401k Plan data: THE M. S. HERSHEY FOUNDATION RETIREMENT PLAN plan

THE M. S. HERSHEY FOUNDATION RETIREMENT PLAN 401k Plan overview

Plan Name	THE M. S. HERSHEY FOUNDATION RETIREMENT PLAN
Plan identification number	001

THE M. S. HERSHEY FOUNDATION 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).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

M. S. HERSHEY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: M. S. HERSHEY FOUNDATION

Employer identification number (EIN): 236242734

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE M. S. HERSHEY FOUNDATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BRIDGET BECK 2023-10-12
001 2021-01-01 BRIDGET BECK 2022-10-04
001 2020-01-01 BRIDGET BECK 2021-09-24
001 2019-01-01 BRIDGET BECK 2020-09-24
001 2019-01-01 BRIDGET BECK 2021-01-25
001 2018-01-01 BRIDGET BECK 2019-09-13
001 2017-01-01 BRIDGET BECK 2018-09-17
001 2016-01-01 BRIDGET BECK 2017-09-07
001 2015-01-01 BRIDGET BECK 2016-09-19
001 2014-01-01 BRIDGET BECK 2015-10-09
001 2013-01-01 BRIDGET BECK 2014-09-29
001 2012-01-01 BRIDGET BECK 2013-09-17
001 2011-01-01 BRIDGET BECK 2012-09-19
001 2010-01-01 GEORGE YOUCIS 2011-09-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	BRIDGET BECK	2023-10-12
001	2021-01-01	BRIDGET BECK	2022-10-04
001	2020-01-01	BRIDGET BECK	2021-09-24
001	2019-01-01	BRIDGET BECK	2020-09-24
001	2019-01-01	BRIDGET BECK	2021-01-25
001	2018-01-01	BRIDGET BECK	2019-09-13
001	2017-01-01	BRIDGET BECK	2018-09-17
001	2016-01-01	BRIDGET BECK	2017-09-07
001	2015-01-01	BRIDGET BECK	2016-09-19
001	2014-01-01	BRIDGET BECK	2015-10-09
001	2013-01-01	BRIDGET BECK	2014-09-29
001	2012-01-01	BRIDGET BECK	2013-09-17
001	2011-01-01	BRIDGET BECK	2012-09-19
001	2010-01-01	GEORGE YOUCIS	2011-09-28

Plan Statistics for THE M. S. HERSHEY FOUNDATION RETIREMENT PLAN

401k plan membership statisitcs for THE M. S. HERSHEY FOUNDATION RETIREMENT PLAN

Measure Date Value
2022: THE M. S. HERSHEY FOUNDATION RETIREMENT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 5,650,448
Acturial value of plan assets 2022-12-31 5,650,448
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 3,389,980
Number of terminated vested participants 2022-12-31 16
Fundng target for terminated vested participants 2022-12-31 502,273
Active participant vested funding target 2022-12-31 946,756
Number of active participants 2022-12-31 9
Total funding liabilities for active participants 2022-12-31 1,092,192
Total participant count 2022-12-31 64
Total funding target for all participants 2022-12-31 4,984,445
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 329,463
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 2022-12-31 329,463
Present value of excess contributions 2022-12-31 45,594
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 48,143
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 2022-12-31 815
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 366,536
Total employer contributions 2022-12-31 500,000
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 2022-12-31 457,328
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 28,000
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 2022-12-31 457,328
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: THE M. S. HERSHEY FOUNDATION RETIREMENT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 5,354,562
Acturial value of plan assets 2021-12-31 5,354,562
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 3,051,601
Number of terminated vested participants 2021-12-31 18
Fundng target for terminated vested participants 2021-12-31 535,130
Active participant vested funding target 2021-12-31 1,180,735
Number of active participants 2021-12-31 11
Total funding liabilities for active participants 2021-12-31 1,311,600
Total participant count 2021-12-31 64
Total funding target for all participants 2021-12-31 4,898,331
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 294,424
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 2021-12-31 130,779
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 163,645
Present value of excess contributions 2021-12-31 136,434
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 149,666
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 149,666
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 2021-12-31 329,463
Total employer contributions 2021-12-31 50,000
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 45,594
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
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 34,000
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 45,594
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: THE M. S. HERSHEY FOUNDATION RETIREMENT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 5,076,126
Acturial value of plan assets 2020-12-31 5,076,126
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 3,166,051
Number of terminated vested participants 2020-12-31 18
Fundng target for terminated vested participants 2020-12-31 493,274
Active participant vested funding target 2020-12-31 1,015,806
Number of active participants 2020-12-31 11
Total funding liabilities for active participants 2020-12-31 1,128,760
Total participant count 2020-12-31 65
Total funding target for all participants 2020-12-31 4,788,085
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 66,602
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 66,602
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 271,031
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 294,424
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 294,424
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 2020-12-31 294,424
Total employer contributions 2020-12-31 150,000
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 2020-12-31 136,434
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
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 2020-12-31 130,180
Net shortfall amortization installment of oustanding balance 2020-12-31 6,383
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 130,779
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 130,779
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 136,434
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: THE M. S. HERSHEY FOUNDATION RETIREMENT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 4,328,138
Acturial value of plan assets 2019-12-31 4,561,830
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 2,890,938
Number of terminated vested participants 2019-12-31 19
Fundng target for terminated vested participants 2019-12-31 632,756
Active participant vested funding target 2019-12-31 1,108,417
Number of active participants 2019-12-31 11
Total funding liabilities for active participants 2019-12-31 1,214,340
Total participant count 2019-12-31 66
Total funding target for all participants 2019-12-31 4,738,034
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 124,455
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 2019-12-31 124,455
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 51,630
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 66,602
Total employer contributions 2019-12-31 0
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 0
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 2019-12-31 112,311
Net shortfall amortization installment of oustanding balance 2019-12-31 242,806
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 151,764
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 66,602
Additional cash requirement 2019-12-31 85,162
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 85,162
Unpaid minimum required contributions for all years 2019-12-31 85,162
2018: THE M. S. HERSHEY FOUNDATION RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 4,825,313
Acturial value of plan assets 2018-12-31 4,630,435
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 2,681,428
Number of terminated vested participants 2018-12-31 20
Fundng target for terminated vested participants 2018-12-31 584,152
Active participant vested funding target 2018-12-31 1,047,095
Number of active participants 2018-12-31 12
Total funding liabilities for active participants 2018-12-31 1,134,500
Total participant count 2018-12-31 66
Total funding target for all participants 2018-12-31 4,400,080
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 2018-12-31 307,265
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 325,394
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 124,455
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 2018-12-31 124,455
Total employer contributions 2018-12-31 0
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 0
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 2018-12-31 105,900
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: THE M. S. HERSHEY FOUNDATION RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 4,126,868
Acturial value of plan assets 2017-12-31 4,206,514
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 2,675,804
Number of terminated vested participants 2017-12-31 21
Fundng target for terminated vested participants 2017-12-31 563,231
Active participant vested funding target 2017-12-31 893,273
Number of active participants 2017-12-31 13
Total funding liabilities for active participants 2017-12-31 965,443
Total participant count 2017-12-31 66
Total funding target for all participants 2017-12-31 4,204,478
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 128,453
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 2017-12-31 128,453
Present value of excess contributions 2017-12-31 181,157
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 192,189
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 2017-12-31 137,213
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 2017-12-31 450,000
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 2017-12-31 408,697
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 2017-12-31 103,468
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 101,432
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 2017-12-31 101,432
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 408,697
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: THE M. S. HERSHEY FOUNDATION RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 3,827,869
Acturial value of plan assets 2016-12-31 4,036,193
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 2,182,440
Number of terminated vested participants 2016-12-31 20
Fundng target for terminated vested participants 2016-12-31 510,985
Active participant vested funding target 2016-12-31 1,095,577
Number of active participants 2016-12-31 17
Total funding liabilities for active participants 2016-12-31 1,214,315
Total participant count 2016-12-31 68
Total funding target for all participants 2016-12-31 3,907,740
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 2016-12-31 225,805
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 239,986
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 128,453
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 2016-12-31 128,453
Total employer contributions 2016-12-31 335,000
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 2016-12-31 303,927
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 2016-12-31 122,770
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 122,770
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 2016-12-31 122,770
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 303,927
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: THE M. S. HERSHEY FOUNDATION RETIREMENT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	5,650,448
Acturial value of plan assets	2022-12-31	5,650,448
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	3,389,980
Number of terminated vested participants	2022-12-31	16
Fundng target for terminated vested participants	2022-12-31	502,273
Active participant vested funding target	2022-12-31	946,756
Number of active participants	2022-12-31	9
Total funding liabilities for active participants	2022-12-31	1,092,192
Total participant count	2022-12-31	64
Total funding target for all participants	2022-12-31	4,984,445
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	329,463
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	329,463
Present value of excess contributions	2022-12-31	45,594
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	48,143
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	815
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	366,536
Total employer contributions	2022-12-31	500,000
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	457,328
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	28,000
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	457,328
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: THE M. S. HERSHEY FOUNDATION RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	5,354,562
Acturial value of plan assets	2021-12-31	5,354,562
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	3,051,601
Number of terminated vested participants	2021-12-31	18
Fundng target for terminated vested participants	2021-12-31	535,130
Active participant vested funding target	2021-12-31	1,180,735
Number of active participants	2021-12-31	11
Total funding liabilities for active participants	2021-12-31	1,311,600
Total participant count	2021-12-31	64
Total funding target for all participants	2021-12-31	4,898,331
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	294,424
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	130,779
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	163,645
Present value of excess contributions	2021-12-31	136,434
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	149,666
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	149,666
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	329,463
Total employer contributions	2021-12-31	50,000
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	45,594
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
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	34,000
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	45,594
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: THE M. S. HERSHEY FOUNDATION RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	5,076,126
Acturial value of plan assets	2020-12-31	5,076,126
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	3,166,051
Number of terminated vested participants	2020-12-31	18
Fundng target for terminated vested participants	2020-12-31	493,274
Active participant vested funding target	2020-12-31	1,015,806
Number of active participants	2020-12-31	11
Total funding liabilities for active participants	2020-12-31	1,128,760
Total participant count	2020-12-31	65
Total funding target for all participants	2020-12-31	4,788,085
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	66,602
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	66,602
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	271,031
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	294,424
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	294,424
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	294,424
Total employer contributions	2020-12-31	150,000
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	136,434
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
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	130,180
Net shortfall amortization installment of oustanding balance	2020-12-31	6,383
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	130,779
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	130,779
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	136,434
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: THE M. S. HERSHEY FOUNDATION RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	4,328,138
Acturial value of plan assets	2019-12-31	4,561,830
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	2,890,938
Number of terminated vested participants	2019-12-31	19
Fundng target for terminated vested participants	2019-12-31	632,756
Active participant vested funding target	2019-12-31	1,108,417
Number of active participants	2019-12-31	11
Total funding liabilities for active participants	2019-12-31	1,214,340
Total participant count	2019-12-31	66
Total funding target for all participants	2019-12-31	4,738,034
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	124,455
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	124,455
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	51,630
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	66,602
Total employer contributions	2019-12-31	0
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	0
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	112,311
Net shortfall amortization installment of oustanding balance	2019-12-31	242,806
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	151,764
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	66,602
Additional cash requirement	2019-12-31	85,162
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	85,162
Unpaid minimum required contributions for all years	2019-12-31	85,162
2018: THE M. S. HERSHEY FOUNDATION RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	4,825,313
Acturial value of plan assets	2018-12-31	4,630,435
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	2,681,428
Number of terminated vested participants	2018-12-31	20
Fundng target for terminated vested participants	2018-12-31	584,152
Active participant vested funding target	2018-12-31	1,047,095
Number of active participants	2018-12-31	12
Total funding liabilities for active participants	2018-12-31	1,134,500
Total participant count	2018-12-31	66
Total funding target for all participants	2018-12-31	4,400,080
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	307,265
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	325,394
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	124,455
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	124,455
Total employer contributions	2018-12-31	0
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	0
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	105,900
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THE M. S. HERSHEY FOUNDATION RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	4,126,868
Acturial value of plan assets	2017-12-31	4,206,514
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	2,675,804
Number of terminated vested participants	2017-12-31	21
Fundng target for terminated vested participants	2017-12-31	563,231
Active participant vested funding target	2017-12-31	893,273
Number of active participants	2017-12-31	13
Total funding liabilities for active participants	2017-12-31	965,443
Total participant count	2017-12-31	66
Total funding target for all participants	2017-12-31	4,204,478
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	128,453
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	128,453
Present value of excess contributions	2017-12-31	181,157
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	192,189
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	137,213
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	450,000
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	408,697
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	103,468
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	101,432
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	101,432
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	408,697
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THE M. S. HERSHEY FOUNDATION RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	3,827,869
Acturial value of plan assets	2016-12-31	4,036,193
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	2,182,440
Number of terminated vested participants	2016-12-31	20
Fundng target for terminated vested participants	2016-12-31	510,985
Active participant vested funding target	2016-12-31	1,095,577
Number of active participants	2016-12-31	17
Total funding liabilities for active participants	2016-12-31	1,214,315
Total participant count	2016-12-31	68
Total funding target for all participants	2016-12-31	3,907,740
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	225,805
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	239,986
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	128,453
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	128,453
Total employer contributions	2016-12-31	335,000
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	303,927
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	122,770
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	122,770
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	122,770
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	303,927
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. S. HERSHEY FOUNDATION
Employer identification number (EIN):	236242734
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations