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RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN SOCIETY OF SAFETY ENGINEERS 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF AMERICAN SOCIETY OF SAFETY ENGINEERS
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN SOCIETY OF SAFETY ENGINEERS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

AMERICAN SOCIETY OF SAFETY ENGINEERS has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN SOCIETY OF SAFETY ENGINEERS
Employer identification number (EIN):362413556
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN SOCIETY OF SAFETY ENGINEERS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01LESLIE LANE-PALMER2023-06-14 LESLIE LANE-PALMER2023-06-14
0012020-10-01LESLIE LANE-PALMER2022-07-12 LESLIE LANE-PALMER2022-07-12
0012019-10-01LESLIE LANE-PALMER2021-05-03 LESLIE LANE-PALMER2021-05-03
0012018-10-01LESLIE LANE-PALMER2020-05-05 LESLIE LANE-PALMER2020-05-05
0012017-10-01LESLIE LANE-PALMER2019-06-19 LESLIE LANE-PALMER2019-06-19
0012016-10-01LESLIE LANE-PALMER2018-04-06 LESLIE LANE-PALMER2018-04-06
0012015-10-01LESLIE LANE-PALMER2017-06-23 LESLIE LANE-PALMER2017-06-23
0012014-10-01KATHLEEN SUIZZO2016-04-25 KATHLEEN SUIZZO2016-04-25
0012013-10-01KATHLEEN SUIZZO2015-06-22 KATHLEEN SUIZZO2015-06-22
0012012-10-01KATHLEEN SUIZZO2014-05-20 KATHLEEN SUIZZO2014-05-20
0012011-10-01LESLIE LANE-PALMER2013-07-01 FRED FORTMAN2013-07-01
0012010-10-01FRED FORTMAN2012-07-20
0012008-10-01
0012006-10-01 FRED FORTMAN2010-07-01
0012006-10-01 FRED FORTMAN2010-05-13

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN SOCIETY OF SAFETY ENGINEERS

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN SOCIETY OF SAFETY ENGINEERS

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN SOCIETY OF SAFETY ENGINEERS 2022 401k membership
Market value of plan assets2022-09-3010,646,638
Acturial value of plan assets2022-09-3010,646,638
Funding target for retired participants and beneficiaries receiving payment2022-09-303,659,195
Number of terminated vested participants2022-09-3046
Fundng target for terminated vested participants2022-09-301,893,492
Active participant vested funding target2022-09-303,401,107
Number of active participants2022-09-3028
Total funding liabilities for active participants2022-09-303,423,437
Total participant count2022-09-3088
Total funding target for all participants2022-09-308,976,124
Balance at beginning of prior year after applicable adjustments2022-09-30826,086
Prefunding balance at beginning of prior year after applicable adjustments2022-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-3031,000
Prefunding balanced used to offset prior years funding requirement2022-09-300
Amount remaining of carryover balance2022-09-30795,086
Amount remaining of prefunding balance2022-09-300
Present value of excess contributions2022-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-09-300
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-30942,415
Balance of prefunding at beginning of current year2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-300
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-3047,000
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN SOCIETY OF SAFETY ENGINEERS 2021 401k membership
Market value of plan assets2021-09-309,358,833
Acturial value of plan assets2021-09-309,358,833
Funding target for retired participants and beneficiaries receiving payment2021-09-303,891,313
Number of terminated vested participants2021-09-3037
Fundng target for terminated vested participants2021-09-301,160,081
Active participant vested funding target2021-09-303,648,478
Number of active participants2021-09-3037
Total funding liabilities for active participants2021-09-303,677,092
Total participant count2021-09-3089
Total funding target for all participants2021-09-308,728,486
Balance at beginning of prior year after applicable adjustments2021-09-30861,453
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-30103,367
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-30758,086
Amount remaining of prefunding balance2021-09-300
Present value of excess contributions2021-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-30826,086
Balance of prefunding at beginning of current year2021-09-300
Total employer contributions2021-09-300
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-300
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-3031,000
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-3031,000
Carryover balance elected to use to offset funding requirement2021-09-3031,000
Prefunding balance elected to use to offset funding requirement2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN SOCIETY OF SAFETY ENGINEERS 2020 401k membership
Market value of plan assets2020-09-308,920,623
Acturial value of plan assets2020-09-308,920,623
Funding target for retired participants and beneficiaries receiving payment2020-09-304,087,674
Number of terminated vested participants2020-09-3038
Fundng target for terminated vested participants2020-09-301,182,508
Active participant vested funding target2020-09-303,542,987
Number of active participants2020-09-3038
Total funding liabilities for active participants2020-09-303,593,345
Total participant count2020-09-3090
Total funding target for all participants2020-09-308,863,527
Balance at beginning of prior year after applicable adjustments2020-09-30820,119
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-30820,119
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-30136,359
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-30144,241
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-30861,453
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-3060,000
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-3058,934
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-3026,000
Net shortfall amortization installment of oustanding balance2020-09-30739,139
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-30162,301
Carryover balance elected to use to offset funding requirement2020-09-30103,367
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-3058,934
Contributions allocatedtoward minimum required contributions for current year2020-09-3058,934
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN SOCIETY OF SAFETY ENGINEERS 2019 401k membership
Market value of plan assets2019-09-308,498,634
Acturial value of plan assets2019-09-308,498,634
Funding target for retired participants and beneficiaries receiving payment2019-09-302,202,067
Number of terminated vested participants2019-09-3037
Fundng target for terminated vested participants2019-09-302,690,028
Active participant vested funding target2019-09-303,549,136
Number of active participants2019-09-3044
Total funding liabilities for active participants2019-09-303,621,343
Total participant count2019-09-3091
Total funding target for all participants2019-09-308,513,438
Balance at beginning of prior year after applicable adjustments2019-09-30805,175
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-3027,000
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-30778,175
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-30154,955
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-30164,062
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-30820,119
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-30309,000
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-30298,660
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-3026,000
Net shortfall amortization installment of oustanding balance2019-09-30834,923
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-30162,301
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-30162,301
Contributions allocatedtoward minimum required contributions for current year2019-09-30298,660
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN SOCIETY OF SAFETY ENGINEERS 2018 401k membership
Market value of plan assets2018-09-308,093,597
Acturial value of plan assets2018-09-308,093,597
Funding target for retired participants and beneficiaries receiving payment2018-09-301,695,143
Number of terminated vested participants2018-09-3031
Fundng target for terminated vested participants2018-09-302,424,883
Active participant vested funding target2018-09-303,547,482
Number of active participants2018-09-3054
Total funding liabilities for active participants2018-09-303,648,021
Total participant count2018-09-3094
Total funding target for all participants2018-09-307,768,047
Balance at beginning of prior year after applicable adjustments2018-09-30838,753
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-30110,483
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-30728,270
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-30805,175
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-30162,621
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-30154,955
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-3027,000
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-3027,000
Carryover balance elected to use to offset funding requirement2018-09-3027,000
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-30154,955
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN SOCIETY OF SAFETY ENGINEERS 2017 401k membership
Market value of plan assets2017-09-307,507,973
Acturial value of plan assets2017-09-307,507,973
Funding target for retired participants and beneficiaries receiving payment2017-09-30596,363
Number of terminated vested participants2017-09-3025
Fundng target for terminated vested participants2017-09-301,731,465
Active participant vested funding target2017-09-304,506,610
Number of active participants2017-09-3065
Total funding liabilities for active participants2017-09-304,632,008
Total participant count2017-09-3097
Total funding target for all participants2017-09-306,959,836
Balance at beginning of prior year after applicable adjustments2017-09-30782,200
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-30782,200
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-306,415
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-306,823
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-30838,753
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-300
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-300
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-30110,483
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-30110,483
Carryover balance elected to use to offset funding requirement2017-09-30110,483
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2006: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN SOCIETY OF SAFETY ENGINEERS 2006 401k membership
Total participants, beginning-of-year2006-10-0166
Total number of active participants reported on line 7a of the Form 55002006-10-0146
Number of other retired or separated participants entitled to future benefits2006-10-0112
Total of all active and inactive participants2006-10-0158
Total participants2006-10-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-10-016

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN SOCIETY OF SAFETY ENGINEERS

2008: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN SOCIETY OF SAFETY ENGINEERS 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo
2006: RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN SOCIETY OF SAFETY ENGINEERS 2006 form 5500 responses
2006-10-01Type of plan entitySingle employer plan
2006-10-01Submission has been amendedNo
2006-10-01This submission is the final filingNo
2006-10-01This return/report is a short plan year return/report (less than 12 months)No
2006-10-01Plan is a collectively bargained planNo
2006-10-01Plan funding arrangement – InsuranceYes
2006-10-01Plan funding arrangement – TrustYes
2006-10-01Plan benefit arrangement – InsuranceYes
2006-10-01Plan benefit arrangement - TrustYes

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