401k Plan data: WARM SPRINGS MANAGEMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN plan

WARM SPRINGS MANAGEMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	WARM SPRINGS MANAGEMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN
Plan identification number	001

WARM SPRINGS MANAGEMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WARM SPRINGS MANAGEMENT GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: WARM SPRINGS MANAGEMENT GROUP, LLC

Employer identification number (EIN): 331193849

NAIC Classification: 531310

Additional information about WARM SPRINGS MANAGEMENT GROUP, LLC

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: 200731810270

More information about WARM SPRINGS MANAGEMENT GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WARM SPRINGS MANAGEMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 ROBERT G. PIERCE 2016-10-11
001 2014-01-01 ROBERT G. PIERCE 2015-10-15
001 2013-01-01 ROBERT G PIERCE 2014-10-15

Plan Statistics for WARM SPRINGS MANAGEMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for WARM SPRINGS MANAGEMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018: WARM SPRINGS MANAGEMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,476,227
Acturial value of plan assets 2018-12-31 1,476,227
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,669,205
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 1,669,205
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 1,669,205
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 85,038
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 85,038
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 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 45,867
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 42,614
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 0
Net shortfall amortization installment of oustanding balance 2018-12-31 192,978
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 42,594
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 42,594
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 42,614
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: WARM SPRINGS MANAGEMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,192,337
Acturial value of plan assets 2017-12-31 1,192,337
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 2017-12-31 986,637
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 1,233,296
Total participant count 2017-12-31 2
Total funding target for all participants 2017-12-31 1,233,296
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
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 35,733
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 35,733
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 0
Total employer contributions 2017-12-31 404,850
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 2017-12-31 378,286
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 2017-12-31 277,761
Net shortfall amortization installment of oustanding balance 2017-12-31 40,959
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 293,248
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 2017-12-31 293,248
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 378,286
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: WARM SPRINGS MANAGEMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 856,480
Acturial value of plan assets 2016-12-31 856,480
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 2016-12-31 535,248
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 892,081
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 892,081
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 51,219
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 51,219
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 2016-12-31 329,850
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 2016-12-31 307,796
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 2016-12-31 259,302
Net shortfall amortization installment of oustanding balance 2016-12-31 35,601
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 272,063
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 2016-12-31 272,063
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 307,796
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
2018: WARM SPRINGS MANAGEMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,476,227
Acturial value of plan assets	2018-12-31	1,476,227
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,669,205
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	1,669,205
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	1,669,205
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	85,038
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	85,038
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	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	45,867
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	42,614
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	0
Net shortfall amortization installment of oustanding balance	2018-12-31	192,978
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	42,594
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	42,594
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	42,614
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: WARM SPRINGS MANAGEMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,192,337
Acturial value of plan assets	2017-12-31	1,192,337
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	986,637
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	1,233,296
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	1,233,296
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
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	35,733
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	35,733
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	0
Total employer contributions	2017-12-31	404,850
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	378,286
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	277,761
Net shortfall amortization installment of oustanding balance	2017-12-31	40,959
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	293,248
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	293,248
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	378,286
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: WARM SPRINGS MANAGEMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	856,480
Acturial value of plan assets	2016-12-31	856,480
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	535,248
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	892,081
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	892,081
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	51,219
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	51,219
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	329,850
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	307,796
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	259,302
Net shortfall amortization installment of oustanding balance	2016-12-31	35,601
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	272,063
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	272,063
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	307,796
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:	WARM SPRINGS MANAGEMENT GROUP, LLC
Employer identification number (EIN):	331193849
NAIC Classification:	531310

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	200731810270

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	ROBERT G. PIERCE	2016-10-11
001	2014-01-01	ROBERT G. PIERCE	2015-10-15
001	2013-01-01	ROBERT G PIERCE	2014-10-15