401k Plan data: GEORGE F. WILBUR, INC. DEFINED BENEFIT PLAN plan

GEORGE F. WILBUR, INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	GEORGE F. WILBUR, INC. DEFINED BENEFIT PLAN
Plan identification number	002

GEORGE F. WILBUR, INC. DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).

401k Sponsoring company profile

GEORGE F. WILBUR, INC. has sponsored the creation of one or more 401k plans.

Company Name: GEORGE F. WILBUR, INC.

Employer identification number (EIN): 382684704

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE F. WILBUR, INC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 GEORGE F. WILBUR 2023-10-09
002 2022-01-01 GEORGE F. WILBUR 2023-10-09
002 2021-01-01 GEORGE F. WILBUR 2022-08-23
002 2020-01-01 GEORGE F. WILBUR 2021-07-28
002 2019-01-01 GEORGE F. WILBUR 2020-07-23
002 2018-01-01 GEORGE F. WILBUR 2019-09-09
002 2017-01-01 GEORGE F. WILBUR 2018-08-03
002 2016-01-01 GEORGE F. WILBUR 2017-09-27
002 2015-01-01 GEORGE F. WILBUR 2016-08-29
002 2014-01-01 GEORGE F. WILBUR 2015-09-04
002 2013-01-01 GEORGE WILBUR 2014-10-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	GEORGE F. WILBUR	2023-10-09
002	2022-01-01	GEORGE F. WILBUR	2023-10-09
002	2021-01-01	GEORGE F. WILBUR	2022-08-23
002	2020-01-01	GEORGE F. WILBUR	2021-07-28
002	2019-01-01	GEORGE F. WILBUR	2020-07-23
002	2018-01-01	GEORGE F. WILBUR	2019-09-09
002	2017-01-01	GEORGE F. WILBUR	2018-08-03
002	2016-01-01	GEORGE F. WILBUR	2017-09-27
002	2015-01-01	GEORGE F. WILBUR	2016-08-29
002	2014-01-01	GEORGE F. WILBUR	2015-09-04
002	2013-01-01	GEORGE WILBUR	2014-10-06

Plan Statistics for GEORGE F. WILBUR, INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for GEORGE F. WILBUR, INC. DEFINED BENEFIT PLAN

Measure Date Value
2022: GEORGE F. WILBUR, INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,681,116
Acturial value of plan assets 2022-12-31 2,681,116
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 2,851,217
Number of active participants 2022-12-31 7
Total funding liabilities for active participants 2022-12-31 2,851,217
Total participant count 2022-12-31 7
Total funding target for all participants 2022-12-31 2,851,217
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 187,936
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 187,936
Present value of excess contributions 2022-12-31 137,516
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 137,516
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 137,516
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 340,656
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 85,128
Net shortfall amortization installment of oustanding balance 2022-12-31 529,050
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 172,113
Prefunding balance elected to use to offset funding requirement 2022-12-31 172,113
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: GEORGE F. WILBUR, INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,366,381
Acturial value of plan assets 2021-12-31 2,366,381
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 1,747,473
Number of active participants 2021-12-31 6
Total funding liabilities for active participants 2021-12-31 1,747,473
Total participant count 2021-12-31 6
Total funding target for all participants 2021-12-31 1,747,473
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 449,078
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 282,009
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 167,069
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 187,936
Total employer contributions 2021-12-31 859,231
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 855,051
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 1,140,802
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 717,535
Additional cash requirement 2021-12-31 717,535
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 855,051
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: GEORGE F. WILBUR, INC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,189,181
Acturial value of plan assets 2020-12-31 2,189,181
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,838,913
Number of active participants 2020-12-31 5
Total funding liabilities for active participants 2020-12-31 1,838,913
Total participant count 2020-12-31 5
Total funding target for all participants 2020-12-31 1,838,913
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 503,363
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 115,592
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 387,771
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 449,078
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 263,362
Net shortfall amortization installment of oustanding balance 2020-12-31 112,821
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 290,832
Prefunding balance elected to use to offset funding requirement 2020-12-31 290,832
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: GEORGE F. WILBUR, INC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,824,526
Acturial value of plan assets 2019-12-31 1,824,526
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 874
Active participant vested funding target 2019-12-31 1,395,990
Number of active participants 2019-12-31 7
Total funding liabilities for active participants 2019-12-31 1,395,990
Total participant count 2019-12-31 8
Total funding target for all participants 2019-12-31 1,396,864
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 493,101
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 493,101
Present value of excess contributions 2019-12-31 45,765
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 45,765
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 45,765
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 503,363
Total employer contributions 2019-12-31 150,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 141,674
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 239,998
Net shortfall amortization installment of oustanding balance 2019-12-31 94,980
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 261,693
Prefunding balance elected to use to offset funding requirement 2019-12-31 120,019
Additional cash requirement 2019-12-31 141,674
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 141,674
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: GEORGE F. WILBUR, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,301,015
Acturial value of plan assets 2018-12-31 1,301,015
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 716
Active participant vested funding target 2018-12-31 974,059
Number of active participants 2018-12-31 8
Total funding liabilities for active participants 2018-12-31 974,059
Total participant count 2018-12-31 9
Total funding target for all participants 2018-12-31 974,775
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 375,370
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 375,370
Present value of excess contributions 2018-12-31 72,912
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 72,912
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 72,912
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 493,101
Total employer contributions 2018-12-31 300,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 285,471
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 206,509
Net shortfall amortization installment of oustanding balance 2018-12-31 190,382
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 239,706
Additional cash requirement 2018-12-31 239,706
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 285,471
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: GEORGE F. WILBUR, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,070,762
Acturial value of plan assets 2017-12-31 1,070,762
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 653
Active participant vested funding target 2017-12-31 686,987
Number of active participants 2017-12-31 8
Total funding liabilities for active participants 2017-12-31 686,987
Total participant count 2017-12-31 9
Total funding target for all participants 2017-12-31 687,640
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 108,933
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 108,933
Present value of excess contributions 2017-12-31 260,293
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 260,293
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 260,293
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 375,370
Total employer contributions 2017-12-31 317,799
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 305,494
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 229,376
Net shortfall amortization installment of oustanding balance 2017-12-31 9,703
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 232,582
Additional cash requirement 2017-12-31 232,582
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 305,494
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: GEORGE F. WILBUR, INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 520,124
Acturial value of plan assets 2016-12-31 520,124
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 559
Active participant vested funding target 2016-12-31 464,641
Number of active participants 2016-12-31 7
Total funding liabilities for active participants 2016-12-31 465,173
Total participant count 2016-12-31 8
Total funding target for all participants 2016-12-31 465,732
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 395
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 395
Present value of excess contributions 2016-12-31 108,549
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 108,549
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 108,549
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 108,933
Total employer contributions 2016-12-31 472,116
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 451,805
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 181,265
Net shortfall amortization installment of oustanding balance 2016-12-31 59,694
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 191,512
Additional cash requirement 2016-12-31 191,512
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 451,805
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: GEORGE F. WILBUR, INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,681,116
Acturial value of plan assets	2022-12-31	2,681,116
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	2,851,217
Number of active participants	2022-12-31	7
Total funding liabilities for active participants	2022-12-31	2,851,217
Total participant count	2022-12-31	7
Total funding target for all participants	2022-12-31	2,851,217
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	187,936
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	187,936
Present value of excess contributions	2022-12-31	137,516
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	137,516
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	137,516
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	340,656
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	85,128
Net shortfall amortization installment of oustanding balance	2022-12-31	529,050
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	172,113
Prefunding balance elected to use to offset funding requirement	2022-12-31	172,113
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: GEORGE F. WILBUR, INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,366,381
Acturial value of plan assets	2021-12-31	2,366,381
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	1,747,473
Number of active participants	2021-12-31	6
Total funding liabilities for active participants	2021-12-31	1,747,473
Total participant count	2021-12-31	6
Total funding target for all participants	2021-12-31	1,747,473
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	449,078
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	282,009
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	167,069
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	187,936
Total employer contributions	2021-12-31	859,231
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	855,051
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	1,140,802
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	717,535
Additional cash requirement	2021-12-31	717,535
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	855,051
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: GEORGE F. WILBUR, INC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,189,181
Acturial value of plan assets	2020-12-31	2,189,181
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,838,913
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	1,838,913
Total participant count	2020-12-31	5
Total funding target for all participants	2020-12-31	1,838,913
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	503,363
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	115,592
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	387,771
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	449,078
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	263,362
Net shortfall amortization installment of oustanding balance	2020-12-31	112,821
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	290,832
Prefunding balance elected to use to offset funding requirement	2020-12-31	290,832
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: GEORGE F. WILBUR, INC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,824,526
Acturial value of plan assets	2019-12-31	1,824,526
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	874
Active participant vested funding target	2019-12-31	1,395,990
Number of active participants	2019-12-31	7
Total funding liabilities for active participants	2019-12-31	1,395,990
Total participant count	2019-12-31	8
Total funding target for all participants	2019-12-31	1,396,864
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	493,101
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	493,101
Present value of excess contributions	2019-12-31	45,765
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	45,765
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	45,765
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	503,363
Total employer contributions	2019-12-31	150,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	141,674
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	239,998
Net shortfall amortization installment of oustanding balance	2019-12-31	94,980
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	261,693
Prefunding balance elected to use to offset funding requirement	2019-12-31	120,019
Additional cash requirement	2019-12-31	141,674
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	141,674
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: GEORGE F. WILBUR, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,301,015
Acturial value of plan assets	2018-12-31	1,301,015
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	716
Active participant vested funding target	2018-12-31	974,059
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	974,059
Total participant count	2018-12-31	9
Total funding target for all participants	2018-12-31	974,775
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	375,370
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	375,370
Present value of excess contributions	2018-12-31	72,912
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	72,912
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	72,912
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	493,101
Total employer contributions	2018-12-31	300,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	285,471
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	206,509
Net shortfall amortization installment of oustanding balance	2018-12-31	190,382
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	239,706
Additional cash requirement	2018-12-31	239,706
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	285,471
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: GEORGE F. WILBUR, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,070,762
Acturial value of plan assets	2017-12-31	1,070,762
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	653
Active participant vested funding target	2017-12-31	686,987
Number of active participants	2017-12-31	8
Total funding liabilities for active participants	2017-12-31	686,987
Total participant count	2017-12-31	9
Total funding target for all participants	2017-12-31	687,640
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	108,933
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	108,933
Present value of excess contributions	2017-12-31	260,293
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	260,293
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	260,293
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	375,370
Total employer contributions	2017-12-31	317,799
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	305,494
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	229,376
Net shortfall amortization installment of oustanding balance	2017-12-31	9,703
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	232,582
Additional cash requirement	2017-12-31	232,582
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	305,494
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: GEORGE F. WILBUR, INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	520,124
Acturial value of plan assets	2016-12-31	520,124
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	559
Active participant vested funding target	2016-12-31	464,641
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	465,173
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	465,732
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	395
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	395
Present value of excess contributions	2016-12-31	108,549
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	108,549
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	108,549
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	108,933
Total employer contributions	2016-12-31	472,116
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	451,805
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	181,265
Net shortfall amortization installment of oustanding balance	2016-12-31	59,694
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	191,512
Additional cash requirement	2016-12-31	191,512
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	451,805
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	GEORGE F. WILBUR, INC.
Employer identification number (EIN):	382684704
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors