S & J MACHINING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan S & J MACHINING, INC. DEFINED BENEFIT PENSION PLAN
401k plan membership statisitcs for S & J MACHINING, INC. DEFINED BENEFIT PENSION PLAN
| Measure | Date | Value |
|---|
| 2025: S & J MACHINING, INC. DEFINED BENEFIT PENSION PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-09-24 | 9 |
| Total number of particpants at end of year | 2025-09-24 | 9 |
| 2024: S & J MACHINING, INC. DEFINED BENEFIT PENSION PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-06-20 | 9 |
| Total number of particpants at end of year | 2024-06-20 | 9 |
| 2022: S & J MACHINING, INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-31 | 1,306,234 |
| Acturial value of plan assets | 2022-12-31 | 1,306,234 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
| Number of terminated vested participants | 2022-12-31 | 0 |
| Fundng target for terminated vested participants | 2022-12-31 | 0 |
| Active participant vested funding target | 2022-12-31 | 932,411 |
| Number of active participants | 2022-12-31 | 9 |
| Total funding liabilities for active participants | 2022-12-31 | 932,411 |
| Total participant count | 2022-12-31 | 9 |
| Total funding target for all participants | 2022-12-31 | 932,411 |
| Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
| Amount remaining of carryover balance | 2022-12-31 | 0 |
| Amount remaining of prefunding balance | 2022-12-31 | 0 |
| Present value of excess contributions | 2022-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
| Total employer contributions | 2022-12-31 | 0 |
| Total employee contributions | 2022-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-31 | 1 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
| Waiver amortization installment | 2022-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Additional cash requirement | 2022-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| 2021: S & J MACHINING, INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 1,308,396 |
| Acturial value of plan assets | 2021-12-31 | 1,308,396 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
| Number of terminated vested participants | 2021-12-31 | 6 |
| Fundng target for terminated vested participants | 2021-12-31 | 3,753 |
| Active participant vested funding target | 2021-12-31 | 746,914 |
| Number of active participants | 2021-12-31 | 9 |
| Total funding liabilities for active participants | 2021-12-31 | 931,281 |
| Total participant count | 2021-12-31 | 15 |
| Total funding target for all participants | 2021-12-31 | 935,034 |
| Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
| Amount remaining of carryover balance | 2021-12-31 | 0 |
| Amount remaining of prefunding balance | 2021-12-31 | 0 |
| Present value of excess contributions | 2021-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
| Total employer contributions | 2021-12-31 | 0 |
| 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 | 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 | 0 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
| Waiver amortization installment | 2021-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Additional cash requirement | 2021-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| 2020: S & J MACHINING, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership |
|---|
| Market value of plan assets | 2020-12-31 | 1,313,692 |
| Acturial value of plan assets | 2020-12-31 | 1,313,692 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
| Number of terminated vested participants | 2020-12-31 | 4 |
| Fundng target for terminated vested participants | 2020-12-31 | 1,479 |
| Active participant vested funding target | 2020-12-31 | 497,835 |
| Number of active participants | 2020-12-31 | 11 |
| Total funding liabilities for active participants | 2020-12-31 | 830,271 |
| Total participant count | 2020-12-31 | 15 |
| Total funding target for all participants | 2020-12-31 | 831,750 |
| 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 | 54,367 |
| 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 | 54,367 |
| 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 | 155,628 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 164,514 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 164,514 |
| 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 | 164,514 |
| Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
| Total employer contributions | 2020-12-31 | 0 |
| 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 | 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 | 0 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
| Waiver amortization installment | 2020-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Additional cash requirement | 2020-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| 2019: S & J MACHINING, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 935,003 |
| Acturial value of plan assets | 2019-12-31 | 935,003 |
| 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 | 57 |
| Active participant vested funding target | 2019-12-31 | 307,647 |
| Number of active participants | 2019-12-31 | 14 |
| Total funding liabilities for active participants | 2019-12-31 | 770,174 |
| Total participant count | 2019-12-31 | 15 |
| Total funding target for all participants | 2019-12-31 | 770,231 |
| 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 | 113,665 |
| 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 | 108,925 |
| Amount remaining of carryover balance | 2019-12-31 | 0 |
| Amount remaining of prefunding balance | 2019-12-31 | 4,740 |
| Present value of excess contributions | 2019-12-31 | 46,888 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 49,654 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 49,654 |
| Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 54,367 |
| Total employer contributions | 2019-12-31 | 315,000 |
| 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 | 290,757 |
| 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 | 299,901 |
| 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 | 189,496 |
| 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 | 54,367 |
| Additional cash requirement | 2019-12-31 | 135,129 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 290,757 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| 2018: S & J MACHINING, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 622,309 |
| Acturial value of plan assets | 2018-12-31 | 622,309 |
| 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 | 0 |
| Active participant vested funding target | 2018-12-31 | 119,056 |
| Number of active participants | 2018-12-31 | 14 |
| Total funding liabilities for active participants | 2018-12-31 | 595,278 |
| Total participant count | 2018-12-31 | 15 |
| Total funding target for all participants | 2018-12-31 | 595,278 |
| 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 | 69,030 |
| 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 | 63,061 |
| Amount remaining of carryover balance | 2018-12-31 | 0 |
| Amount remaining of prefunding balance | 2018-12-31 | 5,969 |
| Present value of excess contributions | 2018-12-31 | 101,555 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 107,760 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 107,760 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 113,665 |
| Total employer contributions | 2018-12-31 | 315,000 |
| 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 | 287,938 |
| 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 | 335,665 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 86,634 |
| Waiver amortization installment | 2018-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 349,975 |
| 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 | 108,925 |
| Additional cash requirement | 2018-12-31 | 241,050 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 287,938 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| 2017: S & J MACHINING, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 312,986 |
| Acturial value of plan assets | 2017-12-31 | 312,986 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
| Number of terminated vested participants | 2017-12-31 | 0 |
| Fundng target for terminated vested participants | 2017-12-31 | 0 |
| Active participant vested funding target | 2017-12-31 | 0 |
| Number of active participants | 2017-12-31 | 14 |
| Total funding liabilities for active participants | 2017-12-31 | 252,540 |
| Total participant count | 2017-12-31 | 14 |
| Total funding target for all participants | 2017-12-31 | 252,540 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Amount remaining of carryover balance | 2017-12-31 | 0 |
| Amount remaining of prefunding balance | 2017-12-31 | 0 |
| Present value of excess contributions | 2017-12-31 | 64,933 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 69,030 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 69,030 |
| Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 69,030 |
| Total employer contributions | 2017-12-31 | 315,000 |
| 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 | 292,446 |
| 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 | 252,542 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 8,584 |
| Waiver amortization installment | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 253,952 |
| 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 | 63,061 |
| Additional cash requirement | 2017-12-31 | 190,891 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 292,446 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| 2016: S & J MACHINING, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 0 |
| Acturial value of plan assets | 2016-12-31 | 0 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
| Number of terminated vested participants | 2016-12-31 | 0 |
| Fundng target for terminated vested participants | 2016-12-31 | 0 |
| Active participant vested funding target | 2016-12-31 | 0 |
| Number of active participants | 2016-12-31 | 17 |
| Total funding liabilities for active participants | 2016-12-31 | 0 |
| Total participant count | 2016-12-31 | 17 |
| Total funding target for all participants | 2016-12-31 | 0 |
| 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 | 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 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
| Total employer contributions | 2016-12-31 | 315,000 |
| 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 | 294,409 |
| 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 | 229,476 |
| 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 | 229,476 |
| Additional cash requirement | 2016-12-31 | 229,476 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 294,409 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |