IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PENSION PLAN FOR EES OF IRON WORKERS DC SO OH & VICINITY BENEFIT TRUST
401k plan membership statisitcs for PENSION PLAN FOR EES OF IRON WORKERS DC SO OH & VICINITY BENEFIT TRUST
Measure | Date | Value |
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2022: PENSION PLAN FOR EES OF IRON WORKERS DC SO OH & VICINITY BENEFIT TRUST 2022 401k membership |
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Market value of plan assets | 2022-06-30 | 4,642,762 |
Acturial value of plan assets | 2022-06-30 | 4,291,986 |
Funding target for retired participants and beneficiaries receiving payment | 2022-06-30 | 2,835,026 |
Number of terminated vested participants | 2022-06-30 | 18 |
Fundng target for terminated vested participants | 2022-06-30 | 582,132 |
Active participant vested funding target | 2022-06-30 | 981,459 |
Number of active participants | 2022-06-30 | 7 |
Total funding liabilities for active participants | 2022-06-30 | 1,009,588 |
Total participant count | 2022-06-30 | 41 |
Total funding target for all participants | 2022-06-30 | 4,426,746 |
Balance at beginning of prior year after applicable adjustments | 2022-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-06-30 | 0 |
Amount remaining of carryover balance | 2022-06-30 | 0 |
Amount remaining of prefunding balance | 2022-06-30 | 0 |
Present value of excess contributions | 2022-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-06-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-06-30 | 0 |
Balance of carryovers at beginning of current year | 2022-06-30 | 0 |
Balance of prefunding at beginning of current year | 2022-06-30 | 0 |
Total employer contributions | 2022-06-30 | 75,641 |
Total employee contributions | 2022-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-06-30 | 73,607 |
Liquidity shortfalls end of Q1 | 2022-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2022-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2022-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2022-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2022-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-06-30 | 61,021 |
Net shortfall amortization installment of oustanding balance | 2022-06-30 | 134,760 |
Waiver amortization installment | 2022-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-06-30 | 73,586 |
Additional cash requirement | 2022-06-30 | 73,586 |
Contributions allocatedtoward minimum required contributions for current year | 2022-06-30 | 73,607 |
Unpaid minimum required contributions for current year | 2022-06-30 | 0 |
Unpaid minimum required contributions for all years | 2022-06-30 | 0 |
2021: PENSION PLAN FOR EES OF IRON WORKERS DC SO OH & VICINITY BENEFIT TRUST 2021 401k membership |
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Market value of plan assets | 2021-06-30 | 3,915,562 |
Acturial value of plan assets | 2021-06-30 | 3,970,645 |
Funding target for retired participants and beneficiaries receiving payment | 2021-06-30 | 2,975,925 |
Number of terminated vested participants | 2021-06-30 | 18 |
Fundng target for terminated vested participants | 2021-06-30 | 566,368 |
Active participant vested funding target | 2021-06-30 | 795,539 |
Number of active participants | 2021-06-30 | 8 |
Total funding liabilities for active participants | 2021-06-30 | 842,127 |
Total participant count | 2021-06-30 | 42 |
Total funding target for all participants | 2021-06-30 | 4,384,420 |
Balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-06-30 | 0 |
Amount remaining of carryover balance | 2021-06-30 | 0 |
Amount remaining of prefunding balance | 2021-06-30 | 0 |
Present value of excess contributions | 2021-06-30 | 117 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-06-30 | 123 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-06-30 | 0 |
Balance of carryovers at beginning of current year | 2021-06-30 | 0 |
Balance of prefunding at beginning of current year | 2021-06-30 | 0 |
Total employer contributions | 2021-06-30 | 193,656 |
Total employee contributions | 2021-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-06-30 | 185,517 |
Liquidity shortfalls end of Q1 | 2021-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2021-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2021-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2021-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2021-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-06-30 | 80,310 |
Net shortfall amortization installment of oustanding balance | 2021-06-30 | 413,775 |
Waiver amortization installment | 2021-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-06-30 | 185,517 |
Additional cash requirement | 2021-06-30 | 185,517 |
Contributions allocatedtoward minimum required contributions for current year | 2021-06-30 | 185,517 |
