401k Plan data: EMPLOYEES' PENSION PLAN OF THE ELECTRICAL ASSOCIATION OF PHILADELPHIA plan

EMPLOYEES' PENSION PLAN OF THE ELECTRICAL ASSOCIATION OF PHILADELPHIA 401k Plan overview

Plan Name	EMPLOYEES' PENSION PLAN OF THE ELECTRICAL ASSOCIATION OF PHILADELPHIA
Plan identification number	001

EMPLOYEES' PENSION PLAN OF THE ELECTRICAL ASSOCIATION OF PHILADELPHIA 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).
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 ELECTRICAL ASSOCIATION OF PHILADELPHIA has sponsored the creation of one or more 401k plans.

Company Name: THE ELECTRICAL ASSOCIATION OF PHILADELPHIA

Employer identification number (EIN): 230552870

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES' PENSION PLAN OF THE ELECTRICAL ASSOCIATION OF PHILADELPHIA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SARAH HAGY 2023-07-28 SARAH HAGY 2023-07-28
001 2021-01-01 SARAH HAGY 2022-07-14 SARAH HAGY 2022-07-14
001 2020-01-01 SARAH HAGY 2021-06-23 SARAH HAGY 2021-06-23
001 2018-01-01 SARAH HAGY 2019-05-23 SARAH HAGY 2019-05-23
001 2017-01-01 SARAH HAGY 2018-05-17 SARAH HAGY 2018-05-17
001 2016-01-01 DWIGHT PRICE 2017-07-12 DWIGHT PRICE 2017-07-12
001 2015-01-01 DWIGHT PRICE 2016-07-12 DWIGHT PRICE 2016-07-12
001 2014-01-01 DWIGHT PRICE 2015-06-03 DWIGHT PRICE 2015-06-03
001 2013-01-01 DWIGHT PRICE 2014-07-08 DWIGHT PRICE 2014-07-08
001 2012-01-01 DWIGHT PRICE 2013-06-27
001 2011-01-01 DWIGHT PRICE 2012-05-21
001 2010-01-01 DWIGHT PRICE 2011-04-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	SARAH HAGY	2023-07-28	SARAH HAGY	2023-07-28
001	2021-01-01	SARAH HAGY	2022-07-14	SARAH HAGY	2022-07-14
001	2020-01-01	SARAH HAGY	2021-06-23	SARAH HAGY	2021-06-23
001	2018-01-01	SARAH HAGY	2019-05-23	SARAH HAGY	2019-05-23
001	2017-01-01	SARAH HAGY	2018-05-17	SARAH HAGY	2018-05-17
001	2016-01-01	DWIGHT PRICE	2017-07-12	DWIGHT PRICE	2017-07-12
001	2015-01-01	DWIGHT PRICE	2016-07-12	DWIGHT PRICE	2016-07-12
001	2014-01-01	DWIGHT PRICE	2015-06-03	DWIGHT PRICE	2015-06-03
001	2013-01-01	DWIGHT PRICE	2014-07-08	DWIGHT PRICE	2014-07-08
001	2012-01-01	DWIGHT PRICE	2013-06-27
001	2011-01-01	DWIGHT PRICE	2012-05-21
001	2010-01-01	DWIGHT PRICE	2011-04-11

Plan Statistics for EMPLOYEES' PENSION PLAN OF THE ELECTRICAL ASSOCIATION OF PHILADELPHIA

401k plan membership statisitcs for EMPLOYEES' PENSION PLAN OF THE ELECTRICAL ASSOCIATION OF PHILADELPHIA

Measure Date Value
2022: EMPLOYEES' PENSION PLAN OF THE ELECTRICAL ASSOCIATION OF PHILADELPHIA 2022 401k membership
Market value of plan assets 2022-12-31 1,015,003
Acturial value of plan assets 2022-12-31 1,015,003
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 495,627
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 321,112
Number of active participants 2022-12-31 1
Total funding liabilities for active participants 2022-12-31 321,112
Total participant count 2022-12-31 2
Total funding target for all participants 2022-12-31 816,739
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 48,369
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 48,369
Present value of excess contributions 2022-12-31 28,870
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 30,478
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 30,478
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 83,863
Total employer contributions 2022-12-31 0
Total employee contributions 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 0
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: EMPLOYEES' PENSION PLAN OF THE ELECTRICAL ASSOCIATION OF PHILADELPHIA 2021 401k membership
Market value of plan assets 2021-12-31 924,887
Acturial value of plan assets 2021-12-31 924,887
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 494,613
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 312,700
Number of active participants 2021-12-31 1
Total funding liabilities for active participants 2021-12-31 312,700
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 807,313
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 37,809
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 37,809
Present value of excess contributions 2021-12-31 6,954
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 7,327
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 7,327
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 48,369
Total employer contributions 2021-12-31 30,000
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 28,870
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 0
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 28,870
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: EMPLOYEES' PENSION PLAN OF THE ELECTRICAL ASSOCIATION OF PHILADELPHIA 2020 401k membership
Market value of plan assets 2020-12-31 876,547
Acturial value of plan assets 2020-12-31 876,547
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 513,329
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 318,000
Number of active participants 2020-12-31 1
Total funding liabilities for active participants 2020-12-31 318,000
Total participant count 2020-12-31 2
Total funding target for all participants 2020-12-31 831,329
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 32,763
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 32,763
Present value of excess contributions 2020-12-31 14
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 15
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 37,809
Total employer contributions 2020-12-31 7,000
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 6,954
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 0
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 6,954
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: EMPLOYEES' PENSION PLAN OF THE ELECTRICAL ASSOCIATION OF PHILADELPHIA 2019 401k membership
Market value of plan assets 2019-12-31 768,598
Acturial value of plan assets 2019-12-31 768,598
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 542,349
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 310,958
Number of active participants 2019-12-31 1
Total funding liabilities for active participants 2019-12-31 310,958
Total participant count 2019-12-31 3
Total funding target for all participants 2019-12-31 853,307
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 27,372
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 27,372
Present value of excess contributions 2019-12-31 6,071
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 6,417
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 6,417
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 32,763
Total employer contributions 2019-12-31 27,500
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 26,617
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 0
Net shortfall amortization installment of oustanding balance 2019-12-31 117,472
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 26,603
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 26,603
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 26,617
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: EMPLOYEES' PENSION PLAN OF THE ELECTRICAL ASSOCIATION OF PHILADELPHIA 2018 401k membership
Market value of plan assets 2018-12-31 813,386
Acturial value of plan assets 2018-12-31 813,386
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 542,116
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 303,201
Number of active participants 2018-12-31 1
Total funding liabilities for active participants 2018-12-31 303,201
Total participant count 2018-12-31 3
Total funding target for all participants 2018-12-31 845,317
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 18,152
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 18,152
Present value of excess contributions 2018-12-31 7,104
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 7,516
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 7,516
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 27,372
Total employer contributions 2018-12-31 25,000
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 24,599
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 3,500
Net shortfall amortization installment of oustanding balance 2018-12-31 59,303
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 18,528
Additional cash requirement 2018-12-31 18,528
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 24,599
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: EMPLOYEES' PENSION PLAN OF THE ELECTRICAL ASSOCIATION OF PHILADELPHIA 2017 401k membership
Market value of plan assets 2017-12-31 735,353
Acturial value of plan assets 2017-12-31 735,353
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 30,769
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 751,933
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 751,933
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 782,702
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 17,429
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 17,429
Present value of excess contributions 2017-12-31 42
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 45
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 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 18,152
Total employer contributions 2017-12-31 25,000
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 24,503
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 3,200
Net shortfall amortization installment of oustanding balance 2017-12-31 65,501
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 17,399
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 17,399
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 24,503
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: EMPLOYEES' PENSION PLAN OF THE ELECTRICAL ASSOCIATION OF PHILADELPHIA 2016 401k membership
Market value of plan assets 2016-12-31 672,025
Acturial value of plan assets 2016-12-31 672,025
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 31,661
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 691,193
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 693,499
Total participant count 2016-12-31 4
Total funding target for all participants 2016-12-31 725,160
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 17,644
Carryover balanced portion elected for use 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 17,644
Present value of excess contributions 2016-12-31 41
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 44
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 17,429
Total employer contributions 2016-12-31 42,021
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 40,847
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 27,403
Net shortfall amortization installment of oustanding balance 2016-12-31 70,564
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 40,805
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 40,805
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 40,847
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
2022: EMPLOYEES' PENSION PLAN OF THE ELECTRICAL ASSOCIATION OF PHILADELPHIA 2022 401k membership
Market value of plan assets	2022-12-31	1,015,003
Acturial value of plan assets	2022-12-31	1,015,003
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	495,627
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	321,112
Number of active participants	2022-12-31	1
Total funding liabilities for active participants	2022-12-31	321,112
Total participant count	2022-12-31	2
Total funding target for all participants	2022-12-31	816,739
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	48,369
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	48,369
Present value of excess contributions	2022-12-31	28,870
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	30,478
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	30,478
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	83,863
Total employer contributions	2022-12-31	0
Total employee contributions	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	0
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: EMPLOYEES' PENSION PLAN OF THE ELECTRICAL ASSOCIATION OF PHILADELPHIA 2021 401k membership
Market value of plan assets	2021-12-31	924,887
Acturial value of plan assets	2021-12-31	924,887
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	494,613
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	312,700
Number of active participants	2021-12-31	1
Total funding liabilities for active participants	2021-12-31	312,700
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	807,313
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	37,809
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	37,809
Present value of excess contributions	2021-12-31	6,954
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	7,327
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	7,327
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	48,369
Total employer contributions	2021-12-31	30,000
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	28,870
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	0
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	28,870
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: EMPLOYEES' PENSION PLAN OF THE ELECTRICAL ASSOCIATION OF PHILADELPHIA 2020 401k membership
Market value of plan assets	2020-12-31	876,547
Acturial value of plan assets	2020-12-31	876,547
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	513,329
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	318,000
Number of active participants	2020-12-31	1
Total funding liabilities for active participants	2020-12-31	318,000
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	831,329
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	32,763
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	32,763
Present value of excess contributions	2020-12-31	14
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	15
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	37,809
Total employer contributions	2020-12-31	7,000
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	6,954
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	0
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	6,954
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: EMPLOYEES' PENSION PLAN OF THE ELECTRICAL ASSOCIATION OF PHILADELPHIA 2019 401k membership
Market value of plan assets	2019-12-31	768,598
Acturial value of plan assets	2019-12-31	768,598
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	542,349
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	310,958
Number of active participants	2019-12-31	1
Total funding liabilities for active participants	2019-12-31	310,958
Total participant count	2019-12-31	3
Total funding target for all participants	2019-12-31	853,307
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	27,372
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	27,372
Present value of excess contributions	2019-12-31	6,071
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	6,417
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	6,417
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	32,763
Total employer contributions	2019-12-31	27,500
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	26,617
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	0
Net shortfall amortization installment of oustanding balance	2019-12-31	117,472
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	26,603
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	26,603
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	26,617
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: EMPLOYEES' PENSION PLAN OF THE ELECTRICAL ASSOCIATION OF PHILADELPHIA 2018 401k membership
Market value of plan assets	2018-12-31	813,386
Acturial value of plan assets	2018-12-31	813,386
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	542,116
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	303,201
Number of active participants	2018-12-31	1
Total funding liabilities for active participants	2018-12-31	303,201
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	845,317
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	18,152
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	18,152
Present value of excess contributions	2018-12-31	7,104
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	7,516
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	7,516
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	27,372
Total employer contributions	2018-12-31	25,000
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	24,599
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	3,500
Net shortfall amortization installment of oustanding balance	2018-12-31	59,303
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	18,528
Additional cash requirement	2018-12-31	18,528
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	24,599
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: EMPLOYEES' PENSION PLAN OF THE ELECTRICAL ASSOCIATION OF PHILADELPHIA 2017 401k membership
Market value of plan assets	2017-12-31	735,353
Acturial value of plan assets	2017-12-31	735,353
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	30,769
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	751,933
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	751,933
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	782,702
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	17,429
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	17,429
Present value of excess contributions	2017-12-31	42
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	45
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	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	18,152
Total employer contributions	2017-12-31	25,000
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	24,503
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	3,200
Net shortfall amortization installment of oustanding balance	2017-12-31	65,501
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	17,399
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	17,399
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	24,503
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: EMPLOYEES' PENSION PLAN OF THE ELECTRICAL ASSOCIATION OF PHILADELPHIA 2016 401k membership
Market value of plan assets	2016-12-31	672,025
Acturial value of plan assets	2016-12-31	672,025
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	31,661
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	691,193
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	693,499
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	725,160
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	17,644
Carryover balanced portion elected for use 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	17,644
Present value of excess contributions	2016-12-31	41
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	44
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	17,429
Total employer contributions	2016-12-31	42,021
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	40,847
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	27,403
Net shortfall amortization installment of oustanding balance	2016-12-31	70,564
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	40,805
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	40,805
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	40,847
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:	THE ELECTRICAL ASSOCIATION OF PHILADELPHIA
Employer identification number (EIN):	230552870
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations