401k Plan data: R & J SHEET METAL, INC. DEFINED BENEFIT PENSION PLAN plan

R & J SHEET METAL, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	R & J SHEET METAL, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	001

R & J SHEET METAL, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

R & J SHEET METAL has sponsored the creation of one or more 401k plans.

Company Name: R & J SHEET METAL

Employer identification number (EIN): 330313795

NAIC Classification: 238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R & J SHEET METAL, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-09-01
001 2020-09-01
001 2019-09-01
001 2018-09-01
001 2017-09-01
001 2017-09-01
001 2016-09-01
001 2016-09-01
001 2015-09-01

Plan Statistics for R & J SHEET METAL, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for R & J SHEET METAL, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: R & J SHEET METAL, INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-08-31 1,769,850
Acturial value of plan assets 2022-08-31 1,769,850
Funding target for retired participants and beneficiaries receiving payment 2022-08-31 0
Number of terminated vested participants 2022-08-31 2
Fundng target for terminated vested participants 2022-08-31 6,457
Active participant vested funding target 2022-08-31 1,688,315
Number of active participants 2022-08-31 3
Total funding liabilities for active participants 2022-08-31 1,688,315
Total participant count 2022-08-31 5
Total funding target for all participants 2022-08-31 1,694,772
Balance at beginning of prior year after applicable adjustments 2022-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-08-31 0
Prefunding balanced used to offset prior years funding requirement 2022-08-31 0
Amount remaining of carryover balance 2022-08-31 0
Amount remaining of prefunding balance 2022-08-31 0
Present value of excess contributions 2022-08-31 245,465
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-08-31 245,465
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-08-31 0
Reductions in caryover balances due to elections or deemed elections 2022-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-08-31 0
Balance of carryovers at beginning of current year 2022-08-31 0
Balance of prefunding at beginning of current year 2022-08-31 0
Total employer contributions 2022-08-31 0
Total employee contributions 2022-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-08-31 0
Unpaid minimum required contributions for all prior years 2022-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-08-31 0
Remaining amount of unpaid minimum required contributions 2022-08-31 0
Minimum required contributions for current year target normal cost 2022-08-31 0
Net shortfall amortization installment of oustanding balance 2022-08-31 0
Waiver amortization installment 2022-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-08-31 0
Carryover balance elected to use to offset funding requirement 2022-08-31 0
Prefunding balance elected to use to offset funding requirement 2022-08-31 0
Additional cash requirement 2022-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-08-31 0
Unpaid minimum required contributions for current year 2022-08-31 0
Unpaid minimum required contributions for all years 2022-08-31 0
2020: R & J SHEET METAL, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-08-31 1,259,744
Acturial value of plan assets 2020-08-31 1,259,744
Funding target for retired participants and beneficiaries receiving payment 2020-08-31 0
Number of terminated vested participants 2020-08-31 0
Fundng target for terminated vested participants 2020-08-31 0
Active participant vested funding target 2020-08-31 947,021
Number of active participants 2020-08-31 5
Total funding liabilities for active participants 2020-08-31 1,184,715
Total participant count 2020-08-31 5
Total funding target for all participants 2020-08-31 1,184,715
Balance at beginning of prior year after applicable adjustments 2020-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-08-31 0
Prefunding balanced used to offset prior years funding requirement 2020-08-31 0
Amount remaining of carryover balance 2020-08-31 0
Amount remaining of prefunding balance 2020-08-31 0
Present value of excess contributions 2020-08-31 536
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-08-31 536
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-08-31 0
Reductions in caryover balances due to elections or deemed elections 2020-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-08-31 0
Balance of carryovers at beginning of current year 2020-08-31 0
Balance of prefunding at beginning of current year 2020-08-31 0
Total employer contributions 2020-08-31 260,000
Total employee contributions 2020-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-08-31 239,853
Unpaid minimum required contributions for all prior years 2020-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-08-31 0
Remaining amount of unpaid minimum required contributions 2020-08-31 0
Minimum required contributions for current year target normal cost 2020-08-31 241,336
Net shortfall amortization installment of oustanding balance 2020-08-31 0
Waiver amortization installment 2020-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-08-31 166,307
Carryover balance elected to use to offset funding requirement 2020-08-31 0
Prefunding balance elected to use to offset funding requirement 2020-08-31 0
Additional cash requirement 2020-08-31 166,307
Contributions allocatedtoward minimum required contributions for current year 2020-08-31 239,853
Unpaid minimum required contributions for current year 2020-08-31 0
Unpaid minimum required contributions for all years 2020-08-31 0
2019: R & J SHEET METAL, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-08-31 879,869
Acturial value of plan assets 2019-08-31 879,869
Funding target for retired participants and beneficiaries receiving payment 2019-08-31 0
Number of terminated vested participants 2019-08-31 0
Fundng target for terminated vested participants 2019-08-31 0
Active participant vested funding target 2019-08-31 537,441
Number of active participants 2019-08-31 5
Total funding liabilities for active participants 2019-08-31 896,221
Total participant count 2019-08-31 5
Total funding target for all participants 2019-08-31 896,221
Balance at beginning of prior year after applicable adjustments 2019-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-08-31 0
Prefunding balanced used to offset prior years funding requirement 2019-08-31 0
Amount remaining of carryover balance 2019-08-31 0
Amount remaining of prefunding balance 2019-08-31 0
Present value of excess contributions 2019-08-31 15,585
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-08-31 15,585
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-08-31 0
Reductions in caryover balances due to elections or deemed elections 2019-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-08-31 0
Balance of carryovers at beginning of current year 2019-08-31 0
Balance of prefunding at beginning of current year 2019-08-31 0
Total employer contributions 2019-08-31 260,000
Total employee contributions 2019-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-08-31 251,434
Unpaid minimum required contributions for all prior years 2019-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-08-31 0
Remaining amount of unpaid minimum required contributions 2019-08-31 0
Minimum required contributions for current year target normal cost 2019-08-31 248,229
Net shortfall amortization installment of oustanding balance 2019-08-31 16,352
Waiver amortization installment 2019-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-08-31 250,898
Carryover balance elected to use to offset funding requirement 2019-08-31 0
Prefunding balance elected to use to offset funding requirement 2019-08-31 0
Additional cash requirement 2019-08-31 250,898
Contributions allocatedtoward minimum required contributions for current year 2019-08-31 251,434
Unpaid minimum required contributions for current year 2019-08-31 0
Unpaid minimum required contributions for all years 2019-08-31 0
2018: R & J SHEET METAL, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-08-31 572,773
Acturial value of plan assets 2018-08-31 572,773
Funding target for retired participants and beneficiaries receiving payment 2018-08-31 0
Number of terminated vested participants 2018-08-31 0
Fundng target for terminated vested participants 2018-08-31 0
Active participant vested funding target 2018-08-31 215,912
Number of active participants 2018-08-31 5
Total funding liabilities for active participants 2018-08-31 564,781
Total participant count 2018-08-31 5
Total funding target for all participants 2018-08-31 564,781
Balance at beginning of prior year after applicable adjustments 2018-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-08-31 0
Prefunding balanced used to offset prior years funding requirement 2018-08-31 0
Amount remaining of carryover balance 2018-08-31 0
Amount remaining of prefunding balance 2018-08-31 0
Present value of excess contributions 2018-08-31 7,820
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-08-31 7,820
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-08-31 0
Reductions in caryover balances due to elections or deemed elections 2018-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-08-31 0
Balance of carryovers at beginning of current year 2018-08-31 0
Balance of prefunding at beginning of current year 2018-08-31 0
Total employer contributions 2018-08-31 270,000
Total employee contributions 2018-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-08-31 263,312
Unpaid minimum required contributions for all prior years 2018-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-08-31 0
Remaining amount of unpaid minimum required contributions 2018-08-31 0
Minimum required contributions for current year target normal cost 2018-08-31 255,719
Net shortfall amortization installment of oustanding balance 2018-08-31 0
Waiver amortization installment 2018-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-08-31 247,727
Carryover balance elected to use to offset funding requirement 2018-08-31 0
Prefunding balance elected to use to offset funding requirement 2018-08-31 0
Additional cash requirement 2018-08-31 247,727
Contributions allocatedtoward minimum required contributions for current year 2018-08-31 263,312
Unpaid minimum required contributions for current year 2018-08-31 0
Unpaid minimum required contributions for all years 2018-08-31 0
2017: R & J SHEET METAL, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-08-31 279,601
Acturial value of plan assets 2017-08-31 279,604
Funding target for retired participants and beneficiaries receiving payment 2017-08-31 0
Number of terminated vested participants 2017-08-31 0
Fundng target for terminated vested participants 2017-08-31 0
Active participant vested funding target 2017-08-31 52,547
Number of active participants 2017-08-31 4
Total funding liabilities for active participants 2017-08-31 262,732
Total participant count 2017-08-31 4
Total funding target for all participants 2017-08-31 262,732
Balance at beginning of prior year after applicable adjustments 2017-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-08-31 0
Prefunding balanced used to offset prior years funding requirement 2017-08-31 0
Amount remaining of carryover balance 2017-08-31 0
Amount remaining of prefunding balance 2017-08-31 0
Present value of excess contributions 2017-08-31 4,322
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-08-31 4,322
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-08-31 0
Reductions in caryover balances due to elections or deemed elections 2017-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-08-31 0
Balance of carryovers at beginning of current year 2017-08-31 0
Balance of prefunding at beginning of current year 2017-08-31 0
Total employer contributions 2017-08-31 270,000
Total employee contributions 2017-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-08-31 264,857
Unpaid minimum required contributions for all prior years 2017-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-08-31 0
Remaining amount of unpaid minimum required contributions 2017-08-31 0
Minimum required contributions for current year target normal cost 2017-08-31 273,909
Net shortfall amortization installment of oustanding balance 2017-08-31 0
Waiver amortization installment 2017-08-31 0
Waived amount of outstanding balance 2017-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-08-31 257,037
Carryover balance elected to use to offset funding requirement 2017-08-31 0
Prefunding balance elected to use to offset funding requirement 2017-08-31 0
Additional cash requirement 2017-08-31 257,037
Contributions allocatedtoward minimum required contributions for current year 2017-08-31 264,857
Unpaid minimum required contributions for current year 2017-08-31 0
Unpaid minimum required contributions for all years 2017-08-31 0

Measure	Date	Value
2022: R & J SHEET METAL, INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-08-31	1,769,850
Acturial value of plan assets	2022-08-31	1,769,850
Funding target for retired participants and beneficiaries receiving payment	2022-08-31	0
Number of terminated vested participants	2022-08-31	2
Fundng target for terminated vested participants	2022-08-31	6,457
Active participant vested funding target	2022-08-31	1,688,315
Number of active participants	2022-08-31	3
Total funding liabilities for active participants	2022-08-31	1,688,315
Total participant count	2022-08-31	5
Total funding target for all participants	2022-08-31	1,694,772
Balance at beginning of prior year after applicable adjustments	2022-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-08-31	0
Prefunding balanced used to offset prior years funding requirement	2022-08-31	0
Amount remaining of carryover balance	2022-08-31	0
Amount remaining of prefunding balance	2022-08-31	0
Present value of excess contributions	2022-08-31	245,465
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-08-31	245,465
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-08-31	0
Reductions in caryover balances due to elections or deemed elections	2022-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-08-31	0
Balance of carryovers at beginning of current year	2022-08-31	0
Balance of prefunding at beginning of current year	2022-08-31	0
Total employer contributions	2022-08-31	0
Total employee contributions	2022-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-08-31	0
Unpaid minimum required contributions for all prior years	2022-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-08-31	0
Remaining amount of unpaid minimum required contributions	2022-08-31	0
Minimum required contributions for current year target normal cost	2022-08-31	0
Net shortfall amortization installment of oustanding balance	2022-08-31	0
Waiver amortization installment	2022-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-08-31	0
Carryover balance elected to use to offset funding requirement	2022-08-31	0
Prefunding balance elected to use to offset funding requirement	2022-08-31	0
Additional cash requirement	2022-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-08-31	0
Unpaid minimum required contributions for current year	2022-08-31	0
Unpaid minimum required contributions for all years	2022-08-31	0
2020: R & J SHEET METAL, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-08-31	1,259,744
Acturial value of plan assets	2020-08-31	1,259,744
Funding target for retired participants and beneficiaries receiving payment	2020-08-31	0
Number of terminated vested participants	2020-08-31	0
Fundng target for terminated vested participants	2020-08-31	0
Active participant vested funding target	2020-08-31	947,021
Number of active participants	2020-08-31	5
Total funding liabilities for active participants	2020-08-31	1,184,715
Total participant count	2020-08-31	5
Total funding target for all participants	2020-08-31	1,184,715
Balance at beginning of prior year after applicable adjustments	2020-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-08-31	0
Prefunding balanced used to offset prior years funding requirement	2020-08-31	0
Amount remaining of carryover balance	2020-08-31	0
Amount remaining of prefunding balance	2020-08-31	0
Present value of excess contributions	2020-08-31	536
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-08-31	536
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-08-31	0
Reductions in caryover balances due to elections or deemed elections	2020-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-08-31	0
Balance of carryovers at beginning of current year	2020-08-31	0
Balance of prefunding at beginning of current year	2020-08-31	0
Total employer contributions	2020-08-31	260,000
Total employee contributions	2020-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-08-31	239,853
Unpaid minimum required contributions for all prior years	2020-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-08-31	0
Remaining amount of unpaid minimum required contributions	2020-08-31	0
Minimum required contributions for current year target normal cost	2020-08-31	241,336
Net shortfall amortization installment of oustanding balance	2020-08-31	0
Waiver amortization installment	2020-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-08-31	166,307
Carryover balance elected to use to offset funding requirement	2020-08-31	0
Prefunding balance elected to use to offset funding requirement	2020-08-31	0
Additional cash requirement	2020-08-31	166,307
Contributions allocatedtoward minimum required contributions for current year	2020-08-31	239,853
Unpaid minimum required contributions for current year	2020-08-31	0
Unpaid minimum required contributions for all years	2020-08-31	0
2019: R & J SHEET METAL, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-08-31	879,869
Acturial value of plan assets	2019-08-31	879,869
Funding target for retired participants and beneficiaries receiving payment	2019-08-31	0
Number of terminated vested participants	2019-08-31	0
Fundng target for terminated vested participants	2019-08-31	0
Active participant vested funding target	2019-08-31	537,441
Number of active participants	2019-08-31	5
Total funding liabilities for active participants	2019-08-31	896,221
Total participant count	2019-08-31	5
Total funding target for all participants	2019-08-31	896,221
Balance at beginning of prior year after applicable adjustments	2019-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-08-31	0
Prefunding balanced used to offset prior years funding requirement	2019-08-31	0
Amount remaining of carryover balance	2019-08-31	0
Amount remaining of prefunding balance	2019-08-31	0
Present value of excess contributions	2019-08-31	15,585
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-08-31	15,585
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-08-31	0
Reductions in caryover balances due to elections or deemed elections	2019-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-08-31	0
Balance of carryovers at beginning of current year	2019-08-31	0
Balance of prefunding at beginning of current year	2019-08-31	0
Total employer contributions	2019-08-31	260,000
Total employee contributions	2019-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-08-31	251,434
Unpaid minimum required contributions for all prior years	2019-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-08-31	0
Remaining amount of unpaid minimum required contributions	2019-08-31	0
Minimum required contributions for current year target normal cost	2019-08-31	248,229
Net shortfall amortization installment of oustanding balance	2019-08-31	16,352
Waiver amortization installment	2019-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-08-31	250,898
Carryover balance elected to use to offset funding requirement	2019-08-31	0
Prefunding balance elected to use to offset funding requirement	2019-08-31	0
Additional cash requirement	2019-08-31	250,898
Contributions allocatedtoward minimum required contributions for current year	2019-08-31	251,434
Unpaid minimum required contributions for current year	2019-08-31	0
Unpaid minimum required contributions for all years	2019-08-31	0
2018: R & J SHEET METAL, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-08-31	572,773
Acturial value of plan assets	2018-08-31	572,773
Funding target for retired participants and beneficiaries receiving payment	2018-08-31	0
Number of terminated vested participants	2018-08-31	0
Fundng target for terminated vested participants	2018-08-31	0
Active participant vested funding target	2018-08-31	215,912
Number of active participants	2018-08-31	5
Total funding liabilities for active participants	2018-08-31	564,781
Total participant count	2018-08-31	5
Total funding target for all participants	2018-08-31	564,781
Balance at beginning of prior year after applicable adjustments	2018-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-08-31	0
Prefunding balanced used to offset prior years funding requirement	2018-08-31	0
Amount remaining of carryover balance	2018-08-31	0
Amount remaining of prefunding balance	2018-08-31	0
Present value of excess contributions	2018-08-31	7,820
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-08-31	7,820
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-08-31	0
Reductions in caryover balances due to elections or deemed elections	2018-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-08-31	0
Balance of carryovers at beginning of current year	2018-08-31	0
Balance of prefunding at beginning of current year	2018-08-31	0
Total employer contributions	2018-08-31	270,000
Total employee contributions	2018-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-08-31	263,312
Unpaid minimum required contributions for all prior years	2018-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-08-31	0
Remaining amount of unpaid minimum required contributions	2018-08-31	0
Minimum required contributions for current year target normal cost	2018-08-31	255,719
Net shortfall amortization installment of oustanding balance	2018-08-31	0
Waiver amortization installment	2018-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-08-31	247,727
Carryover balance elected to use to offset funding requirement	2018-08-31	0
Prefunding balance elected to use to offset funding requirement	2018-08-31	0
Additional cash requirement	2018-08-31	247,727
Contributions allocatedtoward minimum required contributions for current year	2018-08-31	263,312
Unpaid minimum required contributions for current year	2018-08-31	0
Unpaid minimum required contributions for all years	2018-08-31	0
2017: R & J SHEET METAL, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-08-31	279,601
Acturial value of plan assets	2017-08-31	279,604
Funding target for retired participants and beneficiaries receiving payment	2017-08-31	0
Number of terminated vested participants	2017-08-31	0
Fundng target for terminated vested participants	2017-08-31	0
Active participant vested funding target	2017-08-31	52,547
Number of active participants	2017-08-31	4
Total funding liabilities for active participants	2017-08-31	262,732
Total participant count	2017-08-31	4
Total funding target for all participants	2017-08-31	262,732
Balance at beginning of prior year after applicable adjustments	2017-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-08-31	0
Prefunding balanced used to offset prior years funding requirement	2017-08-31	0
Amount remaining of carryover balance	2017-08-31	0
Amount remaining of prefunding balance	2017-08-31	0
Present value of excess contributions	2017-08-31	4,322
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-08-31	4,322
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-08-31	0
Reductions in caryover balances due to elections or deemed elections	2017-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-08-31	0
Balance of carryovers at beginning of current year	2017-08-31	0
Balance of prefunding at beginning of current year	2017-08-31	0
Total employer contributions	2017-08-31	270,000
Total employee contributions	2017-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-08-31	264,857
Unpaid minimum required contributions for all prior years	2017-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-08-31	0
Remaining amount of unpaid minimum required contributions	2017-08-31	0
Minimum required contributions for current year target normal cost	2017-08-31	273,909
Net shortfall amortization installment of oustanding balance	2017-08-31	0
Waiver amortization installment	2017-08-31	0
Waived amount of outstanding balance	2017-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-08-31	257,037
Carryover balance elected to use to offset funding requirement	2017-08-31	0
Prefunding balance elected to use to offset funding requirement	2017-08-31	0
Additional cash requirement	2017-08-31	257,037
Contributions allocatedtoward minimum required contributions for current year	2017-08-31	264,857
Unpaid minimum required contributions for current year	2017-08-31	0
Unpaid minimum required contributions for all years	2017-08-31	0

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Company Name:	R & J SHEET METAL
Employer identification number (EIN):	330313795
NAIC Classification:	238300

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-09-01
001	2020-09-01
001	2019-09-01
001	2018-09-01
001	2017-09-01
001	2017-09-01
001	2016-09-01
001	2016-09-01
001	2015-09-01