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DEFINED BENEFIT RETIREMENT PLAN FOR EMPLOYEES OF LUTHERAN CEMETERY 401k Plan overview

Plan NameDEFINED BENEFIT RETIREMENT PLAN FOR EMPLOYEES OF LUTHERAN CEMETERY
Plan identification number 001

DEFINED BENEFIT RETIREMENT PLAN FOR EMPLOYEES OF LUTHERAN CEMETERY 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE LUTHERAN ALL FAITHS CEMETERY has sponsored the creation of one or more 401k plans.

Company Name:THE LUTHERAN ALL FAITHS CEMETERY
Employer identification number (EIN):111028670
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED BENEFIT RETIREMENT PLAN FOR EMPLOYEES OF LUTHERAN CEMETERY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-06-30
0012020-06-30
0012019-06-30
0012018-06-30
0012017-06-30
0012016-06-30
0012015-06-30ANTHONY R. MORDENTE2017-04-11
0012014-06-30DONALD M. PFAIL2016-03-21
0012013-06-30DONALD M. PFAIL2015-04-08
0012012-06-30DONALD M. PFAIL2014-03-28
0012011-06-30WILLIAM CLEMANS2013-04-10
0012010-06-30WILLIAM CLEMANS2012-04-16
0012010-01-01WILLIAM CLEMANS2011-09-30

Plan Statistics for DEFINED BENEFIT RETIREMENT PLAN FOR EMPLOYEES OF LUTHERAN CEMETERY

401k plan membership statisitcs for DEFINED BENEFIT RETIREMENT PLAN FOR EMPLOYEES OF LUTHERAN CEMETERY

Measure Date Value
2022: DEFINED BENEFIT RETIREMENT PLAN FOR EMPLOYEES OF LUTHERAN CEMETERY 2022 401k membership
Market value of plan assets2022-06-292,092,379
Acturial value of plan assets2022-06-292,092,379
Funding target for retired participants and beneficiaries receiving payment2022-06-29841,564
Number of terminated vested participants2022-06-296
Fundng target for terminated vested participants2022-06-29483,805
Active participant vested funding target2022-06-291,244,049
Number of active participants2022-06-297
Total funding liabilities for active participants2022-06-291,251,250
Total participant count2022-06-2916
Total funding target for all participants2022-06-292,576,619
Balance at beginning of prior year after applicable adjustments2022-06-290
Prefunding balance at beginning of prior year after applicable adjustments2022-06-290
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-290
Prefunding balanced used to offset prior years funding requirement2022-06-290
Amount remaining of carryover balance2022-06-290
Amount remaining of prefunding balance2022-06-290
Present value of excess contributions2022-06-290
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-290
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-290
Reductions in caryover balances due to elections or deemed elections2022-06-290
Reductions in prefunding balances due to elections or deemed elections2022-06-290
Balance of carryovers at beginning of current year2022-06-290
Balance of prefunding at beginning of current year2022-06-290
Total employer contributions2022-06-2957,000
Total employee contributions2022-06-290
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-2939,093
Contributions made to avoid restrictions adjusted to valuation date2022-06-290
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-290
Liquidity shortfalls end of Q12022-06-290
Liquidity shortfalls end of Q22022-06-290
Liquidity shortfalls end of Q32022-06-290
Liquidity shortfalls end of Q42022-06-290
Unpaid minimum required contributions for all prior years2022-06-29451,433
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-2939,093
Remaining amount of unpaid minimum required contributions2022-06-29412,340
Minimum required contributions for current year target normal cost2022-06-2943,238
Net shortfall amortization installment of oustanding balance2022-06-29484,240
Waiver amortization installment2022-06-290
Total funding amount beforereflecting carryover/prefunding balances2022-06-2991,241
Additional cash requirement2022-06-2991,241
Contributions allocatedtoward minimum required contributions for current year2022-06-290
Unpaid minimum required contributions for current year2022-06-2991,241
Unpaid minimum required contributions for all years2022-06-29503,581
2021: DEFINED BENEFIT RETIREMENT PLAN FOR EMPLOYEES OF LUTHERAN CEMETERY 2021 401k membership
Market value of plan assets2021-06-291,807,568
Acturial value of plan assets2021-06-291,807,568
Funding target for retired participants and beneficiaries receiving payment2021-06-29864,146
Number of terminated vested participants2021-06-295
Fundng target for terminated vested participants2021-06-29415,019
Active participant vested funding target2021-06-291,183,227
Number of active participants2021-06-298
Total funding liabilities for active participants2021-06-291,205,141
Total participant count2021-06-2916
Total funding target for all participants2021-06-292,484,306
Balance at beginning of prior year after applicable adjustments2021-06-290
Prefunding balance at beginning of prior year after applicable adjustments2021-06-290
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-290
Prefunding balanced used to offset prior years funding requirement2021-06-290
Amount remaining of carryover balance2021-06-290
Amount remaining of prefunding balance2021-06-290
Present value of excess contributions2021-06-290
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-290
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-290
Reductions in caryover balances due to elections or deemed elections2021-06-290
Reductions in prefunding balances due to elections or deemed elections2021-06-290
Balance of carryovers at beginning of current year2021-06-290
Balance of prefunding at beginning of current year2021-06-290
Total employer contributions2021-06-29100,000
Total employee contributions2021-06-290
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-2973,816
Contributions made to avoid restrictions adjusted to valuation date2021-06-290
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-290
Liquidity shortfalls end of Q12021-06-290
Liquidity shortfalls end of Q22021-06-290
Liquidity shortfalls end of Q32021-06-290
Liquidity shortfalls end of Q42021-06-290
Unpaid minimum required contributions for all prior years2021-06-29424,008
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-2973,816
Remaining amount of unpaid minimum required contributions2021-06-29350,192
Minimum required contributions for current year target normal cost2021-06-2937,704
Net shortfall amortization installment of oustanding balance2021-06-29676,738
Waiver amortization installment2021-06-290
Total funding amount beforereflecting carryover/prefunding balances2021-06-29101,241
Additional cash requirement2021-06-29101,241
Contributions allocatedtoward minimum required contributions for current year2021-06-290
Unpaid minimum required contributions for current year2021-06-29101,241
Unpaid minimum required contributions for all years2021-06-29451,433
2020: DEFINED BENEFIT RETIREMENT PLAN FOR EMPLOYEES OF LUTHERAN CEMETERY 2020 401k membership
Market value of plan assets2020-06-291,837,681
Acturial value of plan assets2020-06-291,837,681
Funding target for retired participants and beneficiaries receiving payment2020-06-29940,679
Number of terminated vested participants2020-06-293
Fundng target for terminated vested participants2020-06-29254,291
Active participant vested funding target2020-06-291,231,148
Number of active participants2020-06-299
Total funding liabilities for active participants2020-06-291,284,540
Total participant count2020-06-2916
Total funding target for all participants2020-06-292,479,510
Balance at beginning of prior year after applicable adjustments2020-06-290
Prefunding balance at beginning of prior year after applicable adjustments2020-06-290
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-290
Prefunding balanced used to offset prior years funding requirement2020-06-290
Amount remaining of carryover balance2020-06-290
Amount remaining of prefunding balance2020-06-290
Present value of excess contributions2020-06-290
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-290
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-290
Reductions in caryover balances due to elections or deemed elections2020-06-290
Reductions in prefunding balances due to elections or deemed elections2020-06-290
Balance of carryovers at beginning of current year2020-06-290
Balance of prefunding at beginning of current year2020-06-290
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-290
Contributions made to avoid restrictions adjusted to valuation date2020-06-290
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-290
Liquidity shortfalls end of Q12020-06-290
Liquidity shortfalls end of Q22020-06-290
Liquidity shortfalls end of Q32020-06-290
Liquidity shortfalls end of Q42020-06-290
Unpaid minimum required contributions for all prior years2020-06-29203,151
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-290
Remaining amount of unpaid minimum required contributions2020-06-29203,151
Minimum required contributions for current year target normal cost2020-06-2971,051
Net shortfall amortization installment of oustanding balance2020-06-29641,829
Waiver amortization installment2020-06-290
Total funding amount beforereflecting carryover/prefunding balances2020-06-29220,857
Additional cash requirement2020-06-29220,857
