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FOUNDATION FOR ADVANCING ALCOHOL RESPONSIBILITY DEFINED BENEFIT PLAN 401k Plan overview

Plan NameFOUNDATION FOR ADVANCING ALCOHOL RESPONSIBILITY DEFINED BENEFIT PLAN
Plan identification number 002

FOUNDATION FOR ADVANCING ALCOHOL RESPONSIBILITY DEFINED BENEFIT PLAN 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).
  • 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

FOUNDATION FOR ADVANCING ALCOHOL RESPONSIBILITY has sponsored the creation of one or more 401k plans.

Company Name:FOUNDATION FOR ADVANCING ALCOHOL RESPONSIBILITY
Employer identification number (EIN):363704297
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about FOUNDATION FOR ADVANCING ALCOHOL RESPONSIBILITY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2212303

More information about FOUNDATION FOR ADVANCING ALCOHOL RESPONSIBILITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOUNDATION FOR ADVANCING ALCOHOL RESPONSIBILITY DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01ADRIAN BAXTER2023-09-29 ADRIAN BAXTER2023-09-29
0022021-01-01ADRIAN BAXTER2022-10-13
0022020-01-01SENTA BOARDLEY2021-09-22 SENTA BOARDLEY2021-09-22
0022019-01-01SENTA BOARDLEY2020-10-14 SENTA BOARDLEY2020-10-14
0022018-01-01SENTA BOARDLEY2019-10-14 SENTA BOARDLEY2019-10-14
0022017-01-01SENTA BOARDLEY2018-09-19 SENTA BOARDLEY2018-09-19
0022016-01-01SENTA BOARDLEY2017-10-11 SENTA BOARDLEY2017-10-11
0022015-01-01SENTA BOARDLEY2016-10-06 SENTA BOARDLEY2016-10-06
0022014-01-01JEAN GOODING2015-07-15 JEAN GOODING2015-07-15
0022013-01-01JEAN GOODING2014-09-29 JEAN GOODING2014-09-29
0022012-01-01JEAN GOODING2013-07-18 JEAN GOODING2013-07-18
0022011-01-01JEAN GOODING2012-09-26 JEAN GOODING2012-09-26
0022010-01-01JEAN GOODING2011-10-13 JEAN GOODING2011-10-13

Plan Statistics for FOUNDATION FOR ADVANCING ALCOHOL RESPONSIBILITY DEFINED BENEFIT PLAN

401k plan membership statisitcs for FOUNDATION FOR ADVANCING ALCOHOL RESPONSIBILITY DEFINED BENEFIT PLAN

Measure Date Value
2022: FOUNDATION FOR ADVANCING ALCOHOL RESPONSIBILITY DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-12-315,646,456
Acturial value of plan assets2022-12-315,304,767
Funding target for retired participants and beneficiaries receiving payment2022-12-311,567,866
Number of terminated vested participants2022-12-3114
Fundng target for terminated vested participants2022-12-31670,043
Active participant vested funding target2022-12-311,188,157
Number of active participants2022-12-3113
Total funding liabilities for active participants2022-12-311,242,048
Total participant count2022-12-3131
Total funding target for all participants2022-12-313,479,957
Balance at beginning of prior year after applicable adjustments2022-12-31637,484
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-31637,484
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3168,585
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3172,131
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-31701,360
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31175,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31170,329
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31248,862
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31170,329
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: FOUNDATION FOR ADVANCING ALCOHOL RESPONSIBILITY DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-315,211,371
Acturial value of plan assets2021-12-314,690,234
Funding target for retired participants and beneficiaries receiving payment2021-12-311,673,965
Number of terminated vested participants2021-12-3112
Fundng target for terminated vested participants2021-12-31520,967
Active participant vested funding target2021-12-311,187,299
Number of active participants2021-12-3113
Total funding liabilities for active participants2021-12-311,228,253
Total participant count2021-12-3129
Total funding target for all participants2021-12-313,423,185
Balance at beginning of prior year after applicable adjustments2021-12-31537,100
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-31537,100
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31167,261
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31176,628
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-31637,484
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3170,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3168,585
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31194,841
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3168,585
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: FOUNDATION FOR ADVANCING ALCOHOL RESPONSIBILITY DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-314,385,989
Acturial value of plan assets2020-12-314,101,972
Funding target for retired participants and beneficiaries receiving payment2020-12-311,762,802
Number of terminated vested participants2020-12-3111
Fundng target for terminated vested participants2020-12-31448,435
Active participant vested funding target2020-12-31933,935
Number of active participants2020-12-3111
Total funding liabilities for active participants2020-12-31955,297
Total participant count2020-12-3127
Total funding target for all participants2020-12-313,166,534
Balance at beginning of prior year after applicable adjustments2020-12-31435,357
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31435,357
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31135,032
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31142,783
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31537,100
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31175,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31167,261
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31115,629
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31167,261
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: FOUNDATION FOR ADVANCING ALCOHOL RESPONSIBILITY DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-313,560,305
Acturial value of plan assets2019-12-313,696,745
Funding target for retired participants and beneficiaries receiving payment2019-12-31321,640
Number of terminated vested participants2019-12-3112
Fundng target for terminated vested participants2019-12-311,830,151
Active participant vested funding target2019-12-31760,579
Number of active participants2019-12-3111
Total funding liabilities for active participants2019-12-31782,411
Total participant count2019-12-3126
Total funding target for all participants2019-12-312,934,202
Balance at beginning of prior year after applicable adjustments2019-12-31453,072
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31453,072
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31134,891
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31142,863
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31435,357
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31140,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31135,032
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31110,800
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31135,032
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: FOUNDATION FOR ADVANCING ALCOHOL RESPONSIBILITY DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-313,614,775
Acturial value of plan assets2018-12-313,404,387
Funding target for retired participants and beneficiaries receiving payment2018-12-31329,459
Number of terminated vested participants2018-12-3111
Fundng target for terminated vested participants2018-12-31659,226
Active participant vested funding target2018-12-311,659,920
Number of active participants2018-12-3111
Total funding liabilities for active participants2018-12-311,673,319
Total participant count2018-12-3125
Total funding target for all participants2018-12-312,662,004
Balance at beginning of prior year after applicable adjustments2018-12-31385,659
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31385,659
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31135,130
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31143,359
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31453,072
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31140,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31134,891
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3196,543
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31134,891
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: FOUNDATION FOR ADVANCING ALCOHOL RESPONSIBILITY DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-312,998,925
Acturial value of plan assets2017-12-313,073,301
Funding target for retired participants and beneficiaries receiving payment2017-12-31320,091
Number of terminated vested participants2017-12-3111
Fundng target for terminated vested participants2017-12-31586,145
Active participant vested funding target2017-12-311,371,674
Number of active participants2017-12-3110
Total funding liabilities for active participants2017-12-311,378,978
Total participant count2017-12-3124
Total funding target for all participants2017-12-312,285,214
Balance at beginning of prior year after applicable adjustments2017-12-31365,866
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31365,866
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31134,611
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31143,051
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31385,659
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31140,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31135,130
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31133,323
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31135,130
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: FOUNDATION FOR ADVANCING ALCOHOL RESPONSIBILITY DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-312,763,607
Acturial value of plan assets2016-12-312,876,048
Funding target for retired participants and beneficiaries receiving payment2016-12-31324,213
Number of terminated vested participants2016-12-319
Fundng target for terminated vested participants2016-12-31524,443
Active participant vested funding target2016-12-311,152,572
Number of active participants2016-12-3111
Total funding liabilities for active participants2016-12-311,159,939
Total participant count2016-12-3123
Total funding target for all participants2016-12-312,008,595
Balance at beginning of prior year after applicable adjustments2016-12-31362,064
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31362,064
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31134,787
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31143,508
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31365,866
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31140,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31134,611
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31126,985
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31134,611
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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