401k Plan data: M & T PLUMBING & HEATING CO, INC. DEFINED BENEFIT PENSION PLAN plan

M & T PLUMBING & HEATING CO, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	M & T PLUMBING & HEATING CO, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	001

M & T PLUMBING & HEATING CO, INC. DEFINED BENEFIT PENSION 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).
Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
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

M & T PLUMBING & HEATING CO, INC. has sponsored the creation of one or more 401k plans.

Company Name: M & T PLUMBING & HEATING CO, INC.

Employer identification number (EIN): 134030924

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & T PLUMBING & HEATING CO, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 MARK TEICH 2021-07-15
001 2019-01-01 MARK TEICH 2020-10-13
001 2018-01-01 MARK TEICH 2018-12-27
001 2018-01-01 MARK TEICH 2019-04-08
001 2017-01-01 MARK TEICH 2018-09-25
001 2016-01-01 MARK TEICH 2017-09-18
001 2015-01-01 MARK TEICH 2016-06-20
001 2014-01-01 MARK TEICH 2015-09-16
001 2013-01-01 MARK TEICH 2014-07-11
001 2012-01-01 MARK TEICH 2013-05-14
001 2011-01-01 MARK TEICH 2012-09-05
001 2010-01-01 MARK TEICH 2011-10-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	MARK TEICH	2021-07-15
001	2019-01-01	MARK TEICH	2020-10-13
001	2018-01-01	MARK TEICH	2018-12-27
001	2018-01-01	MARK TEICH	2019-04-08
001	2017-01-01	MARK TEICH	2018-09-25
001	2016-01-01	MARK TEICH	2017-09-18
001	2015-01-01	MARK TEICH	2016-06-20
001	2014-01-01	MARK TEICH	2015-09-16
001	2013-01-01	MARK TEICH	2014-07-11
001	2012-01-01	MARK TEICH	2013-05-14
001	2011-01-01	MARK TEICH	2012-09-05
001	2010-01-01	MARK TEICH	2011-10-31