Contributions allocatedtoward minimum required contributions for current year2020-06-290
Unpaid minimum required contributions for current year2020-06-29220,857
Unpaid minimum required contributions for all years2020-06-29424,008
2019: DEFINED BENEFIT RETIREMENT PLAN FOR EMPLOYEES OF LUTHERAN CEMETERY 2019 401k membership
Market value of plan assets2019-06-291,820,797
Acturial value of plan assets2019-06-291,820,797
Funding target for retired participants and beneficiaries receiving payment2019-06-29960,638
Number of terminated vested participants2019-06-291
Fundng target for terminated vested participants2019-06-2974,334
Active participant vested funding target2019-06-291,217,023
Number of active participants2019-06-2911
Total funding liabilities for active participants2019-06-291,274,117
Total participant count2019-06-2916
Total funding target for all participants2019-06-292,309,089
Balance at beginning of prior year after applicable adjustments2019-06-290
Prefunding balance at beginning of prior year after applicable adjustments2019-06-290
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-290
Prefunding balanced used to offset prior years funding requirement2019-06-290
Amount remaining of carryover balance2019-06-290
Amount remaining of prefunding balance2019-06-290
Present value of excess contributions2019-06-29951
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-291,007
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-290
Reductions in caryover balances due to elections or deemed elections2019-06-290
Reductions in prefunding balances due to elections or deemed elections2019-06-290
Balance of carryovers at beginning of current year2019-06-290
Balance of prefunding at beginning of current year2019-06-290
Total employer contributions2019-06-290
Total employee contributions2019-06-290
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-290
Contributions made to avoid restrictions adjusted to valuation date2019-06-290
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-290
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-290
Remaining amount of unpaid minimum required contributions2019-06-290
Minimum required contributions for current year target normal cost2019-06-29109,524
Net shortfall amortization installment of oustanding balance2019-06-29488,292
Waiver amortization installment2019-06-290
Total funding amount beforereflecting carryover/prefunding balances2019-06-29203,151
Additional cash requirement2019-06-29203,151
Contributions allocatedtoward minimum required contributions for current year2019-06-290
Unpaid minimum required contributions for current year2019-06-29203,151
Unpaid minimum required contributions for all years2019-06-29203,151
2018: DEFINED BENEFIT RETIREMENT PLAN FOR EMPLOYEES OF LUTHERAN CEMETERY 2018 401k membership
Market value of plan assets2018-06-291,621,478
Acturial value of plan assets2018-06-291,621,478
Funding target for retired participants and beneficiaries receiving payment2018-06-29935,595
Number of terminated vested participants2018-06-291
Fundng target for terminated vested participants2018-06-2966,152
Active participant vested funding target2018-06-29989,351
Number of active participants2018-06-2911
Total funding liabilities for active participants2018-06-291,038,144
Total participant count2018-06-2916
Total funding target for all participants2018-06-292,039,891
Balance at beginning of prior year after applicable adjustments2018-06-290
Prefunding balance at beginning of prior year after applicable adjustments2018-06-290
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-290
Prefunding balanced used to offset prior years funding requirement2018-06-290
Amount remaining of carryover balance2018-06-290
Amount remaining of prefunding balance2018-06-290
Present value of excess contributions2018-06-29285
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-29302
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-290
Reductions in caryover balances due to elections or deemed elections2018-06-290
Reductions in prefunding balances due to elections or deemed elections2018-06-290
Balance of carryovers at beginning of current year2018-06-290
Balance of prefunding at beginning of current year2018-06-290
Total employer contributions2018-06-29227,000
Total employee contributions2018-06-290
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-290
Contributions made to avoid restrictions adjusted to valuation date2018-06-290
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-29198,362
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-290
Remaining amount of unpaid minimum required contributions2018-06-290
Minimum required contributions for current year target normal cost2018-06-2990,393
Net shortfall amortization installment of oustanding balance2018-06-29418,413
Waiver amortization installment2018-06-290
Total funding amount beforereflecting carryover/prefunding balances2018-06-29197,411
Carryover balance elected to use to offset funding requirement2018-06-290
Prefunding balance elected to use to offset funding requirement2018-06-290
Additional cash requirement2018-06-29197,411
Contributions allocatedtoward minimum required contributions for current year2018-06-29198,362
Unpaid minimum required contributions for current year2018-06-290
Unpaid minimum required contributions for all years2018-06-290
2017: DEFINED BENEFIT RETIREMENT PLAN FOR EMPLOYEES OF LUTHERAN CEMETERY 2017 401k membership
Market value of plan assets2017-06-291,428,017
Acturial value of plan assets2017-06-291,428,017
Funding target for retired participants and beneficiaries receiving payment2017-06-29945,888
Number of terminated vested participants2017-06-291
Fundng target for terminated vested participants2017-06-2960,070
Active participant vested funding target2017-06-29830,211
Number of active participants2017-06-2911
Total funding liabilities for active participants2017-06-29865,904
Total participant count2017-06-2916
Total funding target for all participants2017-06-291,871,862
Balance at beginning of prior year after applicable adjustments2017-06-290
Prefunding balance at beginning of prior year after applicable adjustments2017-06-290
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-290
Prefunding balanced used to offset prior years funding requirement2017-06-290
Amount remaining of carryover balance2017-06-290
Amount remaining of prefunding balance2017-06-290
Present value of excess contributions2017-06-29835
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-29888
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-290
Reductions in caryover balances due to elections or deemed elections2017-06-290
Reductions in prefunding balances due to elections or deemed elections2017-06-290
Balance of carryovers at beginning of current year2017-06-290
Balance of prefunding at beginning of current year2017-06-290
Total employer contributions2017-06-29206,000
Total employee contributions2017-06-290
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-290
Contributions made to avoid restrictions adjusted to valuation date2017-06-290
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-29181,351
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-290
Remaining amount of unpaid minimum required contributions2017-06-290
Minimum required contributions for current year target normal cost2017-06-2974,692
Net shortfall amortization installment of oustanding balance2017-06-29443,845
Waiver amortization installment2017-06-290
Waived amount of outstanding balance2017-06-290
Total funding amount beforereflecting carryover/prefunding balances2017-06-29181,066
Additional cash requirement2017-06-29181,066
Contributions allocatedtoward minimum required contributions for current year2017-06-29181,351
Unpaid minimum required contributions for current year2017-06-290
Unpaid minimum required contributions for all years2017-06-290

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