401k Plan data: OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN plan

OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN
Plan identification number	003

OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

OSCAR BRUGMANN SAND & GRAVEL, INC. has sponsored the creation of one or more 401k plans.

Company Name: OSCAR BRUGMANN SAND & GRAVEL, INC.

Employer identification number (EIN): 340825515

NAIC Classification: 212320
NAIC Description: Sand, Gravel, Clay, and Ceramic and Refractory Minerals Mining and Quarrying

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-02-01 DANIELLE TAYLOR 2024-10-21 DANIELLE TAYLOR 2024-10-21
003 2022-02-01 DANIELLE TAYLOR 2023-10-20 DANIELLE TAYLOR 2023-10-20
003 2021-02-01 DANIELLE TAYLOR 2022-11-08 DANIELLE TAYLOR 2022-11-08
003 2021-02-01 DANIELLE TAYLOR 2022-11-08 DANIELLE TAYLOR 2022-11-08
003 2020-02-01 DANIELLE TAYLOR 2021-08-17 DANIELLE TAYLOR 2021-08-17
003 2019-02-01 DANIELLE TAYLOR 2020-11-05 DANIELLE TAYLOR 2020-11-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-02-01	DANIELLE TAYLOR	2024-10-21	DANIELLE TAYLOR	2024-10-21
003	2022-02-01	DANIELLE TAYLOR	2023-10-20	DANIELLE TAYLOR	2023-10-20
003	2021-02-01	DANIELLE TAYLOR	2022-11-08	DANIELLE TAYLOR	2022-11-08
003	2021-02-01	DANIELLE TAYLOR	2022-11-08	DANIELLE TAYLOR	2022-11-08
003	2020-02-01	DANIELLE TAYLOR	2021-08-17	DANIELLE TAYLOR	2021-08-17
003	2019-02-01	DANIELLE TAYLOR	2020-11-05	DANIELLE TAYLOR	2020-11-05

Plan Statistics for OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN

Measure Date Value
2025: OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-22 18
Total number of particpants at end of year 2025-10-22 19
2024: OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-21 16
Total number of particpants at end of year 2024-10-21 17
2023: OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN 2023 401k membership
Market value of plan assets 2023-01-31 1,620,121
Acturial value of plan assets 2023-01-31 1,620,121
Funding target for retired participants and beneficiaries receiving payment 2023-01-31 0
Number of terminated vested participants 2023-01-31 1
Fundng target for terminated vested participants 2023-01-31 3,870
Active participant vested funding target 2023-01-31 1,089,800
Number of active participants 2023-01-31 15
Total funding liabilities for active participants 2023-01-31 1,089,800
Total participant count 2023-01-31 16
Total funding target for all participants 2023-01-31 1,093,670
Balance at beginning of prior year after applicable adjustments 2023-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-01-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2023-01-31 0
Prefunding balanced used to offset prior years funding requirement 2023-01-31 0
Amount remaining of carryover balance 2023-01-31 0
Amount remaining of prefunding balance 2023-01-31 0
Present value of excess contributions 2023-01-31 567,331
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-01-31 567,331
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-01-31 0
Reductions in caryover balances due to elections or deemed elections 2023-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-01-31 0
Balance of carryovers at beginning of current year 2023-01-31 0
Balance of prefunding at beginning of current year 2023-01-31 0
Total employer contributions 2023-01-31 252,729
Total employee contributions 2023-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-01-31 245,862
Unpaid minimum required contributions for all prior years 2023-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-01-31 0
Remaining amount of unpaid minimum required contributions 2023-01-31 0
Minimum required contributions for current year target normal cost 2023-01-31 245,303
Net shortfall amortization installment of oustanding balance 2023-01-31 0
Waiver amortization installment 2023-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-01-31 0
Carryover balance elected to use to offset funding requirement 2023-01-31 0
Prefunding balance elected to use to offset funding requirement 2023-01-31 0
Additional cash requirement 2023-01-31 0
Contributions allocatedtoward minimum required contributions for current year 2023-01-31 245,862
Unpaid minimum required contributions for current year 2023-01-31 0
Unpaid minimum required contributions for all years 2023-01-31 0
2022: OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-01-31 1,114,205
Acturial value of plan assets 2022-01-31 1,114,205
Funding target for retired participants and beneficiaries receiving payment 2022-01-31 0
Number of terminated vested participants 2022-01-31 1
Fundng target for terminated vested participants 2022-01-31 3,611
Active participant vested funding target 2022-01-31 781,170
Number of active participants 2022-01-31 15
Total funding liabilities for active participants 2022-01-31 781,170
Total participant count 2022-01-31 16
Total funding target for all participants 2022-01-31 784,781
Balance at beginning of prior year after applicable adjustments 2022-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-01-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-01-31 0
Prefunding balanced used to offset prior years funding requirement 2022-01-31 0
Amount remaining of carryover balance 2022-01-31 0
Amount remaining of prefunding balance 2022-01-31 0
Present value of excess contributions 2022-01-31 405,530
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-01-31 405,530
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-01-31 0
Reductions in caryover balances due to elections or deemed elections 2022-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-01-31 0
Balance of carryovers at beginning of current year 2022-01-31 0
Balance of prefunding at beginning of current year 2022-01-31 0
Total employer contributions 2022-01-31 573,359
Total employee contributions 2022-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-01-31 567,331
Unpaid minimum required contributions for all prior years 2022-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-01-31 0
Remaining amount of unpaid minimum required contributions 2022-01-31 0
Minimum required contributions for current year target normal cost 2022-01-31 239,460
Net shortfall amortization installment of oustanding balance 2022-01-31 0
Waiver amortization installment 2022-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-01-31 0
Carryover balance elected to use to offset funding requirement 2022-01-31 0
Prefunding balance elected to use to offset funding requirement 2022-01-31 0
Additional cash requirement 2022-01-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-01-31 567,331
Unpaid minimum required contributions for current year 2022-01-31 0
Unpaid minimum required contributions for all years 2022-01-31 0
2021: OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-01-31 552,673
Acturial value of plan assets 2021-01-31 552,673
Funding target for retired participants and beneficiaries receiving payment 2021-01-31 0
Number of terminated vested participants 2021-01-31 2
Fundng target for terminated vested participants 2021-01-31 5,236
Active participant vested funding target 2021-01-31 500,511
Number of active participants 2021-01-31 13
Total funding liabilities for active participants 2021-01-31 500,822
Total participant count 2021-01-31 15
Total funding target for all participants 2021-01-31 506,058
Balance at beginning of prior year after applicable adjustments 2021-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-01-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-01-31 0
Prefunding balanced used to offset prior years funding requirement 2021-01-31 0
Amount remaining of carryover balance 2021-01-31 0
Amount remaining of prefunding balance 2021-01-31 0
Present value of excess contributions 2021-01-31 41,248
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-01-31 41,248
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-01-31 0
Reductions in caryover balances due to elections or deemed elections 2021-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-01-31 0
Balance of carryovers at beginning of current year 2021-01-31 0
Balance of prefunding at beginning of current year 2021-01-31 0
Total employer contributions 2021-01-31 600,000
Total employee contributions 2021-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-01-31 593,993
Unpaid minimum required contributions for all prior years 2021-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-01-31 0
Remaining amount of unpaid minimum required contributions 2021-01-31 0
Minimum required contributions for current year target normal cost 2021-01-31 235,078
Net shortfall amortization installment of oustanding balance 2021-01-31 0
Waiver amortization installment 2021-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-01-31 188,463
Carryover balance elected to use to offset funding requirement 2021-01-31 0
Prefunding balance elected to use to offset funding requirement 2021-01-31 0
Additional cash requirement 2021-01-31 188,463
Contributions allocatedtoward minimum required contributions for current year 2021-01-31 593,993
Unpaid minimum required contributions for current year 2021-01-31 0
Unpaid minimum required contributions for all years 2021-01-31 0
2020: OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-01-31 285,072
Acturial value of plan assets 2020-01-31 285,072
Funding target for retired participants and beneficiaries receiving payment 2020-01-31 0
Number of terminated vested participants 2020-01-31 0
Fundng target for terminated vested participants 2020-01-31 0
Active participant vested funding target 2020-01-31 249,183
Number of active participants 2020-01-31 15
Total funding liabilities for active participants 2020-01-31 249,183
Total participant count 2020-01-31 15
Total funding target for all participants 2020-01-31 249,183
Balance at beginning of prior year after applicable adjustments 2020-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-01-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-01-31 0
Prefunding balanced used to offset prior years funding requirement 2020-01-31 0
Amount remaining of carryover balance 2020-01-31 0
Amount remaining of prefunding balance 2020-01-31 0
Present value of excess contributions 2020-01-31 40,038
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-01-31 40,038
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-01-31 0
Reductions in caryover balances due to elections or deemed elections 2020-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-01-31 0
Balance of carryovers at beginning of current year 2020-01-31 0
Balance of prefunding at beginning of current year 2020-01-31 0
Total employer contributions 2020-01-31 250,000
Total employee contributions 2020-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-01-31 244,739
Unpaid minimum required contributions for all prior years 2020-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-01-31 0
Remaining amount of unpaid minimum required contributions 2020-01-31 0
Minimum required contributions for current year target normal cost 2020-01-31 239,380
Net shortfall amortization installment of oustanding balance 2020-01-31 0
Waiver amortization installment 2020-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-01-31 203,491
Carryover balance elected to use to offset funding requirement 2020-01-31 0
Prefunding balance elected to use to offset funding requirement 2020-01-31 0
Additional cash requirement 2020-01-31 203,491
Contributions allocatedtoward minimum required contributions for current year 2020-01-31 244,739
Unpaid minimum required contributions for current year 2020-01-31 0
Unpaid minimum required contributions for all years 2020-01-31 0
2019: OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-01-31 0
Acturial value of plan assets 2019-01-31 0
Funding target for retired participants and beneficiaries receiving payment 2019-01-31 0
Number of terminated vested participants 2019-01-31 0
Fundng target for terminated vested participants 2019-01-31 0
Active participant vested funding target 2019-01-31 0
Number of active participants 2019-01-31 13
Total funding liabilities for active participants 2019-01-31 0
Total participant count 2019-01-31 13
Total funding target for all participants 2019-01-31 0
Balance at beginning of prior year after applicable adjustments 2019-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-01-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-01-31 0
Prefunding balanced used to offset prior years funding requirement 2019-01-31 0
Amount remaining of carryover balance 2019-01-31 0
Amount remaining of prefunding balance 2019-01-31 0
Present value of excess contributions 2019-01-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-01-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-01-31 0
Reductions in caryover balances due to elections or deemed elections 2019-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-01-31 0
Balance of carryovers at beginning of current year 2019-01-31 0
Balance of prefunding at beginning of current year 2019-01-31 0
Total employer contributions 2019-01-31 283,538
Total employee contributions 2019-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-01-31 273,928
Unpaid minimum required contributions for all prior years 2019-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-01-31 0
Remaining amount of unpaid minimum required contributions 2019-01-31 0
Minimum required contributions for current year target normal cost 2019-01-31 233,890
Net shortfall amortization installment of oustanding balance 2019-01-31 0
Waiver amortization installment 2019-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-01-31 233,890
Additional cash requirement 2019-01-31 233,890
Contributions allocatedtoward minimum required contributions for current year 2019-01-31 273,928
Unpaid minimum required contributions for current year 2019-01-31 0
Unpaid minimum required contributions for all years 2019-01-31 0

Measure	Date	Value
2025: OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-22	18
Total number of particpants at end of year	2025-10-22	19
2024: OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-21	16
Total number of particpants at end of year	2024-10-21	17
2023: OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN 2023 401k membership
Market value of plan assets	2023-01-31	1,620,121
Acturial value of plan assets	2023-01-31	1,620,121
Funding target for retired participants and beneficiaries receiving payment	2023-01-31	0
Number of terminated vested participants	2023-01-31	1
Fundng target for terminated vested participants	2023-01-31	3,870
Active participant vested funding target	2023-01-31	1,089,800
Number of active participants	2023-01-31	15
Total funding liabilities for active participants	2023-01-31	1,089,800
Total participant count	2023-01-31	16
Total funding target for all participants	2023-01-31	1,093,670
Balance at beginning of prior year after applicable adjustments	2023-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-01-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-01-31	0
Prefunding balanced used to offset prior years funding requirement	2023-01-31	0
Amount remaining of carryover balance	2023-01-31	0
Amount remaining of prefunding balance	2023-01-31	0
Present value of excess contributions	2023-01-31	567,331
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-01-31	567,331
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-01-31	0
Reductions in caryover balances due to elections or deemed elections	2023-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-01-31	0
Balance of carryovers at beginning of current year	2023-01-31	0
Balance of prefunding at beginning of current year	2023-01-31	0
Total employer contributions	2023-01-31	252,729
Total employee contributions	2023-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-01-31	245,862
Unpaid minimum required contributions for all prior years	2023-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-01-31	0
Remaining amount of unpaid minimum required contributions	2023-01-31	0
Minimum required contributions for current year target normal cost	2023-01-31	245,303
Net shortfall amortization installment of oustanding balance	2023-01-31	0
Waiver amortization installment	2023-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-01-31	0
Carryover balance elected to use to offset funding requirement	2023-01-31	0
Prefunding balance elected to use to offset funding requirement	2023-01-31	0
Additional cash requirement	2023-01-31	0
Contributions allocatedtoward minimum required contributions for current year	2023-01-31	245,862
Unpaid minimum required contributions for current year	2023-01-31	0
Unpaid minimum required contributions for all years	2023-01-31	0
2022: OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-01-31	1,114,205
Acturial value of plan assets	2022-01-31	1,114,205
Funding target for retired participants and beneficiaries receiving payment	2022-01-31	0
Number of terminated vested participants	2022-01-31	1
Fundng target for terminated vested participants	2022-01-31	3,611
Active participant vested funding target	2022-01-31	781,170
Number of active participants	2022-01-31	15
Total funding liabilities for active participants	2022-01-31	781,170
Total participant count	2022-01-31	16
Total funding target for all participants	2022-01-31	784,781
Balance at beginning of prior year after applicable adjustments	2022-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-01-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-01-31	0
Prefunding balanced used to offset prior years funding requirement	2022-01-31	0
Amount remaining of carryover balance	2022-01-31	0
Amount remaining of prefunding balance	2022-01-31	0
Present value of excess contributions	2022-01-31	405,530
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-01-31	405,530
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-01-31	0
Reductions in caryover balances due to elections or deemed elections	2022-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-01-31	0
Balance of carryovers at beginning of current year	2022-01-31	0
Balance of prefunding at beginning of current year	2022-01-31	0
Total employer contributions	2022-01-31	573,359
Total employee contributions	2022-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-01-31	567,331
Unpaid minimum required contributions for all prior years	2022-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-01-31	0
Remaining amount of unpaid minimum required contributions	2022-01-31	0
Minimum required contributions for current year target normal cost	2022-01-31	239,460
Net shortfall amortization installment of oustanding balance	2022-01-31	0
Waiver amortization installment	2022-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-01-31	0
Carryover balance elected to use to offset funding requirement	2022-01-31	0
Prefunding balance elected to use to offset funding requirement	2022-01-31	0
Additional cash requirement	2022-01-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-01-31	567,331
Unpaid minimum required contributions for current year	2022-01-31	0
Unpaid minimum required contributions for all years	2022-01-31	0
2021: OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-01-31	552,673
Acturial value of plan assets	2021-01-31	552,673
Funding target for retired participants and beneficiaries receiving payment	2021-01-31	0
Number of terminated vested participants	2021-01-31	2
Fundng target for terminated vested participants	2021-01-31	5,236
Active participant vested funding target	2021-01-31	500,511
Number of active participants	2021-01-31	13
Total funding liabilities for active participants	2021-01-31	500,822
Total participant count	2021-01-31	15
Total funding target for all participants	2021-01-31	506,058
Balance at beginning of prior year after applicable adjustments	2021-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-01-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-01-31	0
Prefunding balanced used to offset prior years funding requirement	2021-01-31	0
Amount remaining of carryover balance	2021-01-31	0
Amount remaining of prefunding balance	2021-01-31	0
Present value of excess contributions	2021-01-31	41,248
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-01-31	41,248
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-01-31	0
Reductions in caryover balances due to elections or deemed elections	2021-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-01-31	0
Balance of carryovers at beginning of current year	2021-01-31	0
Balance of prefunding at beginning of current year	2021-01-31	0
Total employer contributions	2021-01-31	600,000
Total employee contributions	2021-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-01-31	593,993
Unpaid minimum required contributions for all prior years	2021-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-01-31	0
Remaining amount of unpaid minimum required contributions	2021-01-31	0
Minimum required contributions for current year target normal cost	2021-01-31	235,078
Net shortfall amortization installment of oustanding balance	2021-01-31	0
Waiver amortization installment	2021-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-01-31	188,463
Carryover balance elected to use to offset funding requirement	2021-01-31	0
Prefunding balance elected to use to offset funding requirement	2021-01-31	0
Additional cash requirement	2021-01-31	188,463
Contributions allocatedtoward minimum required contributions for current year	2021-01-31	593,993
Unpaid minimum required contributions for current year	2021-01-31	0
Unpaid minimum required contributions for all years	2021-01-31	0
2020: OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-01-31	285,072
Acturial value of plan assets	2020-01-31	285,072
Funding target for retired participants and beneficiaries receiving payment	2020-01-31	0
Number of terminated vested participants	2020-01-31	0
Fundng target for terminated vested participants	2020-01-31	0
Active participant vested funding target	2020-01-31	249,183
Number of active participants	2020-01-31	15
Total funding liabilities for active participants	2020-01-31	249,183
Total participant count	2020-01-31	15
Total funding target for all participants	2020-01-31	249,183
Balance at beginning of prior year after applicable adjustments	2020-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-01-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-01-31	0
Prefunding balanced used to offset prior years funding requirement	2020-01-31	0
Amount remaining of carryover balance	2020-01-31	0
Amount remaining of prefunding balance	2020-01-31	0
Present value of excess contributions	2020-01-31	40,038
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-01-31	40,038
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-01-31	0
Reductions in caryover balances due to elections or deemed elections	2020-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-01-31	0
Balance of carryovers at beginning of current year	2020-01-31	0
Balance of prefunding at beginning of current year	2020-01-31	0
Total employer contributions	2020-01-31	250,000
Total employee contributions	2020-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-01-31	244,739
Unpaid minimum required contributions for all prior years	2020-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-01-31	0
Remaining amount of unpaid minimum required contributions	2020-01-31	0
Minimum required contributions for current year target normal cost	2020-01-31	239,380
Net shortfall amortization installment of oustanding balance	2020-01-31	0
Waiver amortization installment	2020-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-01-31	203,491
Carryover balance elected to use to offset funding requirement	2020-01-31	0
Prefunding balance elected to use to offset funding requirement	2020-01-31	0
Additional cash requirement	2020-01-31	203,491
Contributions allocatedtoward minimum required contributions for current year	2020-01-31	244,739
Unpaid minimum required contributions for current year	2020-01-31	0
Unpaid minimum required contributions for all years	2020-01-31	0
2019: OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-01-31	0
Acturial value of plan assets	2019-01-31	0
Funding target for retired participants and beneficiaries receiving payment	2019-01-31	0
Number of terminated vested participants	2019-01-31	0
Fundng target for terminated vested participants	2019-01-31	0
Active participant vested funding target	2019-01-31	0
Number of active participants	2019-01-31	13
Total funding liabilities for active participants	2019-01-31	0
Total participant count	2019-01-31	13
Total funding target for all participants	2019-01-31	0
Balance at beginning of prior year after applicable adjustments	2019-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-01-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-01-31	0
Prefunding balanced used to offset prior years funding requirement	2019-01-31	0
Amount remaining of carryover balance	2019-01-31	0
Amount remaining of prefunding balance	2019-01-31	0
Present value of excess contributions	2019-01-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-01-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-01-31	0
Reductions in caryover balances due to elections or deemed elections	2019-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-01-31	0
Balance of carryovers at beginning of current year	2019-01-31	0
Balance of prefunding at beginning of current year	2019-01-31	0
Total employer contributions	2019-01-31	283,538
Total employee contributions	2019-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-01-31	273,928
Unpaid minimum required contributions for all prior years	2019-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-01-31	0
Remaining amount of unpaid minimum required contributions	2019-01-31	0
Minimum required contributions for current year target normal cost	2019-01-31	233,890
Net shortfall amortization installment of oustanding balance	2019-01-31	0
Waiver amortization installment	2019-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-01-31	233,890
Additional cash requirement	2019-01-31	233,890
Contributions allocatedtoward minimum required contributions for current year	2019-01-31	273,928
Unpaid minimum required contributions for current year	2019-01-31	0
Unpaid minimum required contributions for all years	2019-01-31	0

Financial Data on OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN

Measure	Date	Value
2025 : OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-10-22	0
Total liabilities as of the end of the plan year	2025-10-22	0
Total liabilities as of the beginning of the plan year	2025-10-22	0
Total expenses incurred by plan in this plan year	2025-10-22	31588
Net assets as of the end of the plan year	2025-10-22	2580749
Total assets as of the beginning of the plan year	2025-10-22	2191114
Value of plan covered by a fidelity bond	2025-10-22	500000
Participant contributions to plan in this plan year	2025-10-22	0
Other expenses paid from plan in this plan year	2025-10-22	0
Other contributions to plan in this plan year	2025-10-22	0
Other income to plan in this plan year	2025-10-22	121223
Plan net income in this plan year	2025-10-22	389635
Net assets as of the end of the plan year	2025-10-22	2580749
Net assets as of the beginning of the plan year	2025-10-22	2191114
Employer contributions to plan in this plan year	2025-10-22	300000
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-22	31588
2024 : OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-21	0
Total liabilities as of the end of the plan year	2024-10-21	0
Total liabilities as of the beginning of the plan year	2024-10-21	0
Total expenses incurred by plan in this plan year	2024-10-21	26085
Net assets as of the end of the plan year	2024-10-21	2191114
Total assets as of the beginning of the plan year	2024-10-21	1872948
Value of plan covered by a fidelity bond	2024-10-21	500000
Participant contributions to plan in this plan year	2024-10-21	0
Other expenses paid from plan in this plan year	2024-10-21	0
Other contributions to plan in this plan year	2024-10-21	0
Other income to plan in this plan year	2024-10-21	94251
Plan net income in this plan year	2024-10-21	318166
Net assets as of the end of the plan year	2024-10-21	2191114
Net assets as of the beginning of the plan year	2024-10-21	1872948
Employer contributions to plan in this plan year	2024-10-21	250000
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-21	26085

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Company Name:	OSCAR BRUGMANN SAND & GRAVEL, INC.
Employer identification number (EIN):	340825515
NAIC Classification:	212320
NAIC Description:	Sand, Gravel, Clay, and Ceramic and Refractory Minerals Mining and Quarrying