401k Plan data: DANIELS & MILLER, INC. CASH BALANCE PENSION PLAN plan

DANIELS & MILLER, INC. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	DANIELS & MILLER, INC. CASH BALANCE PENSION PLAN
Plan identification number	002

DANIELS & MILLER, INC. CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

DANIELS & MILLER, INC. has sponsored the creation of one or more 401k plans.

Company Name: DANIELS & MILLER, INC.

Employer identification number (EIN): 251086568

NAIC Classification: 423930
NAIC Description: Recyclable Material Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIELS & MILLER, INC. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 H DUFFY FRIEDLANDER 2018-09-21
002 2016-01-01 H DUFFY FRIEDLANDER 2017-10-13
002 2015-01-01 H DUFFY FRIEDLANDER 2016-09-09
002 2014-01-01 H DUFFY FRIEDLANDER 2015-07-30
002 2013-01-01 H DUFFY FRIEDLANDER 2014-09-26
002 2012-01-01 H DUFFY FRIEDLANDER 2013-09-09
002 2011-01-01 H DUFFY FRIEDLANDER 2012-08-27
002 2010-01-01 H DUFFY FRIEDLANDER 2011-07-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	H DUFFY FRIEDLANDER	2018-09-21
002	2016-01-01	H DUFFY FRIEDLANDER	2017-10-13
002	2015-01-01	H DUFFY FRIEDLANDER	2016-09-09
002	2014-01-01	H DUFFY FRIEDLANDER	2015-07-30
002	2013-01-01	H DUFFY FRIEDLANDER	2014-09-26
002	2012-01-01	H DUFFY FRIEDLANDER	2013-09-09
002	2011-01-01	H DUFFY FRIEDLANDER	2012-08-27
002	2010-01-01	H DUFFY FRIEDLANDER	2011-07-07

Plan Statistics for DANIELS & MILLER, INC. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for DANIELS & MILLER, INC. CASH BALANCE PENSION PLAN

Measure Date Value
2022: DANIELS & MILLER, INC. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 608,459
Acturial value of plan assets 2022-12-31 608,459
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 3
Fundng target for terminated vested participants 2022-12-31 3,251
Active participant vested funding target 2022-12-31 541,754
Number of active participants 2022-12-31 13
Total funding liabilities for active participants 2022-12-31 541,754
Total participant count 2022-12-31 16
Total funding target for all participants 2022-12-31 545,005
Balance at beginning of prior year after applicable adjustments 2022-12-31 2,672
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 2,672
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 144,792
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 152,061
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 2,673
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 41,023
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 37,530
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 37,530
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: DANIELS & MILLER, INC. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 454,974
Acturial value of plan assets 2021-12-31 454,974
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 15,255
Active participant vested funding target 2021-12-31 550,121
Number of active participants 2021-12-31 17
Total funding liabilities for active participants 2021-12-31 550,121
Total participant count 2021-12-31 18
Total funding target for all participants 2021-12-31 565,376
Balance at beginning of prior year after applicable adjustments 2021-12-31 16,023
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 16,023
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 435
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 459
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 13,431
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 2,672
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 180,000
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 2021-12-31 164,812
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 2021-12-31 113,074
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 20,020
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 20,020
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 164,812
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: DANIELS & MILLER, INC. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 424,503
Acturial value of plan assets 2020-12-31 424,503
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 12,724
Active participant vested funding target 2020-12-31 489,849
Number of active participants 2020-12-31 18
Total funding liabilities for active participants 2020-12-31 491,904
Total participant count 2020-12-31 19
Total funding target for all participants 2020-12-31 504,628
Balance at beginning of prior year after applicable adjustments 2020-12-31 15,687
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 15,687
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 45,603
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 48,161
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 16,023
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 82,000
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 74,880
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 58,872
Net shortfall amortization installment of oustanding balance 2020-12-31 96,148
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 74,445
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 74,445
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 74,880
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: DANIELS & MILLER, INC. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,575,029
Acturial value of plan assets 2019-12-31 1,575,029
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 1,078
Active participant vested funding target 2019-12-31 1,445,306
Number of active participants 2019-12-31 19
Total funding liabilities for active participants 2019-12-31 1,445,840
Total participant count 2019-12-31 20
Total funding target for all participants 2019-12-31 1,446,918
Balance at beginning of prior year after applicable adjustments 2019-12-31 15,470
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 15,470
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 159,001
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 168,271
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 15,687
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 50,000
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 45,603
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 57,787
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 45,603
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: DANIELS & MILLER, INC. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,385,569
Acturial value of plan assets 2018-12-31 1,385,569
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 960
Active participant vested funding target 2018-12-31 1,288,898
Number of active participants 2018-12-31 17
Total funding liabilities for active participants 2018-12-31 1,289,476
Total participant count 2018-12-31 18
Total funding target for all participants 2018-12-31 1,290,436
Balance at beginning of prior year after applicable adjustments 2018-12-31 15,433
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 15,433
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 182,769
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 192,748
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 15,470
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 175,000
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 2018-12-31 159,001
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 54,552
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 2018-12-31 159,001
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: DANIELS & MILLER, INC. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,805,270
Acturial value of plan assets 2017-12-31 2,805,270
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 5
Fundng target for terminated vested participants 2017-12-31 13,492
Active participant vested funding target 2017-12-31 2,526,364
Number of active participants 2017-12-31 16
Total funding liabilities for active participants 2017-12-31 2,526,791
Total participant count 2017-12-31 21
Total funding target for all participants 2017-12-31 2,540,283
Balance at beginning of prior year after applicable adjustments 2017-12-31 15,438
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 15,438
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 15,433
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 200,000
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 2017-12-31 182,769
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 2017-12-31 248,767
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 182,769
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: DANIELS & MILLER, INC. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,806,124
Acturial value of plan assets 2016-12-31 2,806,124
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 4
Fundng target for terminated vested participants 2016-12-31 22,651
Active participant vested funding target 2016-12-31 2,434,687
Number of active participants 2016-12-31 16
Total funding liabilities for active participants 2016-12-31 2,436,795
Total participant count 2016-12-31 20
Total funding target for all participants 2016-12-31 2,459,446
Balance at beginning of prior year after applicable adjustments 2016-12-31 15,512
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 15,512
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 15,438
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 0
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 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 249,791
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 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
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: DANIELS & MILLER, INC. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	608,459
Acturial value of plan assets	2022-12-31	608,459
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	3
Fundng target for terminated vested participants	2022-12-31	3,251
Active participant vested funding target	2022-12-31	541,754
Number of active participants	2022-12-31	13
Total funding liabilities for active participants	2022-12-31	541,754
Total participant count	2022-12-31	16
Total funding target for all participants	2022-12-31	545,005
Balance at beginning of prior year after applicable adjustments	2022-12-31	2,672
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	2,672
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	144,792
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	152,061
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	2,673
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	41,023
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	37,530
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	37,530
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: DANIELS & MILLER, INC. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	454,974
Acturial value of plan assets	2021-12-31	454,974
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	15,255
Active participant vested funding target	2021-12-31	550,121
Number of active participants	2021-12-31	17
Total funding liabilities for active participants	2021-12-31	550,121
Total participant count	2021-12-31	18
Total funding target for all participants	2021-12-31	565,376
Balance at beginning of prior year after applicable adjustments	2021-12-31	16,023
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	16,023
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	435
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	459
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	13,431
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	2,672
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	180,000
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	164,812
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	113,074
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	20,020
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	20,020
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	164,812
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: DANIELS & MILLER, INC. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	424,503
Acturial value of plan assets	2020-12-31	424,503
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	12,724
Active participant vested funding target	2020-12-31	489,849
Number of active participants	2020-12-31	18
Total funding liabilities for active participants	2020-12-31	491,904
Total participant count	2020-12-31	19
Total funding target for all participants	2020-12-31	504,628
Balance at beginning of prior year after applicable adjustments	2020-12-31	15,687
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	15,687
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	45,603
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	48,161
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	16,023
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	82,000
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	74,880
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	58,872
Net shortfall amortization installment of oustanding balance	2020-12-31	96,148
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	74,445
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	74,445
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	74,880
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: DANIELS & MILLER, INC. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,575,029
Acturial value of plan assets	2019-12-31	1,575,029
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	1,078
Active participant vested funding target	2019-12-31	1,445,306
Number of active participants	2019-12-31	19
Total funding liabilities for active participants	2019-12-31	1,445,840
Total participant count	2019-12-31	20
Total funding target for all participants	2019-12-31	1,446,918
Balance at beginning of prior year after applicable adjustments	2019-12-31	15,470
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	15,470
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	159,001
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	168,271
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	15,687
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	50,000
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	45,603
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	57,787
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	45,603
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: DANIELS & MILLER, INC. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,385,569
Acturial value of plan assets	2018-12-31	1,385,569
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	960
Active participant vested funding target	2018-12-31	1,288,898
Number of active participants	2018-12-31	17
Total funding liabilities for active participants	2018-12-31	1,289,476
Total participant count	2018-12-31	18
Total funding target for all participants	2018-12-31	1,290,436
Balance at beginning of prior year after applicable adjustments	2018-12-31	15,433
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	15,433
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	182,769
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	192,748
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	15,470
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	175,000
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	159,001
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	54,552
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	159,001
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: DANIELS & MILLER, INC. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,805,270
Acturial value of plan assets	2017-12-31	2,805,270
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	5
Fundng target for terminated vested participants	2017-12-31	13,492
Active participant vested funding target	2017-12-31	2,526,364
Number of active participants	2017-12-31	16
Total funding liabilities for active participants	2017-12-31	2,526,791
Total participant count	2017-12-31	21
Total funding target for all participants	2017-12-31	2,540,283
Balance at beginning of prior year after applicable adjustments	2017-12-31	15,438
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	15,438
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	15,433
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	200,000
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	182,769
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	248,767
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	182,769
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: DANIELS & MILLER, INC. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,806,124
Acturial value of plan assets	2016-12-31	2,806,124
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	22,651
Active participant vested funding target	2016-12-31	2,434,687
Number of active participants	2016-12-31	16
Total funding liabilities for active participants	2016-12-31	2,436,795
Total participant count	2016-12-31	20
Total funding target for all participants	2016-12-31	2,459,446
Balance at beginning of prior year after applicable adjustments	2016-12-31	15,512
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	15,512
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	15,438
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	0
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	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	249,791
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	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
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:	DANIELS & MILLER, INC.
Employer identification number (EIN):	251086568
NAIC Classification:	423930
NAIC Description:	Recyclable Material Merchant Wholesalers