Unpaid minimum required contributions for current year | 2021-06-30 | 0 |
Unpaid minimum required contributions for all years | 2021-06-30 | 0 |
2020: PENSION PLAN FOR EES OF IRON WORKERS DC SO OH & VICINITY BENEFIT TRUST 2020 401k membership |
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Market value of plan assets | 2020-06-30 | 3,832,774 |
Acturial value of plan assets | 2020-06-30 | 3,841,430 |
Funding target for retired participants and beneficiaries receiving payment | 2020-06-30 | 3,053,259 |
Number of terminated vested participants | 2020-06-30 | 17 |
Fundng target for terminated vested participants | 2020-06-30 | 508,253 |
Active participant vested funding target | 2020-06-30 | 639,105 |
Number of active participants | 2020-06-30 | 7 |
Total funding liabilities for active participants | 2020-06-30 | 664,871 |
Total participant count | 2020-06-30 | 41 |
Total funding target for all participants | 2020-06-30 | 4,226,383 |
Balance at beginning of prior year after applicable adjustments | 2020-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-06-30 | 0 |
Amount remaining of carryover balance | 2020-06-30 | 0 |
Amount remaining of prefunding balance | 2020-06-30 | 0 |
Present value of excess contributions | 2020-06-30 | 221 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-06-30 | 234 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-06-30 | 0 |
Balance of carryovers at beginning of current year | 2020-06-30 | 0 |
Balance of prefunding at beginning of current year | 2020-06-30 | 0 |
Total employer contributions | 2020-06-30 | 187,421 |
Total employee contributions | 2020-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-06-30 | 177,821 |
Liquidity shortfalls end of Q1 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2020-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2020-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-06-30 | 89,237 |
Net shortfall amortization installment of oustanding balance | 2020-06-30 | 384,953 |
Waiver amortization installment | 2020-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-06-30 | 177,704 |
Additional cash requirement | 2020-06-30 | 177,704 |
Contributions allocatedtoward minimum required contributions for current year | 2020-06-30 | 177,821 |
Unpaid minimum required contributions for current year | 2020-06-30 | 0 |
Unpaid minimum required contributions for all years | 2020-06-30 | 0 |
2019: PENSION PLAN FOR EES OF IRON WORKERS DC SO OH & VICINITY BENEFIT TRUST 2019 401k membership |
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Market value of plan assets | 2019-06-30 | 3,697,295 |
Acturial value of plan assets | 2019-06-30 | 3,654,597 |
Funding target for retired participants and beneficiaries receiving payment | 2019-06-30 | 3,088,466 |
Number of terminated vested participants | 2019-06-30 | 16 |
Fundng target for terminated vested participants | 2019-06-30 | 414,171 |
Active participant vested funding target | 2019-06-30 | 578,022 |
Number of active participants | 2019-06-30 | 10 |
Total funding liabilities for active participants | 2019-06-30 | 643,313 |
Total participant count | 2019-06-30 | 43 |
Total funding target for all participants | 2019-06-30 | 4,145,950 |
Balance at beginning of prior year after applicable adjustments | 2019-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-06-30 | 0 |
Amount remaining of carryover balance | 2019-06-30 | 0 |
Amount remaining of prefunding balance | 2019-06-30 | 0 |
Present value of excess contributions | 2019-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-06-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-06-30 | 0 |
Balance of carryovers at beginning of current year | 2019-06-30 | 0 |
Balance of prefunding at beginning of current year | 2019-06-30 | 0 |
Total employer contributions | 2019-06-30 | 200,237 |
Total employee contributions | 2019-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-06-30 | 188,238 |
Liquidity shortfalls end of Q1 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2019-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-06-30 | 94,089 |
Net shortfall amortization installment of oustanding balance | 2019-06-30 | 491,353 |
Waiver amortization installment | 2019-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-06-30 | 188,017 |
Additional cash requirement | 2019-06-30 | 188,017 |
Contributions allocatedtoward minimum required contributions for current year | 2019-06-30 | 188,238 |
Unpaid minimum required contributions for current year | 2019-06-30 | 0 |
Unpaid minimum required contributions for all years | 2019-06-30 | 0 |
2018: PENSION PLAN FOR EES OF IRON WORKERS DC SO OH & VICINITY BENEFIT TRUST 2018 401k membership |
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Market value of plan assets | 2018-06-30 | 3,594,236 |
Acturial value of plan assets | 2018-06-30 | 3,588,438 |
Funding target for retired participants and beneficiaries receiving payment | 2018-06-30 | 3,006,822 |
Number of terminated vested participants | 2018-06-30 | 16 |
Fundng target for terminated vested participants | 2018-06-30 | 357,512 |
Active participant vested funding target | 2018-06-30 | 451,646 |
Number of active participants | 2018-06-30 | 9 |
Total funding liabilities for active participants | 2018-06-30 | 483,675 |
Total participant count | 2018-06-30 | 42 |
Total funding target for all participants | 2018-06-30 | 3,848,009 |
Balance at beginning of prior year after applicable adjustments | 2018-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-06-30 | 0 |
Amount remaining of carryover balance | 2018-06-30 | 0 |
Amount remaining of prefunding balance | 2018-06-30 | 0 |
Present value of excess contributions | 2018-06-30 | 98 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-06-30 | 104 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-06-30 | 0 |
Balance of carryovers at beginning of current year | 2018-06-30 | 0 |
Balance of prefunding at beginning of current year | 2018-06-30 | 0 |
Total employer contributions | 2018-06-30 | 118,987 |
Total employee contributions | 2018-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-06-30 | 113,682 |
Liquidity shortfalls end of Q1 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2018-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2018-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-06-30 | 63,864 |
Net shortfall amortization installment of oustanding balance | 2018-06-30 | 259,571 |
Waiver amortization installment | 2018-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-06-30 | 113,682 |
Carryover balance elected to use to offset funding requirement | 2018-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-06-30 | 0 |
Additional cash requirement | 2018-06-30 | 113,682 |
Contributions allocatedtoward minimum required contributions for current year | 2018-06-30 | 113,682 |
Unpaid minimum required contributions for current year | 2018-06-30 | 0 |
Unpaid minimum required contributions for all years | 2018-06-30 | 0 |
2017: PENSION PLAN FOR EES OF IRON WORKERS DC SO OH & VICINITY BENEFIT TRUST 2017 401k membership |
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Market value of plan assets | 2017-06-30 | 3,450,356 |
Acturial value of plan assets | 2017-06-30 | 3,595,788 |
Funding target for retired participants and beneficiaries receiving payment | 2017-06-30 | 3,046,383 |
Number of terminated vested participants | 2017-06-30 | 17 |
Fundng target for terminated vested participants | 2017-06-30 | 337,238 |
Active participant vested funding target | 2017-06-30 | 333,306 |
Number of active participants | 2017-06-30 | 11 |
Total funding liabilities for active participants | 2017-06-30 | 414,024 |
Total participant count | 2017-06-30 | 45 |
Total funding target for all participants | 2017-06-30 | 3,797,645 |
Balance at beginning of prior year after applicable adjustments | 2017-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-06-30 | 0 |
Amount remaining of carryover balance | 2017-06-30 | 0 |
Amount remaining of prefunding balance | 2017-06-30 | 0 |
Present value of excess contributions | 2017-06-30 | 7 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-06-30 | 7 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-06-30 | 0 |
Balance of carryovers at beginning of current year | 2017-06-30 | 0 |
Balance of prefunding at beginning of current year | 2017-06-30 | 0 |
Total employer contributions | 2017-06-30 | 106,486 |
Total employee contributions | 2017-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-06-30 | 99,831 |
Liquidity shortfalls end of Q1 | 2017-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2017-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2017-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2017-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2017-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-06-30 | 63,609 |
Net shortfall amortization installment of oustanding balance | 2017-06-30 | 201,857 |
Waiver amortization installment | 2017-06-30 | 0 |
Waived amount of outstanding balance | 2017-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-06-30 | 99,733 |
Carryover balance elected to use to offset funding requirement | 2017-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-06-30 | 0 |
Additional cash requirement | 2017-06-30 | 99,733 |
Contributions allocatedtoward minimum required contributions for current year | 2017-06-30 | 99,831 |
Unpaid minimum required contributions for current year | 2017-06-30 | 0 |
Unpaid minimum required contributions for all years | 2017-06-30 | 0 |