401k Plan data: THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN plan

THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN 401k Plan overview

Plan Name	THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN
Plan identification number	003

THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE ALUMINUM ASSOCIATION, INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name: THE ALUMINUM ASSOCIATION, INCORPORATED

Employer identification number (EIN): 130428020

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE ALUMINUM ASSOCIATION, INCORPORATED

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 0788144

More information about THE ALUMINUM ASSOCIATION, INCORPORATED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 JENNIFER CASSIDY 2024-04-15 JENNIFER CASSIDY 2024-04-15
003 2022-01-01 JENNIFER CASSIDY 2023-10-10 JENNIFER CASSIDY 2023-10-10
003 2021-01-01 JENNIFER CASSIDY 2022-10-04
003 2020-01-01 BHAVNA MISTRY 2021-08-13 BHAVNA MISTRY 2021-08-13
003 2019-01-01 BHAVNA MISTRY 2020-10-15 BHAVNA MISTRY 2020-10-15
003 2018-01-01 BHAVNA MISTRY 2019-09-16 BHAVNA MISTRY 2019-09-16
003 2017-01-01 KAREN BOWDEN 2018-09-14 KAREN BOWDEN 2018-09-14
003 2016-01-01 KAREN BOWDEN 2017-10-14 KAREN BOWDEN 2017-10-14
003 2015-01-01 KAREN BOWDEN 2016-09-29 KAREN BOWDEN 2016-09-29
003 2014-01-01 KAREN BOWDEN 2015-10-06 KAREN BOWDEN 2015-10-06
003 2013-01-01 KAREN BOWDEN 2014-06-24 KAREN BOWDEN 2014-06-24
003 2012-01-01 KAREN BOWDEN 2013-07-18 KAREN BOWDEN 2013-07-18
003 2011-01-01 KAREN BOWDEN 2012-08-30 KAREN BOWDEN 2012-08-30
003 2010-01-01 KAREN BOWDEN 2011-06-29 KAREN BOWDEN 2011-06-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	JENNIFER CASSIDY	2024-04-15	JENNIFER CASSIDY	2024-04-15
003	2022-01-01	JENNIFER CASSIDY	2023-10-10	JENNIFER CASSIDY	2023-10-10
003	2021-01-01	JENNIFER CASSIDY	2022-10-04
003	2020-01-01	BHAVNA MISTRY	2021-08-13	BHAVNA MISTRY	2021-08-13
003	2019-01-01	BHAVNA MISTRY	2020-10-15	BHAVNA MISTRY	2020-10-15
003	2018-01-01	BHAVNA MISTRY	2019-09-16	BHAVNA MISTRY	2019-09-16
003	2017-01-01	KAREN BOWDEN	2018-09-14	KAREN BOWDEN	2018-09-14
003	2016-01-01	KAREN BOWDEN	2017-10-14	KAREN BOWDEN	2017-10-14
003	2015-01-01	KAREN BOWDEN	2016-09-29	KAREN BOWDEN	2016-09-29
003	2014-01-01	KAREN BOWDEN	2015-10-06	KAREN BOWDEN	2015-10-06
003	2013-01-01	KAREN BOWDEN	2014-06-24	KAREN BOWDEN	2014-06-24
003	2012-01-01	KAREN BOWDEN	2013-07-18	KAREN BOWDEN	2013-07-18
003	2011-01-01	KAREN BOWDEN	2012-08-30	KAREN BOWDEN	2012-08-30
003	2010-01-01	KAREN BOWDEN	2011-06-29	KAREN BOWDEN	2011-06-29

Plan Statistics for THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN

401k plan membership statisitcs for THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN

Measure Date Value
2024: THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-04-15 17
Total number of particpants at end of year 2024-04-15 0
Number of Participants With Account Balances 2024-04-15 0
2022: THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 5,805,935
Acturial value of plan assets 2022-12-31 5,427,825
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 3,071,675
Number of terminated vested participants 2022-12-31 18
Fundng target for terminated vested participants 2022-12-31 1,253,575
Active participant vested funding target 2022-12-31 122,924
Number of active participants 2022-12-31 1
Total funding liabilities for active participants 2022-12-31 123,248
Total participant count 2022-12-31 41
Total funding target for all participants 2022-12-31 4,448,498
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 75,388
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 79,519
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 48,000
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 5,428,441
Acturial value of plan assets 2021-12-31 4,990,322
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 3,334,478
Number of terminated vested participants 2021-12-31 18
Fundng target for terminated vested participants 2021-12-31 1,156,486
Active participant vested funding target 2021-12-31 113,507
Number of active participants 2021-12-31 1
Total funding liabilities for active participants 2021-12-31 113,507
Total participant count 2021-12-31 43
Total funding target for all participants 2021-12-31 4,604,471
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 125,261
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 131,850
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 80,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 75,388
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 38,000
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 75,388
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 5,077,922
Acturial value of plan assets 2020-12-31 4,843,864
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 3,538,055
Number of terminated vested participants 2020-12-31 18
Fundng target for terminated vested participants 2020-12-31 1,154,652
Active participant vested funding target 2020-12-31 108,957
Number of active participants 2020-12-31 1
Total funding liabilities for active participants 2020-12-31 108,957
Total participant count 2020-12-31 42
Total funding target for all participants 2020-12-31 4,801,664
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 107,467
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 113,292
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 132,485
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 125,261
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 42,200
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 125,261
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 4,369,824
Acturial value of plan assets 2019-12-31 4,678,475
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 3,471,218
Number of terminated vested participants 2019-12-31 19
Fundng target for terminated vested participants 2019-12-31 1,209,999
Active participant vested funding target 2019-12-31 115,724
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 115,724
Total participant count 2019-12-31 42
Total funding target for all participants 2019-12-31 4,796,941
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 39,520
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 41,733
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 177,515
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 170,733
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 38,100
Net shortfall amortization installment of oustanding balance 2019-12-31 118,466
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 63,266
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 63,266
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 170,733
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 5,018,854
Acturial value of plan assets 2018-12-31 4,726,350
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 3,541,229
Number of terminated vested participants 2018-12-31 20
Fundng target for terminated vested participants 2018-12-31 1,305,751
Active participant vested funding target 2018-12-31 106,375
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 106,375
Total participant count 2018-12-31 42
Total funding target for all participants 2018-12-31 4,953,355
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 75,914
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 80,309
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 100,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 97,863
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 20,000
Net shortfall amortization installment of oustanding balance 2018-12-31 227,005
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 58,343
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 58,343
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 97,863
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 4,600,633
Acturial value of plan assets 2017-12-31 4,681,835
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 3,493,947
Number of terminated vested participants 2017-12-31 19
Fundng target for terminated vested participants 2017-12-31 1,134,889
Active participant vested funding target 2017-12-31 119,120
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 119,120
Total participant count 2017-12-31 44
Total funding target for all participants 2017-12-31 4,747,956
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 106,959
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 113,366
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 110,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 106,772
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 20,000
Net shortfall amortization installment of oustanding balance 2017-12-31 66,121
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 30,858
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 30,858
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 106,772
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 4,508,810
Acturial value of plan assets 2016-12-31 4,782,702
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 3,366,664
Number of terminated vested participants 2016-12-31 21
Fundng target for terminated vested participants 2016-12-31 1,218,447
Active participant vested funding target 2016-12-31 107,776
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 107,776
Total participant count 2016-12-31 44
Total funding target for all participants 2016-12-31 4,692,887
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 106,987
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 113,620
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 110,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 106,959
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 20,000
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 106,959
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2024: THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-04-15	17
Total number of particpants at end of year	2024-04-15	0
Number of Participants With Account Balances	2024-04-15	0
2022: THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	5,805,935
Acturial value of plan assets	2022-12-31	5,427,825
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	3,071,675
Number of terminated vested participants	2022-12-31	18
Fundng target for terminated vested participants	2022-12-31	1,253,575
Active participant vested funding target	2022-12-31	122,924
Number of active participants	2022-12-31	1
Total funding liabilities for active participants	2022-12-31	123,248
Total participant count	2022-12-31	41
Total funding target for all participants	2022-12-31	4,448,498
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	75,388
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	79,519
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	48,000
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	5,428,441
Acturial value of plan assets	2021-12-31	4,990,322
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	3,334,478
Number of terminated vested participants	2021-12-31	18
Fundng target for terminated vested participants	2021-12-31	1,156,486
Active participant vested funding target	2021-12-31	113,507
Number of active participants	2021-12-31	1
Total funding liabilities for active participants	2021-12-31	113,507
Total participant count	2021-12-31	43
Total funding target for all participants	2021-12-31	4,604,471
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	125,261
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	131,850
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	80,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	75,388
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	38,000
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	75,388
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	5,077,922
Acturial value of plan assets	2020-12-31	4,843,864
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	3,538,055
Number of terminated vested participants	2020-12-31	18
Fundng target for terminated vested participants	2020-12-31	1,154,652
Active participant vested funding target	2020-12-31	108,957
Number of active participants	2020-12-31	1
Total funding liabilities for active participants	2020-12-31	108,957
Total participant count	2020-12-31	42
Total funding target for all participants	2020-12-31	4,801,664
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	107,467
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	113,292
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	132,485
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	125,261
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	42,200
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	125,261
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	4,369,824
Acturial value of plan assets	2019-12-31	4,678,475
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	3,471,218
Number of terminated vested participants	2019-12-31	19
Fundng target for terminated vested participants	2019-12-31	1,209,999
Active participant vested funding target	2019-12-31	115,724
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	115,724
Total participant count	2019-12-31	42
Total funding target for all participants	2019-12-31	4,796,941
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	39,520
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	41,733
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	177,515
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	170,733
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	38,100
Net shortfall amortization installment of oustanding balance	2019-12-31	118,466
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	63,266
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	63,266
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	170,733
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	5,018,854
Acturial value of plan assets	2018-12-31	4,726,350
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	3,541,229
Number of terminated vested participants	2018-12-31	20
Fundng target for terminated vested participants	2018-12-31	1,305,751
Active participant vested funding target	2018-12-31	106,375
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	106,375
Total participant count	2018-12-31	42
Total funding target for all participants	2018-12-31	4,953,355
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	75,914
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	80,309
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	100,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	97,863
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	20,000
Net shortfall amortization installment of oustanding balance	2018-12-31	227,005
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	58,343
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	58,343
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	97,863
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	4,600,633
Acturial value of plan assets	2017-12-31	4,681,835
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	3,493,947
Number of terminated vested participants	2017-12-31	19
Fundng target for terminated vested participants	2017-12-31	1,134,889
Active participant vested funding target	2017-12-31	119,120
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	119,120
Total participant count	2017-12-31	44
Total funding target for all participants	2017-12-31	4,747,956
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	106,959
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	113,366
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	110,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	106,772
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	20,000
Net shortfall amortization installment of oustanding balance	2017-12-31	66,121
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	30,858
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	30,858
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	106,772
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	4,508,810
Acturial value of plan assets	2016-12-31	4,782,702
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	3,366,664
Number of terminated vested participants	2016-12-31	21
Fundng target for terminated vested participants	2016-12-31	1,218,447
Active participant vested funding target	2016-12-31	107,776
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	107,776
Total participant count	2016-12-31	44
Total funding target for all participants	2016-12-31	4,692,887
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	106,987
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	113,620
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	110,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	106,959
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	20,000
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	106,959
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN

Measure	Date	Value
2024 : THE ALUMINUM ASSOCIATION, INCORPORATED RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-04-15	0
Total liabilities as of the end of the plan year	2024-04-15	0
Total liabilities as of the beginning of the plan year	2024-04-15	0
Total expenses incurred by plan in this plan year	2024-04-15	1048125
Net assets as of the end of the plan year	2024-04-15	0
Total assets as of the beginning of the plan year	2024-04-15	4455471
Value of plan covered by a fidelity bond	2024-04-15	500000
Other expenses paid from plan in this plan year	2024-04-15	0
Other contributions to plan in this plan year	2024-04-15	0
Other income to plan in this plan year	2024-04-15	-3407346
Plan net income in this plan year	2024-04-15	-4455471
Net assets as of the end of the plan year	2024-04-15	0
Net assets as of the beginning of the plan year	2024-04-15	4455471
Expensese paid to adminstrative service provicers from plan in this plan year	2024-04-15	37352

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Company Name:	THE ALUMINUM ASSOCIATION, INCORPORATED
Employer identification number (EIN):	130428020
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	0788144