Plan Statistics for M & T PLUMBING & HEATING CO, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for M & T PLUMBING & HEATING CO, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018: M & T PLUMBING & HEATING CO, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-07-31 2,901,157
Acturial value of plan assets 2018-07-31 2,901,157
Funding target for retired participants and beneficiaries receiving payment 2018-07-31 0
Number of terminated vested participants 2018-07-31 3
Fundng target for terminated vested participants 2018-07-31 2,554,206
Active participant vested funding target 2018-07-31 81,677
Number of active participants 2018-07-31 3
Total funding liabilities for active participants 2018-07-31 90,034
Total participant count 2018-07-31 6
Total funding target for all participants 2018-07-31 2,644,240
Balance at beginning of prior year after applicable adjustments 2018-07-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-07-31 791,344
Carryover balanced portion elected for use to offset prior years funding requirement 2018-07-31 0
Prefunding balanced used to offset prior years funding requirement 2018-07-31 56,606
Amount remaining of carryover balance 2018-07-31 0
Amount remaining of prefunding balance 2018-07-31 734,738
Present value of excess contributions 2018-07-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-07-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-07-31 0
Reductions in caryover balances due to elections or deemed elections 2018-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-07-31 0
Balance of carryovers at beginning of current year 2018-07-31 0
Balance of prefunding at beginning of current year 2018-07-31 800,056
Total employer contributions 2018-07-31 0
Total employee contributions 2018-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-07-31 0
Liquidity shortfalls end of Q1 2018-07-31 0
Liquidity shortfalls end of Q2 2018-07-31 0
Liquidity shortfalls end of Q3 2018-07-31 0
Liquidity shortfalls end of Q4 2018-07-31 0
Unpaid minimum required contributions for all prior years 2018-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-07-31 0
Remaining amount of unpaid minimum required contributions 2018-07-31 0
Minimum required contributions for current year target normal cost 2018-07-31 0
Net shortfall amortization installment of oustanding balance 2018-07-31 543,138
Waiver amortization installment 2018-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-07-31 94,487
Carryover balance elected to use to offset funding requirement 2018-07-31 0
Prefunding balance elected to use to offset funding requirement 2018-07-31 100,000
Additional cash requirement 2018-07-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-07-31 0
Unpaid minimum required contributions for current year 2018-07-31 0
Unpaid minimum required contributions for all years 2018-07-31 0
2017: M & T PLUMBING & HEATING CO, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,869,397
Acturial value of plan assets 2017-12-31 2,869,397
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 5,955
Active participant vested funding target 2017-12-31 2,321,261
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 2,326,032
Total participant count 2017-12-31 6
Total funding target for all participants 2017-12-31 2,331,987
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 664,414
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 2017-12-31 664,414
Present value of excess contributions 2017-12-31 89,805
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 89,819
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 89,819
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 2017-12-31 791,345
Total employer contributions 2017-12-31 0
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 0
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 10,665
Net shortfall amortization installment of oustanding balance 2017-12-31 299,703
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 59,880
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 59,880
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: M & T PLUMBING & HEATING CO, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,532,860
Acturial value of plan assets 2016-12-31 2,532,860
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 3,629
Active participant vested funding target 2016-12-31 2,140,515
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 2,145,157
Total participant count 2016-12-31 6
Total funding target for all participants 2016-12-31 2,148,786
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 569,198
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 2016-12-31 569,198
Present value of excess contributions 2016-12-31 95,285
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 95,301
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 95,301
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 2016-12-31 664,414
Total employer contributions 2016-12-31 106,722
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 2016-12-31 102,400
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
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 12,595
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 12,595
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 12,595
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 102,400
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
2018: M & T PLUMBING & HEATING CO, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-07-31	2,901,157
Acturial value of plan assets	2018-07-31	2,901,157
Funding target for retired participants and beneficiaries receiving payment	2018-07-31	0
Number of terminated vested participants	2018-07-31	3
Fundng target for terminated vested participants	2018-07-31	2,554,206
Active participant vested funding target	2018-07-31	81,677
Number of active participants	2018-07-31	3
Total funding liabilities for active participants	2018-07-31	90,034
Total participant count	2018-07-31	6
Total funding target for all participants	2018-07-31	2,644,240
Balance at beginning of prior year after applicable adjustments	2018-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-07-31	791,344
Carryover balanced portion elected for use to offset prior years funding requirement	2018-07-31	0
Prefunding balanced used to offset prior years funding requirement	2018-07-31	56,606
Amount remaining of carryover balance	2018-07-31	0
Amount remaining of prefunding balance	2018-07-31	734,738
Present value of excess contributions	2018-07-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-07-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-07-31	0
Reductions in caryover balances due to elections or deemed elections	2018-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-07-31	0
Balance of carryovers at beginning of current year	2018-07-31	0
Balance of prefunding at beginning of current year	2018-07-31	800,056
Total employer contributions	2018-07-31	0
Total employee contributions	2018-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-07-31	0
Liquidity shortfalls end of Q1	2018-07-31	0
Liquidity shortfalls end of Q2	2018-07-31	0
Liquidity shortfalls end of Q3	2018-07-31	0
Liquidity shortfalls end of Q4	2018-07-31	0
Unpaid minimum required contributions for all prior years	2018-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-07-31	0
Remaining amount of unpaid minimum required contributions	2018-07-31	0
Minimum required contributions for current year target normal cost	2018-07-31	0
Net shortfall amortization installment of oustanding balance	2018-07-31	543,138
Waiver amortization installment	2018-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-07-31	94,487
Carryover balance elected to use to offset funding requirement	2018-07-31	0
Prefunding balance elected to use to offset funding requirement	2018-07-31	100,000
Additional cash requirement	2018-07-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-07-31	0
Unpaid minimum required contributions for current year	2018-07-31	0
Unpaid minimum required contributions for all years	2018-07-31	0
2017: M & T PLUMBING & HEATING CO, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,869,397
Acturial value of plan assets	2017-12-31	2,869,397
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	5,955
Active participant vested funding target	2017-12-31	2,321,261
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	2,326,032
Total participant count	2017-12-31	6
Total funding target for all participants	2017-12-31	2,331,987
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	664,414
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	664,414
Present value of excess contributions	2017-12-31	89,805
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	89,819
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	89,819
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	791,345
Total employer contributions	2017-12-31	0
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	0
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	10,665
Net shortfall amortization installment of oustanding balance	2017-12-31	299,703
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	59,880
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	59,880
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: M & T PLUMBING & HEATING CO, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,532,860
Acturial value of plan assets	2016-12-31	2,532,860
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	3,629
Active participant vested funding target	2016-12-31	2,140,515
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	2,145,157
Total participant count	2016-12-31	6
Total funding target for all participants	2016-12-31	2,148,786
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	569,198
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	569,198
Present value of excess contributions	2016-12-31	95,285
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	95,301
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	95,301
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	664,414
Total employer contributions	2016-12-31	106,722
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	102,400
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	12,595
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	12,595
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	12,595
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	102,400
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	M & T PLUMBING & HEATING CO, INC.
Employer identification number (EIN):	134030924
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors