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| Plan Name | THE LAKE VIEW CEMETERY ASSOCIATION - NATIONAL PRODUCTION WORKERS UNION, LOCAL 707 OF CLEVELAND PENSION PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | THE LAKE VIEW CEMETERY ASSOCIATION |
| Employer identification number (EIN): | 340348270 |
| NAIC Classification: | 812220 |
| NAIC Description: | Cemeteries and Crematories |
Additional information about THE LAKE VIEW CEMETERY ASSOCIATION
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1925-05-18 |
| Company Identification Number: | 116577 |
| Legal Registered Office Address: |
4900 KEY TOWER 127 PUBLIC SQUARE CLEVELAND United States of America (USA) 44114 |
More information about THE LAKE VIEW CEMETERY ASSOCIATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-11-01 | DANIELLE PASKOWSKI | 2024-03-26 | ||
| 002 | 2022-11-01 | DANIELLE PASKOWSKI | 2024-01-24 | ||
| 002 | 2021-11-01 | DANIELLE PASKOWSKI | 2023-07-14 | ||
| 002 | 2020-11-01 | DANIELLE PASKOWSKI | 2022-08-01 | ||
| 002 | 2019-11-01 | DANIELLE PASKOWSKI | 2021-08-09 | ||
| 002 | 2018-11-01 | DANIELLE PASKOWSKI | 2020-07-28 | ||
| 002 | 2017-11-01 | DANIELLE PASKOWSKI | 2019-07-29 | ||
| 002 | 2016-11-01 | DANIELLE PASKOWSKI | 2018-05-24 | ||
| 002 | 2015-11-01 | DANIELLE PASKOWSKI | 2017-08-04 | ||
| 002 | 2014-11-01 | DANIELLE PASKOWSKI | 2016-08-12 | ||
| 002 | 2013-11-01 | DANIELLE PASKOWSKI | 2015-08-11 | ||
| 002 | 2012-11-01 | DANIELLE PASKOWSKI | 2014-05-29 | ||
| 002 | 2011-11-01 | DANIELLE PASKOWSKI | 2013-08-15 | DANIELLE PASKOWSKI | 2013-08-15 |
| 002 | 2010-11-01 | GERALD D. WANTZ | 2012-08-15 | ||
| 002 | 2008-11-01 |
| Measure | Date | Value |
|---|---|---|
| 2024: THE LAKE VIEW CEMETERY ASSOCIATION - NATIONAL PRODUCTION WORKERS UNION, LOCAL 707 OF CLEVELAND PENSION PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-03-26 | 17 |
| Total number of particpants at end of year | 2024-03-26 | 0 |
| 2023: THE LAKE VIEW CEMETERY ASSOCIATION - NATIONAL PRODUCTION WORKERS UNION, LOCAL 707 OF CLEVELAND PENSION PLAN 2023 401k membership | ||
| Market value of plan assets | 2023-10-31 | 1,672,967 |
| Acturial value of plan assets | 2023-10-31 | 1,672,967 |
| Funding target for retired participants and beneficiaries receiving payment | 2023-10-31 | 1,022,663 |
| Number of terminated vested participants | 2023-10-31 | 12 |
| Fundng target for terminated vested participants | 2023-10-31 | 172,580 |
| Active participant vested funding target | 2023-10-31 | 293,260 |
| Number of active participants | 2023-10-31 | 13 |
| Total funding liabilities for active participants | 2023-10-31 | 302,020 |
| Total participant count | 2023-10-31 | 55 |
| Total funding target for all participants | 2023-10-31 | 1,497,263 |
| Balance at beginning of prior year after applicable adjustments | 2023-10-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2023-10-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2023-10-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2023-10-31 | 0 |
| Amount remaining of carryover balance | 2023-10-31 | 0 |
| Amount remaining of prefunding balance | 2023-10-31 | 0 |
| Present value of excess contributions | 2023-10-31 | 177,229 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-10-31 | 187,030 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-10-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2023-10-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2023-10-31 | 0 |
| Balance of carryovers at beginning of current year | 2023-10-31 | 0 |
| Balance of prefunding at beginning of current year | 2023-10-31 | 0 |
| Total employer contributions | 2023-10-31 | 50,000 |
| Total employee contributions | 2023-10-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2023-10-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2023-10-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-10-31 | 49,363 |
| Unpaid minimum required contributions for all prior years | 2023-10-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-10-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2023-10-31 | 0 |
| Minimum required contributions for current year target normal cost | 2023-10-31 | 34,338 |
| Net shortfall amortization installment of oustanding balance | 2023-10-31 | 0 |
| Waiver amortization installment | 2023-10-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2023-10-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2023-10-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2023-10-31 | 0 |
| Additional cash requirement | 2023-10-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2023-10-31 | 49,363 |
| Unpaid minimum required contributions for current year | 2023-10-31 | 0 |
| Unpaid minimum required contributions for all years | 2023-10-31 | 0 |
| Total number of particpants at beginning of year | 2023-07-14 | 55 |
| Total number of particpants at end of year | 2023-07-14 | 55 |
| 2022: THE LAKE VIEW CEMETERY ASSOCIATION - NATIONAL PRODUCTION WORKERS UNION, LOCAL 707 OF CLEVELAND PENSION PLAN 2022 401k membership | ||
| Market value of plan assets | 2022-10-31 | 2,120,578 |
| Acturial value of plan assets | 2022-10-31 | 2,120,578 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-10-31 | 1,093,487 |
| Number of terminated vested participants | 2022-10-31 | 12 |
| Fundng target for terminated vested participants | 2022-10-31 | 177,031 |
| Active participant vested funding target | 2022-10-31 | 260,474 |
| Number of active participants | 2022-10-31 | 13 |
| Total funding liabilities for active participants | 2022-10-31 | 269,913 |
| Total participant count | 2022-10-31 | 55 |
| Total funding target for all participants | 2022-10-31 | 1,540,431 |
| Balance at beginning of prior year after applicable adjustments | 2022-10-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-10-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-10-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-10-31 | 0 |
| Amount remaining of carryover balance | 2022-10-31 | 0 |
| Amount remaining of prefunding balance | 2022-10-31 | 0 |
| Present value of excess contributions | 2022-10-31 | 131,212 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-10-31 | 138,625 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-10-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-10-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-10-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-10-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-10-31 | 0 |
| Total employer contributions | 2022-10-31 | 182,400 |
| Total employee contributions | 2022-10-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-10-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-10-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-10-31 | 177,229 |
| Unpaid minimum required contributions for all prior years | 2022-10-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-10-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-10-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-10-31 | 40,685 |
| Net shortfall amortization installment of oustanding balance | 2022-10-31 | 0 |
| Waiver amortization installment | 2022-10-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-10-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2022-10-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-10-31 | 0 |
| Additional cash requirement | 2022-10-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-10-31 | 177,229 |
| Unpaid minimum required contributions for current year | 2022-10-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-10-31 | 0 |
| 2021: THE LAKE VIEW CEMETERY ASSOCIATION - NATIONAL PRODUCTION WORKERS UNION, LOCAL 707 OF CLEVELAND PENSION PLAN 2021 401k membership | ||
| Market value of plan assets | 2021-10-31 | 1,644,977 |
| Acturial value of plan assets | 2021-10-31 | 1,644,977 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-10-31 | 930,337 |
| Number of terminated vested participants | 2021-10-31 | 15 |
| Fundng target for terminated vested participants | 2021-10-31 | 318,412 |
| Active participant vested funding target | 2021-10-31 | 370,171 |
| Number of active participants | 2021-10-31 | 12 |
| Total funding liabilities for active participants | 2021-10-31 | 378,058 |
| Total participant count | 2021-10-31 | 54 |
| Total funding target for all participants | 2021-10-31 | 1,626,807 |
| Balance at beginning of prior year after applicable adjustments | 2021-10-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-10-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-10-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-10-31 | 0 |
| Amount remaining of carryover balance | 2021-10-31 | 0 |
| Amount remaining of prefunding balance | 2021-10-31 | 0 |
| Present value of excess contributions | 2021-10-31 | 48 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-10-31 | 51 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-10-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-10-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-10-31 | 0 |
| Balance of carryovers at beginning of current year | 2021-10-31 | 0 |
| Balance of prefunding at beginning of current year | 2021-10-31 | 0 |
| Total employer contributions | 2021-10-31 | 182,400 |
| Total employee contributions | 2021-10-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-10-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-10-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-10-31 | 177,139 |
| Liquidity shortfalls end of Q1 | 2021-10-31 | 0 |
| Liquidity shortfalls end of Q2 | 2021-10-31 | 0 |
| Liquidity shortfalls end of Q3 | 2021-10-31 | 0 |
| Liquidity shortfalls end of Q4 | 2021-10-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2021-10-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-10-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-10-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-10-31 | 64,097 |
| Net shortfall amortization installment of oustanding balance | 2021-10-31 | 0 |
| Waiver amortization installment | 2021-10-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-10-31 | 45,927 |
| Carryover balance elected to use to offset funding requirement | 2021-10-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-10-31 | 0 |
| Additional cash requirement | 2021-10-31 | 45,927 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-10-31 | 177,139 |
| Unpaid minimum required contributions for current year | 2021-10-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-10-31 | 0 |
| 2020: THE LAKE VIEW CEMETERY ASSOCIATION - NATIONAL PRODUCTION WORKERS UNION, LOCAL 707 OF CLEVELAND PENSION PLAN 2020 401k membership | ||
| Market value of plan assets | 2020-10-31 | 1,536,124 |
| Acturial value of plan assets | 2020-10-31 | 1,536,124 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-10-31 | 1,048,752 |
| Number of terminated vested participants | 2020-10-31 | 16 |
| Fundng target for terminated vested participants | 2020-10-31 | 330,738 |
| Active participant vested funding target | 2020-10-31 | 338,846 |
| Number of active participants | 2020-10-31 | 14 |
| Total funding liabilities for active participants | 2020-10-31 | 348,241 |
| Total participant count | 2020-10-31 | 60 |
| Total funding target for all participants | 2020-10-31 | 1,727,731 |
| Balance at beginning of prior year after applicable adjustments | 2020-10-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-10-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-10-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-10-31 | 0 |
| Amount remaining of carryover balance | 2020-10-31 | 0 |
| Amount remaining of prefunding balance | 2020-10-31 | 0 |
| Present value of excess contributions | 2020-10-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-10-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-10-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-10-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-10-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-10-31 | 0 |
| Balance of prefunding at beginning of current year | 2020-10-31 | 0 |
| Total employer contributions | 2020-10-31 | 149,560 |
| Total employee contributions | 2020-10-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-10-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-10-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-10-31 | 145,111 |
| Liquidity shortfalls end of Q1 | 2020-10-31 | 0 |
| Liquidity shortfalls end of Q2 | 2020-10-31 | 0 |
| Liquidity shortfalls end of Q3 | 2020-10-31 | 0 |
| Liquidity shortfalls end of Q4 | 2020-10-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-10-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-10-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-10-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-10-31 | 60,287 |
| Net shortfall amortization installment of oustanding balance | 2020-10-31 | 191,607 |
| Waiver amortization installment | 2020-10-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-10-31 | 145,063 |
| Carryover balance elected to use to offset funding requirement | 2020-10-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-10-31 | 0 |
| Additional cash requirement | 2020-10-31 | 145,063 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-10-31 | 145,111 |
| Unpaid minimum required contributions for current year | 2020-10-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-10-31 | 0 |
| 2019: THE LAKE VIEW CEMETERY ASSOCIATION - NATIONAL PRODUCTION WORKERS UNION, LOCAL 707 OF CLEVELAND PENSION PLAN 2019 401k membership | ||
| Market value of plan assets | 2019-10-31 | 1,410,288 |
| Acturial value of plan assets | 2019-10-31 | 1,410,288 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-10-31 | 950,589 |
| Number of terminated vested participants | 2019-10-31 | 17 |
| Fundng target for terminated vested participants | 2019-10-31 | 285,564 |
| Active participant vested funding target | 2019-10-31 | 361,311 |
| Number of active participants | 2019-10-31 | 13 |
| Total funding liabilities for active participants | 2019-10-31 | 372,596 |
| Total participant count | 2019-10-31 | 58 |
| Total funding target for all participants | 2019-10-31 | 1,608,749 |
| Balance at beginning of prior year after applicable adjustments | 2019-10-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-10-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-10-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-10-31 | 0 |
| Amount remaining of carryover balance | 2019-10-31 | 0 |
| Amount remaining of prefunding balance | 2019-10-31 | 0 |
| Present value of excess contributions | 2019-10-31 | 13,239 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-10-31 | 14,007 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-10-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-10-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-10-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-10-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-10-31 | 0 |
| Total employer contributions | 2019-10-31 | 123,285 |
| Total employee contributions | 2019-10-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-10-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-10-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-10-31 | 119,691 |
| Liquidity shortfalls end of Q1 | 2019-10-31 | 0 |
| Liquidity shortfalls end of Q2 | 2019-10-31 | 0 |
| Liquidity shortfalls end of Q3 | 2019-10-31 | 0 |
| Liquidity shortfalls end of Q4 | 2019-10-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2019-10-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-10-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-10-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-10-31 | 60,200 |
| Net shortfall amortization installment of oustanding balance | 2019-10-31 | 198,461 |
| Waiver amortization installment | 2019-10-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-10-31 | 119,691 |
| Carryover balance elected to use to offset funding requirement | 2019-10-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-10-31 | 0 |
| Additional cash requirement | 2019-10-31 | 119,691 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-10-31 | 119,691 |
| Unpaid minimum required contributions for current year | 2019-10-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-10-31 | 0 |
| 2018: THE LAKE VIEW CEMETERY ASSOCIATION - NATIONAL PRODUCTION WORKERS UNION, LOCAL 707 OF CLEVELAND PENSION PLAN 2018 401k membership | ||
| Market value of plan assets | 2018-10-31 | 1,462,281 |
| Acturial value of plan assets | 2018-10-31 | 1,462,281 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-10-31 | 989,337 |
| Number of terminated vested participants | 2018-10-31 | 21 |
| Fundng target for terminated vested participants | 2018-10-31 | 326,378 |
| Active participant vested funding target | 2018-10-31 | 318,241 |
| Number of active participants | 2018-10-31 | 14 |
| Total funding liabilities for active participants | 2018-10-31 | 330,156 |
| Total participant count | 2018-10-31 | 62 |
| Total funding target for all participants | 2018-10-31 | 1,645,871 |
| Balance at beginning of prior year after applicable adjustments | 2018-10-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-10-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-10-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-10-31 | 0 |
| Amount remaining of carryover balance | 2018-10-31 | 0 |
| Amount remaining of prefunding balance | 2018-10-31 | 0 |
| Present value of excess contributions | 2018-10-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-10-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-10-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2018-10-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-10-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-10-31 | 0 |
| Balance of prefunding at beginning of current year | 2018-10-31 | 0 |
| Total employer contributions | 2018-10-31 | 125,088 |
| Total employee contributions | 2018-10-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-10-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-10-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-10-31 | 121,381 |
| Liquidity shortfalls end of Q1 | 2018-10-31 | 0 |
| Liquidity shortfalls end of Q2 | 2018-10-31 | 0 |
| Liquidity shortfalls end of Q3 | 2018-10-31 | 0 |
| Liquidity shortfalls end of Q4 | 2018-10-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2018-10-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-10-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-10-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-10-31 | 58,234 |
| Net shortfall amortization installment of oustanding balance | 2018-10-31 | 183,590 |
| Waiver amortization installment | 2018-10-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-10-31 | 108,142 |
| Carryover balance elected to use to offset funding requirement | 2018-10-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-10-31 | 0 |
| Additional cash requirement | 2018-10-31 | 108,142 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-10-31 | 121,381 |
| Unpaid minimum required contributions for current year | 2018-10-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-10-31 | 0 |
| 2017: THE LAKE VIEW CEMETERY ASSOCIATION - NATIONAL PRODUCTION WORKERS UNION, LOCAL 707 OF CLEVELAND PENSION PLAN 2017 401k membership | ||
| Market value of plan assets | 2017-10-31 | 1,304,128 |
| Acturial value of plan assets | 2017-10-31 | 1,304,128 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-10-31 | 890,442 |
| Number of terminated vested participants | 2017-10-31 | 21 |
| Fundng target for terminated vested participants | 2017-10-31 | 300,062 |
| Active participant vested funding target | 2017-10-31 | 379,529 |
| Number of active participants | 2017-10-31 | 14 |
| Total funding liabilities for active participants | 2017-10-31 | 392,204 |
| Total participant count | 2017-10-31 | 62 |
| Total funding target for all participants | 2017-10-31 | 1,582,708 |
| Balance at beginning of prior year after applicable adjustments | 2017-10-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-10-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-10-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-10-31 | 0 |
| Amount remaining of carryover balance | 2017-10-31 | 0 |
| Amount remaining of prefunding balance | 2017-10-31 | 0 |
| Present value of excess contributions | 2017-10-31 | 24,529 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-10-31 | 26,050 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-10-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2017-10-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-10-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-10-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-10-31 | 0 |
| Total employer contributions | 2017-10-31 | 121,889 |
| Total employee contributions | 2017-10-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-10-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-10-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-10-31 | 118,118 |
| Liquidity shortfalls end of Q1 | 2017-10-31 | 0 |
| Liquidity shortfalls end of Q2 | 2017-10-31 | 0 |
| Liquidity shortfalls end of Q3 | 2017-10-31 | 0 |
| Liquidity shortfalls end of Q4 | 2017-10-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2017-10-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-10-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-10-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-10-31 | 60,139 |
| Net shortfall amortization installment of oustanding balance | 2017-10-31 | 278,580 |
| Waiver amortization installment | 2017-10-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-10-31 | 118,118 |
| Carryover balance elected to use to offset funding requirement | 2017-10-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-10-31 | 0 |
| Additional cash requirement | 2017-10-31 | 118,118 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-10-31 | 118,118 |
| Unpaid minimum required contributions for current year | 2017-10-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-10-31 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2024 : THE LAKE VIEW CEMETERY ASSOCIATION - NATIONAL PRODUCTION WORKERS UNION, LOCAL 707 OF CLEVELAND PENSION PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-03-26 | 857185 |
| Net assets as of the end of the plan year | 2024-03-26 | 0 |
| Total assets as of the beginning of the plan year | 2024-03-26 | 852463 |
| Value of plan covered by a fidelity bond | 2024-03-26 | 350000 |
| Other expenses paid from plan in this plan year | 2024-03-26 | 156277 |
| Other income to plan in this plan year | 2024-03-26 | 4722 |
| Plan net income in this plan year | 2024-03-26 | -852463 |
| Net assets as of the end of the plan year | 2024-03-26 | 0 |
| Net assets as of the beginning of the plan year | 2024-03-26 | 852463 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-03-26 | 17454 |
| 2023 : THE LAKE VIEW CEMETERY ASSOCIATION - NATIONAL PRODUCTION WORKERS UNION, LOCAL 707 OF CLEVELAND PENSION PLAN 2023 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2023-07-14 | 140659 |
| Net assets as of the end of the plan year | 2023-07-14 | 1672967 |
| Total assets as of the beginning of the plan year | 2023-07-14 | 2120578 |
| Value of plan covered by a fidelity bond | 2023-07-14 | 350000 |
| Other income to plan in this plan year | 2023-07-14 | -489352 |
| Plan net income in this plan year | 2023-07-14 | -447611 |
| Net assets as of the end of the plan year | 2023-07-14 | 1672967 |
| Net assets as of the beginning of the plan year | 2023-07-14 | 2120578 |
| Employer contributions to plan in this plan year | 2023-07-14 | 182400 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2023-07-14 | 25227 |
| 2008: THE LAKE VIEW CEMETERY ASSOCIATION - NATIONAL PRODUCTION WORKERS UNION, LOCAL 707 OF CLEVELAND PENSION PLAN 2008 form 5500 responses | ||
|---|---|---|
| 2008-11-01 | Type of plan entity | Single employer plan |
| 2008-11-01 | Submission has been amended | No |
| 2008-11-01 | This submission is the final filing | No |
| 2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-11-01 | Plan is a collectively bargained plan | No |