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PENSION PLAN OF JAMES A. KILEY COMPANY 401k Plan overview

Plan NamePENSION PLAN OF JAMES A. KILEY COMPANY
Plan identification number 001

PENSION PLAN OF JAMES A. KILEY COMPANY 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).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

JAMES A. KILEY COMPANY has sponsored the creation of one or more 401k plans.

Company Name:JAMES A. KILEY COMPANY
Employer identification number (EIN):041505600
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF JAMES A. KILEY COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TIM KILEY2023-10-12
0012021-01-01JAMES KILEY2022-06-28
0012021-01-01TIM KILEY2022-10-11
0012020-01-01TIM KILEY2021-10-14
0012019-01-01TIM KILEY2020-10-09
0012018-01-01TIM KILEY2019-10-09
0012017-01-01TIM KILEY2018-10-09
0012016-01-01TIM KILEY2017-10-12
0012016-01-01JAMES KILEY2017-08-21
0012015-12-01JAMES A. KILEY2016-09-09 JAMES A. KILEY2016-09-09
0012015-01-01TIM KILEY2016-10-14
0012014-01-01TIM KILEY2015-10-15
0012013-01-01TIMOTHY KILEY2014-10-10
0012012-01-01TIMOTHY KILEY2013-09-10 TIMOTHY KILEY2013-09-10
0012011-01-01TIMOTHY KILEY2012-10-10
0012010-01-01TIMOTHY KILEY2011-10-12

Plan Statistics for PENSION PLAN OF JAMES A. KILEY COMPANY

401k plan membership statisitcs for PENSION PLAN OF JAMES A. KILEY COMPANY

Measure Date Value
2022: PENSION PLAN OF JAMES A. KILEY COMPANY 2022 401k membership
Market value of plan assets2022-12-317,199,828
Acturial value of plan assets2022-12-316,651,490
Funding target for retired participants and beneficiaries receiving payment2022-12-312,435,022
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-312,109,899
Number of active participants2022-12-318
Total funding liabilities for active participants2022-12-312,121,701
Total participant count2022-12-3119
Total funding target for all participants2022-12-314,556,723
Balance at beginning of prior year after applicable adjustments2022-12-31474,436
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-31474,436
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31250,745
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31264,661
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 year2022-12-31552,338
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31159,000
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 date2022-12-31149,745
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 cost2022-12-31114,453
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 year2022-12-31149,745
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: PENSION PLAN OF JAMES A. KILEY COMPANY 2021 401k membership
Market value of plan assets2021-12-316,251,494
Acturial value of plan assets2021-12-315,748,964
Funding target for retired participants and beneficiaries receiving payment2021-12-312,529,823
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-311,826,248
Number of active participants2021-12-317
Total funding liabilities for active participants2021-12-311,835,506
Total participant count2021-12-3118
Total funding target for all participants2021-12-314,365,329
Balance at beginning of prior year after applicable adjustments2021-12-31417,711
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
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 balance2021-12-31417,711
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31235,381
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31247,833
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
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 year2021-12-31474,436
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31271,000
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 date2021-12-31250,745
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 cost2021-12-31123,432
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31250,745
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: PENSION PLAN OF JAMES A. KILEY COMPANY 2020 401k membership
Market value of plan assets2020-12-315,579,988
Acturial value of plan assets2020-12-315,335,833
Funding target for retired participants and beneficiaries receiving payment2020-12-312,704,949
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-311,725,342
Number of active participants2020-12-317
Total funding liabilities for active participants2020-12-311,740,977
Total participant count2020-12-3118
Total funding target for all participants2020-12-314,445,926
Balance at beginning of prior year after applicable adjustments2020-12-31343,682
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31343,682
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31214,469
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31226,136
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 year2020-12-31417,711
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31253,000
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 date2020-12-31235,381
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 cost2020-12-31121,740
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31235,381
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: PENSION PLAN OF JAMES A. KILEY COMPANY 2019 401k membership
Market value of plan assets2019-12-314,695,214
Acturial value of plan assets2019-12-315,032,436
Funding target for retired participants and beneficiaries receiving payment2019-12-312,781,946
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-311,499,137
Number of active participants2019-12-316
Total funding liabilities for active participants2019-12-311,511,052
Total participant count2019-12-3117
Total funding target for all participants2019-12-314,292,998
Balance at beginning of prior year after applicable adjustments2019-12-31369,471
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
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 balance2019-12-31369,471
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31204,611
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31216,131
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 year2019-12-31343,682
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31230,000
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 date2019-12-31214,469
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 cost2019-12-31102,337
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31214,469
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: PENSION PLAN OF JAMES A. KILEY COMPANY 2018 401k membership
Market value of plan assets2018-12-315,113,903
Acturial value of plan assets2018-12-314,898,496
Funding target for retired participants and beneficiaries receiving payment2018-12-312,670,887
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-311,487,166
Number of active participants2018-12-317
Total funding liabilities for active participants2018-12-311,499,575
Total participant count2018-12-3117
Total funding target for all participants2018-12-314,170,462
Balance at beginning of prior year after applicable adjustments2018-12-31327,313
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
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 balance2018-12-31327,313
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31174,652
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31184,817
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 year2018-12-31369,471
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31220,000
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 date2018-12-31204,611
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 cost2018-12-3188,878
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31204,611
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: PENSION PLAN OF JAMES A. KILEY COMPANY 2017 401k membership
Market value of plan assets2017-12-314,648,321
Acturial value of plan assets2017-12-314,725,055
Funding target for retired participants and beneficiaries receiving payment2017-12-312,600,727
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-311,272,082
Number of active participants2017-12-317
Total funding liabilities for active participants2017-12-311,281,478
Total participant count2017-12-3117
Total funding target for all participants2017-12-313,882,205
Balance at beginning of prior year after applicable adjustments2017-12-31301,365
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
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 balance2017-12-31301,365
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31205,781
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31218,148
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 year2017-12-31327,313
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31190,000
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 date2017-12-31174,652
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 cost2017-12-3165,223
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31174,652
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: PENSION PLAN OF JAMES A. KILEY COMPANY 2016 401k membership
Market value of plan assets2016-12-314,370,764
Acturial value of plan assets2016-12-314,655,559
Funding target for retired participants and beneficiaries receiving payment2016-12-312,696,485
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-311,108,009
Number of active participants2016-12-317
Total funding liabilities for active participants2016-12-311,113,170
Total participant count2016-12-3119
Total funding target for all participants2016-12-313,809,655
Balance at beginning of prior year after applicable adjustments2016-12-31308,491
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-31308,491
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31197,188
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31209,414
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 year2016-12-31301,365
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31223,000
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 date2016-12-31205,781
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 cost2016-12-3156,924
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31205,781
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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