfalls end of Q42021-03-310
Unpaid minimum required contributions for all prior years2021-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-03-310
Remaining amount of unpaid minimum required contributions2021-03-310
Minimum required contributions for current year target normal cost2021-03-31120,226
Net shortfall amortization installment of oustanding balance2021-03-31469,059
Waiver amortization installment2021-03-310
Total funding amount beforereflecting carryover/prefunding balances2021-03-31202,245
Carryover balance elected to use to offset funding requirement2021-03-310
Prefunding balance elected to use to offset funding requirement2021-03-310
Additional cash requirement2021-03-31202,245
Contributions allocatedtoward minimum required contributions for current year2021-03-31269,308
Unpaid minimum required contributions for current year2021-03-310
Unpaid minimum required contributions for all years2021-03-310
2020: FOREST HILLS CEMETERY PENSION PLAN 2020 401k membership
Market value of plan assets2020-03-314,934,207
Acturial value of plan assets2020-03-314,992,891
Funding target for retired participants and beneficiaries receiving payment2020-03-312,749,850
Number of terminated vested participants2020-03-3118
Fundng target for terminated vested participants2020-03-31817,523
Active participant vested funding target2020-03-311,287,586
Number of active participants2020-03-3112
Total funding liabilities for active participants2020-03-311,312,802
Total participant count2020-03-3155
Total funding target for all participants2020-03-314,880,175
Balance at beginning of prior year after applicable adjustments2020-03-31119,838
Prefunding balance at beginning of prior year after applicable adjustments2020-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-03-310
Prefunding balanced used to offset prior years funding requirement2020-03-310
Amount remaining of carryover balance2020-03-31119,838
Amount remaining of prefunding balance2020-03-310
Present value of excess contributions2020-03-31138,504
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-03-31146,371
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-03-310
Reductions in prefunding balances due to elections or deemed elections2020-03-310
Balance of carryovers at beginning of current year2020-03-31122,762
Balance of prefunding at beginning of current year2020-03-310
Total employer contributions2020-03-31280,000
Total employee contributions2020-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-03-310
Contributions made to avoid restrictions adjusted to valuation date2020-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-03-31268,877
Liquidity shortfalls end of Q12020-03-310
Liquidity shortfalls end of Q22020-03-310
Liquidity shortfalls end of Q32020-03-310
Liquidity shortfalls end of Q42020-03-310
Unpaid minimum required contributions for all prior years2020-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-03-310
Remaining amount of unpaid minimum required contributions2020-03-310
Minimum required contributions for current year target normal cost2020-03-31121,434
Net shortfall amortization installment of oustanding balance2020-03-31133,776
Waiver amortization installment2020-03-310
Total funding amount beforereflecting carryover/prefunding balances2020-03-31146,103
Carryover balance elected to use to offset funding requirement2020-03-310
Prefunding balance elected to use to offset funding requirement2020-03-310
Additional cash requirement2020-03-31146,103
Contributions allocatedtoward minimum required contributions for current year2020-03-31268,877
Unpaid minimum required contributions for current year2020-03-310
Unpaid minimum required contributions for all years2020-03-310
2019: FOREST HILLS CEMETERY PENSION PLAN 2019 401k membership
Market value of plan assets2019-03-314,868,690
Acturial value of plan assets2019-03-314,667,150
Funding target for retired participants and beneficiaries receiving payment2019-03-312,836,766
Number of terminated vested participants2019-03-3118
Fundng target for terminated vested participants2019-03-31749,311
Active participant vested funding target2019-03-311,095,406
Number of active participants2019-03-3114
Total funding liabilities for active participants2019-03-311,112,349
Total participant count2019-03-3157
Total funding target for all participants2019-03-314,698,426
Balance at beginning of prior year after applicable adjustments2019-03-31107,952
Prefunding balance at beginning of prior year after applicable adjustments2019-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-03-310
Prefunding balanced used to offset prior years funding requirement2019-03-310
Amount remaining of carryover balance2019-03-31107,952
Amount remaining of prefunding balance2019-03-310
Present value of excess contributions2019-03-31188,054
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-03-31199,093
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-03-310
Reductions in caryover balances due to elections or deemed elections2019-03-310
Reductions in prefunding balances due to elections or deemed elections2019-03-310
Balance of carryovers at beginning of current year2019-03-31119,838
Balance of prefunding at beginning of current year2019-03-310
Total employer contributions2019-03-31280,000
Total employee contributions2019-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-03-310
Contributions made to avoid restrictions adjusted to valuation date2019-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-03-31270,384
Unpaid minimum required contributions for all prior years2019-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-03-310
Remaining amount of unpaid minimum required contributions2019-03-310
Minimum required contributions for current year target normal cost2019-03-31107,211
Net shortfall amortization installment of oustanding balance2019-03-31151,114
Waiver amortization installment2019-03-310
Total funding amount beforereflecting carryover/prefunding balances2019-03-31131,880
Carryover balance elected to use to offset funding requirement2019-03-310
Prefunding balance elected to use to offset funding requirement2019-03-310
Additional cash requirement2019-03-31131,880
Contributions allocatedtoward minimum required contributions for current year2019-03-31270,384
Unpaid minimum required contributions for current year2019-03-310
Unpaid minimum required contributions for all years2019-03-310
2018: FOREST HILLS CEMETERY PENSION PLAN 2018 401k membership
Market value of plan assets2018-03-314,441,894
Acturial value of plan assets2018-03-314,435,755
Funding target for retired participants and beneficiaries receiving payment2018-03-312,691,681
Number of terminated vested participants2018-03-3118
Fundng target for terminated vested participants2018-03-31714,393
Active participant vested funding target2018-03-31894,443
Number of active participants2018-03-3111
Total funding liabilities for active participants2018-03-31900,183
Total participant count2018-03-3153
Total funding target for all participants2018-03-314,306,257
Balance at beginning of prior year after applicable adjustments2018-03-3196,265
Prefunding balance at beginning of prior year after applicable adjustments2018-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-03-310
Prefunding balanced used to offset prior years funding requirement2018-03-310
Amount remaining of carryover balance2018-03-3196,265
Amount remaining of prefunding balance2018-03-310
Present value of excess contributions2018-03-31226,130
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-03-31239,856
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-03-310
Reductions in caryover balances due to elections or deemed elections2018-03-310
Reductions in prefunding balances due to elections or deemed elections2018-03-310
Balance of carryovers at beginning of current year2018-03-31107,952
Balance of prefunding at beginning of current year2018-03-310
Total employer contributions2018-03-31280,000
Total employee contributions2018-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-03-310
Contributions made to avoid restrictions adjusted to valuation date2018-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-03-31268,787
Unpaid minimum required contributions for all prior years2018-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-03-310
Remaining amount of unpaid minimum required contributions2018-03-310
Minimum required contributions for current year target normal cost2018-03-31102,279
Net shortfall amortization installment of oustanding balance2018-03-310
Waiver amortization installment2018-03-310
Total funding amount beforereflecting carryover/prefunding balances2018-03-3180,733
Carryover balance elected to use to offset funding requirement2018-03-310
Prefunding balance elected to use to offset funding requirement2018-03-310
Additional cash requirement2018-03-3180,733
Contributions allocatedtoward minimum required contributions for current year2018-03-31268,787
Unpaid minimum required contributions for current year2018-03-310
Unpaid minimum required contributions for all years2018-03-310
2017: FOREST HILLS CEMETERY PENSION PLAN 2017 401k membership
Market value of plan assets2017-03-314,020,433
Acturial value of plan assets2017-03-314,301,445
Funding target for retired participants and beneficiaries receiving payment2017-03-312,655,902
Number of terminated vested participants2017-03-3118
Fundng target for terminated vested participants2017-03-31752,033
Active participant vested funding target2017-03-31731,294
Number of active participants2017-03-3113
Total funding liabilities for active participants2017-03-31736,136
Total participant count2017-03-3155
Total funding target for all participants2017-03-314,144,071
Balance at beginning of prior year after applicable adjustments2017-03-3199,334
Prefunding balance at beginning of prior year after applicable adjustments2017-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-03-310
Prefunding balanced used to offset prior years funding requirement2017-03-310
Amount remaining of carryover balance2017-03-3199,334
Amount remaining of prefunding balance2017-03-310
Present value of excess contributions2017-03-31230,584
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-03-31245,019
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-03-310
Reductions in caryover balances due to elections or deemed elections2017-03-310
Reductions in prefunding balances due to elections or deemed elections2017-03-310
Balance of carryovers at beginning of current year2017-03-3196,265
Balance of prefunding at beginning of current year2017-03-310
Total employer contributions2017-03-31280,000
Total employee contributions2017-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-03-310
Contributions made to avoid restrictions adjusted to valuation date2017-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-03-31269,833
Unpaid minimum required contributions for all prior years2017-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-03-310
Remaining amount of unpaid minimum required contributions2017-03-310
Minimum required contributions for current year target normal cost2017-03-31104,812
Net shortfall amortization installment of oustanding balance2017-03-310
Waiver amortization installment2017-03-310
Total funding amount beforereflecting carryover/prefunding balances2017-03-3143,703
Additional cash requirement2017-03-3143,703
Contributions allocatedtoward minimum required contributions for current year2017-03-31269,833
Unpaid minimum required contributions for current year2017-03-310
Unpaid minimum required contributions for all years2017-03-310
2009: FOREST HILLS CEMETERY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-0152
Total number of active participants reported on line 7a of the Form 55002009-04-0118
Number of retired or separated participants receiving benefits2009-04-0122
Number of other retired or separated participants entitled to future benefits2009-04-0110
Total of all active and inactive participants2009-04-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-012
Total participants2009-04-0152
Number of participants with account balances2009-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010

Financial Data on FOREST HILLS CEMETERY PENSION PLAN

Measure Date Value
2010 : FOREST HILLS CEMETERY PENSION PLAN 2010 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-03-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0
Funding deficiency by the employer to the plan for this plan year2010-03-31$0
Minimum employer required contribution for this plan year2010-03-31$0
Amount contributed by the employer to the plan for this plan year2010-03-31$0

Form 5500 Responses for FOREST HILLS CEMETERY PENSION PLAN

2009: FOREST HILLS CEMETERY PENSION PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

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